SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 414.48+0.7%Jan 9 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sense who wrote (172011)5/20/2021 3:55:48 PM
From: sense1 Recommendation

Recommended By
JSD

   of 219217
 
Says we're back to banks being stressed... back to the Repo Crisis that was the bad news no one understood from December 2019 into March 2020... when suddenly everyone understood it, at least in terms of "Repo crisis bad"...

Says there is a lack of liquidity in the banks... the answer to which historically was QE... but when QE went out of style, Repo was backdoor QE that they thought would mask the problem... while allowing it to abate...

But it just kept growing instead.... so, at some point, they just quit reporting the numbers...

Perhaps also says that trading losses in derivatives might explain some of it... given the "bites" taken out of shares yesterday that clearly had nothing to do with the fundamentals of the shares... rather than the fundamentals of the shareholders and the nature of their leverage... margin calls... etc.

But, no news about that today ? (Shhh.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext