it's | fucking | rigged

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43941687)

guns

ammo

food storage

physical silver

physical gold

mining stocks

oil/gas stocks

uranium stocks

commodity royalty stocks

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43941726)

op, whats your explanation for why all corporate and non-us sovereign debt yields remain so low? is the fed buying them too?

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43941845)

if you're a eurofag and you see the US gov print 30% of its currency in a single year, you do the same thing to keep F/X parity

if you're a corporatefag, you see the US government is making credit so freeflowing and cheap that you can issue deeply negative real rate bonds because they are slightly higher rate than treasuries. there's also the complete moral hazard of if anything goes wrong they will get bailed out. the fed bought fucking APPLE bonds right after the mar2020 crash

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43942047)

stick to 'ironic' flat earth conspiracies

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43942465)

enjoy your 7.5% "inflation" adjustment while real inflation is approaching >20%. eat shit and die pumo

https://www.forbes.com/sites/vineerbhansali/2021/03/03/a-tip-to-the-wise-dont-look-at-tips-to-protect-against-inflation-from-here/?sh=1b4e453521fb

Now here is the punchline. The Fed wants inflation to be about 2%, on average. To have inflation get to 2% consistently, the expectations of the market have to be “anchored” to this 2% target. To manage expectations, the Fed can buy enough TIPS and Treasuries, just in the right amount, to make the breakeven inflation rate equal to 2%, or whatever it wants. If we look at the chart again, we see that the five-year forward five year inflation is exactly at 2%. The metric is cooked to perfection. Mission accomplished?

Not so fast. Remember that the breakeven inflation has no real information content these days. Due to the buying by the Fed and others, the actual real yield on short term TIPS is deeply negative (about -2% in the five year maturity area, and -0.50% or so in the ten year maturity area). Even thirty 30 year TIPS are at 0% real yield and the real yield of the almost $30billion TIPS ETF TIP is about -1.25% (Source: Ishares). Since real yields are a function of economic growth, negative real yields, if they were a good metric of the market’s expectations, means that the market thinks there will be no growth. But the equity markets are saying there will be a lot of growth.

So someone is wrong. Either the stock markets are wrong, or the TIPS market is wrong. My view is that the TIPs market is simply not a market in the traditional sense any more, and the equity market is sort of a market, but the Fed, by buying corporate bonds and its underwriting of risk in the stock market, has also boosted the equity markets. So neither has much informational content, except that at the end of the day, the equity markets are more important to the economy and the Fed than the TIPS market.

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43948244)

https://pbs.twimg.com/media/FLPYhJ0VcAo_Adg?format=png&name=small

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43948294)

we need to print more to exit this deflationary spiral

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43950975)

1-year lockup on i-bonds, i'm sure nothing will go too wrong until then

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43953851)

i'm also YUGELY bullish on energy and food, the former of which has performed incredibly and the latter of which is just getting started

hope you're strapped into your rocket

(http://www.autoadmit.com/thread.php?thread_id=5028425&forum_id=2#43953745)