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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (82784)11/14/2023 9:45:31 AM
From: Real Man1 Recommendation

Recommended By
Lee Lichterman III

  Respond to of 97493
 
Fed pivot #1001, party on Garth



To: Lee Lichterman III who wrote (82784)11/14/2023 9:52:14 AM
From: The Ox1 Recommendation

Recommended By
Lee Lichterman III

  Respond to of 97493
 
I think most people and the market can live with long term rates between 3 and 4. When those rates are over 5, we know it's only a matter of time before, as Q just stated, something is going to break and break in a large way.

Higher for longer, as I understand it, was to say we could be above the FED's 2% target for awhile. Think about when they started to state "higher for longer". It's been quite a while. So many were convinced we'd crater and the FED would have to adjust their stance in 2023. That's not happened.

Let's give the market a chance to react to the news. A short squeeze was very likely, as ST pointed out.

As you point out, it's not all sun and roses. There are some clouds and weeds out there as well...



To: Lee Lichterman III who wrote (82784)11/14/2023 9:52:39 AM
From: Qone01 Recommendation

Recommended By
Lee Lichterman III

  Respond to of 97493
 
Prices don't have to go down for inflation to come down. All they have to do is become stable. Oil just has to go sideways, wages have stopped rising, 3% will become 2% as things stabilize as M/M becomes Y/Y.

Fiscal debt spending is what keeps inflation at 2%, It's the only way new money is created.