The Federal Reserve printed $5T since April 20’ and wanted you to believe inflation would be transitory. Time and allocation determine your investments.
Joined May 2022
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The Millennial of Inflation retweeted
The average American is saving just 3.7% of their income, the lowest since 2007.
June 2022 marked the 4th lowest saving rate in history, at just 2.7%.
Meanwhile, credit card debt is rising at its fastest since 1999.
Consumers are feeling more pain than ever.
(a thread)
1/10
The Millennial of Inflation retweeted
Everyone focused on the rate-hike cycle while the Fed continues to shrink its holdings of Treasury bonds and notes at the steepest pace in history.
$40b just last week.
The Millennial of Inflation retweeted
The last 8 recessions in the US were all preceded by an inversion of 10-yr and 3-mo Treasury yields. That inversion occurred today for the first time since 2020 with the 3-Month Treasury bill (4.04%) ending the day with a yield 3 bps higher than the 10-Year Treasury bond (4.01%).
The Millennial of Inflation retweeted
Markets right now:
1. Oil prices falling like a depression is coming
2. Stocks bouncing like the next bull trap is forming
3. $VIX trading like we are in a bull market
4. Treasury yields up like inflation is 20%
5. Gold down like inflation is gone
We are far from the clear.
The Millennial of Inflation retweeted
So when's the impeachment
BREAKING: Saudi Arabia says Biden asked them to postpone oil cuts until AFTER the midterms… wp.me/pqwpd-1zKx
The Millennial of Inflation retweeted
This is now the longest S&P 500 correction (peak to trough) since the March 2009 low at 269 days and counting. $SPX
The Millennial of Inflation retweeted
Cracks are forming in Corporate America’s profit story. Ford, for example, said inflation is pushing supplier costs $1 billion higher than expected in the current quarter, joining FedEx, GE, McDonalds and others in earnings warnings. bloomberg.com/news/articles/…
The Millennial of Inflation retweeted
The company will take immediate steps to cut costs, including parking some aircraft, cutting workers’ hours and closing more than 90 of its roughly 2,200 FedEx Office locations trib.al/TKR4Qfp
The Millennial of Inflation retweeted
This map shows where Amazon is closing warehouses across the country @annierpalmer @gabecortes cnb.cx/3LcZT0h
The Millennial of Inflation retweeted
The Millennial of Inflation retweeted
Market Recap: The House Of Pain:
youtu.be/D32NBXBpWTM
If you learn this, you'll never fall for bear rallies + Why the fixation on the Fed is nonsense + Dismantling the bulls arguments one by one + Charts $SPY $QQQ $IWM $DXY $GLD $TLT $VIX $AAPL $TSLA $BTC $CTRA $HRB $SLB
The Millennial of Inflation retweeted
$COST Rising wedge holds as Costco flirts with disaster 😅🌭
share.trendspider.com/chart/…
The Millennial of Inflation retweeted
The cup ☕️ with handle base. One of the most important bases to study and identify in a 🐻 bear market.
Remember the depth of base should be 12-35% however it can be DEEPER in a bear market. Many TML's emerge from these patterns coming out of a bear market.
The Millennial of Inflation retweeted
U.S. stocks head for worst daily drop in 2 months trib.al/5KxsQlQ