February 2024 DDD

ducati916 · 1 March 2024

We are once again at market levels where valuations are irrelevant and momo is all.

Europe is also removing liquidity. The ECB is matching the Fed.

If China is such a basket case, why are UST yields +200bps?

Mortgage delinquencies...priced? In the same way CRE are?

GDP. Very expensive and getting more so. LOL.

jog on
duc

divs4ever · 1 March 2024

ducati916 said:
If China is such a basket case, why are UST yields +200bps?

China is working towards being it's own insulated basket

especially if US sanctions and tariffs start ramping up

ducati916 · 1 March 2024

divs4ever said:
China is working towards being it's own insulated basket

especially if US sanctions and tariffs start ramping up

Indeed it is Mr divs.

In fact the US Treasury (Yellen) is reliant upon China bailing her out of a liquidity crisis.

jog on
duc

divs4ever · 1 March 2024

ducati916 said:
Indeed it is Mr divs.

In fact the US Treasury (Yellen) is reliant upon China bailing her out of a liquidity crisis.

jog on
duc

educational times ahead i suspect

qldfrog · 4 March 2024

divs4ever said:
educational times ahead i suspect

Soon time for China to put a flag at the top of Taiwan...imagine how hard the US will fight back

February 2024 DDD

ducati916

divs4ever

ducati916

divs4ever

qldfrog

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