BRICS, Petrodollar, Fed Balance Sheet expansion, Wealth/Asset Concentration, Yield curve inversion, Confidence in political leadership, dwindling...
I actually wouldn't go so far to say technical hyperinflationary rates.....but higher inflation for the foreseeable future which in a few years...
It looks like corporations are vacating office space and commercial retail space in CA and NY in droves. [MEDIA]
I would put myself into advanced beginner category. I would say trading 0 DTE bull spreads on QQQ. And/Or butterfly/condors on IWM. SPX, NDX, and...
He is a simple guy..... The Fed will expand their balance sheet to the tune of about 20 Trillion at the next crash.
It probably is not going to be a straight line up to 15,000. There will be at least 1 other year like 2022.
I believe it.....Then its about that time for another major crash. .com, housing bubble, Covid.......2030 AI Bubble?
I think that they may cut a quarter point this year. The real "easing" will be through tapering.
EVs don't care. They laugh in the face of the Treasury market.
It looks like uninversion is already underway to me. They must have rebalanced the Russell for it.
I don't know...... Stocks were flat on the werk. IWM was the strongest index performer of the week with almost a 1% return. TLT down over 2%...
I see more advantages of owning and managing a portfolio of stocks, ETFs, REITS, MLPs, etc. for individuals. I don't see how individuals can...
I think TLT and IWM need to both start dropping hard and fast......And then the selloff needs to bleed over into the megacaps. Then the Fed will...
There might be more randomness without much rhyme or reason during Summer months.
I like Oil/USD. R.I.P. Petrodollar. 1974-2024
This. I think longer term yields need to go higher in the long term and shorter term yields need to go lower in the short term - like a 25 to 50...
I think its the result of market cap weighted indexing. The Megacaps just snowball. SMCI will probably get pulled out of IWM and go into the Q's....
Everything is correlated. They hold many regional banks. KRE has been going down with it. Maybe HYG has better correlation. I will have to look...
I mostly trade in index ETFs. Any thoughts on why IWM has been going down since the big pop on Wednesday morning. But TLT has been going up....
So glad this happened yesterday instead of today.
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