Black Monday

[Hoop]

https://navellier.com/wp-content/upl...ne-30-2021.m4a

A must listen podcast.... US ten year treasury yields are falling, how come when the spectre of inflation is rising. Apparently there is a scramble to lock in yields before negative US interest rates happen under MMT. Is -ve interest possible when the economy is cooking... well Louis is right most times, if not more, and always seems to know what is happening beforehand

Looking back in History Yes it's possible

Up until late 1970's - onward, Interest rates and Inflation did not correlate very well..After late 1970's to 2020 interest rates v inflation correlated highly significantly. Why? I suspect it all had to do with the adoption of Monetary Policy..Recently we are seeing Central banks adopting new tools, so, yes it's possible that lower interest rate (at the short term anyway)/higher inflation era can now exist.

This is important for the Stock Market as many "expert" commentators suggest interest rates is the primary driver (not realising or not old enough to remember they weren't before the 1980's) In my opinion it is best to describe interest rates as quasi-drivers to the Share Market which have worked very well over the last 40 years. Apart from the buyers and sellers, the theoretical primary driver of the Stock market is inflation, which has been seen as taking a backseat during the recent low interest/low inflation era ..

[Rawz]

Just found myself talking to the wifey about how we need to buy a new fridge asap before prices go up.
Wow the whole inflation threat/issue/thing really hit home after that conversation.

[bull....]

looks like the whole inflation thing is really transitory , was just telling the wifey the real fear is the 10yr is at new lows. i mean it was at new highs just the other month and now we are at new lows this year talk about confusing , bit like the wifey some days. bet the rbnz is confused too , just like those economists changing there views nearly as frequently as there undie's these days.

Stocks, Futures Fall, Bonds Rise on Growth Concern: Markets Wrap

https://www.bloomberg.com/news/artic...d=premium-asia

waiting for the woosh still

[Joshuatree]

A triple leverage short contract on the s&p 500 .40,000 upside calls on something that's been going down all year.A big bet. SPXU etf,
Bitcoin down 6%
KWEB etf internet stocks of China, large trades last few days of put activity
Broad market selling on CNBC tonite

[Joshuatree]

A triple leverage short contract on the s&p 500 .40,000 upside calls on something that's been going down all year.A big bet. SPXU etf,
Bitcoin down 6%
KWEB etf internet stocks of China, large trades last few days of put activity
Broad market selling on CNBC tonite

[Panda-NZ-]

looks like the whole inflation thing is really transitory , was just telling the wifey the real fear is the 10yr is at new lows. i mean it was at new highs just the other month and now we are at new lows this year talk about confusing , bit like the wifey some days. bet the rbnz is confused too , just like those economists changing there views nearly as frequently as there undie's these days.

Tech will dominate if 10 year yields drop again.

they will become monoliths. when does microsoft et al. start their own country?

[bull....]

Tech will dominate if 10 year yields drop again.

they will become monoliths. when does microsoft et al. start their own country?

yep the flight to big tech , now seen as the safety trade. see the DJT the trannies index has broken its uptrend from march 2020? wow often followed in the really old days as a leading indicator

[JohnnyTheHorse]

When QQQ is at daily overbought levels and making new highs day after day, it's always a good signal to place hedges with UVXY.

[clearasmud]

S&p and Dow Jones at New highs.
Looks like the bears are going to lose.
Ha ha optimism trumps pessimism again.

[Habits]

Four-day week business pioneer frustrated by slow uptake, Holidays Act law
https://www.nzherald.co.nz/business/...ectid=12456727

Wins top prize for most stupid person trying to not look really dumb