Bond Market is King

[furrowtickler]

Such an interesting bunch of fake everything
I can see a solid gain in real life tangibles coming
Wheat , oilseeds , potash , uranium, lumber … you know wealth creating industries rather a bunch of absolute end ot the day worthless b/s dreams and aspirations that create zero wealth

[foragefarmer]

You typing this from one of Steve Jobs and Steve Wozniak's"worthless b/s dreams and aspirations that create zero wealth". I'm sure they heard that enough times in 1976

No picking and choosing on what you may thing is worthless b/s dreams.

[errolanderson]

AI and entire chip sector is now taking-on a lot of selling heat. This fallout has just begun (IMO). Note: AI buying fury is the key reason for skyrocketing stock indexes in 2026. Majority of stocks are actually down in 2026.

SpaceX is now trading below its IPO launch price, meaning everyone is in-the-red. This is pure speculative investor greed now being taking to the back-of-the-woodshed. 'Poor me' howls beginning . . . . This fallout could dry-up market liquidity.

Gold broke below $4,000 per oz today. Next key gold technical target is seen approaching $3,600. Silver broke below $60 per oz. Next key silver technical support is seen approaching $57.25 per oz. A key reason for this follow-through selling in precious metals is a potential rate hike from the U.S. Fed in July. The cost of debt continues to move up as bond yields rise.

Japan (the global liquidity engine) is selling U.S. bonds aggressively today. Global market liquidity crunch is on. Dow at record highs is manipulation at-its best. NASDAQ may get a haircut (in-progress).

Grains (IMO) are oversold . . . . El Nino impact is soon on-the-doorstep. Crude oil again getting oversold. Middle east war is far from over. My comments for what they are worth. Errol's Commodity Wire. Calgary

[furrowtickler]

If wheat is oversold we are all fukered

[furrowtickler]

Wheat at $8 is like asking people to work for $8 / hr
what a joke

[blackpowder]

I get it. Every once in a while the shtf. How low and for how long...... In the early 80s Japanese mutual funds were the big seller for Investors Syndicate. All gone now, Japan had 0% interest for a generation.
I didn't go to school unfortunately. But I tell one apprentice who fears what he doesn't understand.
$100/month in say.... Fortis, over 20 - 30 years, will pay for a lot of college for his kids. I tell them, buy what you know. Buy a good product that works. Read Buffet. And watch them yes.
Count every purchase in mtg pmnts.
Mutuals are just a derivative industry driven by sales. Buy something real and don't pay sales or market makers' fees.
No spacex here.
Will half the tickers on the Dow be around in 80 years....no.
But the kids have to eat, they'll grow and have kids, you'll grow feeble, and living in a fallout shelter will ultimately be a fail. On the bus or on the curb.

[blackpowder]

If wheat is oversold we are all fukered

Maybe you heard that wrong.

Being in the raw commodity business, although at times painful, and sometimes for a long time, has been a good inflation hedge if you can grow with the time.
I would hate to be on a fixed income.

[furrowtickler]

Maybe you heard that wrong.

Ya I hope so