20170627indu_usb.png

Long-term look at INDU vs USD (30-Yr Treas). The Trump overshoot?

atlanta-fed_sticky-price-cpi.png

The Atlanta Fed breaks the CPI into flexible and sticky prices. Flexible prices can move very quickly, like oil. S...

1

tlt-attempting-breakout-above-neckline-june-14.jpg (1569×734)

Turn the table forward a year later and as of today, nearly 90% of investors are sure the Fed will raise rates…...

2 may26.PNG

Bullish?

2

1 may26.PNG

Top candidate on EEM

es-curve.png

Yield curve steepening on ES pullback

1

20170402_bonds.jpg (768×452)

Stock-To-Bond Ratio Back At 2007 Peak

4 mar15.PNG

I'm out of bonds I think the market is in early stage of recovery but I wouldn't be surprised if the debt ceillin...

3 mar15.PNG

Ok, so I can see two options: _ We are still extremely early in the recovery cycle (and the S&P is telling us t...

2 mar15.PNG

1 rate hike today is the very least the market has priced in @ this point, the FED, like in december, has no choice...

2 mar9.PNG

Traders have one thing in mind... buy the dip! So much greed! I still would understand better with a bounce/...

1 mar9.PNG

Bought bonds today Bottom in or very close IMO

usdx 04.03.17.png

us dollar index ahead of FED

4 mar2.PNG

All eyes are gonna turn on energy again?

1 feb26.PNG

Logic? in your opinion?

Need for Speed - chpc.biz

Apparently Harry Dent has increased his retracement target from a 43% to a 64% drop from the highs of last year's...

$UKT10Y.jpg

10 year UK treasury yield inverse H&S

1

The Long Finger of Doom

75% Fannie and Freddie, 1% Iraq bonds, 2% Israeli bonds, Juicy 1.3% yield

1

1 feb4.PNG

It may only be for political reasons but I doubt it is!

9 jan29.PNG

If you want a good analogy: expanding the balance sheet is like constructing a brick tower. Unwinding it is like...

3

20170129_UST.jpg (965×507)

Long-term view of treasury yield

2

9 jan22.PNG

Beware yield seekers! Seems to me as a good candidate for a reversal

2

stock-bond-ratios-at-2007-extremes-jan-9.jpg (1296×680)

TLT/SPY is awfully similar (umm, identical) to 2007

1

yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)

Bond prices and yields

2017-01-04-TLT.png

bucking.jpg (1280×1093)

Bond and stock returns in 2016

IMG_8324.JPG

2

joe-friday-stocks-and-bonds-testing-20-year-channels-dec-9.jpg (...

Extremes for bonds AND stocks

joe-friday-tlt-testing-key-support-test-after-big-loss-nov-18.jp...

20161117_EOD4[1].jpg

3

20161114_EOD3[1].jpg

20161114_EOD5[1].jpg

20161110_EOD8[1].jpg

An other big problematic situation building for stocks bulls

IMG_8049.PNG

6

IMG_8050.PNG

3

2 nov13.PNG

See the problem? Again: Easing cycle coming, not the opposite

pension.jpg

1

SPX and 10-year Note Prices - Weekly - 7.7.16.png

2

hyg 10.11.16.png

hyg below ema200

The Long Finger of Doom

Stocks vs. Bonds: Another fakeout?

tvc_714f866586aa2a142fd2aac161dbc49e.png

junk bonds correction?

The Long Finger of Doom

Stocks vs. Bonds - big move soon?

1 sept30.PNG

Here is how I see liquidity in today's markets: If we wan't to play the rigged game whe have to take in our han...

3

3 sept28.PNG

What happens when the "ground" is getting vertical?

2

20160927_EOD1.jpg (1283×617)

Bond-Stock Correlation Reaches Record High

3 sept17.PNG

@northmantrader chart

3 sept14.PNG

TLT(p) 10.9.16.png

9 sept8.PNG

HYG (not total return performance) and crude oil and their 100 day correlation Who's right this time?

1

P and L chart in flanking butterfly strategy.png

2