So rates will either go up or down :)?
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You know my view ;-) I’m just establishing where the risks to my view lies...
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Dec2020 99 strike.. was your favourite. I think perhaps june2021 now that things have taken longer to play out. Your thoughts?
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Probably but I’d like to see confirming price action
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The blow-off top is still ahead.
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In equities, sure, why not. I’m generally not involved there.
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Raoul, I really like you dude and certainly appreciate most of the macro folks you interview BUT this sort of overlay is very unscientific (love PTJ too but he doesn’t do this anymore!). It’s peak overfitting and I’m all for historical templates.
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I get that. The 120 page December GMI goes into the reasons why, the chart is nothing really but an expression of my views and a similarity in circumstances. I never, ever trade off pattern matches. Hope that clarifies
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Do you agree with CS Zoltans recent note? He's saying that much higher yields are coming soon...
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He is smarter than I but I don’t think they Fed will allow it as they are doing everything to try to stop it happening.
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Čini se da učitavanje traje već neko vrijeme.
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