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Jimbo

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Everything posted by Jimbo

  1. Jimbo
    TRENCH WARFARE AT THE BANKS Banks are under relentless attack by the DEFECIT beast from the east. Deposits at the bank have three lines of defence: The first line of defence The FHLB deposit. The secound line of defence The FED discount window. The third line is the FDIC fund. The Government really does'nt want the beast to get to the line.
  2. Jimbo
    A THING OF TRUE AND MONSTROUS BEAUTY How do you get a free CDS on US Govt debt. Easy.....just put your money in a MMF. Which puts your money into the RRP. Repayment of the US treasury is gauranteed by the FED. Guaranteed by the printer!!!!! No risk of default!!!!!!!! Why own Treasuries directly or a bond fund with all the risk of default????????
  3. Jimbo
    NOW YOU CAN HEAR THE VACUUM CLEANER Once you turn off the money printer. You can hear the vacuum cleaner. The sound of the Government defecit. Sucking out the bank deposits.
  4. Jimbo
    THE OTHER "SWISS" COMPANY Swiss RE Tangible book value 2019 ....25 B. Tangible book value 2022......9 B. Hmmmmmmm.
  5. Jimbo

    2022 A VERY CRAZY YEAR

    We saw a lot of craziness in 2022

    1/ People thinking bonds were a good investment after the FED had inflated a large portion of thir real value away

    2/ Someone paying $44 Billion for chatter.....just plain crazy.....

    3/ Anyone thinging Tesla was a value investment.....

    4/ Face book changing its name to Meta......

    5/ Anyone sending thier money to the Bahamas to buy crypto....just plain crazy.....

    6/ ANyoen who thought SPACs were still agood investment......

    Yes  it was the year of crazy.....

  6. Jimbo

    WHAT FURTHER IS THERE TO SAY

    I'm sure there will be support at 3000.........

    only minus 25% to go......

  7. Jimbo

    Thoughts on the Fed Put

    Is the put dead

    Only temporarily

    The death of the FED put is transitory (couldn't resist that one).

    Printer Jay has put it in the schrodingian box and hinted strongly that it is dead.

    Mr Market for some strange and weird reason actually believes him.

    But I guess if you can believe that inflation is transitory you can believe anything.

    But we all know that when things get too bad he will open the box and show a living put.

  8. Jimbo

    Some thoughts on Hood

    If I were short hood

    It looks like a good time to cover.

  9. Jimbo

    What did Santa give to shorts this year?

    He gave them a bag full of Spacs

    He also gave them some more Chinese fraudstocks.

    But he gives them chinese fraudstocks every year.

     

  10. Jimbo

    THE FALSE NARRATIVE AWARDS

    There should be an annual award ceremony for the organisation or individual who comes up with the best false narrative during the year.

    So far the FED and Chairman Jay are in the lead with the wonderful and convincing

    "Any Inflation will be temprary" narrative

    Designed I presume to convince the bondholders not to make another break out attempt from the great bond gulag.

    Yes...it appears Jay is in line for a "FALSEY" award this year.

     

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