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I don't believe in "pricing in." I also don't think about whether I'm a bull or a bear. I just do the math and report what it shows. The longer term projections are what they are because the liquidity balance is what it is. Yes, to your point, there's more and more supply. I factor that into the analysis. In fact, I warned more than a year ago that stock buybacks were a two way street, that eventually the tide would turn and companies would issue more stock than they buy back. As far as people's market sentiment, I learned a long, long time ago, that it means nothing. The consensus

SInce the 10 year has gone from 0.5 to 1.7, the TLT has lost 22%.

Yields are going way, way up.

As soon as I heard that Friday's nonfarm payrolls report was the biggest "miss" in history, I knew that something was "amiss." And it wasn't the eConomissts estimates. As much as I can't stand Wall Street and most academic eConomissts, their jobs estimates are usually pretty good, rarely missing the BLS number by more than a few tenths or hundredths of a percent. This time, the difference was orders of magnitude. I knew from this that the eConomissts had it right and the BLS had it wrong. Very, very wrong. Could it be-ee-ee-ee, that the BLS, aka the Bureau of

Thanks. You can share it from here or WSE. There are two ways to share a post from the board. You can share the thread, using the share icon at the top of the thread. Or you can share the post. Click the 3 dots at the top right of the post. This is a link to options. The first one is share. Click that and select the mode you want to use. Slick, but hidden.

You remind me of an old regular poster we had here. I Am Madness was his handle. You're not him, are you? 😀 So far that's two people you remind me of. I'm worried that this could be the beginning of my cognitive decline. 😁

10 Year 1.63. Where's the rally?

It depends on when I get vaccinated and when France reopens. Last I checked they were not open for visa processing. And I'm not going anywhere until I've had two shots. Have had none so far.

To be fair, I don't think the poor like paying taxes all that much either.

Aha! *BIDEN TO PROPOSE CAPITAL GAINS TAX AS HIGH AS 43.4% FOR WEALTHY

Winner of 10 in a row!

OMG! We haven't been this low since last Wednesday.

I like serial posting. Cheerios, Shredded Wheat, Grape Nuts. It's all good.

Adding a sliding parallel to the 4M chart, and et voila. At least for now. My trading is even worse when there's this much volatility, so I'm going to head to the beach. Doc, sorry for the serial posting. Hasta mañana!

I get my 2nd Pfizer stab in an hour.