[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: 2025-07-15 15:48:54 UTC $EURUSD $TLT ZN ZB $GC $GDX $GLD One bingo and One dud Not bad $VIX staying sticky & MOVE Index up, is telling me leave yields alone for now (no shit idiot) Took a shot at bonds just to play cpi but now I’ll wait until JGBs settle, as yields are looking to stay elevated here for a bit longer. Going to instead focus on continuing to long the dollar. My longer term view on bonds holds, but I’m fighting against a current here and need to let JGBs settle down to give the signal, which I think will happen as we approach Japan’s Parliamentary elections on the 20th. I’ve also been saying equity markets have mini momentum sell off risk, which I said would keep my long bond call on hold for a while, but again just took a shot today for the cpi event. It was a flyer, but I’m back to my short term, don’t touch bonds stupid, stance. Gold is uncoupling from rising yields, silver as well here, dollar up, yields up and metals down just hints at funding trouble and no inflation imo. 10yr rising like this is stressing Asia out more than it is already. I’m still short gold and think I’m going to focus here as well, despite it being very difficult to trade in the last month since I made the call. But I think we are nearing the point for it really break under XXXXX •Dollar up •Gold down •Bond yields down but I’m not touching again until JGBs cool out  XXX engagements  **Related Topics** [vix](/topic/vix) [money](/topic/money) [inflation](/topic/inflation) [$vix](/topic/$vix) [$gld](/topic/$gld) [$gdx](/topic/$gdx) [$tlt](/topic/$tlt) [$eurusd](/topic/$eurusd) [Post Link](https://x.com/LordPos3idon/status/1945148577417752912)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-15 15:48:54 UTC
$EURUSD $TLT ZN ZB $GC $GDX $GLD
One bingo and One dud
Not bad
$VIX staying sticky & MOVE Index up, is telling me leave yields alone for now (no shit idiot)
Took a shot at bonds just to play cpi but now I’ll wait until JGBs settle, as yields are looking to stay elevated here for a bit longer. Going to instead focus on continuing to long the dollar. My longer term view on bonds holds, but I’m fighting against a current here and need to let JGBs settle down to give the signal, which I think will happen as we approach Japan’s Parliamentary elections on the 20th. I’ve also been saying equity markets have mini momentum sell off risk, which I said would keep my long bond call on hold for a while, but again just took a shot today for the cpi event. It was a flyer, but I’m back to my short term, don’t touch bonds stupid, stance.
Gold is uncoupling from rising yields, silver as well here, dollar up, yields up and metals down just hints at funding trouble and no inflation imo. 10yr rising like this is stressing Asia out more than it is already. I’m still short gold and think I’m going to focus here as well, despite it being very difficult to trade in the last month since I made the call. But I think we are nearing the point for it really break under XXXXX
•Dollar up •Gold down •Bond yields down but I’m not touching again until JGBs cool out
XXX engagements
Related Topics vix money inflation $vix $gld $gdx $tlt $eurusd