Posted by DigiNomad on 24th of Aug 2022 at 03:12 pm
Imelhoe, I'm currently leaning slightly long. But I don't
expect to be positioned this way for very long. Steves' timing
cycles have been playing out nicely so I don't want to fight
it right at this point.
I believe fed is increasing
TNX - 10 year bond yields gapped higher today and ...
Posted by imelhoe on 24th of Aug 2022 at 03:03 pm
I believe fed is increasing its buybacks of money supply
from 35billion to 85 billion er month but dont quote me on that exact stat
Yes, by decreasing their balance
Posted by DigiNomad on 24th of Aug 2022 at 03:05 pm
Yes, by decreasing their balance sheet / selling assets....to include direct sales of HYG, etc.
So risk off, i have
Posted by imelhoe on 24th of Aug 2022 at 03:10 pm
So risk off, i have 4080 es as line in sand
Imelhoe, I'm currently leaning slightly
Posted by DigiNomad on 24th of Aug 2022 at 03:12 pm
Imelhoe, I'm currently leaning slightly long. But I don't expect to be positioned this way for very long. Steves' timing cycles have been playing out nicely so I don't want to fight it right at this point.
yes, got it and its
Posted by imelhoe on 24th of Aug 2022 at 03:32 pm
yes, got it and its pingpongin between levels. Thanks; my hedges are holding up well