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potatohead

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potatohead last won the day on February 11

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Professor of Stock Proctology

Professor of Stock Proctology (7/9)

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  1. As the Fed raises rates, the rate they pay on RRP goes higher as well. With their portfolio filled with low yielding Treasuries and MBS due to years of QE, at some point they can only raise rates so high before the earnings from their asset side is not enough to fund their payout from the liability side. In effect. they begin losing money (or having to create money) to continually fund the ever growing RRP. Doesn't this game have an eventual ending?
  2. obviously Lee was not talking loud enough. The group behind him, never missed a bite while he spells out the market's fate.
  3. All the reason to own physical precious metals. .......And I looked, and behold a pale horse: and his name that sat on him was Bernanke, and Hell followed with him. And power was given unto them to print and expand the balance sheet at will, to kill with inflation and Wall Street bailouts, and with political uncertainty unleash all the beasts of the earth.
  4. Lee could some of this move be a repo/liquidity crisis rather than market just pricing in the Fed?
  5. your comment at the end of your report is one of the largest reasons I see value in gold. This is not about inflation but a true political crisis that is unfolding in front of us. 40 years of overindulgence, indebtedness, and reckless monetary/fiscal policies....I realized long ago, you can not fight this but do the best to try to protect yourself and the ones you love....
  6. Lee page 9 needs a correction from billion to Trillion. Since we recognized that two months ago, the Fed’s RRPs outstanding have surged over $2 billion and continue to make record highs, day after day.
  7. Lee, Nothing like the smell of a generational top in the morning... The National Association of Realtors found institutional investors bought 52% of homes in Tarrant County and 43% of homes in Dallas County in 2021 https://www.wfaa.com/article/news/local/report-texas-leads-nation-with-nearly-third-homes-sold-investors/287-002ba716-5794-411d-982f-d3c7677d13e6
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