November 25, 2024

A happy Monday morning with Stocks up and everybody feeling happy and thinking, “Life is good! Stocks are the place to be.”

I do disagree…

I am sure there are some "MAYBE get long" opinions out there but generally speaking, all the rhetoric regarding interest rates can be summed up as, "strong economy, Trump is good for business, too much gov't debt, and potential inflation…so DON’T buy Bonds." For real…Those ARE the big buzz words about Bonds right now….And my perception is that basically nobody is saying what I am saying: THAT EVERYBODY IS LONG EVERYTHING EXCEPT TREASURIES…and THEY ARE THE BEST PAPER INVESTMENT BUY ON THE PLANET TODAY…My guess is that 3 months from now all of the other stuff will have been losing (look at what Gold is doing/indicating?), and Bonds will have been the place to be.

Buy Treasury Bonds NOW…Against all the talking heads odds, they look like they are beginning to lift off from here…

And I keep showing you this because it IS significant…

To clarify…To get out of all those shorts, the funds will have to BUY.

Two options I like here…

And I DO think they will move just as big and fast as I have drawn them here…I’ve seen this more times than I can count…IN THIS MARKET…during the past 40 odd years.

Contact me if you want to get on…

Bill

770-425-7241

866-578-1001

All option prices in this newsletter include all fees and commissions. All charts, unless otherwise noted, are by Aspen Graphics and CRB.

The author of this piece currently trades for his own account and has a financial interest in the following derivative products mentioned within: Bonds