Great write up. Lots of great points. Let me ask you.. have you watched, listened or read anything from Dave Hunter the contrarian? He believes we markets melt up, prior to busting. What do you think of that?
His forecast is dependent on several things but mainly that inflation data surprises in that inflation is falling sharply. 10y treasury yields will follow, falling to 2.5% and then to 0. The melt up will take SPY to 600+, gold to 3k+, etc… and then a global bust, driving markets down 80%~
dolphinsgt61311 t1_j9e2vwo wrote
Reply to Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market? by DesmondMilesDant
Great write up. Lots of great points. Let me ask you.. have you watched, listened or read anything from Dave Hunter the contrarian? He believes we markets melt up, prior to busting. What do you think of that?
His forecast is dependent on several things but mainly that inflation data surprises in that inflation is falling sharply. 10y treasury yields will follow, falling to 2.5% and then to 0. The melt up will take SPY to 600+, gold to 3k+, etc… and then a global bust, driving markets down 80%~
What do you think?