Nobody paying attention to the fact that institutions/hedge funds have been dumping FAANG's/Mega Cap stocks that hold the weight (true value) of SPX by roughly 30%...and placing that money into small-mid caps that hold very low liquidity. Even just a small rise in risk can put pressure on the overall market, and the 10YY has climbed only 2 bps since the bond market rallied yesterday.
Moving cash into low liquid stocks is extremely high risk when bond yields become bullish in the slightest, because not only is money moving out of what makes 30% of the overall market value, but also profit taking in where new money is being placed. If anyone ever saw this as being bullish, you weren't paying attention to the divergence of SPX and the FAANG's the last several trading days. It clearly showed instability.
Nah. Powell’s term ends in 2026. Trump will dump him then. In fact, I think Trump made a smart decision to keep all involved neutralized until such time.
I am just going by what he just said. Sure, he can change his mind. His agenda will be the same as last time IMO. VASTLY inflate the debt, call for a much weaker dollar, and perhaps even reintroduce his call for negative rates.
It’s politics. There is no upside in saying anything but what he did. If he did as you suggest, the opposition would be all over him. No need to hand them that card. Plus, it would create turmoil in the markets. Another card that would be foolish to play. You could be perfectly right, but we have no cards to play. We can only adapt and hope for the best.
Greg. (17Jul2024). The U.S. Corporation needs to dissolve and turn to dust. Let it fall. And in the meantime... start thinking and talking about how to create a better nation in the future. On July 9, a major change was announced in the NATO meeting as the USA went under control of the U.S. Military Alliance....(report from Ben Fulford, Former FORBES Bureau Chief in Asia).
FACT: We are on course for a global DEMOLITION... and all systems must come down as a new foundation is laid. This is not a time for worry and fear... but to be in wonder and awe. The facts are much greater than any fiction. Do you copy?
Reporting.
R.E. Sutherland, M.Ed./ sciences
24 years - Virginia Licensed Science Teacher (biology, chemistry, physics)
9 years-(DOE/SRS) Nuclear lab and Nuclear Radiological Protection Inspector
Ending the Fed is not just about having enough guts to do it, it's also about having enough protection to do it. If you don't have enough protection that you can trust, then you'd just be committing suicide. Trump also needs the right people working with him. When he was President he hired the wrong people.
Trump can’t kill the FED yet… if he did, you know - you KNOW, Greg, there’d be a drone strike on Mar El Lago, when he, his entire family, AND Vance, and his entire family are there for BBQ. “Opps! Our bad! Musta been a Russian hacker did it.” WW3 aka: 9/11 hysteria, and the Deep State takes over from their bunkers. He has to take out the FED by eliminating their ability to create fiat currency with nothing but a “mouse click”.
1 - Trump never gets asked questions, like wtf are we gonna do to fix the $. Instead its a broken record of - jobs were best - best economy - best blah blah blah ....
2 - Why tf is Don Jr with Kimberly Guilfoyle ? , you know ... Gavin Newsomes ex wife ... smells like a handler to me. Also he does look VERY intoxicated at times, with a syuffy nose.
3 - Why did Ivanka get dual citizenship with Israel ?
4 - see 3 - Jared Kushner ties to Israel are no secret.
5 - JD Vance was Don Jr (KG) recommendation and hinted at this ? JDV is a vax nazi (Nazi ?)
6 - Where did Trump work before running for office ? (Hollywood)
7 - Why didn't Trump overturn Smith-Mundt propaganda ? (don't tell me for exposure)
8 - Why has NOBODY been arrested but deliverers of truth serum ?
9 - Why did Trump meme show him president 2028, 2032, 2036, 2040, 2044 etc. (some may remember) They are mocking you and I have to wade thru the Fkng ignorance.
I may as well move to Croatia - few
They needed to subdue conservatives and an outsider would be perfect for this. The people are fat, lazy and weak. I have more but that should at least make some sense.
I will be voting for Trump and did 2x previously but are we going to see act 4-5-6 ?
Nobody paying attention to the fact that institutions/hedge funds have been dumping FAANG's/Mega Cap stocks that hold the weight (true value) of SPX by roughly 30%...and placing that money into small-mid caps that hold very low liquidity. Even just a small rise in risk can put pressure on the overall market, and the 10YY has climbed only 2 bps since the bond market rallied yesterday.
Moving cash into low liquid stocks is extremely high risk when bond yields become bullish in the slightest, because not only is money moving out of what makes 30% of the overall market value, but also profit taking in where new money is being placed. If anyone ever saw this as being bullish, you weren't paying attention to the divergence of SPX and the FAANG's the last several trading days. It clearly showed instability.
It showed big money rotating out of over extended mega caps as history shows small cap index out paces large cap indexes by a wide margin
Whenever Crammer speaks, put on your boots otherwise you will be "knee deep" in Bull Shit.
