Recent content by Jysin

US Dollar just hit 2025 lows.

Fed upgraded growth projections for 2025 and 2026, yet INCREASE projection of 2025 RATE CUTS. Make it make sense!!

INCREASES MEDIAN FORECAST PROJECTION FOR 75 BPS OF RATE CUTS IN 2025 (PRIOR 50 BPS), - Source TradeTheNews.com

@Sanrith Descartes Market shouldn't be pricing in a 50bp cut at all tomorrow. There's like 4% odds on that, which would be counter to market positioning. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

SPY/QQQ/IWM all well into the green today, yet the VIX is up nearly 6%. Clearly shows there is a healthy amount of hedging taking place going into this Fed week.

Tesla had a big move on Friday that some were trying to attribute to lower rates coming this week (auto loan positive impact). Never made sense to me as .25% is fuck all in the scheme of things. Turns out that a filing revealed Elon bought $1B in Tesla stock under a trust that day. Move has...

IWM's problem is you have most of these companies relying on debt. Some completely unprofitable and 100% reliant on cheap debt. Since the tightening cycle, it has really put a ton of pressure on those companies. It is a precarious situation where we have a current stagflationary environment...

You're not necessarily locked in. You can sell on the open market if absolutely necessary. And if we get Fed rate cuts, the underlying value of the bond will increase. (Inverse relationship price vs yield)

SPAXX isn't terrible to park cash in, as you are getting just under 4% yield (minus fees). Better than sitting in a bank account. You can always buy 3 month treasuries currently yielding 4.04% (no fees). The return likely drops after Fed rate cut next week though. There is a 3 & 6 month bill...

And a dozen eggs to cost $50 by end-2026

The extreme version of currency devaluation (Venezuela).

Dollar destruction in a chart.

IWM creeping into a triple top on the monthly dating back to 2020.

Fuckin boomers.

My mother had hers with some retarded Edward Jones managed advisor account. Years back I finally took a look at what she was invested in and it was a complete train wreck not even keeping up with S&P and charging her hefty fees for the underperformance. I had her open a Fidelity account and move...