Dear Diarrhea, I'm TradingOnAToilet, and this is my first installment of The Toilet Papers/Tv , A Crappy Trading Diary. Anyone else been hearing a lot about the strong consumer? Yeah, me too. Seems like it's all over the place. Yelled from the stations and told about in hushed whispers at a gilded speakeasy. Fed printed the June 7 Consumer Credit (I say...
The 2yr yield is inverted to emphasize value rather than yield. The untethering of the DXY from the treasuries are something to watch. There's a lot to see here. Im viewing it from the lenses of liquidity and solvency. This is developing. The purpose of this post is to serve as a repository of notes along the way regarding this topic. DXY shows relative...