The Aristocrats (tm) Message Board

STOCKTALK

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 : The Aristocrats (tm)

NNVC 1.450

+7.4%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: sense who wrote (3693)	4/25/2022 3:16:41 PM
From: sense	Read Replies (1) of 5619

Bottom line... easily seen in just the events of the last two days : Whatever they say.... they're lying... So, in parsing what they're lying about and why... and its import and impact ? The lie by omission... on QE to QT and liquidity impacts already imposed (???) and being felt now, while they continue to distract from that subject and direct attention elsewhere... hoping you will accept the market moves and their MOPEs about RATES... and not see it as about rapidly growing risks in markets freezing up due to a lack of liquidity they are imposing... or that is occurring anyway in spite of them... without clear evidence of balance sheet contraction ? That becomes one key issue... if the contraction apparent in the liquidity impacts we can see, that are said to result from QE to QT transitions... are in fact correlated with the balance sheet reductions they claim are imposing it... If that's not true... that the Fed balance sheets is shrinking... then the reduction in liquidity is coming from some other driver...both preventing the Fed from shrinking the balance sheet... and rapidly hollowing out the markets... until failure occurs, as seen in nickel and oil first... and showing signs of emerging in the major markets only now ? That lie by omission... re liquidity and liquidity events apparent in commodities.... also being one in which they appear to be in error in their own (unstated) expectations re liquidity transitions and velocity impacts resulting due to the variable monetary function between QE and not QE... also varying in function depending on deflationary or inflationary contexts at its issuance or recall. The lie by omission is the one they're not using to whipsaw markets...but seek to distract you from with other lies... while they do try to focus you on rates, instead... and their daily whim on rates and talk about rates... in spite of the rates arguments we see being far from relevant relative to the inflation rate... but apparently not irrelevant in relation to "the market" and its pricing decisions... which appears it is all and only what they are focused on using now in management of the market using the tool of rates focused lying... I'd note that as others have as: The Fed is backed into a corner... so can't do any of what they say they will... So, it is reality the cost and consequences of (particular) action vs inaction that should be valued... given what they are likely to do in trying to avoid bad outcomes as long as they can... with the lying a part of "bad outcome avoidance" also putting predictable limits on the period and impulse of a lie... where violating limits in expectations... has dangers of its own... But, as the corner they are backed into on rates... is really not even relevant in the context of reality ? It is the problem in the lies of omission that matter... as that has them being backed up, not into a corner... but to an edge... Charting that issue on the SPY chart... requires a single annotation... having only indirect correlation to price.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next