The tweet that preceeded this produced a sell off.
I wonder what the real article wil do Monday?
The article does not say anthing about when this starts. It could start in 2015.
The article was worth reading, and he did give the unwind date. Personally, I think it will begin sooner.
"Regarding bets when the unwind begins, a look at the change in the VIX forward curves gives us some idea:
If correct, put the date September 17-18 in your calendars."
Yes, the markets love uncertainty. U right.
It should start now..... the yield curve can steepen some more, bonds and commodities can sell off some more and money will chase equities some more....