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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Qone0 who wrote (82692)11/6/2023 10:25:20 AM
From: Sun Tzu2 Recommendations

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ajtj99
catou1

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Janet said she'll fill TGA with bills instead of bonds. The net effect is a quasi QE, akin to a sugar rush for the flow. It likely bought the equities one more quarter relative to what was priced in before the announcement.

For more details, see this:



I watched a few months ago when it first came out. Andy's expectations proved inaccurate, though his analysis was dead on (and he course corrected right away).
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