Independent thinking for complex markets and current events
TIMECODES 00:00 The Fed Just Cut Rates Again 00:23 Why This Meeting Was Different 00:58 What the Fed Really Controls 01:56 The End of Quantitative Tightening 02:36 How QE and QT Actually Work 03:17 Why the Fed Froze Its Balance Sheet 04:01 The Quiet Shift in December 04:53 The Hidden “Stealth QE” Move 05:22 How …
When the dot com bubble popped, tech stocks fell over 80%. While the pigs were at the trough, though, no one thought the bubble would ever burst. Arrogance was sky high. Tech bros bought lambos then, too. FOMO ruled the day. The few who issued warnings were laughed at and… — Uncle Milty’s Ghost (@his_eminence_j) …
The government is technically in default? "QT has almost been entirely offset by Janet Yellen running down the Treasury Savings Account. She could have sold 10 years for under 1%… instead she runs down the Treasury Savings Account." pic.twitter.com/BMcFE6gGKk — Financelot (@FinanceLancelot) June 1, 2023 TGA fell to $37 billion yesterday. If The TGA has …