jp6 Posted June 23, 2020 Report Share Posted June 23, 2020 There is only around 75 points to go, I suppose that Crooks will take it there before Months end. https://themarketear.com/posts/c26lA1Ev5Z Gentle reminder of the possible month end sell flow Key points via JPM, according to us, the best on the street when it comes to estimating these flows. "we estimate around -$70bn of negative equity rebalancing flow by balanced mutual funds globally into the current month end.... we estimate that the pending equity rebalancing flow by US defined benefit pension funds into the current quarter end is likely modestly negative at around -$65bn.... Norges Bank into the current quarter end is likely modestly negative at around -$10bn.... SNB to sell around $15bn of equities given the recovery from March lows... GPIF into the current quarter end is likely negative at around $25bn... ....created a need for negative rebalancing flow, i.e. equity selling, of around $170bn into the current month/quarter end. This $170bn should be thought of as an upper estimate as it is possible that same of this equity selling was done before Link to comment Share on other sites More sharing options...
DrStool Posted June 23, 2020 Author Report Share Posted June 23, 2020 How Biden is polling in deep red states. Source: https://datausa.io/coronavirus#cases Link to comment Share on other sites More sharing options...
DrStool Posted June 23, 2020 Author Report Share Posted June 23, 2020 FAT states. https://datausa.io/coronavirus#cases Link to comment Share on other sites More sharing options...
DrStool Posted June 23, 2020 Author Report Share Posted June 23, 2020 We all gotta die of something, sometime, right? Link to comment Share on other sites More sharing options...
Jimi Posted June 23, 2020 Report Share Posted June 23, 2020 1 hour ago, DrStool said: We all gotta die of something, sometime, right? Evidence on that is pretty persuasive. Link to comment Share on other sites More sharing options...
DrStool Posted June 23, 2020 Author Report Share Posted June 23, 2020 EU May Ban Travel from US as it Reopens Borders, Citing Coronavirus Failures https://nyti.ms/2Z5Ihfj I have spoken to the Polish embassy here in Croatia and I was told no in certain terms that even though I have been here in Europe for 7 months I would not be able to enter Poland. I had planned at some point to continue my travels and go up through Eastern and Central Europe and then back to France and finish up there in September October. But that is off the table for now. Scuttlebutt is that you were will remain closed to Americans perhaps until the end of the year. I can't think of a good reason to return to Florida. Can you? 😄 Link to comment Share on other sites More sharing options...
Jimi Posted June 23, 2020 Report Share Posted June 23, 2020 Trying to figure out how to balance social normality for 10 & 13 year old sons who are otherwise social/active in a pandemic is... challenging. We are getting lots of inquiries about "playdates"; meanwhile, cases in our local counties are spiking again. The parents trying to organize social worlds for their kids - and understandable respite from them - probably are blind to the relationship between their efforts and spiking COVID. Link to comment Share on other sites More sharing options...
jp6 Posted June 23, 2020 Report Share Posted June 23, 2020 8 minutes ago, DrStool said: EU May Ban Travel from US as it Reopens Borders, Citing Coronavirus Failures https://nyti.ms/2Z5Ihfj I have spoken to the Polish embassy here in Croatia and I was told no in certain terms that even though I have been here in Europe for 7 months I would not be able to enter Poland. I had planned at some point to continue my travels and go up through Eastern and Central Europe and then back to France and finish up there in September October. But that is off the table for now. Scuttlebutt is that you were will remain closed to Americans perhaps until the end of the year. I can't think of a good reason to return to Florida. Can you? 😄 How about Contacting Your All Mighty American embassy. It works for the British subjects who wants to return home due to flight restrictions. Link to comment Share on other sites More sharing options...
BurntOnce Posted June 23, 2020 Report Share Posted June 23, 2020 holy silver Link to comment Share on other sites More sharing options...
Jorma Posted June 23, 2020 Report Share Posted June 23, 2020 39 minutes ago, DrStool said: EU May Ban Travel from US as it Reopens Borders, Citing Coronavirus Failures https://nyti.ms/2Z5Ihfj I have spoken to the Polish embassy here in Croatia and I was told no in certain terms that even though I have been here in Europe for 7 months I would not be able to enter Poland. I had planned at some point to continue my travels and go up through Eastern and Central Europe and then back to France and finish up there in September October. But that is off the table for now. Scuttlebutt is that you were will remain closed to Americans perhaps until the end of the year. I can't think of a good reason to return to Florida. Can you? 😄 Don't ask me. In my 69 years I have never gone to Florida. Actively never wanted to go. Why? I can't say exactly. Link to comment Share on other sites More sharing options...
DrStool Posted June 23, 2020 Author Report Share Posted June 23, 2020 1 hour ago, jp6 said: How about Contacting Your All Mighty American embassy. It works for the British subjects who wants to return home due to flight restrictions. For what purpose? I did once, and they told me to see the daily bulletin. Which says exactly what it says. Americans are not welcome in Poland. And the EU makes clear that they're not welcome anywhere in the Schengen. I'm perfectly content to stay right here in beautiful Croatia. Link to comment Share on other sites More sharing options...
fxfox Posted June 24, 2020 Report Share Posted June 24, 2020 ES 3099 right now, uptrend from June 15 under serious threat now, if it breaks could get a good swoosh since it was tested a few times. Link to comment Share on other sites More sharing options...
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