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39 minutes into his speech is the money part.. Balance sheet will be substantially smaller then it is now! Who is buying Sp 500 Lots besides PPT ? They are in deep panic mode right now at the Fed

Sp 500 in 2019

Federal Reserve is gonna have live speeches every week now ? He did another 360 today, with balance sheet comments, this is becoming circus... Powell came through in the clutch! AHHAAHHA

Video was from end November 2018. Germany and Italy in recession officially once January numbers are in, China has been on QE non stop for years and about to enter a recession by definition. I live in Vancouver where China's economy is felt the most then anywhere else in the world, there is...

1300 next week guaranteed! Europe is fading hard, Italy and Germany are weeks away from a official recession... Fed Rolling off a lot in next few weeks for January, the Fed can't keep buying sp 500 lots daily, and with white supremacy China comments, it might be a sign they are not willing to...

I did not read it, but likely should eventually

Yes, Vietnam and India

Oil topped for a while in 2019, can it go slightly higher ? Of course, but with moves being made in Oil and Junk bonds, I highly doubt it... Big boys buying up all the oil and junk bond etf's at the same time of buying huge amounts of PUTs, do the math =) The days of Supply/Demand dictating the...

Well before Mr Trump arrived on the scene, China made plain its intention to catch up. In 2014 the government in Beijing announced a 1trn yuan ($150bn) investment fund to improve its domestic industry. Semiconductors feature prominently in “Made in China 2025”, a national development plan issued...

It is pretty much a wrap. How does one turn a Political Issue into a Racial Issue ? It is mind boggling what just got released, and why would the Chinese Government even release this ? White Supremacy... Really ? They are likely not agreeing to anything more then buying more soybeans and US...

https://www.bloomberg.com/news/articles/2019-01-09/china-envoy-accuses-canada-of-white-supremacy-in-huawei-case?srnd=economics-vp

Cost to produce in China has gotten higher then other countries , they forgot Capitalism has no loyalty ? China is challenging Petro Dollar, challenging US for world supremacy in general, I think the US has to strike while there weak, no trade deal and let the bleeding keep going... Trump has to...

Deglobalisation, Automation and 3D Printing is the end of China, which is what were seeing, companies have been moving out of China since 2017, they are using the Trade War theme to try and calm down there people, Chinese are very greedy in general and will snap if they start losing that...

US Shale Oil Bankruptcies will start falling like dominoes very shortly due to rise in borrowing, they make up most of junk bonds... It is pretty much complete disaster at this point, the industry needs 60-70 a barrel to be OK, 50 or less it is a slaughterhouse due to servicing debt. A lot will...

We both expire 19th, I am selling on the second day of next rally... It is gonna get ugly likely in equities and bonds from February on, not within our time frame

30.6 Billion of MBS set to roll off later this month... February Rolling Off looks even more fabulous Bears are going to the top!

https://www.newyorkfed.org/markets/soma/sysopen_accholdings.html#tabs-1

A play is being done in Oil and HY Bonds... 2019 will be very ugly for some market makers