[robinsoncrusue]

Eurozone has a looming debt crisis. ECB is actively capping the yields for countries bonds from Spain and Portugal which are showing stress signals. This will not end well for ECB this time around if they end up something like 2012.

https://substack.com/home/post/p-185202466

[jacquesm]

You're going to make a lot of money then by shorting EU stocks, right?

[robinsoncrusue]

Stock market is different from bond market, but bond market everywhere is showing stress signal. Just look at Japan. But yeah, eventually it will spill in stocks.

[scoofy]

Fixed income are just the weirdest markets. Like, the most boring and the most insane... kind of at the same time.