AlphaRainmaker

FIngerprints of the Past Point to an Uncertain Future

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TVC:US10Y   Títulos do Governo Americano 10A Yield
What can the past teach us about the present, furture?

What do Energy, Interest Rates, and Volatility have in common? Perhaps more than meets the eye.

One could surmise this has been ongoing since 2000, one could argue since the 80's. Cycles repeat, can gets kicked.....until we run out of kicks, then the roosters come home to roost, (and they do occasionally need to come home.

My eyes are on Q2. Tightrope between now and then. Black swans (Russia/Ukraine, Inflation, Tightening and Interest Rate provide the catalyst.

Not financial Advice.
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