Independent thinking for complex markets and current events
FOX: Real estate investor warns US is entering the ‘greatest’ correction of his lifetime One real estate investor is bearing witness to the start of the industry’s “greatest” correction he’s ever seen. “I just want to say that we’re entering the greatest real estate correction in my lifetime,” private equity fund manager Grant Cardone told …
This market melt-up is in the glue sniffing stages. It won't be pretty on the way down. Momentum in. Momentum out. pic.twitter.com/z3tlx4DAe8 — Mac10 (@SuburbanDrone) July 28, 2023 Today's pundits all make linear predictions. No one is willing to say this WILL all explode. Because they could lose credibility. So, they risk everything instead. The …
Per BofA/Zerohedge, it has never been cheaper to hedge.https://t.co/sVqJwRsKyE Nominal hedges are cheap but from a portfolio performance perspective hedging is VERY expensive in this melt-up. And, it's not their money. Therefore they're the longest since the top. pic.twitter.com/GVOe2QkJo3 — Mac10 (@SuburbanDrone) July 27, 2023 How do you keep up with a market led by …
The crash of 1987 was caused by a market melt-up during Fed tightening. The same thing happening now. No happy dance for FOMC:https://t.co/DDht7jDjCn"Markets have consistently front-run the Fed. That has eased credit conditions and could stoke an acceleration in growth." pic.twitter.com/vEhOMu1ozt — Mac10 (@SuburbanDrone) July 26, 2023 Last week saw the highest QQQ call option …