Liquidity Crisis may happen
most of hedgefund did buying treasury bond and then treasury bond margin loan ,
so they made almost 50x leverage on bond market
times over and over now only t-bill s gonna be recognized as collateral
so t-bill market happend this method
But NFP is too strong, FED didn't do Rate Cut now
So t-bill is bubbled now, we are gonna kill it
and stock market just knew there's plenty of liquidity until today
Only when the tide goes out do you discover who's been swimming naked.
So market topped out
most of hedgefund did buying treasury bond and then treasury bond margin loan ,
so they made almost 50x leverage on bond market
times over and over now only t-bill s gonna be recognized as collateral
so t-bill market happend this method
But NFP is too strong, FED didn't do Rate Cut now
So t-bill is bubbled now, we are gonna kill it
and stock market just knew there's plenty of liquidity until today
Only when the tide goes out do you discover who's been swimming naked.
So market topped out
评论:
Market will be crashed. hold your position
评论:
ENDING DIAGONAL COMPLETED BLAKE SWAN IS COMMING
评论:
black swan event is comming, hold your tight, most powerful big short is waiting for us
评论:
i m gonna cover my put position, i'm gonna short market when TLT touch 90.5