As stocks plunged and even the safe haven of U.S. Treasurys began selling off,...
Typically, investors turn to Treasurys in times of uncertainty, but the sell-off indicated that institutional or sovereign players were dumping holdings, leading to higher borrowing costs for the government, businesses and consumers. That could’ve forced the Federal Reserve to intervene, as it has in previous crises, by slashing rates or acting as buyer of last resort for government bonds.
https://www.cnbc.com/2025/04/10/trump-pivot-tariffs-wall-street.html
When public markets experience a sharp decline, like now, it is nonsensical to think private markets are a harbor in the storm. Yet I have heard this absurd assertion twice in the past week. “Don’t worry, we’re not down”. Sure. 一一by債市大牛 Jeffery Gundlach
https://x.com/truthgundlach/status/1909799407991873712?s=61&t=0Msjb-sF3si1MqZ8olARpw
股市與債市同為資本市場的一部分，反應的是同一個經濟困境，折射出同一批人的看法與行為。現象是表象，原因是背後的博奕。
不同的方法去研究同一問題，會有不同看法，倒也正常。
美國founding father設計憲法時，確定了精英治國的共和體製，力求吸取古希臘與羅馬的教訓，避免暴民政治、暴民民主。所以紅脖子及其總司令說了算數嗎？這就是很好的一個例子。
真相在陰謀論與公開透明的中間．
攻入國會山莊、砸爛世界的供應鏈、將資本市場打低甚至歸零、團結在川主席的周圍為美國的高通脹低增長而奮鬥！
