The market needs you out. The back of complacency must be broken. The DOW 10k area must be toyed with, over and over again. The breakout from Dec/Jan must be tested and some marginally broken. Roubini must be a hero, again.
It’s gonna be a long, hot summer. What a great time to actually accumulate good ideas. I live for the kind of market that you all despise. Trade your way into oblivion. Don’t let the door hit you on the way out.
BTW–yields are going lower, eventually because we are Japan. The only thing that will keep 10m people in their homes after the next round of depreciation will be the giant refi at 3%…
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