Allow me to explain to bulls why it won't work this time....

Allow me to explain to bulls why it won't work this time. Because last time he got elected, interest rates were at all time lows prior to the pandemic. Now, he's using the exact same reflationary playbook with inflation expectations at a two decade high. Today's market implosion due to the strong jobs report was a warning.

https://x.com/SuburbanDrone/status/1877915521196159321

10-Year Treasury yield has moved up to 4.77%, highest since November 2023. Market is sending a clear message to the Fed: Stop Cutting.
https://x.com/charliebilello/status/1877722142768284132

$TLT sees a 2-month outflow of $7.4 Billion, the largest in history
https://x.com/Barchart/status/1877524003033854100

Japan's 10 year yield just hit 1.2%, about to go vertical. Deflationary Asian Financial Crisis 2.0 forcing govs to dump US treasuries before maturity, allowing the US to take them out of circulation. This will turn into an international banking crisis in 2025
https://x.com/FinanceLancelot/status/1877800828800528544

...a perfect storm is coming; banking stock hodlers take note.