Gerald Bryce
voted
Bill Ackman is literally moving bond markets:
On October 23rd, Ackman posted that he had covered bond shorts that he took in August 2023.
This marked the EXACT PEAK in the 10-year note yield, at 5.00%.
Yesterday, Ackman placed a bet that the Fed would cut rates in Q1 2024.
This is well ahead of market expectations which show rate cuts beginning in June 2024.
Today, the 10-year note yield hit a 2-month low and is now down 70 basis points since Ackman covered his bond shorts.
Is this setting up to ...
This marked the EXACT PEAK in the 10-year note yield, at 5.00%.
Yesterday, Ackman placed a bet that the Fed would cut rates in Q1 2024.
This is well ahead of market expectations which show rate cuts beginning in June 2024.
Today, the 10-year note yield hit a 2-month low and is now down 70 basis points since Ackman covered his bond shorts.
Is this setting up to ...

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Gerald Bryce
liked
$FTSE Singapore Straits Time Index(.STI.SG$ really weak…pulling down almost all stocks 🤬🤬 heading down to next support area soon
$SIA(C6L.SG$$Sembcorp Ind(U96.SG$
$SIA(C6L.SG$$Sembcorp Ind(U96.SG$
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Gerald Bryce
liked
$ThaiBev(Y92.SG$
0.515 is very cheap to buy. I bought it at this price just now.
0.515 is very cheap to buy. I bought it at this price just now.
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Gerald Bryce
reacted to
ColumnsNovember's Stock Gains : A Bear Market Rally or The Start of a Sustained Upswing?
Sentiment was buoyed last week after Federal Reserve Chair Jerome Powell hinted the US central bank may now be finished with the most aggressive tightening cycle in four decades. Investor hopes for a soft economic landing saw the S&P 500 and the Nasdaq 100 indexes rise around 6%, while 10-year Treasury yields hit a one-month low last Friday, dropped more than 26 basis points as of Nov.3, 2023.
Still, concerns remain...
Still, concerns remain...

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Gerald Bryce
commented on
$Nike(NKE.US$ time to buy nike. there is a divergence . shld not go lower than 95.75. my thoughts , dd pls!
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$Food Empire(F03.SG$ looking to collect around 1.05 plus. strong support at 1.0 n slight resistsnce at 1.05 which can hold above will b good. DD pls
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Gerald Bryce
commented on
$Sembcorp Ind(U96.SG$ 5 to 5.20 is the key supports to buy where rebounded a few times since may .might rebound back to 5.80….DD pls
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$Lendlease Reit(JYEU.SG$ believe more or less price is around .55 or .56 . oversold but still can remain oversold … DD
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Gerald Bryce
liked
$Lendlease Reit(JYEU.SG$ drop more, bought more.
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