
Chartered Engineer turn Investor | I hope you enjoy your journey to financial independence | Check out my YouTube channel #FIJourney
London, England
Joined June 2020
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The British Investor. retweeted
BREAKING: The US yield curve just turned positive for the first time since July 2022 trib.al/pIzlFIW
The British Investor. retweeted
Bond markets are moving again, and you should pay attention.
Let's look under the hood together.
A thread.
1/
Will There be a RECESSION in 2022? | The Big Conversation | Refinitiv youtu.be/3ID8ANMCnk8 via @YouTube
The British Investor. retweeted
I'm overdue on updating the fed pivot indicator, and frankly it's showing we have arrived already
We are at the point where the fed would usually halt rate hikes and begin easing again
As they gear up for 75bp in a couple weeks, they would be knowingly blowing up the system
The British Investor. retweeted
This post-bubble contraction ticking most of the boxes -
- Stocks plunging
- US$ rallying
- Credit spreads blowing out
- Crypto crash underway
Commodities' plunge around the corner and subsequently, when Fed hikes sufficiently + economy craters, US Treasuries should rally.
The Position of Fuck You (John Goodman in The Gambler) youtu.be/xdfeXqHFmPI via @YouTube
I think different parts of the market may be in different stages.
High growth has been killed but the wider market hasn’t felt the same relative pain.
I don’t think we have seen the “recession” crash but stocks are oversold. In my mind, we could have a rally and crash later.
£SMT was down >50%, can it really go much lower?
In ‘00 and ‘08 it dropped by a similar amount.
I have been averaging down.
@BaillieGifford
A Silent Seller Stalks Markets | The Big Conversation | Refinitiv youtu.be/51IyuEAcxMY via @YouTube









