US 10-year Treasuries are offering about the greatest amount of yield versus the S&P 500's earnings yield going back to 2003. Either earnings have to keep outperforming, or bonds will start looking like an increasingly attractive alternative.
Always felt like bonds would get bid again at some point due to a slowdown or AI deflationary pressures. Currently you prolly gonna miss out on stonk sending late summer / early fall but come September or later bonds be the deal. They been so shit on the last 4 yrs
Not sure why it feels like this but the last few months I haven’t felt an insane improvement in AI. If they’ve plateau’d that not good. Be silly if AI somehow never improved
$ITB via $NAIL (Update) 11.5% from the flag breakout in an overlooked group.
$XLF continues to show persistent strength. Another under-the-radar group we've been tracking over the past week is $ITB, which has emerged as one of today's strongest performers.
Learn to build your own conviction by following spotting relative strength ahead of the consensus.
x.com/jfsrev/creator-subscri…
Some of the ugliest weekly candles I’ve ever seen on stonks lol. Lac was 6.5 and closed at 4.5 lmao .. still think usar lac mp ura sols dd etc will do well. Nuclear going to have its time. Energy will always be the base level need to power the future