David Levenson. I am increasing low beta leverage.
@QAGELLC
We are in a beta transformation phase shift. Low beta dominance. Not advice. Please subscribe directly through a browser on http://X.COM not through the X App.
You might like
A protracted flow from XLC XLK XLY FAANGMT and cyclicals in general is accelerating into XLV XLP XLU, new home builders, online home finance, UST notes , UST bonds and UST UltraBond futures. This is not a correction. It's a durable polarity shift.
The 40Y JGB is 12.1 bp from failing a breakout going back to May 18, 2025. 8 months and 3 weeks. Ignore the noise folks this is huge news.
Bonds are bid at the longest term despite the big equity move. Don’t ignore this.
XLV divided by XLK has overtaken The May 2025 level
MRK has risen to levels prior to the initiation of rate cuts
PFE exceeded the highest monthly close since prior to the start of rate cuts. Rate cuts initially drove down health care to support tech. That’s over
United States Trends
- 1. Good Monday N/A
- 2. Caleb Durbin N/A
- 3. #MondayMotivation N/A
- 4. Ozuna N/A
- 5. David Hamilton N/A
- 6. Puerto Rico N/A
- 7. Puerto Rico N/A
- 8. Puerto Rico N/A
- 9. Kyle Harrison N/A
- 10. The NFL N/A
- 11. #NoVolverásMCM N/A
- 12. State of Play N/A
- 13. #SFxJimmySeaAvocean N/A
- 14. Cutch N/A
- 15. JSCEAN FAM HR SCREENING N/A
- 16. Guanipa N/A
- 17. #NationalPizzaDay N/A
- 18. Turning Point N/A
- 19. #OnlyFriendsDreamOn N/A
- 20. Hillbilly Vanilli N/A
You might like
-
Chris Miller
@crmiller1 -
Bill
@wabuffo -
RecessionALERT
@RecessionAlert -
High Yield Harry
@HighyieldHarry -
Lizette Chapman
@lizette_chapman -
Brian Deese
@BrianCDeese -
QE Infinity
@StealthQE4 -
Roberto Rios
@peruvian_bull -
Mokaya
@ekmokaya -
W. Gyude Moore
@gyude_moore -
Casey Donaldson
@caseyjdonaldson -
Lobo Tiggre
@duediligenceguy -
Gabe Fleisher
@WakeUp2Politics -
Eda
@edatweets_ -
John Kingston
@JohnHKingston
Something went wrong.
Something went wrong.