If the market actually believed and is pricing in that the United States is infact transitioning from deflationingary to a recession, this doesn't negate the true possbility of turning to stagflatioon as a transitionary result of the current FED stimulus rather than a "V shaped recovery". I've been bullish since 1,200 and I can promise I've remained bullish longer than the bears against my treasury and gold calls over the years. This is a direct attack at the establisment, who looks to market up there book anyway, which I digress.
What I'm concerned is that if the data beyond June and July is Quad 2 (positive economy growth with validated and justifiable increases in both inflation and real G.D.P. growth. However, this isn't the case. If this way, you would see me selling gold, as this is an auto risk-management. However, when treasuries and gold goes bearish, I will buy the finaincial,s and the russell 2000. Understand that I am a longterm analyst that doesn't rely on the SPY to click bate you into my trading course.
13:34:20 (UTC)
Wed Jun 3, 2020
What I'm concerned is that if the data beyond June and July is Quad 2 (positive economy growth with validated and justifiable increases in both inflation and real G.D.P. growth. However, this isn't the case. If this way, you would see me selling gold, as this is an auto risk-management. However, when treasuries and gold goes bearish, I will buy the finaincial,s and the russell 2000. Understand that I am a longterm analyst that doesn't rely on the SPY to click bate you into my trading course.
13:34:20 (UTC)
Wed Jun 3, 2020
