Re-liquification is starting…. US equities are going to absolutely soar

The Swamp

”The blast blasted blubber beyond all believable bounds.” They just don’t do the news like they used to

The Swamp

Youre not alone there I think the big difference in this secular cycle(I consider what we are experience the end of a 40 year secular bull) is that we are sitting on top of an amount of leverage never before imagined. Therefore the volatility and ...

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well done

FederalTrade CHFJPY, NZDCHF Brief

The U.S. bond market, the Euro$, JGBs, and just about every other major funding mechanism just gave the signal… Basically The collateral system has gotten really really bad(thats been lost in this yield meltdown). The massive volume in the funding ...

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Vol getting spicy... Man if we really get a wash to 3650 that sets up a monster buying opp

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Gotta think spooz may want to test 3650... But with oil and yields on the drop it could really rip off those levels...

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If the market gets wind the fed is done hiking the market will fly

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Bloomy chat used to be the place all the cool kids who traded institutional money would hang out. You quickly learn they are a bunch of desperate degens just like the rooms here on ff. Only difference is they have cooler toys and enforced risk params ...

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I used to pay for all sorts of different services. Especially when I was heavily trading in illiquid corporate bonds. It's incredible how quickly access to that data adds up. Finally just settled on a Bloomberg subscription and never looked back. ...

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JPM on the bid for SIVB for $2 this weekend….. Euro$ popped too…. This is highly tied to JGB yields cratering(with every other global yield) Fed is gonna need to wake up, and soon….

The Swamp

pretty orderly sell off tbh…..

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Possible, my 1.0520 zone is drawn with a very fat crayon that covers +-75 pips …. But thats what quarterly levels do I have a retry hefty oil short on(basket trade of oil stocks and futs)…. Thesis is the oil trades back to the low 60s Would be ...

The Swamp

Still holding long. It's tough, if your bearish the dollar, to stomach a day like today, but it is what it is. I have no play until 1.0520 is decided. Too much of a no man's land for me around this big quarterly zone. Could send us down as far as ...

The Swamp

Dude its terrifying.... Shoeshine boy moment incoming

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Usually the HH speeches are a non issue Gotta think the fireworks are all set to blow on friday…

The Swamp

The Humphrey Hawkins thing is nearly always a non issue. They might use it as an excuse to move the market of course. But the real fireworks is likely on friday…. I went on record saying the last jobs report was the last beat we’d see for awhile…. ...

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EOW rally totally expected after that stupid flush in Pac-asia the other day Bulls can thump their chests, bears maybe still have some gumption left to double down short next week. Either way we are still in the range from October.... Just gotta ...

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A dip below 3900 feels like an absolute gift....

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And of course we close up 50 from there I don't know man. Sure seems like this thing is coiled to blow. No? Macro accumulation can certainly stretch down to 380, but the question is do they need it? If more corps lay off a bunch of people on shit ...

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