Optimus Prime

The treasury is going to issue a lot of t bills to raise cash to replenish its coffees. It will drain liquidity in the system hard, lets see if the stock market can sustain such a performance after that !

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  Macrokurd

  1 day, 2 hours ago

  I bet you it will. It's very well telegraphed. And I think people miss the new world we are in post pandemic. Retail money is new and here to stay. Until you scare retail...can't see any big change. It's a revolution!

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The market is stuck in the wrong psyche mainly because of the FED.

The FED has everyone believe that the only way to get a sustained deflation effect is to get a recession and higher unemployment rate....The reverse Phillips curve that didn't work in the first place.

But growth is completely irrelevant as far as inflation is concerned here. The inflation we experienced over the past 3years was mainly supply driven and the supply chain are sorted...so why should we fear a demand shock all the sudden?! Inflation will go down irrespective of growth here, sure a recession will accelerate that but even growing at potential wont change the picture.

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We got it right on Nvidia…I think AI related stocks will still do well. One could argue Tesla will become eventually the ultimate AI company. It just feels tech stocks are trading in their own world. Maybe something like long nasdaq short spx could be interesting and a go way to muddle through the most awaited recession…My votes are in for the week. Dont forget to do the same thing!

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Nvidia smashed revenues forecast up 12% ! And i think it is in the flockstreet portfolio !

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  CEO of Flockstreet

  1 week, 4 days ago

  It is and it’s been there for weeks

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From wall street journal:
‘Face­book owner Meta Plat­forms was fined $1.3 bil­lion by Eu­ropean Union pri­vacy reg­u­la­tors for send­ing user in­for­ma­tion to the US’ $META

Is it the exact same behaviour that China is accused of with tiktok? Incredible

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  nicktalksmoney

  1 week, 6 days ago

  The key difference in government sentiment here: US politicians invest in Meta, not TikTok🤦‍♂️

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