Monday, February 12, 2024

"QFS CONVERSATIONS" BY GOLDILOCKS, 12 FEB

 "QFS CONVERSATIONS" BY GOLDILOCKS

Current situation:


1. Stocks are trading like the Fed already cut rates


2. Bonds are trading like rate cuts aren't happening


3. Gold is trading like we are on track for a "soft landing"


4. Oil prices are trading like we are entering a recession


5. Housing markets are trading like nothing is happening


Nothing adds up here.


@KobeissiLetter

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