Comments
Transcript
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wjI understand the dollar strength but any have a bid on whats going on with USD/HKD ? It looks to me a perfect Long but where are they getting the dollars from to keep this down?
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JWPutting aside the social consequences of what's happening at the moment (which sounds terrible), I always wonder about the 'buy the dip' comments that one is encountering here and there. This is both a financial and a real economy crisis. How on earth can it be that the stock market goes up after such bad news... Surely this displays that there are major disconnects between finance and business cycles. The delayed domino effect will play out in ways that are difficult to predict but I like what you guys (you, Ed, Ash) have been saying recently to gauge what will be happening; "just look out of the window".
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AGVideo doesn’t work unfortunately !
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jKHello, new to this site. Yes agree that dollar may be a great play as many here do. This may not be the place to talk about how, but not sure the best way to do this, UUP or something else? Again not sure if this is the place if not please let me know.
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OMMy routine every evening has been to make an old fashion cocktail and catch up on the Daily Briefing. Keep it up! Thanks you all for making it happen.
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RMChina under reporting has been known for 6 weeks, the US administration chose to ignore this.
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GCI'm curious to hear thoughts on the bearish argument on the $. Lyn Alden has a great twitter thread on this and I tend to agree with her that the amount of USD reserves held by foreign nations seems to largely be ignored by the USD bulls. $7T in Treasury holdings seems like an awful large chunk of USD denominated assets that these foreign countries could start selling off that would put downward pressure on the $
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PJEd and Roger, the best thing on RVTV at the moment, excellent
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ycGreat discussion. Think I’ll join you Roger🍺
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DSWell done. Thanks. The stock market is trying its best to play a game of chicken with the Fed. It is time to let zombie companies and high yield debt companies sink or swim as led by their own management. This recession is going to be protracted. Save people not zombie companies. DLS
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SKDon’t fight the Fed
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TSGreat interaction between Roger and Ed. Great insight as well. I look forward to these every eveningl
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SFGreat information ... keep it coming!
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RAExcellent guys as usual. I have to say that ending on “any” kind of positive note, tongue in cheek or humor or a nice anecdote keeps it “real”. We can all use ANY updraft you all can come up with......cheers, Syrah tonight for us.
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RTWith all the media layoffs, social distancing, government survey stats that will start to lose their meaning, decreased disclosures from companies: should we be anticipating overall market volatility to spike just from information asymmetry alone? For financial sector insiders, how effective is their "alternative data" in this environment? Are there any issues or improvements of data availability?
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jeI love Ed. Great interviewer, very knowledgeable. This daily segment is terrific. I must ask, Ed, the name of the book on your mantle. The Book Of Common Prayer? Thanks, RVTV.
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AKDrink up brother hahaha :D
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PBThis thing is like an Oceanliner...It takes a long time to change direction..The Real Economy is going to be an unthinkable place for most people
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TSThe daily briefing is my favorite feature on this sit.
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JKRoger, you mentioned NOK, which was the worst performing currency vs. the USD before the Fed came out with the swap lines and other facilities to assist foreign central banks and since 3/30 NOK has ripped higher and has outperformed dramatically. Any thoughts as to what was driving NOK to underperformed so much until the Fed came out with the swap lines and what you think will drive the NOK from here? Ed, please feel free to respond as well is you have a view. Thanks gents very helpful.
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SHI like what you are trying to do here thanks
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SSFILMED ON?? Just kidding. :)