Deso is back! We are talking #bonds, #silver, and #cryptos.
The short end of the bond curve is pricing higher rates, signalling short term risk. They are doing what the Fed doesn't have the guts to in raising interest rates to deal with short term market risks.
We talk silver and how the market is not pricing in the demand for physical metal, and how the market will overwhelm the market trading. Deso points to the options market as a key sign.
Lastely, we talk crypto and the ponzi that has developed between Tether and Bitcoin, and how the entire market follows Bitcoin. While the idea for cryptos is a noble one, the speculators have taken over and are damaging the long term value of the private crypto currencies.