102 replies to this topic

[dTraderB]

Dave Collum

 

@DavidBCollum

· 14h

“In a liquidity crisis, otherwise healthy firms collapse because they can’t access credit. The Fed can resolve such a crisis...In a solvency crisis, companies can’t survive no matter how much they can borrow: they need more revenue. The Fed can’t solve that.” —Greg Ip, @WSJ

[CLK]

I'm looking for 5270 in a few years, no retest or lower lows.

[dTraderB]

Much better than -15%

 

Sven Henrich

@NorthmanTrader

·

27m

 

New York Fed GDP Nowcast -9.33% for Q2 as of May 1

[dTraderB]

I'm looking for 5270 in a few years, no retest or lower lows.

Even better, I will forecast SPX 10K by 2025

[dTraderB]

Sven Henrich

@NorthmanTrader

·

4m

 

We can just make up GDP out of thin air. How cool is that?

Quote Tweet

 

 

 

Gary Cohn

@Gary_D_Cohn

· Apr 29

When considering recent GDP losses, don’t underestimate the @federalreserve & other central banks’ ability to put money & liquidity into the market. The liquidity & stimulus provided by the Fed is capable of making up for a lot of lost GDP. https://wsj.com/articles/first-quarter-gdp-us-growth-coronavirus-11588123665

Sven Henrich

@NorthmanTrader

·

1h

 

The Fed reduced their added juice quite a bit last week. A sudden drop from over $200B per week added to just $82B (historically still a lot). But once markets realized it they didn't like it. Less incremental juice is less incremental doping, i.e. relative tightening.

[dTraderB]

Too busy during the trading week to post stuff like this so let's do it now, weekend analysis and forecasts

 

More and more noise about FOOD SUPPLY and prices

 

Danielle DiMartino Booth Retweeted

 

 

 

Craig Adler

 

@craigadler

·

14h

 

Replying to

@NorthmanTrader

As someone who runs a food bank feeding homeless people to the tune of about 2000 meals a week, I can tell you that food inflation is real and food scarcity is real very real. VERY

[dTraderB]

uh oh oh uh  

 

Real Vision

@RealVision

·

16h

 

“We’re about to have deflation and the market hasn’t figure it out yet… when it does, the Fed is going to sh*t itself.”

@hendry_hugh

@raoulGMI

 

[dTraderB]

Santiago Capital Retweeted

 

 

 

Brian McCarthy

 

@briangobosox

·

10h

 

Pro tip: China’s investment bubble is so grotesque that $600bn doesn’t even move the needle anymore.

Quote Tweet

 

 

 

Bloomberg Economics

@economics

· 10h

China is trying to build its way out of the coronavirus slump https://trib.al/0MB7gky

[dTraderB]

another US-CHINA "war"

 

Hu Xijin 胡锡进

@HuXijin_GT

·

8h

 

If the US strips China’s sovereign immunity, China will also strip US’s. If the US seizes China’s assets in the US, China will take corresponding retaliatory move. Asking China for compensation is either a farce, or it will forebode an international political storm.

[dTraderB]

Tom McClellan

 

@McClellanOsc

 

This is exceedingly bullish for stock prices. Whether it is a good thing overall is a wholly different (and valid) question.

https://twitter.com/...059541969461250