My 2 cents on #SVB US long Bonds, the dollar & stocks we’re setting up over a month ago hence my tweet. This is the beginning of a deflationary cycle. SVB just happens to be the headline. M2 y/y growth went negative in November. Fed response will cause relief near term but over time this will just continue to get worse. I favor the boiling frog scenario as risk assets reprice lower. Rolling three month T-bills through treasury direct is not a bad idea for now. Under $100k don’t worry about your bank. I think short term interest rates near peak. we are in a recession that will continue to get worse. We will issue report soon. Have been working on vaccine damage project. Tweet from 2/5 listed in twitter thread. https://twitter.com/dowdedward/sta...