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Last week we felt Govt Shutdown was a nothingburger - this week we have a different set of surprises. Bond Market, CDS Spikes, Debt Spiking, Bonds Selling Off, Political Upheavel n Markets Tanking

I started writing the note and it go so big - it was easy for me to craft in Substack

Anyhow read here for free - I still sit on a bunch of cash so I will be looking to deploy when the dust settles. 

https://open.substack.com/pub/investanswers/p/perfect-storm-driving-market-upheavel?r=q9ccl&utm_campaign=post&utm_medium=web

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Perfect Storm Driving Market Upheavel

Last week we felt Govt Shutdown was a nothingburger - this week we have a different set of surprises. Bond Market, CDS Spikes, Debt Spiking, Bonds Selling Off, Political Upheavel n Markets Tanking

Comments

Anonymous

Noice! 💥

Anonymous

Wasn't the Fear and greed index on 50? Or was that pertaining specifically just to crypto?

Anonymous

Good read! Kpm!

Anonymous

Careful about any reference to politics. I learned last week our community has its share of snowflakes easily triggered. Out of character for me but the attacks really set me off. Yes triggered!!! You are one of the purest, respectful, honest people I have ever met. I was offended for you. Thanks for all you do ❤️

Anonymous

We are going down like the Hindeberg!!! AAAGGHHHHH!!!! Bidenomics looking pretty great right now eh? Wen Stimulus to buy voters?

Anonymous

I was listening to a podcast today and they were talking about bond vigilantes. Thoughts on their take that this could be at play? Big money players trying to steer the ship? Also, could China's dumping of treasuries be more fuel to the fire?

Anonymous

MSTR seems to be decoupling from BTC. Any specific reason?

Anonymous

Should I read this as ‘all in on BTC?’

Anonymous

It drops more when BTC is going down and rises more when BTC is going up. What else you refering to? It is still trading at about 5% premium from it bitcoin holdings.