Hedge Funds Ramp Up Exposure

by Lance Roberts  The “Fear Of Missing Out” has infected retail and hedge funds alike as they ramp up exposure to chase performance. We have previously discussed the near “mania” of retail investors taking on exceptional risk in various manners. From increasing leverage, engaging …

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The Reaping! Fed’s Overnight Reverse Repo Hit New Record High Of $497.4 Billion (Fed Funds Effective Rate Only 6 Basis Points) 10Y Treasury Auction Sees High Yield Drop Below 1.5%

by confoundedinterest17 This reminds me of the film “The Reaping.” The Fed’s overnight reverse repo facility hit a new record high on Tuesday, rising to an all-time high of $497.4 billion. The New York Fed conducts overnight reverse repo operations each day …

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Hedge funds have been getting rid of equities at pace not seen since GFC; Most shorted index going to the wrong way

Hedge funds have been getting rid of equities at pace not seen since GFC @BankofAmerica pic.twitter.com/z0z8cljv5f — Liz Ann Sonders (@LizAnnSonders) May 5, 2021 most shorted index going to the wrong way pic.twitter.com/LZB2utAJiO — Alastair (@StockBoardAsset) May 4, 2021 https://twitter.com/NorthmanTrader/status/1389652807557451777 …

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The Fed Is Killing MBS Market Spreads, Taylor Rule Rudebusch Suggests Fed Funds Target Rate Of 3.25% (It Is 0.25%), Ethereum UP 330% Since Jan 1st

by confoundedinterest17 This reminds me of Roberta Flack’s song “Killing Me Softly.” Except it is The Federal Reserve killing the MBS market spreads. And not softly, either Mortgages ended April with one popular valuation metric at its tightest spread since September of 2012, …

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Home Builders to STOP BUILDING AND SELLING AFFORDABLE HOMES – Pension funds buying homes!

Home Builder builds 124 homes doesn’t sell them to individuals, but bundles them, and sold them for 32 million dollars for a giant rental cash flow. … Home Builders to STOP BUILDING AND SELLING AFFORDABLE HOMES – https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801?redirect=amp#click=https://t.co/JtnN7aWXee If You …

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