Looks like the corporate back rate lending CLOs imploding

[Nicholas Van Orton]

I for one would NEVER ever recommend anything Raoul (grift)Pal touches, ie, Real Vision (founder). A waste of time and money from the "going IRRESPONSIBLY long ETH @4k". Just saying.

There are few but extremely good FREE accounts on Twitter that will provide you with more and better info than any of the posted links, bar the Bloomberg terminal for its obvious useful purpose on information gathering. Just like here in the forum, there are selfless and generous people sharing knowledge with others, I'd start finding them there.

NVO

 

[Wellington]

Think that’s more directed to Raouls view which as a macro (long term trader) depends on where it is in a few years

 

[Wellington]

Setting that aside - is the hundreds of other macro investors / day traders / specific market segment analyzers that are on real-vision annually

 

[JosephLL]

What is the definition of that mysterious term "global liquidity"? I guess "money creation" is a forbidden term now like "cabala" right? How do you measure it? I guess, you are awara that reserves do not circulate among non-banks and that all money is created by the private banks exclusively, except in exceptional circumstances, and 2008 was not one. However, 2021 was indeed one, when this radioactive reactor broke and (unlawfully) FED injected 6T using SPV...

 

[Wellington]

Pay for Capital Wars substack, you'll get a good grounding or read that: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872

 

[Don]

@wellington, how do you hedge against currency risks? (if you do at all?)

SP500 recent drop measured in euros is even deeper.

 

[Wellington]

I mean - gold was the obvious choice?

 

[369]

Not recession but hyper stagflation on purpose.

Once there will be high stagflation they will flood the market with cheap money again and maybe their digital money with high negative interest to force spending to stimulate the market.
However this will create a second wave of even higher inflation as the first one and the result of even higher interest rates than last time will break most debt holders the neck.

 

[Wellington]

You mean the current economic position?

If so thats Liquidity AirGap (Sep) and Tariffs.

 

[cryptofriendly]

Looks like gold and prepping up HK/Shanghai stock market so far.

And trying to boost domestic consumption: https://www.globaltimes.cn/page/202503/1330238.shtml