Ok this is a good one.
Coming up on @realmoney
The Day the Liquidity Died
* We appear to be in a new regime of heightened volatility
* And in a market without memory from day to day
* Market focus, as we have predicted, has pivoted violently from growth to value
* I expect
Coming up on @realmoney
The Day the Liquidity Died
* We appear to be in a new regime of heightened volatility
* And in a market without memory from day to day
* Market focus, as we have predicted, has pivoted violently from growth to value
* I expect
this pivot to continue (and I own banks in size)
* And, with it, a loss of liquidity, as redemptions rise and many try to escape from the previously popular high tech darlings
“Music gives a soul to the universe, wings to the mind, flight to the imagination, and life to
* And, with it, a loss of liquidity, as redemptions rise and many try to escape from the previously popular high tech darlings
“Music gives a soul to the universe, wings to the mind, flight to the imagination, and life to
everything.”
– Plato
– Plato
"A long, long time ago
I can still remember
How liquidity and an orderly market used to make me smile.
And I now know what investors do at any chance
Is to get themselves a margin loan in advance
And maybe add some more Rocket Companies to the pile
I can still remember
How liquidity and an orderly market used to make me smile.
And I now know what investors do at any chance
Is to get themselves a margin loan in advance
And maybe add some more Rocket Companies to the pile
But systemic strategies made me shiver
With every basis point the bond market delivered
A short volatility bubble and risk parity on the doorstep
Still the traders couldn't keep from taking one more step..."
@jimcramer @tomkeene @SquawkCNBC @carlquintanilla @amdrewrsorkin
With every basis point the bond market delivered
A short volatility bubble and risk parity on the doorstep
Still the traders couldn't keep from taking one more step..."
@jimcramer @tomkeene @SquawkCNBC @carlquintanilla @amdrewrsorkin
@beckyquick @riskreversal @ScottWapnerCNBC @saraeisen @convertbond @EpsilonTheory @threadreaderapp unroll
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