Crumbs

• Jeff Bezos is bowing out,
• — bullish for US housing.
• 
• DX is experiencing a short squeeze!
• Gold is experiencing the polar opposite (just crashed below the 200 day MA).
• Musk pumps DOGE. Seriously, I don’t like to take potshots at guys who are not in a position to answer …

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Crumbs

BCA — who they? But it’s nice to know I’m not the only one seeing Fed funds rates going up in the next few years. This prediction puts rates at 8% by end 2024. Seems incredible now, but it’s not that long ago we saw higher.

Janet …

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Creating a false market

This is the law in the USA: similar laws/rules apply in all developed marketes.

This is the tweet:

The Sec. Ex. Act 1934,Sec9 says its illegal “to induce the purchase or sale of any security” by claiming that the price of the security “is …

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Crumbs

This chart shows that banks will be even keener to dump their Treasuries on the Fed. I guess that’s what Yellen wants.

It seems incredible that a few punks on Reddit can spook the whole of the hedge fund short selling crowd. TBF, after Tesla, there can’t …

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Inflation about to be crushed!

Eric Basmajian thinks so. The argument is that consumption (and hence demand) is being crushed by demographics (and the need to pay down debt) so that the world we end up awash with an excess of physical capital and goods and services that nobody wants …

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How to influence prices

“ Suppose the government is trying to increase the price of cheese: It could buy a large quantity of cheese and let the market determine the impact of the policy on price, or it could set a price for cheese and stand ready to buy as much …

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Mortgage REITs

MBS spreads are as low as they have ever been. Assuming that rates generally are pegged lower, this is bullish for mortgage REIT ETFs such as $REM or $MORT.

Retail Army: some astonishing observations

Households own 36% of the $57 Trillion US equity market. ~$21 Trillion. If you …

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WSB

These guys just pile in on high short-interest stocks to pop them higher. Current targets are GME, AMC, BB, BBY, NOK. AMC IV is 392%! This is kind of insane, but fascinating. At some point there will be a day of reckoning, but with AMC up 11% in pre-market …

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Crumbs

The market seems to be taking a risk-on direction as the world wakes up to the fact that Biden in the White House and the mere existence of a few effective vaccines does not mean that the world is returning to normal any time soon.

Generally, the markets have …

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CCS viability

There is a good thread from TC which analyses the issues with CCS. Essentially they boil down to the economics:

• there is no real economic use for CO~2~ in the quantities it would need to be produced,
• the only economic use would be in increasing the yield …

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