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$ARKK vs price of 30 year Treasury bond: do you see that correlation? It s not coincidental! Rates determine appetite for growth as a duration asset. If the 30Y bond RRR is negative, then there s a greater appetite for growth stocks. If the 30Y bond RRR is positive, look out! pic.twitter.com/uT485Gip1t Here s what happens in two years if stocks go full Venezuela. 35,000 S&P 500 anyone? Is this fear porn given the Dollar s current prominence? Sure. But things are getting full. on. nuts. pic.twitter.com/Gn3qus8J55 This is what reality sounds like pic.twitter.com/l0B4zDkGPz ....