williams999

[Alf @MacroAlf]

After a decade of making money for the US government, the Fed is now losing money on an ongoing basis

As the QE portfolio is taking a beating and interest on excess reserves to be paid to banks is quickly heading above 4%, the Fed will be delivering a negative P&L going forward

[Gina Martin Adams @GinaMartinAdams]

S&P 500 2023 EPS expectations falling off a cliff.

[Gina Martin Adams @GinaMartinAdams]

Stock price reactions to earnings misses in SPX are now the lightest in our records. Clearly sentiment got too bearish in front of this earnings season.

[williams999 @williams99912]

@loveivylau 😂

[J.C. Parets @JC_ParetsX]

If this Dollar falls apart, what happens to equities?

[lidang 立党 （劝人卖房/学CS/买SP500/纳100/OpenAI/Anthrop第一人） @lidangzzz]

预测未来30年很难，我尝试大嘴一次：
1. 中国GDP增长率从5%跌到2%～3%；
2. 人口比预测崩得更快，快速进入老龄化和劳动力短缺，三线以下城市大量破产成为鬼城；
3. 中国GDP可能短暂追上美国后被反超，或者永远追不上；
4. 中国和整个西方对抗加剧，经济封锁制裁逐步加码；
5. 中国将落入中等收入陷阱。

[Gina Martin Adams @GinaMartinAdams]

Capitulation alert!?! Valuations have plotted the same course of about 32x to about 16x but at 3x the speed of the tech bubble. Trailing PE for S&P500 is at about the same level as where it hit bottom in 2002.

[williams999 @williams99912]

@82WztfvhHqZz0Ub 😂

[zerohedge @zerohedge]

TURKISH FOREIGN MIN HEAD SAYS MAJORITY OF THEIR CITIZENS ARE ASKING TO BLOCK SWEDEN AND FINLAND ENTRY INTO NATO BEACUSE OF THEIR SUPPORT FOR THE KURDISTAN WORKERS' PARTY

did Turkey just blow up NATO

[Alf @MacroAlf]

The only way the bleeding stops here is if inflation slows down. And hard.

That way, Central Banks can relax and risk-taking in markets can resume.

Otherwise, things need to get worse before they get better - play defense, be disciplined and have patience.

[FXHedge @Fxhedgers]

COINBASE CEO PREDICTS ONE BILLION CRYPTO USERS WITHIN A DECADE

[Alf @MacroAlf]

US real yields moving sharply higher and NOT because cyclical growth is strong, but because policymakers are on a journey to tighten things up big times.

If I look at the underlying volatility and behavior of Gold and Bitcoin, I am really impressed by their YTD resilience.

[金融Angel @82WztfvhHqZz0Ub]

快讯：

中信国安要退市了。

呵呵……

[Warren Pies @WarrenPies]

"No matter how badly CalSTRS, Blackrock or others want to move away from petroleum, there will be no quick transition. The world runs on oil and will for the foreseeable future. The question is: Who will produce it?"

[Stephen Spratt @StephenSpratt]

Enjoying central banker talk this week.

RBNZ hawkish. BOE's Vleighe (known dove) turned hawkish. Fed's Quarles joins taper talk gang.

And now ECB's Schnabel likes bond yields going up for the right reasons. Notice the trend.

https://t.co/SLzDMwzhiL

[FXHedge @Fxhedgers]

PORTNOY'S SAFEMOON COIN DOWN 10% 24HR almost at zero

[Holger Zschaepitz @Schuldensuehner]

Wall Street’s great #inflation trade takes a back seat. Breakevens show investors still see inflation as transitory. Value trade posts worst week since September as tech recovers. https://t.co/w6bLfiUSOw

[zerohedge @zerohedge]

ICYMI: Here Comes The Hangover: Soaring Prices Result In Record Crash In Home, Appliance Buying Plans https://t.co/QnMIdcdilQ

[williams999 @williams99912]

@TheCryptoDog meybe

[Robin Brooks @robin_j_brooks]

Those advocating for EUR/$ higher see the Recovery Fund as a "game changer," a step towards fiscal union. I don't want to dismiss accomplishments of the EU summit, which were material. But this wasn't a game changer that justifies the biggest Euro longs (black) in over a decade.