What is the take away from this?
Does this breadth keep increasing?
or do the leaders/broader market revert?
What is the play/ what does it tell you?
thanks
.50 during normal times ??
Now spread is blown out.Is it expectation or is it storage?
do you think oil will be at 26-30 in next 1-2 months? well that is only break-even at the moment.
This is one not as accurate based on last weeks data
front month spread only.
IV options...
Some hypothesises
After the dust has settled, given such low rates
Property
1) Investor faced 3-5% rental yield looks terrific
2) Renter faced with a retail loan rates 2-3% buying also looks terrific
3) This will lead to a re pumping of property debt and prices
Gov debt
1) We are not japan...
You think one thing I think another
only time will tell if it actually happens.
it may not even be announced.
I don't care about being right I just am trying to game a scenario that could occur to improve the chances of making money. Other factors might overwhelm central banks buying.
If i could...
If the fed announces tomorrow that it will buy etfs then it will rise, that is all that matters. If it is sentiment or the actual buying stopping market panic and forced selling.
In your words:
No inflation, no growth,
But up 180% what is driving the growth then?
Could it be that 80% of the market is owned by the BOJ and being consistently bought up??
Look at the big picture.
.... "Bank of Japan’s (BOJ) exchange-traded funds
(ETFs) purchasing program that has conducted since December 2010; this program is part of the BOJ’s unconventional monetary policy, which has accelerated after the introduction of the Quantitative and Qualitative...
This is the political choice don't rack up debt ,let the economy fail and have 25% unemployment or rack up the debt and create a future crisis down the road.
I think the mantra of whatever it takes will take hold.
The only way I see 1929 is if the gov is overwhelmed and the real economy...
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