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>> No.10481719 [View]
File: 138 KB, 1415x660, credit cycles.png [View same] [iqdb] [saucenao] [google]
10481719

>>10481550
>I was actually thinking of buying Calls
if i gambled on ERs anymore, id do this for sure

>>10481554
we honestly cant compare this to any of the other crashes. i have no idea if its gonna be better or worse, but i know it wont be anything like the 08 one.

you see, endless summer of QE created such an unnatural sterile environment for the market, we can hardly even call this a market cycle anymore. we saw this in the record lows on the VIX, and then it just stayed there forever. so what moves the market? big money coming in. and i mean BIG money, the kind that buys million dollar lots of bonds. the yields got toasted by QE, and then they STAYED that way. so the big money went into the last stand for a good RoI: equities. an then they got addicted to it

then all of a sudden this february, something changed. well... what changed this year? the FED chair.

and whats happened since the FED stepped off the laughing gas? weve noticed how over-leveraged everything is.

we dont have market cycles in the traditional sense anymore. we have an unrealistically long, artificially driven credit cycles. and the entirety of fixed income looks fucking FUCKED rn, so we can see that this cycle is coming to an end

the end
https://www.youtube.com/watch?v=5l4OEJ38aLY

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