Current M2 Supply 30-year CAGR = 6.39%
In those 30 years, the power of your cash reduced to ~13.79%
Latest CPI = 8.5% = inflation is DESTROYING buying power
Even at 2% LT target, buying power erosion is severe and this is only the "if Fed can do everything right" scenario...
@GerberKawasaki@sharonwaxman Does he have any shot at significant growth though? Seems like streaming issues going to force expense reduction. Future firm investment seems limited
@BackpackerFI You should read Richard Werner. Fractional Reserve theory empirically disproved. He proved when banks loan they actually create credit not lend deposits.
@wclemente I hear you but “new market entrants” implies that older participants weren’t also complicit in this. Nothing of this size happens without full facilitation of the entire market. The euphoria and excitement is a risk to all. Older players felt like psychics rather than lucky
@Ksidiii Can’t wait to read paper. Makes sense people currently most uncertain about short-term. Every short-term trend this year driven by inflation prints, gdp, job reports, and fomc decisions. Do you think volume will fall on other side of recession or this new normal?
Daily Put/Call Ratios for indices
Crosshairs locked on March 2020 peaks which were soon followed by bottom
Today marks a new record for all but the Russell 2000
Not calling a bottom here as NASDAQ continues to fall despite peak levels but we're likely getting close
Daily Put/Call Ratios for indices
Crosshairs locked on March 2020 peaks which were soon followed by bottom
Today marks a new record for all but the Russell 2000
Not calling a bottom here as NASDAQ continues to fall despite peak levels but we're likely getting close
Daily Put/Call Ratios for indices
Crosshairs locked on March 2020 peaks which were soon followed by bottom
Today marks a new record for all but the Russell 2000
Not calling a bottom here as NASDAQ continues to fall despite peak levels but we're likely getting close
Daily Put/Call Ratios for indices
Crosshairs locked on March 2020 peaks which were soon followed by bottom
Today marks a new record for all but the Russell 2000
Not calling a bottom here as NASDAQ continues to fall despite peak levels but we're likely getting close
Daily Put/Call Ratios for indices
Crosshairs locked on March 2020 peaks which were soon followed by bottom
Today marks a new record for all but the Russell 2000
Not calling a bottom here as NASDAQ continues to fall despite peak levels but we're likely getting close
@thetradingchick There isn't a single global power that would be willing to do this lol
who would drop their own currency to adopt one controlled by people who don't even live in the region?
Putin / Xi would never cede control over currency and economy to Americans and vice versa
@GuyDealership The Great Auto Crisis is on. Thx for sharing so much great info.
Pain for dealers is clear but how does it hit carmakers and financing? Guessing less orders for new inventory if dealers are stuck with old. Do auto CDS exist? Seems like GFC but now it’s cars
Record high Put/Call ratio for S&P 500
Massive amount of selling pressure building up in options market
If substantial portion of puts are exercised index likely falls to next support level, 50-month MA (~3500)
If no bottom, next would test pre-pandemic high (~3225)
Record high Put/Call ratio for S&P 500
Massive amount of selling pressure building up in options market
If substantial portion of puts are exercised index likely falls to next support level, 50-month MA (~3500)
If no bottom, next would test pre-pandemic high (~3225)
@SuperMugatu big game of chicken (literally also called the hawk-dove game 😂)
markets test Fed's resolve = Fed is forced to tighten/raise rates to see desired impact = markets further test Fed's resolve = Fed tightens more etc
investor reflexivity is likely only adding to future pain
Could the recent stock market rally be merely a blip in a deeper bear market? The GFC, dot-com bust, 1973 bear market, and several other significant down cycles all produced sharp rallies like the one we are now seeing, and all of them led to new lows.
@GerberKawasaki not only largest number of aircraft in the world but larger number of aircraft than the next 5 nations combined 😂
https://t.co/fCWJ44B6Id