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  1. C

    Why not to give people choice?

    Oh I would say this is close enough. They’re basically saying they’ll push as much money as necessary into the public. We will see if there is any inflation to constrain them or not. I happen to think there is enough deflationary pressure to offset inflation
  2. C

    Why not to give people choice?

    Looks like we are going to put the MMT theories to the test
  3. C

    Anybody else worried about IB?

    Put anything north of $250k into a treasury ETF like SHY or IEF
  4. C

    Anybody else worried about IB?

    IB has some fairly stringent margin requirements and liquidation procedures IMO
  5. C

    For most CV is just another flu but...

    Wait you’re predicting that over 1m will die? Under. I’ll take the under
  6. C

    The good news is done, market has nothing good ahead

    I generally agree with this, although they are going to start working on Phase 4 soon. I tend to think we will at least retest the recent lows soon.
  7. C

    US Unemployment: Holy F***

    Snowflake much? You're no farmer. Way too soft...
  8. C

    Corona Cash Cometh

    Yep, keystrokes and zeros
  9. C

    Corona Cash Cometh

    All major CB's and treasuries are going to take similar measures. It doesn't change currencies that much if everyone has to take the same medicine. The dollar is flat to slightly higher than when Trump took office and is much higher than the average of the Obama administration so it seems...
  10. C

    The Wave of "Don't Pay The Rent"

    It would dramatically change the landscape of the retail, hospitality and service sectors. If you think there are a lot of empty malls, strip centers and commercial buildings now, wait until social distancing becomes common. Although I don't think it will last. Humans are social by...
  11. C

    Corona Cash Cometh

    Who's money was it in the first place? Tax payers, correct? You could easily argue that checks to tax payers and low interest loans to businesses is nothing more than returning some of the money that these productive people/businesses have contributed over the years. It's not the government's...
  12. C

    Corona Cash Cometh

    Ok well a good trader should be able to benefit from the price inflation then. Also, for the record it’s $2T
  13. C

    Corona Cash Cometh

    For the most part, it's not socialism, it's low interest loans (that have to be repaid). I'm no socialist, but you can't have the entire economy collapse. 25% unemployment, and extreme commercial vacancy rates would not be good for anyone. I would recommend anyone hold at least 10% of their...
  14. C

    The Wave of "Don't Pay The Rent"

    If the money isn't there to pay, it is what it is. The landlords' banks will work with them I would imagine. The system isn't prepared for 70% vacancy in retail, hospitality and services so they will have to be patient. Commercial real estate's value is heavily tied to having a paying...
  15. C

    All T-Bills Up To 3 Months Now Have Negative Yields

    Yes and it’s generally guys who claim Snickers Bars have gone up in price over the last 10 years or something bizarre and use a stupid anecdote like that to claim the “real” inflation rate is 10%
  16. C

    Trump is making a big mistake?

    There were 14 coronavirus deaths in the US in the last 24 hours. We should probably shut down the entire world economy forever to stop comorbidly Ill people from dying 4 months early.
  17. C

    Anyone want to talk about inflation?

    All major CB’s will be printing so there is little risk of inflation until asset prices start shooting higher
  18. C

    ‘Can’t Even Give It Away’: Gasoline at $1 Is Warning for Economy

    Sure, but if you can’t drive anywhere, the cost of fuel becomes inconsequential to the average consumer.
  19. C

    Fed gives wallstreet what it wants again! Keep giving and giving

    It's going to be bad. It will be the most rapid decline in employment ever, IMO. Retail and service sectors are basically non-existent right now.
  20. C

    FED: Unemployment may reach 30% and a 50% drop in GDP.

    I smell a global reset. Entire globe seems to be doing similar things.... lock down or near economic lock down, followed by massive stimulus.
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