I agree with inflation dropping off steeply in the second half of 2023, but i don’t think we will get rates lowered until first quarter of 2024.

Hahaha. You upset him and hit him where it hurts.

Im not sure what i said to trigger this bot. It seems random

I have no idea what ‘barrons article’ you’re talking about.

I think it’s a mistake to assume bonds and equities will ‘eventually’ correct. The inverse relationship is modern and as a hedge, it failed miserably. People positioned their retirements religiously around it like gospel and were shafted.

While i don’t buy what Dalio is selling, i think the all weather fund and similar strategies will continue to gain traction with bonds playing a smaller role.

And i think it’s a mistake to assume inflation will keep people out of cash. The market is positioned for a massive event style move, higher or lower, not business as usual.

Cash on the sidelines is necessary to capitalize on it. The opportunity cost of not having cash to deploy is greater than the inflationary impact towards cash.

I think the hype around potential Japanese monetary policy shifting is overblown.

And Powells most recent statements about immigration impact on the wage/price/inflation situation had him exceptionally dovish

One thing I have always wondered is how soon do they price the options for an earnings?

Like how early do you need to do something like that? I love earnings plays, but when I KNOW it's gonna move SOME direction

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4060 big level for a bounce, break that head to 4020 imo

3, 10, 23, 24, 23, 01

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Yup looking at Ueda san past he wont let go YCC that easily. Although he will have to hike rates this year if Mr Kuroda doesn't hike in his last meeting.

Widening of Ycc to 75bps from 50bps is the safest bet you can play if none of the above happens.

Eat my dongus you fuckin nerd.

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Yah but it only works if inflation goes under 4% or sometime 5% and fall off the cliff which could happen in back half of 2023 as CPI major component is housing. I already discussed that "Barrons article" few letters ago.

"Bonds price will go up, stocks price will go down" eventually.

But before this happens i was discussing the theory for 1H 2023 where inflation might feel sticky and Fed could go beyond 5.1% Dec SEP projections. Another reason Japan. These both factors could push 10yr bond yields above 4% and cause rise in Erp.

WARREN BUFFET CONFIRMED

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Damn dude, spamming that crap all I've reddit like a kiddo wantikng the latest painting on the fridge.

Sorry pal this isn't kindergarten and that low quality nonsense is ugly as heck. At least beg for enough cash to afford the real program...no way a guy with no money has skin in the game. paper trader

>Please enlighten me

That's the problem, my dude. You need more facts and less fiction, more reality and less squiggly made up lines of lies.

Go ahead. Find one peer reviewed article stating TA can accurately predict future market movements. Because there is none, every time TA has been tried in a scientick setting it's failed to perform better then pure chance.

Did you confuse the meaning of bullish and bearish? That chart is going down harder than you wife's boyfriend goes down on her.

The one with more crayons in it. 🖍️🖍️🖍️

Mmmmmhmmmmm

Cause mmmmmm puts mmmmmmm

old formula or new formula?

No bear will ever agree

You will be missing the #vanlife craze when you’re living in a van down by the river.

They missed the #vanlife craze

The South Africa syndrome

Too much text...

Puts or calls?