August 6, 20241 yr 15 minutes ago, paco said: Looks like we aren’t seeing the same bounce back. Yet. Dow Futures only up 0.3% Nikkei can be funny bc their govt owns half the damn market
August 6, 20241 yr Yep. They can recover but unwinding cheap leverage will have a lasting impact on the underlying foreign assets they used to own... which accounted for like 80% of their investments.
August 6, 20241 yr Author 14 hours ago, Gannan said: I'm back in the market today! Tech stocks cheap cheap! The market will be back by the time Trump loses in November! YeeHaw!
August 6, 20241 yr From a tin foil hat perspective I'm looking at speculative assets to see what happens. Cheap foreign liquidity are perfect vehicles for speculative investments or shorting by hedge funds. It offers a place to hide things like swaps where they are not subject to US regulatory scrutiny. At a minimum, if Bank of Japan is being used as a shelter, the premium on keeping those positions open have become more expensive.
August 6, 20241 yr 59 minutes ago, JohnSnowsHair said: Wonder if he's buying the dip News just came out, he bought US treasuries with it.
August 6, 20241 yr 5 minutes ago, mayanh8 said: News just came out, he bought US treasuries with it. betting on 'merica.
August 6, 20241 yr 29 minutes ago, paco said: Dow back up 500 so, trump's prediction is on hold, again?
August 6, 20241 yr 29 minutes ago, Alpha_TATEr said: so, trump's prediction is on hold, again? Man, I keep forgetting I'm his resident stumper here
August 6, 20241 yr 3 minutes ago, paco said: Man, I keep forgetting I'm his resident stumper here im just asking questions. i know he hopes we all lose everything, so he looks good.
August 6, 20241 yr Trump was wrong. "I told you so." S&P 500 5,294.09 +107.76(+2.08%) Dow 30 39,289.06 +585.79(+1.51%) Nasdaq 16,556.75 +356.67(+2.20%) Russell 2000 2,071.05 +31.89(+1.56%)
August 6, 20241 yr 1 hour ago, Alpha_TATEr said: im just asking questions. i know he hopes we all lose everything, so he looks good. It's going to be the best depression, no depression will ever be like this one, believe me.
August 6, 20241 yr 37 minutes ago, mayanh8 said: VIX is getting assblasted. We should be ok for now. And the dow is up almost 650. I didn't think that was possible early this morning.
August 6, 20241 yr JP Morgan's currency strategist saying carry trade unwinding is about halfway complete. "We think that the carry trade unwind within the speculative investing community is maybe somewhere between 50% and 60% complete so we are not done by any stretch.” — Arindam Sandilya
August 6, 20241 yr On 8/5/2024 at 2:22 PM, Kz! said: Whatta you think, Kz? Who gets the credit for this one? Harris or Walz? Gotta be one or the other.
August 6, 20241 yr 10 minutes ago, VanHammersly said: Whatta you think, Kz? Who gets the credit for this one? Harris or Walz? Gotta be one or the other. @Kz! I know you're on here. What do you think?
August 6, 20241 yr Sharp drop at the end today to finish up just under 300. Probably the most realistic positive outcome we could have expected
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