Loading ...Stunning
The Implications of Rambus Special weekend reports are just Stunning.
https://rambus1.com/2018/01/10/weekend-report-part-2-10/
( Link for Rambus Members Only)
They are implying this is absolutely a world wide phenomena with many/ most Countries and Sectors just half way into this historic move.
Nobody on the Planet does the big picture better than Sir Rambus.
I have watched these charts develop for a Decade now and am completely in Awe of this phenomenon.
I know I’m preaching to the choir when I say we are soooo fortunate to be amongst the very few with this Bird’s Eye View IN REAL TIME of the Greatest Bull Market in the history of mankind.
What Shall we call this Beast ?
The Great World Stock Market Bull ( GWSMB)
LOOK at some of those halfway patterns just breaking out Now !
The Only Sector I can see in the Whole World that is not in a confirmed Sustained Bull is
sheesh
Sir Fully. It is stunning!!!.
BUT Look at the Dynamic Yield curve. Once it starts flattening thing may change. Investors do not know when that wll happen.
There was risk in the market in 2000 than there wa risk in the market at the top o in 2007. 2009 exceeded low of 2002. WOW is there a risk in the market now ??? Will it exceed low of 2009???
Rstes have been going higher. Will market continue to go higher on the back of rising rates???
Rambus already called for tlt demise. Which one will pan out?? Rates or workd market?
https://stockcharts.com/freecharts/yieldcurve.php
Sir Bikoo….you got me looking at the yield curve from every angle now
The steep rise in the yield curve began just after the GFC…..Stocks were rising WITH the Yield Curve
and continued to rise as the yield Curve Topped and Dropped and continue to this day.
IF Bond Prices have Topped and the Money comes out of Long term Bonds ( Rates Rise) where will the money Go ?
Stocks ! ( And Hopefully Commodities)
https://stockcharts.com/h-sc/ui?s=%24TYX%3A%24UST2Y&p=D&yr=25&mn=0&dy=0&id=p39562425370&a=569466215
Spock has wrote about change in all relations since 2012.
All Rates are rising. But the difference and change of rate what matters. The yield curve is difference in rates over the maturities. Represented in Stockchart yield curve. The curve is steepnning. Once it changes to flatenning watch out???
But the change of rate difference is the ratio of rates 30’s/5′ rate. SGR is affected by the ratio in a given time. Speed vs Acceleration.
Look for another post where it is clear that financial market has changed significantly from past norms.
Bob Hoye says that economy boom when T bills rate rises and vice versa. These rates have gone uo from 0 to now 1.4%. That is huge.