Musings of the Day, 10/17/22:
The only Risk Rip that won’t ultimately be self-defeating will be one that doesn’t also include OIL in the mix.
The only Risk Rip that won’t ultimately be self-defeating will be one that doesn’t also include OIL in the mix.
De-risked last 2 days and staying liquid. Hearing about too many potential cross-currents that can present huge risks in either direction.
What’s left unsaid here is that the ENTIRE WORLD has become a giant HF given years of endless Liquidity Lottery.
This is fast becoming a huge geopolitical wildcard with far-reaching ramifications. youtu.be
Very confusing price action today:
-Risk Rip seems to be stemming from DXY/USD Wrecking Ball taking a breather…
-Which in turn seems influenced by interventions in the Gilt market/UK political shitstorm
-Initial strength in Bonds has faded/reversed
-Ditto for Oil
-Risk Rip seems to be stemming from DXY/USD Wrecking Ball taking a breather…
-Which in turn seems influenced by interventions in the Gilt market/UK political shitstorm
-Initial strength in Bonds has faded/reversed
-Ditto for Oil
-This is a market with dementia, with no memory from day-to-day
-Whipsaw risk is huge on both long/short sides
-Not playing (gambling) is an option
-Pelican back to chilling on the water
-Whipsaw risk is huge on both long/short sides
-Not playing (gambling) is an option
-Pelican back to chilling on the water
Poll of the Day:
What is your MMA yielding?
(No I’m not talking about cage-fighting)
What is your MMA yielding?
(No I’m not talking about cage-fighting)
Anyone posting these stupid click-bait comments on crypto strategies gets insta-blocked, fwiw.
This is from a "bullish" piece from MS today. Ouch.
👆Still no one really paying attention to this story. This could actually be a CASUS BELLI between China/US imho.
PAY ATTENTION:
What I was referring to above👆BOJ/BOE/PBOC/ECB all in intervention territory.
Tails are getting so fat idk even where to go for summer ‘23:
Japan? Unless China starts regional war/NK fires nukes.
Europe? Unless they have no electricity/nuclear war erupts.
ME? Unless they have regional war/food riots/regime changes.
Japan? Unless China starts regional war/NK fires nukes.
Europe? Unless they have no electricity/nuclear war erupts.
ME? Unless they have regional war/food riots/regime changes.
I guess now that “chips have become weaponized,” China being the 4D Chess Player that it is, will find alternative technologies, yes?
This market reminds me of Tug-of-War, Squid Game rules.
May the best team have a soft landing. 🩸 🩸🩸
May the best team have a soft landing. 🩸 🩸🩸
“I’m gonna slapping you from your drunken stupor…just until you pass out again.”
“…delay slapping*”
Another one bites the dust.
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