$SPY I am NOT Bearish LONG TERM.
NOT YET.....Weekly BULL Trend IN TACT for NOW.BUT...... BOND VIGILANTES NEED TO EAT ALSO.THIS IS MECHANICAL AND YOU CANT LEAVE THEM OUT ALL THE TIME.Look at MAY of 2025.AFTER OUR 4/7 RECOVERY - WE STALLED WHEN THE 10 YEAR RATE PEAKED - AND SLOWED DOWN EQUITIES.BUT THE UPTREND CONTINUED.So AS LONG AS OIL CHILLS ($107) OUT SOMEWHAT AND RATES EVENTUALLY COOL WE COULD PULL BACK SOME, BUT GRIND HIGHER ON GOOD EARNINGS INTO JUNE/JULY.BUYBACKS AND COOLING RATES HOPEFULLY COMING IN A WEEK OR TWO.
Pmco Active Bd
BOND86.9500.03% ( +0.030 )
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Day 10 (19Mar26)
Operation: Added some SG Bond ETF
Insights: Last night's FOMC meeting paused QE measures and now people are only pricing a marginal chance of a rate cut this year and 1 in 2027. With interest rates remaining the same currently, this forces bonds price to fall, and I see this as an opportunity to add more.
My Investment Diary - S
🚨 The 2-Year Treasury yield just made its biggest drop since 2024.
The bond market doesn’t move like this without a reason.It’s the strongest signal yet that a Fed shift is coming.(a thread)Source: StockMarket.News