Author Topic: The Great Unwinding  (Read 2515 times)

Offline CptTrips

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Re: The Great Unwinding
« Reply #45 on: February 01, 2023, 11:30:13 AM »

Toxic, psychotic, self-aggrandizing drama queens simply aren't worth me spending my time on.

Offline Eagler

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Re: The Great Unwinding
« Reply #46 on: February 01, 2023, 12:06:27 PM »
Hoping for .5 at least today but no nuts will only do a quarter and watch the manipulated market soar over 34500

Eagler
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Offline CptTrips

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Re: The Great Unwinding
« Reply #47 on: February 01, 2023, 12:16:26 PM »
Hoping for .5 at least today but no nuts will only do a quarter and watch the manipulated market soar over 34500

Eagler

Remember they have two levers of tightening available.

I expect them to stay at 25BP but they can accelerate QT.  They have only barely begun to do that.

I don't have the link at the moment but I was reading an article where they showed that in total market action, money is looser now than when the Fed started tightening last March.  Mainly because investors have kept blindly throwing more liquidity in to the market.

The Fed is not amused.  What ever happened to "Don't fight the Fed!"  market mantra?



 :eek:
Toxic, psychotic, self-aggrandizing drama queens simply aren't worth me spending my time on.

Offline Eagler

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Re: The Great Unwinding
« Reply #48 on: February 01, 2023, 01:50:12 PM »
No nuts strikes again...

Market will be higher by end of week

As you stated they are scared to throw the other lever...as you can see

https://www.federalreserve.gov/releases/h6/current/default.htm

Enjoy your inflation as they drag this into 2023

Eagler
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Offline Eagler

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Re: The Great Unwinding
« Reply #49 on: February 01, 2023, 02:53:53 PM »
Heck it didn't even make it through the day...the market already recovered >600 points it dropped thinking no nuts was actually going to do something this go round..

Eagler
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Offline CptTrips

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Re: The Great Unwinding
« Reply #50 on: February 01, 2023, 03:22:42 PM »

I'm waiting until Fri to judge how the market is fully reacting. That initial spike evaporated pretty quick.

I'm still holding to my prediction that the roll-over starts before Feb 17.
Prepare the rotten tomatoes and my dunce hat. ;)



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Offline AKIron

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Re: The Great Unwinding
« Reply #51 on: February 01, 2023, 10:53:38 PM »
I still remember 1981 and 18% home loans painfully well. No cheering from me when the Fed ups the usury.
Here we put salt on Margaritas, not sidewalks.

Offline Eagler

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Re: The Great Unwinding
« Reply #52 on: February 02, 2023, 07:02:18 AM »
I still remember 1981 and 18% home loans painfully well. No cheering from me when the Fed ups the usury.

But you could get a 2000sq ft home for 80k back then..

It's all relative

Eagler
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Offline guncrasher

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Re: The Great Unwinding
« Reply #53 on: February 02, 2023, 11:20:26 AM »
But you could get a 2000sq ft home for 80k back then..

It's all relative

Eagler

try 50k in eagle Rock. in El Monte it was 30k for 3 bed 1500 Sq ft and nice backyard.


semp
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Offline AKIron

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Re: The Great Unwinding
« Reply #54 on: February 02, 2023, 03:09:17 PM »
Sorry to say but those prices aren't ever coming back.
Here we put salt on Margaritas, not sidewalks.

Offline Chris79

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Re: The Great Unwinding
« Reply #55 on: February 02, 2023, 05:02:09 PM »
Sorry to say but those prices aren't ever coming back.

Then you need to lesson demand.


Chuikov

Offline Lazerr

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Re: The Great Unwinding
« Reply #56 on: February 02, 2023, 05:14:31 PM »
Then you need to lesson demand.

The fact not many cant afford it will help..

Offline AKIron

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Re: The Great Unwinding
« Reply #57 on: February 02, 2023, 11:14:33 PM »
So long as government spending grows so will inflation. Inflation grows so will real estate prices. That's just reality.

Don't shoot the messenger.

Well, go ahead.
Here we put salt on Margaritas, not sidewalks.

Offline Eagler

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Re: The Great Unwinding
« Reply #58 on: February 03, 2023, 07:21:47 AM »
When you pass a bill for $$$$$$ trillions of $$$$$$$$$$$$$$...wait ..$$$$$$$$$$$$$$$$$$$$$$$$$$....you create a slush fund of enormous size that affects the economy for some time to come..

It's still all printed monopoly money that destroys the true value of the dollar but it sets up projects and contracts that keep it going while the nation sinks under a bloated and devalued dollar..

The reserve currency title of the us dollar has to remain regardless the cost or the US becomes Venezuela overnight...more wars are a coming..the big U is just a warmup and excuse to refresh the arsenal imo

Eagler
"Masters of the Air" Scenario - JG27


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