EXPLOSIVE retail sales. FED forced to taper faster than they wanted. OIL, Dollar under pressure to keep going higher. BUT the 10 year note is not even where it was one year ago? Man is that a MAJOR discrepancy or what? I mean think about it folks. 10 Million jobs begging to be filled, huge resignations in last 3 months, wage growth double its normal path and the future according to the 10 year note is low inflation? Lower than one year ago?
POOR BITCOIN. Perhaps the canary is starting to get tired of singing? We will see a HUGE EXPLOSIVE move between NOW and January 2022. Imagine a GREAT HOLIDAY not pushing stocks much higher? NOPE! Done deal.
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