to be higher they're going to be that NUMBER_TOKEN percent so either the market's wrong here or the market is wrong about inflation which would make the bond market right or the bond market is wrong about inflation which would make the broader market right about inflation the point of all this is to say that right now we are in this bizarro freaking place where the market itself does not agree with itself that's the big bottom line the market does not even agree with itself on one hand we think inflation inflation's going to be high on the other hand we think rates are going to stay low it doesn't make sense it doesn't make sense and so there's only one possible explanation for this in my opinion and uh when i say the phrase there's only one possible explanation for this you know that means there are other explanations we just don't see them so i want to be crystal clear about this i said this going into december as well when i made my video on negative catalyst for december and i started selling stocks and started shorting stocks especially the things we talked about in the course member live streams which you should definitely check out those programs i'm building your wealth down below they come with those private live streams lifetime access to the content of the course as well but folks we could be wrong but in my opinion the reason we are seeing the bond market uh price in lower yields is because for some reason people are fleeing to safety and people are parking cash which both fleeing to safety and parking cash imply that people could be buying bonds to a fleet of safety and b park cash if people buy bonds then that drives up the price of bonds the price of bonds goes up the yield goes down this is literally what's happening right now okay so that means we have a check mark here and a check mark here that's exactly what's happening so if people are fleeing to safety and parking cash that could potentially also be associated with the stock market going down which is literally what we have happening because of uncertainties in the marketplace so maybe the reason we have these weird market distortions isn't particularly because anybody's necessarily wrong in the long term but that in the short term the market is doing a lot of cash parking flattening the yield curve lowering rates on bonds lowering future expectations for bond yields but maybe when we end up rotating back out of bonds we go back to a normal market and so what does that look like well we potentially rally in the stock market all of a sudden we see a flight from bonds and we get a bond sell-off so we get a bond a sell-off and at the same time as we get a bond sell-off maybe we get a normalization in in expectations if we get a normalization and expectations then we can actually look to the bond market as a predictor again but maybe right now we can't actually use the bond market as a predictor because we're having so much fear and stocks and so much flight to safety that really we're just setting up for an eventual rally in stocks no guarantees but i would not be surprised if what we're seeing happening right now is a massive hoarding of cash on the sidelines people are pulling money out of stocks parking money and bonds and on the sidelines it's creating distortions in the way the market is trying to understand the future pricing of events whether that's inflation or where rates will be for the federal reserve and once we
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