The true conspiracy isn't with Biden and the deep State. No no no, it's with Trump and Jerome against all of us.
Nah. Powell’s term ends in 2026. Trump will dump him then. In fact, I think Trump made a smart decision to keep all involved neutralized until such time.
Does anybody think [they] will assassinate JB and go full gun grab and blame MAGA retaliation ?
accomplishing multiple agendas and bringing in soft rhetoric Big Dick McGillicuddy Michelle Obama ...playbook
Greg, whose to say Trump won’t fire Powell. He can’t detail his agenda because the media/Dems will pounce.
I am just going by what he just said. Sure, he can change his mind. His agenda will be the same as last time IMO. VASTLY inflate the debt, call for a much weaker dollar, and perhaps even reintroduce his call for negative rates.
It’s politics. There is no upside in saying anything but what he did. If he did as you suggest, the opposition would be all over him. No need to hand them that card. Plus, it would create turmoil in the markets. Another card that would be foolish to play. You could be perfectly right, but we have no cards to play. We can only adapt and hope for the best.
Most times you always do the opposite of whatever Kramer says
Greg. (17Jul2024). The U.S. Corporation needs to dissolve and turn to dust. Let it fall. And in the meantime... start thinking and talking about how to create a better nation in the future. On July 9, a major change was announced in the NATO meeting as the USA went under control of the U.S. Military Alliance....(report from Ben Fulford, Former FORBES Bureau Chief in Asia).
FACT: We are on course for a global DEMOLITION... and all systems must come down as a new foundation is laid. This is not a time for worry and fear... but to be in wonder and awe. The facts are much greater than any fiction. Do you copy?
Reporting.
R.E. Sutherland, M.Ed./ sciences
24 years - Virginia Licensed Science Teacher (biology, chemistry, physics)
9 years-(DOE/SRS) Nuclear lab and Nuclear Radiological Protection Inspector
THE GREAT STEAL - SOLUTIONS, ACTIONS, REMEDIES
THE INTERNATIONAL LAND RECORDING AND PUBLISHING SYSTEM - PROVIDED BY THE GLOBAL FAMILY BANK
https://www.newhumannewearthcommunities.com/solutions-actions-remedy/the-international-land-recording-and-publishing-system-provided-by-the-global-family-bank
https://youtu.be/_dR7xlzU-mw?si=0Q_xo8Ivsd1Gy2-d
Do my research. I almost never watch the fake news. The market is going to crash. I hope you’re ready.
Ending the Fed is not just about having enough guts to do it, it's also about having enough protection to do it. If you don't have enough protection that you can trust, then you'd just be committing suicide. Trump also needs the right people working with him. When he was President he hired the wrong people.
Trump can’t kill the FED yet… if he did, you know - you KNOW, Greg, there’d be a drone strike on Mar El Lago, when he, his entire family, AND Vance, and his entire family are there for BBQ. “Opps! Our bad! Musta been a Russian hacker did it.” WW3 aka: 9/11 hysteria, and the Deep State takes over from their bunkers. He has to take out the FED by eliminating their ability to create fiat currency with nothing but a “mouse click”.
Are you being good boys and girls and "paying your fair share" or are you giving them what the Eagle left on the ledge ?
Things that frustrate tf out of me:
1 - Trump never gets asked questions, like wtf are we gonna do to fix the $. Instead its a broken record of - jobs were best - best economy - best blah blah blah ....
2 - Why tf is Don Jr with Kimberly Guilfoyle ? , you know ... Gavin Newsomes ex wife ... smells like a handler to me. Also he does look VERY intoxicated at times, with a syuffy nose.
3 - Why did Ivanka get dual citizenship with Israel ?
4 - see 3 - Jared Kushner ties to Israel are no secret.
5 - JD Vance was Don Jr (KG) recommendation and hinted at this ? JDV is a vax nazi (Nazi ?)
6 - Where did Trump work before running for office ? (Hollywood)
7 - Why didn't Trump overturn Smith-Mundt propaganda ? (don't tell me for exposure)
8 - Why has NOBODY been arrested but deliverers of truth serum ?
9 - Why did Trump meme show him president 2028, 2032, 2036, 2040, 2044 etc. (some may remember) They are mocking you and I have to wade thru the Fkng ignorance.
I may as well move to Croatia - few
They needed to subdue conservatives and an outsider would be perfect for this. The people are fat, lazy and weak. I have more but that should at least make some sense.
I will be voting for Trump and did 2x previously but are we going to see act 4-5-6 ?
The fall of Rome took 250+ years. USA falls in 50+ years, beginning around 1980.
Trump clearly said it is time to get rid of the Fed.
I’m ok with all of the responses. Having all of the response’s is what makes Greg’s site as great as it is.