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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
Bumping to see if WTF has any thoughts. Are we on the right track here? Next step would be to attempt to put some numbers on it that we can track in this thread, particularly net liquidity....
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re: Looks like a line has been drawn (Apparently some lives matter more than others...) - RedStickBR
They’ve turned into Piccadilly when they should be trying to be Cane’s. Trying to tackle every hard-left issue under the sun is not going to work out well for them....
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re: I love this quote from Wendell Pierce - RedStickBR
[quote]Unfortunately the actor who played "The Bunk" is "with her" and a completely brainwashed tool of the left. [/quote] Or that....
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re: I love this quote from Wendell Pierce - RedStickBR
[quote]Wasn't he one of the one that lit up Drew Brees?[/quote] Didn’t realize that....
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I love this quote from Wendell Pierce - RedStickBR
From his Wiki page: [quote]Pierce was born in New Orleans, Louisiana, one of three sons of a teacher and a decorated World War II veteran who worked as a maintenance engineer. His father's segregated Army unit helped Marines win the Battle of Saipan in 1944. Pierce has said of his father's experi...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
Here's another good article that helps make sense of this quote I previously provided in one of the Druck articles: [quote]However, while liquidity is very strong now, that’s only because the Federal Reserve has bought trillions of dollars in assets over the last couple of months, pumping money ...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
[quote]Ya BIS is a great source for data on money flows. I've seen a guy try and piece together how many dollar denominated assets he thought the CCP held offshore using BIS data. Really spooky stuff.[/quote] The below is a must read on this topic: https://deep-throat-ipo.blogspot.com/2019/10/...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
[quote]US Fund Flows Data Services[/quote] This is a really good piece to the puzzle. :cheers:...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
[quote]Infinitiv[/quote] This is interesting: [quote]While conventional mutual funds have attracted some $798.8 billion year to date, the short-term asset class—money market funds—was the only recipient of net new money. These funds took in a record setting $1.1 trillion—beating any full-year ...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
[quote]Bank of International Settlements[/quote] There's a lot of good data there, though most is reported with a lag of a quarter or so, which mostly defeats the purpose of the exercise....
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Boris Johnson makes citizenship offer to 3 million Hong Kongers - RedStickBR
Good move by the UK. They can use this infusion of highly-productive, conservative-minded people that many Hong Kongers are. I agree with the sentiments expressed by others that the US should welcome them, too, much as our welcoming Cuban refugees (another group who had experienced leftist tyranny f...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
By the way, you’ll like this interview with Druck. He touches on some of this discussion: https://m.youtube.com/watch?v=G-MlrpoMig0...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
The plumbing you reference is exactly what I’m trying to understand better. Not master, just understand a little better. Maybe we can cobble together a number of resources in this thread and attempt to develop a framework of sorts. This article from late last year scratches the surface on a number o...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
That’s what I’m trying to get at. When the Fed buys Treasuries from PDs to lower rates, that could have an indirect impact on equity markets as equity yields must also adjust down to maintain the same equity risk premium, all else equal. That makes perfect sense to me, and would be more of an indire...
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re: Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
Okay, I was afraid of that. This topic appears to be something of a black box outside of simply confirming that the Fed’s balance sheet has expanded. I suspect when people say, “The market is only going up because of Fed liquidity,” they don’t have a clue how to prove that. Even if you say that the ...
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Discussion of Fed Liquidity’s Impact on Equity Markets - RedStickBR
I am looking for resources that explain, in detail, how Federal Reserve liquidity injections work their way through the economy and where to look to track the cash flows (both WHEN they enter the economy and WHAT they go towards when they do)? Looking to understand the various paths of the cash flow...
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re: Becky Quick on CNBC - RedStickBR
Sarah Eisen for the win....
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re: Diving deeper on Standard Lithium? - RedStickBR
Taking a flyer on this one at 0.84...
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re: Joe Rogan Experience (Bret Weinstein) - RedStickBR
Cross-posting my response in the OT thread: Thanks for the heads up on this :cheers: I’m a third of the way in. It’s clear to me Joe didn’t read between the lines before Bret explained it to him that, yes, academia is the primary contributor to the lunacy we’re currently witnessing. Sure, it m...
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re: Bret Weinstein on Joe Rogan podcast - RedStickBR
Thanks for the heads up on this :cheers: I’m a third of the way in. It’s clear to me Joe didn’t read between the lines before Bret explained it to him that, yes, academia is the primary contributor to the lunacy we’re currently witnessing. Sure, it may not be the STEM professors who are most culp...
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