Generational Dynamics Forum - New Site

Regardless, The Brand On Regime continues to roll over the wasting's like a steam roller.
Muh feelings as chip tech falters. Lie cheat steal burn loot murder funding unchecked.
Consumers will be the final arbiter if the plantation uniparty continues to kiss moleks murderous ass or not.

thread: icp

Druckenmiller said his strategy for the last six or eight months, which has been working until now, was to be short fixed income,
short stocks and owning some of the key commodities, particularly oil.

"So currently I'm coming in everyday and looking at my screens, but I'm pretty much taking a break, waiting for a fat pitch.

SEC data reflects a significant amount of insider selling in recent weeks. pag

In case of bankruptcy, Notes are paid first, Preferred second, and Equity last.

We are trending DCF. All else is bull shit.

https://www.youtube.com/watch?v=Ypgq0qdgVZA

8.6%

https://www.bls.gov/news.release/pdf/cpi.pdf

We guessed 8.2 our bad.
Janet was right and we know they are clueless.

"There's nobody suggesting there's unchecked inflation on the way, no serious economist."

Unserious knew better.

Welcome to the seventies children. Your red diapers are now red depends.

The 8.6% CPI and down market yesterday and today could get people thinking about "reducing their risk exposure" over the weekend.
Monday might be exciting...

vincecate wrote: Fri Jun 10, 2022 10:24 am The 8.6% CPI and down market yesterday and today could get people thinking about "reducing their risk exposure" over the weekend.
Monday might be exciting...

Vince, I knew you would have something to say about the 8.6%!! I want to study the constituents more closely but I agree that the probability of a crash / severe correction increases a lot. I would think that the number of private individuals who are now "under water" is substantial and they must be "reviewing their interests" Lets see what the next couple of weeks brings.
Cool, whats the update from your informants?

richard5za wrote: Fri Jun 10, 2022 10:38 am Vince, I knew you would have something to say about the 8.6%!!

For a long time now my feeling has been that one of these CPI numbers will eventually make the markets realize that inflation is not transitory.
I am amazed that we have gotten all the way up to 8.6% without the crash.
With long bonds still around 3% they are acting like this goes away in a few months.

The Fed has not really started reducing their balance sheet yet but should next week. Maybe when they do bonds will finally start going down
and stocks can then too.

vincecate wrote: Fri Jun 10, 2022 10:48 am

richard5za wrote: Fri Jun 10, 2022 10:38 am Vince, I knew you would have something to say about the 8.6%!!

For a long time now my feeling has been that one of these CPI numbers will eventually make the markets realize that inflation is not transitory.
I am amazed that we have gotten all the way up to 8.6% without the crash.
With long bonds still around 3% they are acting like this goes away in a few months.

The Fed has not really started reducing their balance sheet yet but should next week. Maybe when they do bonds will finally start going down
and stocks can then too.

Yes, the idea is that everyone sells due to crazy inflation and the real return being obviously a joke at that point. Then the only options are Fed buying treasuries, no? And that risks currency devaluation as the valve/pressure release ...

richard5za wrote: Fri Jun 10, 2022 10:38 am Cool, whats the update from your informants?

Most believe that they are (of course) jawboning and are going to return to easing when they admit the recession is here. This could be why fewer are selling bonds currently, as they are waiting to sell and switch to stocks, or if it's just cash ... the markets are in for a big mamma jamma drop

weird times

Your going to be ok. We survived nixon. You with Brand On have been warned already.

We are not shorting biti-energy long for now as yea next week the butt hurt reports roll in and already are.
Know your stock better than your wife applies once again. Imagine that as the liberals cups fill with Keynesian veil tears.
The velvit rope cults told you to pick up sticks.
JB was sticking points and yes watch the damned h.8
M was right moar popcorn.
H was spot on as we circle the usual suspects.

Forbes
"The Biden Administration Is Dangerously Clueless"

https://www.youtube.com/watch?v=4PIi1LWkfDE

viewtopic.php?p=59845#p59845
Of course we seen it.
thread: amos, oct27
biti.to | uso

The Biden administration has reportedly considered addressing the declining refining capacity, but has yet to act on the issue.
The Department of Energy didn’t respond to a request for comment from TheDCNF.

https://warnews247-gr.translate.goog/?_ ... x_tr_hl=en

asleep at the wheel