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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Horgad who wrote (153802)3/2/2020 11:38:33 AM
From: TobagoJack  Respond to of 218913
 
all the measure you notes affects GDP on both positive & negative sides, with net bias to the down side

as to virus ... it so far is a flu as far as I can tell

the hype of the virus is much more so than ebola, that which melts one's inside

if indeed the virus is what it is hyped to be, then the financial market has not.price-in the issue

palladium would be mis-priced, too high

we best keep an open mind, because I can suspect all I want, I do not know

very interesting game

whilst on the plane I watch "Focus"



and there was a scene I adored ...




To: Horgad who wrote (153802)3/2/2020 12:05:23 PM
From: TobagoJack  Read Replies (1) | Respond to of 218913
 
given that the market is up, I am likely t be biased to the downside, after brushing teeth

but am as yet unsure to short the market until the Fed makes its move

may have to hold fire until see the red threads in the white of their eyes

must Focus

zerohedge.com

Dow Jumps 1000 Points From Overnight Lows, S&P Tops 3,000, TSY Yields CollapseWill jawboning alone do it?

The market is now pricing in a 50bps cut in March (was 75bps earlier today)



And for now the algos are panic-buying pavlovian-styel, with the Dow up 1000 points off the overnight lows...



Will this be the Dow's first up-day in the last 8?

And S&P back above 3,000...



But, amid all this chaos, Treasury yields are massively lower on the day...



So The Dow is up 600 points and 2Y Yields are down 12bps (and the dollar is getting dumped as gold gains).



Will Powell deliver and send The Fed deeper down the rabbit hole of interventionism (especially after the ISM/PMIs printed in expansion)



To: Horgad who wrote (153802)3/5/2020 10:26:44 PM
From: TobagoJack  Respond to of 218913
 
Reactions are going in the correct directions, but not fast enough, as if lacking conviction, but may well be because gold is official-tempered, and palladium is in genuine shortage, and silver is JPM-manipulated

Whatever the case we may have a chance to engage w/ Pd to the same extent as we have already engaged w/ gold.