Dollars rushing out of bonds, artificially creating demand for dollars which will then be immediately divested into hard assets, possibly certain stocks.
Miners crushed because energy is everything to their costs. I suppose this lasts until dollar demand collapses or pm’s rise, have to think pm’s will also soak up some of those dollars. The paper riggers will continue until it’s clear physical is drying up.
Don’t know how long that takes but hard to imagine it will last too much longer.
Thanks for the post on RFK and oil Ipso.