In 1929 Professor Irving Fisher said that the stock market has reached a permanently high plateau. even you do you believe your statement?
Bill Ackman Shorts Over $20BN In Credit To Hedge Next Crash
- Thread starter Banjo
- Start date
yes, we are beyond of point of no return, Fed must keep rates low otherwise house of cards will fall. And no one wants that.
I think rates will go negative before they start going up. Just bullish for stocks. Just give it a little bit guys.
Of course this is not investment advice, and trade at your own risk.
Of course this is not investment advice, and trade at your own risk.
Hope you don't invest on this thesis.
That is what the Fed is saying. They are flat out lying.
his first trade was back in Feb (right before Corona virus hit US...) he now trades on the same idea. I don't think the trade is going to work out like it did in the first time. there have been many changes since then.... I wonder who was the guy sold him the insurance. probably it was Citi bank 
I do not, I am algo trader who trades futures. I just do not see them raising rates, too much debt out there. I would go even farther and say we will see negative rates if markets and economy tanks
He's buying CDS. You can roughly translate this trade as shorting corporate bonds and buying US treasuries. The position is duration neutral (*), there is nothing there to indicate his view on the US rates (or any other rate market, for that matter).
* for those who are very anal, long CDS does have a tiny bit of sensitivity to the interest rates for various reasons so it's not 100% duration neutral
I'm just noticing as a "direction to perhaps lean".
I don't care what anybody says about anything. Whatever is going to happen of significance is revealed in the price chart.... of anything and everything. Being "in tune" with that is golden.
I learned long ago about trying to figure out "who or why?". I only care about what is being done (buying/selling).