Bond bear market until 2040

Bull market in gold.

Gold frontrunning bonds

Bond yields should be going higher. 

Lantern Daily Economic Index Vs. Bond Yields

The LDEI is leading bond yields.

Selling Bonds for Gold

This doesn't stop. 

Stock Bond correlation positive

We are in an inflationary positive correlated stock-bond regime which is positive for gold if yields rise.

China selling U.S. bonds and buying gold

China selling U.S. bonds and buying gold. 

Bonds are Trash

Interest payments as a % of total U.S. debt have bottomed out (red line). It is projected that in 2030, you'll be paying 2 trillion interest on 40 trillion debt per year. 

The red chart is correlated to bond yields. Bonds are called trashuries for a reason.

China sells U.S. bonds

China keeps selling U.S. trashuries. 

Bonds and stocks down = commodities up

Commodities will boom.

Stocks Vs. Bonds Vs. Gold

Looks like all 3 were bad. 

Federal Reserve Selling Bonds to Pensions

The Fed is selling trashury bonds to the pension funds, which are now deep underwater. 

Pension funds buying as market cap increases, but the value of the bonds actually keeps dropping.

Stocks Bonds and Gold Yields Correlations Inverting

Correlations between stocks/bonds and gold/yields are inverting. 

Historically...

Combined...

Bond yields are about to surge and gold will follow.

Peter Schiff compares the current period to 1970-1980's.

China Is Selling U.S. Trashuries

No end in sight. 

Bond Yields Going Much Higher

As fiscal spending rises along with less money printing. Bond yields will soar. 

 

Bond yields will soar

Yellen is about to borrow 1 trillion dollars in Q3. Bond yields will soar.

Marc Faber expects bond yields to reach 15%.

How do we position ourselves? Buy gold!

Nenner Update

Charles Nenner update. 

Stock/Bond Vs. Inflation

Inflation shifts the stock - bond correlation.

Also visualized like this: In a high inflation environment, bond yields rise, bond values drop and stock values drop.

Who will buy the bonds that the Fed tapers?

The Fed owns 53% of the 10 year treasuries. Who will they sell it to? 

Stock Buying Hasn't Even Started Yet

Believe it or not, stocks have just started its bull run.

Chinese Bonds

Chinese Bonds outperform.