Results 16,726 to 16,750 of 18218
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09-30-2022, 08:49 AM #16726
Oh there will be some hedge funds blowing up for sure.
But they don’t answer to the Feds/regulators/etc like a bank does, so they can do it. And when they go belly up everyone else moves on with their lives.Decisions Decisions
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09-30-2022, 11:20 AM #16727
https://bondvigilantes.com/blog/2022...and-have-nots/
"pension funds are/have been servicing ever increasing margin calls driven by the extreme moves in real and nominal rates. They are on a hunt for liquidity (cash) to service these calls at the same time the liquidity (bid offer spread) of asset markets is extremely fragile. A sub layer to this dynamic is that pension funds are also a significant provider of gilts to the repo market (which they repo out to fund levered investments) and where we are now seeing some strain as these gilts are either withdrawn from repo programmes (to sell, as of yesterday to the BOE) or repo’d out to raise cash to fund said margin calls..."
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09-30-2022, 11:32 AM #16728
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09-30-2022, 11:52 AM #16729
4matic that January piece is a bit more opinion than the one I posted... Again just some tidbits being dropped from the outliers...Not the CNBS types.
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09-30-2022, 12:28 PM #16730
Is the stock market going to tank?
I’ve seen dysfunctional liquidity in bonds and mentioned it here a few times so not disagreeing. It can work the other way too with drop of a hat. 10y went from 3.50>2.50 just last month. Like the 80’s elevated bond and currency vol will probably last a while.
I still think rates will be lower 5 years from now.Last edited by 4matic; 09-30-2022 at 12:53 PM.
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09-30-2022, 12:34 PM #16731
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09-30-2022, 12:38 PM #16732
I think they’ll be lower 1 year and 5 years from now
Decisions Decisions
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09-30-2022, 12:56 PM #16733
Lower rates years ahead, if true, are good opportunity for managed bond funds because they typically lag.
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09-30-2022, 01:03 PM #16734
More Spending
+
Higher Debts
+
Lower Confidence
=
Lower Rates
I need some of whatever you are smoking. It must be good shit!
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09-30-2022, 01:22 PM #16735
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09-30-2022, 03:05 PM #16736
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09-30-2022, 03:17 PM #16737
You will never get the truth out of a Fed chair. I mean, if they tell us the truth the market would have imploded and we would all be living on white bread and polluted water living in a cardboard box, down by the river. Still, we might get there. So, don't give up hope of having a one cardboard box shelter with river views.
"We don't beat the reaper by living longer, we beat the reaper by living well and living fully." - Randy Pausch
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09-30-2022, 03:30 PM #16738
Powell, The Self declared Cato institute Libertarian, said as much.
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09-30-2022, 03:44 PM #16739
Maybe it’s Credit Suisse that gets it started:
Citing people familiar with the situation, Reuters reported last week that Credit Suisse was sounding out investors for fresh cash as it attempts a radical overhaul of its investment bank.
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09-30-2022, 04:22 PM #16740
This is the first time stocks and bonds have fallen in tandem for three consecutive quarters since 1976, according to Strategas Research.
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09-30-2022, 04:43 PM #16741
Spiraling losses on Wall Street are now snowballing into forced asset liquidation, according to Bank of America strategists. The NYSE Composite Index, which includes US stocks, depositary receipts and real estate investment trusts, has broken multiple technical support levels including its 200-week moving average, the 14,000 mark. Now, accumulated losses could force funds to sell more assets to raise cash, accelerating the selloff. Similarly grim milestones keep piling up for Chinese stocks listed in Hong Kong. As September draws to an end, the Hang Seng China Enterprises Index has lost 14% to rank as the worst performer among major equity benchmarks globally in September. Hovering around the lowest since the global financial crisis, it is now trading at 0.6 times book value—the cheapest ever.
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09-30-2022, 06:03 PM #16742
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09-30-2022, 06:32 PM #16743Registered User
- Join Date
- May 2016
- Posts
- 3,581
Wow, CCL down 23% today.
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09-30-2022, 06:36 PM #16744
They missed on earnings, revenue, and reported diminishing reservations. I made good money selling calls last year on it, I got out of my 100 shares at $22.38 last year. They took on a shit ton of debt during the pandemic, I could see bankruptcy at some point.
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10-01-2022, 09:28 AM #16745
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10-02-2022, 09:33 AM #16746
By 2037-47servicing the interest on the debt eats up all descretionary spending, health care and social security.
Huh.
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10-02-2022, 09:42 AM #16747
I predict a lot of people who retired during the pandemic on their fat portfolios will be re-entering the job market. Could help ease labor shortages.
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10-02-2022, 10:16 AM #16748Registered User
- Join Date
- Feb 2007
- Location
- Hood River
- Posts
- 661
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10-02-2022, 12:14 PM #16749
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10-03-2022, 07:48 AM #16750
When you retire, The sequence of returns in you portfolio is the difference between hero and zero.
I’d wager way too many were over invested in equities, and considering bonds and gold have been hammered, it’s a going to be life wrecking for many who followed the traditional advice of their whore advisors.
I
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