Should we inverse Goldman?

If Goldman is telling everyone to buy, you ____ https://t.co/8FUN4wDZj2 — Financelot (@FinanceLancelot) September 5, 2023 GLOBAL 🌎 MANUFACTURING PMI pic.twitter.com/IHyucwmwbO — Win Smart, CFA (@WinfieldSmart) September 5, 2023 Warren Buffett just dumped $8 billion of stocks Over the past …

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Bond Yields should go even more higher

by DesmondMilesDant falling interest rates for 40 years (between 1980 and 2020) means that every year money got cheaper to borrow when money gets cheaper to borrow, people and corporations borrow it and buy stuff with it, fueling bubbles in …

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Liquidity Fairy Alert! Bank Term Funding Program usage UP AGAIN (.4% to $107.242B vs $106.864B 8/9), marking the 11th consecutive week over $100B. This looks more and more like there’s an over-reliance on Fed Funding–growing faster than inflation ‘should be,’ I believe the BTFP is a moral hazard!

by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 11th consecutive week above $100 billion! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed …

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Robert Kennedy Jr… “The war was never about Ukrainian freedom, it was regime change in Russia. None of those children had to die and we should seek a peace agreement.”

Robert Kennedy Jr… “The war was never about Ukrainian freedom, it was regime change in Russia. None of those children had to die and we should seek a peace agreement.” pic.twitter.com/6hCghOUTqm — Pelham (@Resist_05) August 16, 2023 BREAKING: Ukrainian top …

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