The Lunatic Fringe - Market and Trade Chat

[Voodoo]

All headed to money market funds?! The banks don't need the cash... I'm told. What could go wrong?

Cash everyday....

The US is one of few places you can fix money for 30 years. We can't, 5 year's max at a cost. Everywhere else in the world rate hikes flow through to the mortgage market at a much faster rate. It's a part of the exorbitant privilege of being the world's reserve currency. Nobody gets fixed mortgage rates like you guys do.

This is interesting but I don't think that would be entirely true just because we are the reserve currency. Why would anyone in these countries sign themselves up for big mortgages on these terms? It really seems like these places are set up for HUUUGE RE crashes.

I think it likely has more to do with the fact that Clif High got into. The US seems to have actual ownership of the land that exists nowhere else. Hence, banks would be getting much more valuable collateral, ie ownership as opposed to just some right to use the property. Banks don't need to use the property.



Narradigm Inestigation : Law. for reference. I HIGHLY recommend the whole video but the specific reference is first mentioned at about 10:30.

 

[dpong]

Danielle Dimartino Booth posits that there will be no Powell pivot unless something major breaks. Came to me via Tom Luongo who also holds that position, I believe. [Video discussion.]

Hedgeye Risk Management | Danielle DiMartino Booth & Keith McCullough (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith

app.hedgeye.com

 

[Goldhedge]

JUST IN - Twitter locks employee stock accounts in "anticipation" of closing deal with Elon Musk — Bloomberg

JUST IN - Twitter Locks Employee Stock Accounts in

The latest Tweet by Disclose.tv states, 'JUST IN - Twitter locks employee stock accounts in "anticipation" of closing deal with Elon Musk — Bloomberg' 🌎 JUST IN - Twitter Locks Employee Stock Accounts in "anticipation" of Closing Deal with ... - Latest Tweet by Disclose.tv.

www.latestly.com

 

[TheRealZed]

Things are getting serious in Germany and winter hasn't started.

 

[TheRealZed]

This is interesting but I don't think that would be entirely true just because we are the reserve currency

Believe me it is. You have much easier credit conditions in the u.s. due to your dominant financial system. If you ever lose reserve status you will begin to work out what it's been like out here for most of our lives. Nobody ever mailed me a credit card that I didn't ask for! LOL.

 

[Voodoo]

Believe me it is. You have much easier credit conditions in the u.s. due to your dominant financial system. If you ever lose reserve status you will begin to work out what it's been like out here for most of our lives. Nobody ever mailed me a credit card that I didn't ask for! LOL.

You act like that's a Good thing? Lol. I guess the Free Candy van also looks enticing. Americans have more ownership and control than most places have ever seen. Maybe we can take it back.

 

[TheRealZed]

You act like that's a Good thing?

If you were smart if was a gift. If not a trap.... your choice.

 

[TheRealZed]

Proof the you have socialists in power, markets just confuse them.

 

[Goldhedge]

interesting what's really going on in UK

Blackrock & JP Morgan Take Over As Bank of England Delays QT Again.​

17:22m
Today we will look at who is really in charge of the UK after the recent meltdown in sterling and the UK government bond market.

We will also look at how the Bank of England continues to lose credibility as it has once again delayed the start of QT or the reversal of QE.

 

[TheRealZed]

Important note! Also why the core cannot hyper inflate until the periphery has.

 

[Goldhedge]

Is this a good thing?

 

[TheRealZed]

Is this a good thing?

View attachment 1278

7756 contracts worth in Registered.

Last December we delivered 9197 contracts or about 10% of this Decembers OI.

53678 contracts worth in Eligible... so there is that.

BUT the short on the other side of your contract must have the metal, someone else's metal is irrelevant. To me it implies that 7756 contracts worth of shorts are ready to deliver.

There could be 3-4K contracts asked for that have not got metal behind them @ this rate.

If the short sellers holding registered close out early then that can also increase the over hang. They don't have to push into the delivery window.

Short answer is Who Knows?! ... but we look a bit thin on metal.

 

[TheRealZed]

Election denial, the movie...

 

[Goldhedge]

Election denial, the movie...

BOOM! "Next question?"

 

[TheRealZed]

 

[TheRealZed]

LOL... Shit a BRIC --> Can't be true!

