$DXY, HYG and TLT telling me a lot about the RSP and liquidity, along with all the inflationary sensitive stocks (Steel, copper, energy, gold, XLRE, XHB, CORN, SOYB, WEAT, XLI, WOOD and XLB) all showing the fed needs to be cutting rates and not worrying about inflation. They need to stop QT now which is the only reason why the bond yields are going up. Evident with the previous mentioned stock sectors that inflation isn't the issue. They just need to stop selling bonds with QT. They are selling bonds still because they are fearing inflation when it's not warranted. I think once the fed sees the recession they will start to buy bonds and the equity money will follow suit as they play "don't fight the fed" Go where they are going, but it will be much too late.
Great charts slim. Thanks
Glad you like them!
15:52 short side options bias do you mean expecting prices to go down or to shorten the length(time) of options held?
That indicator shows a directional bias, not duration
@@askSlimTeam 👌thanks
Weekend special 💙
Yes! Thanks!
Love the video Steve great video!!!
Glad you enjoyed it
Thank you!
You're welcome!
Awesome review Slim. Thank you!
My pleasure!
Thanks Slim
Welcome
Excellent analysis. Volatility could be crazy in 2025.
Yes, thanks!
Thanks slim
Welcome
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Pretty bear bro but i agree this time. Recession downside coming. Q4 earnings not so good and Q1 gonna be shite. Crash by June, imo
✔️ but crash? Doubtful
Alot of people think this is going to run to ath again kinda like a blow off top
Probably so, because they are already positioned for it.
Looking like we running already in futures
✔️
$DXY, HYG and TLT telling me a lot about the RSP and liquidity, along with all the inflationary sensitive stocks (Steel, copper, energy, gold, XLRE, XHB, CORN, SOYB, WEAT, XLI, WOOD and XLB) all showing the fed needs to be cutting rates and not worrying about inflation. They need to stop QT now which is the only reason why the bond yields are going up. Evident with the previous mentioned stock sectors that inflation isn't the issue. They just need to stop selling bonds with QT. They are selling bonds still because they are fearing inflation when it's not warranted. I think once the fed sees the recession they will start to buy bonds and the equity money will follow suit as they play "don't fight the fed" Go where they are going, but it will be much too late.
When that happens, stocks will be getting cracked.
Blow off top first, 6550 first
😮
Stocks in trouble LOL. Zoom out.
Appreciate your learned criticism