Comments
Transcript
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JBRV referring to value stocks a lot recently and I think it’s worth an interview and deep dive to redefine value in this new environment.
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jlThis ties in very well with the book I'm reading "The Traders Book of Volume." by Mark Leibovet, Everything is green but with extremely low volume. Smart money is leaving the market.
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JWVery interesting talk guys. Question for Ed as he is thinking thru his framework (and I have not yet listened to the interviews) : if we get a pull back, is there a notion that the market will settle at a much lower level? Or will a pullback be corrected relatively quickly ? Raoul’s ‘Unfolding’ phase can get (*is*) pretty ugly. An extended second wave will slow economies down. This could increase the probability that once we pull back significantly there won’t be any major correction to the upside for, what, Years?
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JGAnother great Daily Briefing. Thank you very much!
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ABAsh, you look much younger clean shaven.
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SSGreat show. Thanks guys.
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BGI get a sense that the RV team are preparing us for volatile few months.
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GSThe EO are there to buy time for markets until the next stimulus bill is passed. I cannot stand Trump but he is a confidence man who knows the EO are not going to happen.
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KAJack, great summary of BRK.
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RAAmong the many terrific RV interviews, Ed's interview that broadcast today was really superior. Together, Ed and his guest discussed a unique perspective -- suggesting that equities are acting more like commodities. And if Ed's interview tomorrow promises to be equally unique, then it begs the question. Is this Friday the time for an extended (60min?) RVDB between Ed and Raoul to discuss about the next phase of this market? Raoul's insolvency phase and the timing of Ed's predicted roll-off? It appears as if Raoul's and Ed's recent interviews are slightly modifying their perspectives. If this is so, then it is time to get these two guys together to talk things out in person and in a long enough format for them to fully express how their opinions might are evolving.
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DDGreat convo.
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DRSuperb weaving of recent interview takeaways into a thought process for formulating a view.. excellent update.
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RTEd, Explain how the President’s EO’s “will not see the light of day”? When they are a fait accompli indeed? Or, are you preaching unreasoned anti-Trump bias , and empty hearsay?
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DSLooking good Billy Ray....feeling good Louis!....drinks in hand
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ADDaily Briefing #341: The Slow Encroachment of the File Cabinets
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JHHoly cow guys! Great briefing. Had to drag the video back several time to grok what Ed was describing. "Pretzel Logic" jumped into my head. *trotting off to dig out my Steely Dan albums*. Thank you so much for what you do.
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MPInspired talk on bizaro world. Good stuff gents.
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HRGreat market wrap today guys. Please continue to incorporate the recent interviews like you did today. Wonderfully done!