 

[TheRealZed]

Well that's just fine then...



... jeepers.

Gold?

 

[Lancers32]

Think you got game?

DNA tests prove milkman fathered over 800 children in California - OrissaPOST

California: Miracles still do happen in the age of science. Otherwise, how can one scientifically come to the conclusion of a milkman siring approximately 800 kids. As per the website ‘Daily News’ Randall (Randy) Jeffries was a milk delivery man in the 1950s and 1960s in Southern California. He...

www.orissapost.com

 

[Lancers32]

 

[Lancers32]

Gold main halfway point round $1560. Needs to rally soon or we see lower can't seem to sustain an up move at all. Obvious.

 

[TheRealZed]

Gold main halfway point round $1560. Needs to rally soon or we see lower can't seem to sustain an up move at all. Obvious.

My god he's alive I thought you died or gone on holidays or something!

 

[TheRealZed]

Think you got game?

DNA tests prove milkman fathered over 800 children in California - OrissaPOST

California: Miracles still do happen in the age of science. Otherwise, how can one scientifically come to the conclusion of a milkman siring approximately 800 kids. As per the website ‘Daily News’ Randall (Randy) Jeffries was a milk delivery man in the 1950s and 1960s in Southern California. He...

www.orissapost.com

Yeah I heard about this guy the other day on a podcast only it was 600 then!

 

[<SLV>]

Yeah I heard about this guy the other day on a podcast only it was 600 then!

Inflation

 

[dpong]

Ten year yield. Definitely a break-out.

 

[Lancers32]

My god he's live I thought you died or gone on holidays or something!

Morons installing the cable for Google Fiber cut the power lines for Duke Energy so no power here. At least it didn't get cold till late last night.

 

[Lancers32]

Inflation

Well at least you can't say Joe did that.

 

[Lancers32]

Ten year yield. Definitely a break-out.

View attachment 1288

Safe to say housing is gonna take a turn for the worse.

 

[Lancers32]

But you already knew.

 

[Lancers32]

Today you have your favorite Twitter follow. Not any guys like this left anymore.

 

[Goldhedge]

Think you got game?

DNA tests prove milkman fathered over 800 children in California - OrissaPOST

California: Miracles still do happen in the age of science. Otherwise, how can one scientifically come to the conclusion of a milkman siring approximately 800 kids. As per the website ‘Daily News’ Randall (Randy) Jeffries was a milk delivery man in the 1950s and 1960s in Southern California. He...

www.orissapost.com

Got Milk?

 

[Goldhedge]

Well that's just fine then...



... jeepers.

Gold?

The 'official' number, YMMV in the real world....

 

[Voodoo]

Starting to see the bond implosions? Spreading to the US.



Meet Kevin. Danger: US Treasury is going Bankrupt

 

[Goldhedge]

Starting to see the bond implosions? Spreading to the US.

First read that as "the blond implosions", but it's about the same....

 

[Goldhedge]

 

[Goldhedge]

Think you got game?

DNA tests prove milkman fathered over 800 children in California - OrissaPOST

California: Miracles still do happen in the age of science. Otherwise, how can one scientifically come to the conclusion of a milkman siring approximately 800 kids. As per the website ‘Daily News’ Randall (Randy) Jeffries was a milk delivery man in the 1950s and 1960s in Southern California. He...

www.orissapost.com

fact check says it's false... poor guy... couldn't get an even break....

FACT CHECK: Viral Image Claims A Milkman In California Fathered Over 800 Children

The claim originated on a satire website

checkyourfact.com

 

[Viking]

fact check says it's false... poor guy... couldn't get an even break....

FACT CHECK: Viral Image Claims A Milkman In California Fathered Over 800 Children

The claim originated on a satire website

checkyourfact.com

Thanks for that. I honestly thought someone beat my record.

 

[Lancers32]

Buy and hold is a great strategy when the market is going up.

 

[TheRealZed]

 

[TheRealZed]

Buy and hold is a great strategy when the market is going up.



View attachment 1335

The inflation argument... entrenched or transitory? A large part of gold blues... buy tangibles or buy debt... pivot or not?

 

[TheRealZed]

Thanks for that. I honestly thought someone beat my record.

A woman has to be involved, not just your kodachrome.