Bill T 548
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Will this impact the market negatively?
Applying what I learned from this RV interview: Parrilla and Pal -- A Macro Masterclass in Portfolio Construction and Management | Real Vision
My "Strikers" have gone MIA the last 3 days but thanks to the "Defenders", I'm basically flat. Note, I have several different types of defenders. Not all brought their "A" game, but TLT did.
Did you utilize defenders, if so what were they?
PS: perhaps dodged a bullet for now, but still too early to claim victory of any kind and nor was trying to. Meanwhile learning and absorbing as much as time permits.
The eurodollar future has been rising, ie the libor rate falling. Is that something or a big nothing, just bouncing within a band?
Hivemind: We've been asking on RV the last couple weeks if this is the "Everything Bubble". But if the TGA is set to flood the system with $1.1T + sustained $120B of monthly QE + impending Biden stimulus yet to be spent/passed by congress (all in the next 6 months??!!).......perhaps this is not Bubble-licious enough??!! I vomit at the thought of more risk-on but I'll hold my nose and won't fight the reality.
“Mind-Boggling Liquidity”: Nobody Is Paying Attention To The $1.1 Trillion Flood About To Hit Markets
Here We Go Again: Zoltan Warns Repo Market On Verge Of Major Shock As Key Funding Rate Turns Negative
1. Is this a big-nothing-burger?
1a. If it is a something-burger, are we entering the
Everything Bubble "Not Bubble Enough" territory?
2. Would like RVDB to discuss.
PS: sometimes I feel like I'm playing a MMORPG with real money and the game makers (in 2021, Yellen and JP) keep introducing new monsters and rules. Only the max level characters/players know how to beat the monsters and get all the loot. The rest of us (low level retailers) try not to die.
Edit: I realize how poorly worded this question was. My apologies.
Can there be a market regime where treasury yields are elevated, the USD, either measured in DXY index or SL feds traded weighted dillar index, is elevated and at the same time spx/equities keep climbing. Has such a sustained regime happened before?
Are there any hive mind recommendations on commercial REITS to short via put options?