1) No way on earth JPow going to hike, cause recent data sucks AND everyone knows that
2) BUT, JPow will arrive in his most scary pumpkin head and zombie costume because he want to be scary and he's always late. AND everyone knows that.
3) With that in mind when JPow with a pumpkin head arrives - everyone will get scared cause it's actually gonna be a pretty scary costume, but then a couple hours later (or days) everyone will get back to their usual stuff like nothing happened.
Kind of like what happened to CRISPRtx recently. After UK approval FDA was a done deal so everyone is selling the fact. I got a little ouched there too, but i was stupid and Shrub told me not to be stupid so here I am. I got some nice profit there overall thought
And on a slightly longer frame - I've seen multiple polls with year-end to Q1 preditiins and they all ended up about 50/50 or 30/40/30 or something. Which makes me think that noone know wtf is going on. In that scenarion Mr. 🥐 might just be right again, seems like that's exactly the setup for flows to run the show.
But maybe 30s will be sold at 5,5% tomorrow you know......
Biden can't get pleb elected if he ain't at least got the economy to show for. If he don't Tramp gets elected for sure and Western world falls into chaos and Bricks nations become the new superpower as Tramp will let em.
What is the thesis on the ponzis with debt they took out at 4% and can't afford the interest on? That class of stocks has ripped to $2.2 trillion. Even in a soft-serve world where they can modify, pretend and extend, they are burning cash and issuing equity to fund a coupon. Any thoughts deeply appreciated - grateful for these fantastic posts!!
Yellan has a present this X-Mas,....on Christmas eve when no one's looking she releashed reverted numbers, massively lower. Mean time, China's bubble has now popped and is deflating, something to keep inflated as things become toast....
So to me what's seems to be happening is:
1) No way on earth JPow going to hike, cause recent data sucks AND everyone knows that
2) BUT, JPow will arrive in his most scary pumpkin head and zombie costume because he want to be scary and he's always late. AND everyone knows that.
3) With that in mind when JPow with a pumpkin head arrives - everyone will get scared cause it's actually gonna be a pretty scary costume, but then a couple hours later (or days) everyone will get back to their usual stuff like nothing happened.
Kind of like what happened to CRISPRtx recently. After UK approval FDA was a done deal so everyone is selling the fact. I got a little ouched there too, but i was stupid and Shrub told me not to be stupid so here I am. I got some nice profit there overall thought
And on a slightly longer frame - I've seen multiple polls with year-end to Q1 preditiins and they all ended up about 50/50 or 30/40/30 or something. Which makes me think that noone know wtf is going on. In that scenarion Mr. 🥐 might just be right again, seems like that's exactly the setup for flows to run the show.
But maybe 30s will be sold at 5,5% tomorrow you know......
Informal recent conversation
Questioner: CPI's are calculated incorrectly, so reported numbers are quite understated, right?
SNB Chairman: Yes
Questioner: Then why do you use them in your work instead of better numbers?
SNB Chairman: Because we have to. Even my wife, after shopping, tells me they are false.
[Try universal applicability!!]
KISS shrub outlook would be:
Biden can't get pleb elected if he ain't at least got the economy to show for. If he don't Tramp gets elected for sure and Western world falls into chaos and Bricks nations become the new superpower as Tramp will let em.
So just pump it till re-elected.
So you are telling us that trend following to start the new year should be good?
Sick Elon prediction!!!!!
Stupidilocks
What is the thesis on the ponzis with debt they took out at 4% and can't afford the interest on? That class of stocks has ripped to $2.2 trillion. Even in a soft-serve world where they can modify, pretend and extend, they are burning cash and issuing equity to fund a coupon. Any thoughts deeply appreciated - grateful for these fantastic posts!!
Yellan has a present this X-Mas,....on Christmas eve when no one's looking she releashed reverted numbers, massively lower. Mean time, China's bubble has now popped and is deflating, something to keep inflated as things become toast....
🔥🐻