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My stupid worthless non-investable short-term predictions which are not any sort of individual advice:

- The Oct. 10 US CPI will "surprise" many to the downside... "lower than expected!!"

Soon thereafter:

- The US dollar (which has recently been surging) will rollover and head lower

- Interest rates (which have recently been surging) will rollover and head lower

- VIX (which has recently spiked) will turn lower

- Risk assets will resume their uptrend

- #bitcoin will make bold moves higher... since the next leg of the bull market has officially begun (slowly at first, then exponential in 2H 2025)

- Ironically, #inflation has likely already bottomed (as partially reflected in the coming low September CPI print) and should trend slowly higher over the coming couple of quarters

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nicodemus 1y ago

What’s your take on CRE? Lot of potential to blow up, but seems like servicing all of it is going to be just fine (for now) if rates go lower.

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