Luncyan

Luncyan

So you think FED will stop to raise rates ? No they won't. Now they don't care about market. They don't care about your wealth effect. Their main idea : having again a job market fluid. Get back to work ! And destroy demand, inflation, russians and make the dollar win. Its bull for short term rates that will go to 5%

Luncyan

Using this idea, the mortgage rate should be between 7% and 8%. Ready for this ?

Luncyan

The trade is easy : Increase of USD rates EUR crashing to buy RUB and oil EUR can't rase rate Spread EUR increasing War, recession, inflation, political risk DXY is winning

Luncyan

I used the spread AAA-CCC to compare the two this idea is used to explain the two others before

Luncyan

I think that convertibles will follow the spread increase on high yield so going to be rude on this asset class

Luncyan

Regarding the move, like how i see the brent going back between 35$ and 25$ this stock should follow the huge drawdown

Luncyan Updated 

Remember, I published my first idea on this website using fobonacci time zone to warn precisly a correction for the first week of february. Now I'm saying that the dow will make his last pullback on 24990 before going on his 38.2% fibonacci level on 24000 then his 50% at the number of 23200 before the end of the month. It's your last chance to stop your 10 year...