Financial topics

[aeden]

Fed futures rates for terminal rate duration in forward earnings.
The market is lazy for future earnings rate curve.
https://www.youtube.com/watch?v=wyVF_fLYx4M

[Tom Mazanec]

Of course, Inflation Wasn’t Hot at All! (It was hardly even horrible.)
https://thegreatrecession.info/blog/of- ... -horrible/

[aeden]

The “Energy Transition” Delusion.
https://www.manhattan-institute.org/the ... n-delusion
Modeling of the macro data has not even started.

https://twitter.com/i/status/1625903329250541568

[Cool Breeze]

Of course, Inflation Wasn’t Hot at All! (It was hardly even horrible.)
https://thegreatrecession.info/blog/of- ... -horrible/

Santelli, lol

[aeden]

https://media.gab.com/cdn-cgi/image/wid ... 68bfe.jpeg
kids are getting sick
https://www.reddit.com/r/pics/comments/ ... near_east/
water to turn wormwood

[richard5za]

Cool, I see buyers got fired up on BTC which posted an 11 % gain. Maybe your happy days are on their way!

[John]

Thursday, February 16, 2023

Big discussion on Bloomberg tv this
morning about "zero day options." These
are options that expire today, rather
than in a few weeks or months.
According to the analyst, these are very
highly leveraged investments (100x), and
so are very high risk, and are currently
being purchased at very high volume
(i.e., gambling). However, since they
expire so quickly, the high volume is
not being captured by the VIX. Thus,
this may be the next surprise "crash."

[aeden]

Liquidity pool is drying up. Uniparty swamp tax looting inceases will grind the system to lock up failures.
30xx spx may appear to be the last stop on the charts then selling actually ramps up.
Cascading failure maps as the Consumer is in the phase three crushing. The fools are barking inflation is
not worrisome. No its lethal. Not over heating, its burning down. Telsa will flood and is as the market and the
experiment for the others will be crib death. He also paid back his seed money from the looting pool He took it from.
No ethics, no scruples, no personal responsibility, no brains.

[Cool Breeze]

Cool, I see buyers got fired up on BTC which posted an 11 % gain. Maybe your happy days are on their way!

I don't see it lasting, sadly (for now). Long term I'm a huge bull as you know.

Something will break or earnings and recesssion/depression are coming, stocks will plummet in the next 4-5 months for sure, then they'll try to save the ship.

[Cool Breeze]

Thursday, February 16, 2023

Big discussion on Bloomberg tv this
morning about "zero day options." These
are options that expire today, rather
than in a few weeks or months.
According to the analyst, these are very
highly leveraged investments (100x), and
so are very high risk, and are currently
being purchased at very high volume
(i.e., gambling). However, since they
expire so quickly, the high volume is
not being captured by the VIX. Thus,
this may be the next surprise "crash."

This is a real possibility.

Notice that inflation quite clearly can't be beat down, either. It's what is making the Fed's job so difficult. They have had to hike faster than any other time in history and they have no idea what's going to happen, and still the disinflation isn't very big.