Let’s see if we deteriorate more from here

https://twitter.com/DereckCoatney/status/1277989558173536262 I expect USD to surpass 103 before falling. It's just a cycle. Let time verify. https://t.co/2rhiYbXUfe — As The Deer (@HJF_Corp) June 30, 2020 #recession … #EmergingMarkets $USD #Liquidity #Squeeze edition https://t.co/RybEEpwZn7 — Invariant Perspective (@InvariantPersp1) June 30, 2020

Buying corporate bonds while stocks are near all time highs just proves that the Fed is drunk with power and run by clueless socialists

BUYING CORPORATE BONDS WHILE STOCKS ARE NEAR ALL TIME HIGHS JUST PROVES THAT THE FED IS DRUNK WITH POWER AND RUN BY CLUELESS SOCIALISTS 😉#fed #powell #bonds@DiMartinoBooth @GaryKaltbaum @TheDomino — Reminiscences of an American Capitalist (@4Awesometweet) June 15, 2020 The Federal Reserve is now:#3 holder of LQD#5 holder of JNK#2 holder of VCSH#5 holder of … Read more

Can you believe this has been the best quarter for US stocks since 1998?

Can you believe this has been the best quarter for US stocks since 1998? pic.twitter.com/KMdJsME4w9 — Daniel Lacalle (@dlacalle_IA) June 30, 2020 Tech stocks are priced for perfection. Most have forgotten how cyclical this sector is. Highly doubt the macro environment is going to justify these valuations. pic.twitter.com/KpDH35zBVd — Otavio (Tavi) Costa (@TaviCosta) June 29, … Read more

Did anyone actually read the Dodd stress test on the banks?

by TrumpHasASmallPnis Table 4.A. Capital ratios actual vs projected https://www.federalreserve.gov/publications/files/2020-dfast-results-20200625.pdf Am i the only one thats noticing just how f*cked GS and HSBC are under severe conditions in supplementary leverage ratio? Supplementary leverage ratio = regulatory capital / average assets+off balance sheet exposures. Isnt this even more whack now, vs 7 days ago, with the … Read more

Tuesday is for the bulls

by Yolo-Call-Options I recently read a DD where some dude wrote an essay on how you can play the SPY on FED repo days (Tuesdays) and make money almost every time… For the gamblers out there; a repo agreement is a short-term loan that the FED gives banks to create liquidity and support MM. The … Read more

Tesla joining the S&P 500

by go872 ~@Truth_Tesla One of the biggest S&P 500 additions in history was when Berkshire Hathaway, with a $160b market cap, was added in early 2010. The inclusion was a surprise, and the headlines were bombastic. To put this in perspective: in 2010 about $3.5t in assets were benchmarked to the S&P 500. Today this … Read more

Gold & silver penny stocks are taking off! Robinhood traders… The party is just getting started.

Stocks only go up? Then have a look at precious metals miners. Gold & silver penny stocks are taking off! Robinhood traders… The party is just getting started. pic.twitter.com/lOcC1Y8Kof — Otavio (Tavi) Costa (@TaviCosta) June 30, 2020 Buy Gold, Sell Stocks Is the ‘Trade of Century’ Says One Hedge Fund — March 2019 It has … Read more