Care Bears Capital 🇦🇺🇺🇦 Michael A. Gayed, CFA Probably a lot of people. A rule based setup is a rule based setup

That is not about being wrong. That is about correlations shifting (temporarily)

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They never did.

They care about credit spreads.

Few.

GuyFree Michael A. Gayed, CFA There is a divergence in what stocks are saying with the move today and bonds. Bond market moves stocks so they should go up after this impulse down.

Michael A. Gayed, CFA

LOUDER.

Few.

BUT POWELL SAID RATES WILL KEEP RISING

Junk Debt relative to nominal Treasuries back to levels from just a few days ago.

The stock market magnitude on the downside isn't being confirmed by spreads.

Small to Large ratio gave back a shocking 2 days worth of outperformance.

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Michael A. Gayed, CFA

portfoliocornholio Pimple Capital Michael A. Gayed, CFA Cpi is lagging indicator, look at your housing market, you notice most listing have sat for 35-45 days instead of 5 max? This shows in real time what impact rates have.

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Aged well.

BUT POWELL SAID RATES WILL KEEP RISING

Pimple Capital Michael A. Gayed, CFA Same guy that said 'were not even thinking about increasing rates in 2022'
Take it for what its worth.