3X Long Labubu (@labubu_trader) “As I said two weeks ago, long end rates are making topping structure. I believe” — TopicDigg
3X Long Labubu
@labubu_trader
加入 July 2009
0 正在关注 0 粉丝
As I said two weeks ago, long end rates are making topping structure.
I believe bonds bears are going to lose the game , we'll see a tremendous short squeeze if Mr Warsh deliver clear statment on Thursday.
To reflect this thesis, I have been holding $TLT calls, $NAIL, $LABU, silver and btc/etf since last week. Will clear if Warsh remains vague again.
And have been holding gld/gdx calls since 4000ish. Will add more if Warsh reamains vague as gold is the best tool to hedge the credibility of US Fed and Gov
显示更多
Bessent starts to fuck the bears of long term bonds today.
Mr Warsh will join the army soon.
