Posted 2024-04-01T22:27:23, updated 2024-04-05T22:59:23 24 0.9686 wallstreetbets

>but for those who do, it looks like bond market participants (***who are much smarter than your average regard***) Just a reminder that those "bond market participants" are not much smarter than us. They are larger institutions who have much more cash being handled by teams of smarter folks working to achieve different goals. Sure that might mean they have Ivy quants, economists, statisticians, etcetc working with programs, algos, and AI to give them correct choices and outlooks, but they are also limited to their options. Warren Buffett and Berkshire are a player in the bond space. It's not that they LOVE or HATE bonds at 3% in 2019, 0% in 2020-2021, or near 5% now. It's that they have no other option. They can only hold so much AAPL, buy so much of AXP before buying more becomes a bad investment due to high P/E buy, only buy so many companies without SEC getting up in their asses, can only takeover certain companies without the Biden admin blocking them, etcetcetc. The """"""""""""""smart money"""""""""""""" you are talking about who's buying all those US bonds? It's countries. * """"""""""""""smart money"""""""""""""" countries like China and Japan who were holding over a TRILLION in USTs paying 3% in 2019 only to have the dollar get devalued to shit when the Powell and Congress pumped US M2 from $15T to >$21T literally making money free. * Even dumber is that """"""""""""""smart money"""""""""""""" didn't sell their 3% USbonds during the 2020 to buy the dip. * Those """"""""""""""smart money"""""""""""""" also held those bonds as the US kept going through inflation where literally EVERYTHING went up 50%-9001% from burgers to cacao to diapers to stocks. * Not only that, the """"""""""""""smart money"""""""""""""" held those bonds paying 2-3% like the cuckold bitches they are even as the US started paying out 5% rates to crush inflation. * https://www.ceicdata.com/en/china/holdings-of-us-treasury-securities/holdings-of-us-treasury-securities It's not that the """"""""""""""smart money"""""""""""""" are regards. Again they are the equivalent of the US Fed and treasury with the smartest IVY equivs with the best data/tech. It's just that they ***CAN'T*** 0DTE into SPY, buy LEAPS on QQQ, or buy out AAPL. Their own government won't let them, the numbers are too big that even the biggest banks couldn't execute them, and even if they could the US won't let them and everyone is watching their moves. Global central banks and asset managers aren't looking for MAX RETURNS so they can get a yacht, lambos, hookers, and coke when allocating capital. They are looking for risk management and wealth preservation, currency stability, and supporting long term local government goals.

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