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

To: ggersh who wrote (165661)	12/2/2020 12:12:46 PM
From: TobagoJack	1 Recommendation Recommended By ggersh Respond to of 219783

He is setting up office in Singapore So certainly hedging like

To: ggersh who wrote (165661)	12/2/2020 3:05:17 PM
From: sense	1 Recommendation Recommended By ggersh Read Replies (2) \| Respond to of 219783

Dalio has a video out there somewhere, explaining the debt cycle... and its quite good. Follow what he does instead of what he says, though, and its pretty clear that he's blinded by the details when he wanders away from "big picture" perspectives. I think his results are adequate proof of disconnects... as he fails to follow his own advice. Meanwhile... in the short term... there's a lurking backlog of around $3 trillion in unspent or under-allocated QE or "stimulus"... that seems to be keeping markets afloat just by being out there as a massive risk to anyone willing to short into the teeth of a tsunami of easy money just waiting to be released. It's almost the inverse situation as the QE debacle a year ago... in which misallocation and under-allocation combined to needlessly put the banking system at risk. We're still seeing them dominantly erring on the deflationary versus inflationary side of the ledger... and there's still far more misallocation than "balance" in the distribution... But, that guillotine of money isn't encouraging much risk taking in betting against the massive pile of money. Timelines that matter in the market also appear to be slipping sideways to the right... I don't see much evidence right now that anything new and different $ wise is likely to happen before the 6th of January. But, of course... not much of that is about "real market" analysis... rather than a situational analysis of the efforts in "managing" markets with structured flows. Some short term issues coming up... as there's more money in some of those accounts than is allowed to remain in them... so something is going to have to happen pretty soon just to prevent the balances violating the rules... Biggest issue no one is talking about... is the mid December timeline on changes in trade... and it would probably be a mistake to focus ONLY on the money issues... and not the (real) market issues... Figuring out how the two interact ? Don't see anyone addressing the trade issue at all, now, much less the larger issues in how that interacts with other issues in the market.