I just essentially wrote an article answering a question. So I don’t think it’s full-blow cheating. My points were relevant.
A fairly new member of my trading room (shout-out ben), made this statement.
“This trade war is becoming more and more concerning.”
I couldn’t help but respond to it. Then when I got started, I just kept going. I’m going to just copy and paste it from the room to here so you guys can see that I get hyped about completing the alphabet as I was going. I am also doing it this
It is likely for us both that it’s easier to read it this way than for me to get wordy about it.
So here’s my thoughts on the Trade War and the Markets…A-Z. With sub-sections.
The thing most of the talking heads economists
Trump’s argument is ‘pre-Keynes and much more aligned with Adam Smith’s wealth of nations so the tariff shit
a) might never be finalized
b) @username you’d better be hedged or have something far out. or equity. if not, I have yet to teach you a thing [note: the member I named is heavy in $JD]
c) if you’ve read wealth of nations by Smith this could actually work
d) the FED has a lot of unwinding to do they’ll do what they can to prop markets
e) we’re on a very slow and gradual rate increase for a reason. that reason coincides with smith’s general theories about trade balances
f) see above @everyonelearn some shit see above
g) have you been checking LIBOR recently
g(1) do you know what LIBOR is
h) how does that tie into a fed unwind? i) the first QE was in Ancient Greece, its nothing new. that ties into d
j) we can’t have a trade war with China escalate this quickly; the majority of our imports would skyrocket and would be bad for business.
k) Mnuchin is a master of distressed debt. shit should I do the whole alphabet
l) if our yields push up on the treasuries, our debt is more attractive m) QE was a period of inflation, we need some deflation.
m(1) we need deflation for a healthy economy because that tightens the money supply, making our buying power greater.
n) the new FED chair over in Cali is now in the space where Yellen was. many fed reserve chairs, as in the head of the central Federal Reserve come from that seat. she is pro-job growth.
o) Volume has been very light in this period of chop.
p) Lots of stock replacements seen in the
p(1) That also means they have more cash on the sidelines
q) question all the news. it seems like even more of it than usual is driven by market manipulation.
r) charts are not to be trusted in this environment. so play your trades safe.
t) I think most of the global tensions are bullshit. big money and big power utilizing those things to increase their profits.
v) if you’re consistently losing money with options, think about revisiting some of the above rules. in these markets you either need to pay for the options premiums you NEED (in the current market) to hold anything overnight or just keep things quick.
W) When in doubt, take your money. Just take your money when it is there. We click buttons to make money in this game, don’t be attached. wow I made it this far cant stop now
X) For the namesake of the letter, there was repeat flow into $XMEthat first reared its head a few weeks ago. Same strike and opening. So watchlist $X
Y) $YANG is the best hedge for $FXI or any
Z) ZzZzzzz…take a break. don’t stare at charts and your monitor all day and all night long. You’ll lose your mind and then beyond broken relationships, you’ll lose your money and yourself. Trade safe.