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SiP

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Everything posted by SiP

  1. big tech are the winners of this pandemic due to remote work, fast foward digital transformation and everyone moving to cloud. its no brainer. pandemic will speed the the process of building total monopoly by big tech by killing SME/SMB. Just think about Amazong vs small closed shops. Currently big tech is taking 23% of SP500. Thats like in 1970 or something. ITs amazing. I think that time is coming for somekind of breakup of this companies. they are just killing other businesses starting from media, tv, and many more.
  2. fibo 61,8 daily - 200, 250 ema weekly -55 EMA Monthly - 9,12,15 EMA Its all around 2930-2960. Now bears or we will see new highs.
  3. V good thread about dollar In short - stronger dollar and deflation ahead
  4. But works without Paywall for me https://www.msn.com/en-us/money/markets/record-government-and-corporate-debt-risks-tipping-point-after-pandemic-passes/ar-BB12QriZ You could use VPN and teleport yourself outside of US it that doesnt work. VPN is a good product. I use it on a daily basis for content.
  5. Great posts Sandy_Beach! Thanks for sharing your thoughts.
  6. The number of companies in danger of having their credit rating lowered is at a 10-year high, according to S&P Global Ratings. Among the companies drawing greater scrutiny are Chevron, Honda and the Walt Disney Co. https://www.msn.com/en-us/money/markets/record-government-and-corporate-debt-risks-tipping-point-after-pandemic-passes/ar-BB12QriZ
  7. US fiscal deficit to quadruple to a record $3.8 trillion, a staggering 18.7% of U.S. economic output, a Washington-based watchdog group said on Monday. Debt to gdp will increase from 80% to 100% by September 30. WW2 record is 107%. https://t.co/eHGfIvg216
  8. good read FT: Federal Reserve has encouraged moral hazard on a grand scale https://www.ft.com/content/52a46bcf-f238-43cd-82dd-c48c3c1883e3
  9. I don't agree with it, but those are arguments of the "other side" Fed Truthers Are Wrong (Again) https://www.pragcap.com/fed-truthers-are-wrong-again/ It’s Not About Debt Or Stock Buybacks Or Whatever. It’s About The Virus https://blogs.uoregon.edu/timduyfedwatch/2020/04/10/its-not-about-debt-or-stock-buybacks-or-whatever-its-about-the-virus/
  10. #Fed unveils new bailout program. Will inject up to $2.3tn in loans. To buy municipal, junk bonds as part of expansive programs. https://www.cnbc.com/2020/04/09/federal-reserve-unveils-details-of-its-much-anticipated-main-street-lending-program.html?__source=sharebar|twitter&par=sharebar
  11. Still place to room for bears. 2900 is key
  12. Australia 10Y bonds higher in yields and AUD stronger as RBA the first central bank to announce readiness to trim liquidity injections as markets stabilize.
  13. Japan's Abe unveils 'massive' coronavirus stimulus worth 20% of GDP https://www.reuters.com/article/us-health-coronavirus-japan-stimulus/japans-abe-unveils-massive-coronavirus-stimulus-worth-20-of-gdp-idUSKBN21O0LC on top of 240% debt to GDP! So CBs BC as a % gdp Federal Reserve 27% πŸ‡ΊπŸ‡Έ -BoE 28% πŸ‡¬πŸ‡§ -ECB 44% πŸ‡ͺπŸ‡Ί -BoJ 105% πŸ‡―πŸ‡΅ Via #MorganStanley
  14. Its not bold. its just reversed Head and shoulds patterns
  15. If gold close above 1700 then I see 1900 at least
  16. In Italy, Going Back to Work May Depend on Having the Right Antibodies Weighing an idea that might once have been relegated to science fiction, Italy once again finds itself in the unfortunate vanguard of Western democracies grappling with the coronavirus https://www.nytimes.com/2020/04/04/world/europe/italy-coronavirus-antibodies.html#click=https://t.co/W1wyC38NSY.
  17. Good read A corporate debt reckoning is coming. https://medium.com/@13DResearch/a-corporate-debt-reckoning-is-coming-66aaf908d9b2
  18. A lot of people compare current market sell-off to GFC, but I think there is fundamental difference here. GFC was about constant betting (and failing) on bottoms in economic activity. This time we know exactly where will be the bottom - it will be lockdowns lift-off. So obviously it's still betting, we don't know for sure when it happens, but a different one. Medical rather than economical, and we all know the exact trigger.
  19. Market is short usd Data in this report cover up to Tuesday Mar31 & were released Friday April 3
  20. WTI is interesting Log | channel and Linear | previous lows
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