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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Lee Lichterman III who wrote (76464)2/6/2023 12:20:04 AM
From: Lee Lichterman III11 Recommendations

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Just finished listening to the last of my weekend podcasts. A lot of mixed views that basically come down to time frame.
Short/midterm - this is purely a liquidity rally. It's basically yet another everything rally based on liquidity from Japan (I forgot the numbers) and China (450 billion), USA Yellon running down the TGA.
There's a leak somewhere and no one knows where it is or why. We won't find out until later but we should actually be up a lot more for as much liquidity that has been firehosed in.
Longer term, everything still looks bad. Freight numbers, valuation metrics, channel/inventory numbers, orders etc are ugly.
Biggest companies look better than they really are because they outsourced production. Their suppliers are hurting. They will likely have to bail them out down the road which will hit earnings.
More dollar weakness short term. Euro stronger. (My view, simply because more rate hike short term compared to USA since they are doing 50s and we're doing 25s?) Longer term, dollar is king and will resume uptrend. Best of the bad.

A lot of talk here about NG. A Big pipeline in Turkey is burning out of control after their 7.7-7.8 earthquake. I imagine NG will spike on the news.
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