[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers Created: 2025-07-14 04:19:54 UTC $GDX $GC $GLD Short $TLT ZN ZB Long Been calling this for a month, but I’ll take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong, I know cause I traded these and got burned, but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer, yields will be much lower, along with gold prices. So traders can shit on me, everybody else, be patient. I do see risk for higher yields as the risk to oil is to the upside again, for now. MOVE index is at its floor, and I’ve been expecting an equity mini sell off to manifest in these next two weeks. So my long term call is still very vulnerable for these next two weeks or so, but we’ll see what CPI does. But I’m not abandoning my calls even if it moves against me for a while here. I see what I see coming. Your resolve will always be tested at inflection points. Japan’s only problem is rice inflation, if that comes down this entire Japan inflation narrative collapses. Remember Egg prices when Trump took office this year, now look at where Egg prices are. Japan is gearing up for parliamentary elections on July 20th. If the popular LDP party loses seats, then it will be seen as a referendum on rice policies, as LDP protects rice farmers and keeps high price policies to protect them. If LDP losses more seats you will see JGBs yields go down. So right now we are seeing election risk in JGBs along with more impactful macro factors. As we approach the 20th, the closer I think we are to putting a top in JGBs, and in turn, in global yields across the board  XXXXX engagements  **Related Topics** [inflation](/topic/inflation) [fixed income](/topic/fixed-income) [$tlt](/topic/$tlt) [$gld](/topic/$gld) [$gdx](/topic/$gdx) [$gc](/topic/$gc) [spdr gold etf](/topic/spdr-gold-etf) [Post Link](https://x.com/LordPos3idon/status/1944612798408847548)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-14 04:19:54 UTC
$GDX $GC $GLD Short $TLT ZN ZB Long
Been calling this for a month, but I’ll take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong, I know cause I traded these and got burned, but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer, yields will be much lower, along with gold prices. So traders can shit on me, everybody else, be patient. I do see risk for higher yields as the risk to oil is to the upside again, for now. MOVE index is at its floor, and I’ve been expecting an equity mini sell off to manifest in these next two weeks. So my long term call is still very vulnerable for these next two weeks or so, but we’ll see what CPI does. But I’m not abandoning my calls even if it moves against me for a while here. I see what I see coming. Your resolve will always be tested at inflection points.
Japan’s only problem is rice inflation, if that comes down this entire Japan inflation narrative collapses. Remember Egg prices when Trump took office this year, now look at where Egg prices are. Japan is gearing up for parliamentary elections on July 20th. If the popular LDP party loses seats, then it will be seen as a referendum on rice policies, as LDP protects rice farmers and keeps high price policies to protect them. If LDP losses more seats you will see JGBs yields go down. So right now we are seeing election risk in JGBs along with more impactful macro factors. As we approach the 20th, the closer I think we are to putting a top in JGBs, and in turn, in global yields across the board
XXXXX engagements
Related Topics inflation fixed income $tlt $gld $gdx $gc spdr gold etf