Search results

You can't give me a reasonable argument which is both simple and logical. That's why i keep on commenting. I WISH to hear that my logic is wrong. Desperately wish. That's the only way i'll learn. Your inability to explain yourself as simply as i am explaining my points isn't helping at all

I'm just trying to think (and talk) outside the box and take a logical stab at things. I'm not a PhD in central banking operations but i can put 1 and 1 together. Things aren't as complicated at all as some would like to present them. It's all about money in vs money out. At the end of the day...

Look, you are overthinking here. I presented you with a hypothetical environment of borrowing with rates being at 0. In this case, if i borrow, i have to pay back principal + interest. What is the interest payment in this case ? i would guess it's zero if the borrowing rate was zero ? Now if the...

well, i think it was a counter argument to your statementt about "Stocks P/E's should catch up treasuries P/E" I gave you an example of where it is not the case at all. What you are doing now is trying to retrofit a new fundamental story of why the environment is this and this trying to support...

If your argument were to be true then EU, UK etc indexes should also be trading through the roof. The fact that some of them actually trade near 2015 levels invalidates your whole point. As i mentioned earlier, it's still all about the US tech stocks that is driving valuations. We live in a...

No i haven't because there is no such thing. I'm talking about market rates aka quoted bids/offers. That's the only thing that matters at the end of the day to MAKE a trade. Your "real" yield is priced in the market rates. If the price is diverged from inflation then it's the markets desire...

You seem wrong. There is no coronavirus PRICING. Check the market when virus came and check where it is now. Demand side doesn't give a rats ass about the virus. They don't even know HOW to price a virus. It's all about tech stock buying. AAPL, TSLA, AMZN, MA, GOOG, MSFT, you name it. US stock...

If people (investors) with real money are willing to buy bonds at zero or negative rates then why would you as a central banker be so kind to offer them any yield at all ?

Thanks for your detailed explanation. however, i never really argued about "governments no longer have to borrow to spend in deficit" because this statement by itself is obviously clear in this money printing environment. So, it doesn't change my thinking. My point was that the whole idea of...

What futures spreads are you trading ? Commodities ?

Can you explain this, please ?

Getting warmer :D

Nah, they need to feel the paper profit too a bit

Nope, it's a negative sum game for the goverments. It CAN temporarily happen during times of great economic expansion but it will be short lived. It's the "We need to make popular, free money for the people, decisions so we can get reelected" environment that screws things up. For every popular...

marketchameleon.com ? Or you can get it from IB, wouldn't that be better to get it real time from your broker when you are building algos ?

and how is that ? You are getting near zero spreads and commissions don't you ? If you're going to your local currency exchange the spread is 100s of pips. What exactly is not fair ?

what kind of statement is that ? define screwing please :)

Thank youuuu again, superb reply (Y)

The better you are at trading the less there is interest to CP your trade. So, it gets passed on like a hot potato. Everyone wins in their first year. Things suddenly change during 2nd and 3rd year, haven't you noticed ?

I don't understand your answer to my question about dealer options positions. futures value = spot + interest rate. what does that have to do with dealer delta hedging ? Sure, by those who have the highest trading volume and lowest trading costs and lowest latency can harvest it. Do you...