Financial topics

[Higgenbotham]

https://uk.finance.yahoo.com/news/stock ... 15756.html

[Cool Breeze]

What's your next move? I'm out of paper/equities in Fall.

Also, I wonder why the "chartists" always forget to post when BTC increases day over day. LOL

[aeden]

https://helenaglass.net/2022/03/17/ukraine-corruption/
No one has an issue with btc risk map.
Since taproot the risk profile increased.

[aeden]

https://duckduckgo.com/?q=Aleksandr+Dug ... 4-6&ia=web

Carrot and stick time again.
Belarus appears to be mounting up to rattle the cage.
Give up all east of the river we can only cross it once.
No one is innocent. The utter filth, greed and rot is sickening.

Wise up who paid the Bolsheviks.
As for the States nothing is secure just pure criminal filth and lies.
Its called judgement as warned long long before.

[Higgenbotham]

This morning the 30 year treasury rate hit its highest level since July 2019, and the 10 year and 2 year hit their highest levels since May 2019.

Rates might be averaging 2.3% across the relatively flat curve. Are the talking heads viewing this as a problem or is that to worry about another day?

[John]

** 22-Mar-2022 World View: Yield curve

> This morning the 30 year treasury rate hit its highest level since
> July 2019, and the 10 year and 2 year hit their highest levels
> since May 2019.

> Rates might be averaging 2.3% across the relatively flat curve.
> Are the talking heads viewing this as a problem or is that to
> worry about another day?

I'm hearing a bit of concern that the Fed is apparently going to go
for several 50 bp increases, but no panic. If they were panicked,
they wouldn't say so anyway, since everyone would tune out.

[Higgenbotham]

I've gone short this morning at about S&P 4510. Interest rates are one reason. The other is that in 1929 before the crash the Dow lost about 17%, then had a screaming 5 day rally where it retraced about 58% of the loss, then crashed. That's approximately what the S&P has done since the high near the beginning of the year. This morning I'm looking at recent news and I hear a few people like Jeff Gundlach and Barry Bannister saying they don't expect a recession this year and therefore the stock market will stay high. In a bubble, I don't think that's how it works. In a bubble, I think the crash comes first, then there is a recession.

[Higgenbotham]

1929 on top, 2022 on the bottom.

[Higgenbotham]

https://uk.finance.yahoo.com/news/stock ... 15756.html

This chart is the opinion of somebody on Wall Street, but another way to look at it is the "price corridor" should be about flat from the 1980s and everything that's happened since then is the "policy bubble". That was when the policy became to save the stock market from every crash and blow the debt up to astronomical levels.

[Cool Breeze]

** 22-Mar-2022 World View: Yield curve

> This morning the 30 year treasury rate hit its highest level since
> July 2019, and the 10 year and 2 year hit their highest levels
> since May 2019.

> Rates might be averaging 2.3% across the relatively flat curve.
> Are the talking heads viewing this as a problem or is that to
> worry about another day?

I'm hearing a bit of concern that the Fed is apparently going to go
for several 50 bp increases, but no panic. If they were panicked,
they wouldn't say so anyway, since everyone would tune out.

Do you see that causing a deflation in the stock market? At which level of raising? On this I agree to an extent, of course. The FF rate is 0.5 now, and they are claiming they will raise to 2.25? No way. They may get to 1 even, but by that time they'll have to reverse, I foresee.

As you may have noted earlier, I'm out of stock as of the end of the summer.