I have been scratching my head and I agree most investors lack this perspective. That’s why I think getting the macro right may make an entire portfolio while being right on some micro may only make good a few trades. Regarding the shorts. Bonds are obviously in a bubble but the public perception may prevent it from popping for a while. Real estate in many markets are as well. Rental yields in many markets are even lower than bond yields. Too much easy money.
but then again you can't fight the Fed right... or in the global sense the CBs... I'd say the safer shorts are in the areas of high public participation... gold and bitcoin for example... can't comment on bonds and real estate.. I know the yield situation, but have not systematically studied the public participation.
Do you know of any data that is collected that could be used to detect how much junk bond borrowing is out there? I was told to use league tables...
Ofcourse!! And the 1s that expect him to be removed, been saying that for years, not worked it out yet, shit doesn't stick to this muppet, he just sacks anyone that disagrees and hires a yes man and denies and gets away with likely spends a lot of money doing deals to keep clean. He'll out live us all, likely by starting WW3 and running away to his moon base in 2024, that's his interest a safe space!!