Bond markets face a 'picking up nickels in front of a steamroller' risk: they may rally briefly on recession fears, but when the Fed responds by printing massively (as it will), rates will rise and bond investors will lose money on a real basis

causalpending

Speaker

Lawrence McHenry

Evidence Quote

the trade is to buy a long Bond because rates will come down in the long end and they might but to me that's picking up nickels in front of a steamroller

Source

$200k Bitcoin, $4k Gold In 2025 As ‘Day Of Reckoning’ Comes For Stocks | Lawrence LepardDavid Lin
Created: 8/11/2026, 6:22:49 AM

My Notes

Loading notes...