I had my own thesis regarding deportation, lack of immigration, tariffs, and AI essentially “freezing” unemployment but the last couple days every deflationista who has been dead wrong from 2022 have come out of the woodworks calling for a disastrous and Great Depression job numberAnd I fell for it. I didn’t trade off it, but I legitimately believed this NFP would be different. Shame on me. Deflation is GONE. We live in a new regime and retarded boomers and gen x people simple CANT COPE that covid changed everything. Fortunately ill get a higher TLT position to short by the end of thisShort bondsShort DXYlong commodities
>>61838163this has been the play for the last qtr and a half
>>61838163>short dxy"Dollar rallies after blowout jobs data"
>>61838163>short bondsShort 5y bonds
