A diary of the thought process behind my investment decisions
10 year bond yield at 3% and lower implies deflation. i disagree with kass, we're in deflation across the board with all commodities and stocks down big across the board priced in gold thru QE math. and gold will one day fall last like the last alligator in the water pool accelerating deflation priced in dollars as the greenback soars.
Surprised market reacted negatively on NFP since was expected and not really relevant sinceprofits being made in global markets where demand for commodities still alive.
IMO since commodities are hanging in there..the risk on trade will be back soonnothing else is out there
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