Jump to content

The Silence of the Bears - 6/28/22

Rate this topic


Recommended Posts

1 hour ago, DrStool said:

They can just print it and deposit it in the accounts of the payees, whoever holds deposits or RRPs at the Fed. It would be an offset to QT, which will end by August anyway. 😆

have they actually done any "real" QT.  Is their balance sheet reducing?

Link to comment
Share on other sites

54 minutes ago, MisFit Kid said:

have they actually done any "real" QT.  Is their balance sheet reducing?

Yes.

Link to comment
Share on other sites

2 minutes ago, DrStool said:

Yes.

Minimal so far. But keep in mind that this is a continuum. The reduction in QE that began 2 years ago was actually the beginning of QT. Any reduction in printing is tightening. So they've just been gradually ratcheting up the pressure every few months. It's a frog slowly boiling on the street in the sun. First it just gets sleepy. Then it's dead. 

Kind of like human life, come to think of it. 

 

Link to comment
Share on other sites

Or watching the US become a fascist theocracy. 

Now that the Supreme Court has legalized school prayer, I hope that the Satanists demand equal time. H/t to Seth Abramson for that idea. 

Link to comment
Share on other sites

I'm a little bummed that the market is selling off here. Last short on my chart pick list got stopped out yesterday. Bummer.  Train may be leaving the station without us. 

I may need to interrupt this program for a special bulletin, but first gotta write a report. 

Link to comment
Share on other sites

14 minutes ago, DrStool said:

Minimal so far. But keep in mind that this is a continuum. The reduction in QE that began 2 years ago was actually the beginning of QT. Any reduction in printing is tightening. So they've just been gradually ratcheting up the pressure every few months. It's a frog slowly boiling on the street in the sun. First it just gets sleepy. Then it's dead. 

Kind of like human life, come to think of it. 

 

That‘s why many stocks fizzled out in Aug 2020, maybe went a bit higher, but the easy money was in most cases made by Aug 2020. Only shows once again that all that counts is liqui.

Link to comment
Share on other sites

Two new very strange new ETFs:

https://sec.report/Document/0001580642-22-002817/

The idea appears to be to buy and hold treasuries and swap into ETFs in large or small caps at the end of each day to hold overnight and swap back out in the A.M. Tickers are NSPY and NIWM. Brains are run by AlphaTrAI.

https://www.nightsharesetfs.com

So far AI hasn't done great at running ETFs but we'll see.

Link to comment
Share on other sites

11 minutes ago, sandy beach said:

Two new very strange new ETFs:

https://sec.report/Document/0001580642-22-002817/

The idea appears to be to buy and hold treasuries and swap into ETFs in large or small caps at the end of each day to hold overnight and swap back out in the A.M. Tickers are NSPY and NIWM. Brains are run by AlphaTrAI.

https://www.nightsharesetfs.com

So far AI hasn't done great at running ETFs but we'll see.

Is this based on the theory/reality that most gains in the indexes

happen in the overnight futures and not when the stock exchanges are actually open?

Link to comment
Share on other sites

12 minutes ago, MisFit Kid said:

Is this based on the theory/reality that most gains in the indexes

happen in the overnight futures and not when the stock exchanges are actually open?

At least that's what their site shows. But can you overcome the trading fees and management expenses by holding treasuries?

Link to comment
Share on other sites

38 minutes ago, sandy beach said:

Two new very strange new ETFs:

https://sec.report/Document/0001580642-22-002817/

The idea appears to be to buy and hold treasuries and swap into ETFs in large or small caps at the end of each day to hold overnight and swap back out in the A.M. Tickers are NSPY and NIWM. Brains are run by AlphaTrAI.

https://www.nightsharesetfs.com

So far AI hasn't done great at running ETFs but we'll see.

Oh is this going to end badly. Chasing the last decade's winning horse. 

Link to comment
Share on other sites

I'm really surprised that that rally didn't stick at all. I thought a little pullback, then more upside. WRONG. 

Maybe Tamara? 

Link to comment
Share on other sites

Guest
This topic is now closed to further replies.
 Share

  • Tell a friend

    Love Stool Pigeons Wire Message Board? Tell a friend!
  • Recently Browsing   0 members

    • No registered users viewing this page.
  • ×
    • Create New...