liquidity

QT is the equivalent to 4 fractional interestrate hikes and liquidity destruction. As inflation really picks up, QE will not be a viable option. The equity markets could be sacrificed.

https://twitter.com/OccupyWisdom/status/999070831882985472 h/t OccupyWisdom Even Emerging-Markets Bull Mark Mobius Sees More Pain Ahead That’s creating fertile ground for stock pickers, he says India, China offer ‘incredible opportunities’, Mobius says   Euro Zone Economy Slowdown Sharper Than Expected in May Euro zone …

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Jim Chanos regarding Tesla’s liquidity and credit strength: “Tesla’s quick ratio dropped to 0.38 and their (Altman) z-score is approaching 1.0. Both are indicative of a company in financial distress.”

Jim Chanos to @Reuters regarding Tesla's liquidity and credit strength: "Tesla’s quick ratio dropped to 0.38 and their (Altman) z-score is approaching 1.0. Both are indicative of a company in financial distress.” @Reuters @ReutersBiz @elonmusk — Jennifer Ablan (@jennablan) May …

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Goldilocks And The Liquidity Bears

by jessefelder While most investors and pundits are currently focused on optimistic analyst earnings estimates for the coming year there’s another far more important phenomenon underway that deserves more attention. Three years ago Stan Druckenmiller gave a very important speech to …

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The Day Liquidity Died

by Doug Kass * A little discussed issue is the loss of market liquidity since the end of January * This is one of the reasons I see more volatility and a widening trading range * I offer this opener with …

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Composite Liquidity Indicator Is Flashing Red As Everybody Is Buying The Same Stocks Irrespective Of Valuation Or Quality Of The Company. Next Week Should Be Interesting!

Investor socialism on the rise as everybody is buying the same stocks irrespective of valuation or quality of the company: The #ETF business has grown from 100 in 2003 to roughly 1,831 funds, managing $3.4tn today. (Chart via SRP) pic.twitter.com/nuiumFhl8d …

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