Anyone remember LTCM? We're facing 100 LTCMs at the same time. BOJ policy divergence from the rest of the world is a disaster waiting to happen.
It doesn't matter whether they "tweak" policy next week. In global RISK OFF, the hot money always comes home. pic.twitter.com/Ydk6ApLQFR
— Mac10 (@SuburbanDrone) July 21, 2023
Bulls, FYI.
This is NOT another bailout. pic.twitter.com/rCuMAJ4vXl
— Mac10 (@SuburbanDrone) July 21, 2023
Today was the worst day of the year for mega cap Tech. This index has only 10 stocks (AAPL, MSFT, META, GOOG, AMD, SNOW, NVDA, TSLA, AMZN, NVDA).
TSLA, NFLX, AMD imploded. pic.twitter.com/On6UmuRPqe
— Mac10 (@SuburbanDrone) July 20, 2023
Tomorrow is the largest July expiry in history: over $2.3 trillion of notional options exposure will expire including $500 billion notional of single stock optionst.co/9rPtd1HTNL pic.twitter.com/NkTqwLVhIE
— zerohedge (@zerohedge) July 21, 2023
Wen pic.twitter.com/HSk4UvEKLd
— Don Johnson (@DonMiami3) July 20, 2023
🚨🚨🚨
Current home prices with current mortgage rates don’t make sense at the same time.
One or the other has to come down. Either housing price decline or the Fed lowers rates to keep the asset bubble inflated.
Which will it be? pic.twitter.com/d0FWXsLGkI
— Wall Street Silver (@WallStreetSilv) July 21, 2023
Buy everything! 🤣 pic.twitter.com/a1nuNKxbKp
— Financelot (@FinanceLancelot) July 20, 2023