The Daily Market Catch
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With the US Housing Market Index jumping to 76, its highest level in 20 years (June 1999), how many “Money Guys” are jumping into real estate BIG – right here right now?
There will be potential freak-out when $TNX gets/stays above 1.94 – in time 2% – and then major freak-out when the collective narrative changes to “major trend change” in rates…but it’s early.
For context: I’m still effectively short $TLT from my September 3rd Spying a Bond Pullback
I wrote, tweeted and traded Reflation and Rotation into Energy, Metals & Mining plays past few months. Now I agree with Charlie McElligott of Nomura that bonds should bounce into/through January (will cover ~$134 $TLT) and financials and energy pull back – at least for a tactical trade.
Top Reads / Videos
This article gets a lot right about the intermediate term plumbing problems—more so than any other mainstream financial piece I’ve read. @lebas_janney
For more charts and links like these check out my twitter feed.
To Great Fishing!
CIO LaDuc Capital LLC
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