Comments
Transcript
-
TLTG MAC...keep slugging. Ash, I agree with Unforgettable T and David P, TG MAC Tuesdays!!!!! TG MAC's first RV interview brought a breath of life to a very doomy and gloomy Corona nightmare. In that interview he said he didn't have time for doom and gloom as he was trying to figure out how to buy all the oil he would ever need in his lifetime while prices were dirt cheap. Cheers to TG!!! He was spot on with his inflation call. Money flows, not fundamentals = record highs. Very helpful and profitable advice.
-
PBI would have thought you would have discussed the extremely large moves today of CRM 26%, FB 8.22%, NFLX 11.61%, ADBE 9.1%, etc. These are huge moves on top of huge moves. What is happening? When and what will change this? The bulk of the rest of the market is hurting.
-
TZAm just saving cash and waiting! Not gonna get FOMO, whatever it takes.
-
DMI wanted to like this but when I signed up for Tony's newsletter and twitter I was overwhelmed by his politics. I don't care if someone loves Trump or hates Trump, I just want to feel comfortable that politics aren't shaping market views. When I asked for previous newsletters (pre-Covid) I was ignored and eventually sent a terse email telling me I didn't understand what was going on. Please less Tony; his market views seem to be tightly wound with his love of the current admin.
-
GSNone of these experts understand australia, they are all stuck on the housing which is old news and not even an issue. Every time the short Australia I go long and make a killing
-
RGTony is crisp and to the point. I like the way he spoke about trading based on price action not on fundamentals
-
ALPlease make Tony a regular, no less than once a fortnight
-
CBI said it before, I will say it again. A real trader, who watches the tape, with real trades and one that has a cogent thesis to go with it is 10x better ( for me ) than robust intellectual debates between smart people that offer no actionable information. Kudos for having Tony back. I encourage RV to look for more of the same. And, while I am making requests, I might as well ask for a technician now and then. They used to appear every so often but have long since disappeared. Thank you!
-
GKGreer is just brilliant!
-
MJGreat, weekly thanks!!!
-
KSLove, Tony.
-
UTgreat conversation, in my opinion Tony is one of the best guys for the daily briefing... trade the wave carefully but enjoy the ride...
-
TCVery good Ash. One of the best interviews
-
PBSuper useful conversation! Thanks a lot!
-
VGAsh is a great moderator!
-
JDI like the new format. I also like how the RealVision hosts and guests seem more willing in recent months to talk specific trades rather than being vague. I like big idea macro stuff but that's always better wrapped up at the end with your SPY target.
-
PBDid I hear him saying if rates go up....Yeah right
-
CMI seek macro. Tony says he is about the tape. Big distance there. Once a week is too often for another popular prognosticator. Likeable fellow but not productive for the big picture.
-
MAOH MAN thanks Ash for bringing Tony back and asking all the right questions this is pure GLD for a trader.. If you could slot him one a week will up my subscription! Take Care
-
INIf you are a very active trader/investor and err on the macro side but price movement has confused you, watch this segment.
-
JVTony Greer > Tony Stark. clear and concise. thx.
-
MCA much more coherent narrative from Tony than a few months ago so that's positive. As an Aussie working in markets for 20 years I have a different explanation to AUD strength than yours. Iron Ore prices never really sold off like Copper and other commodities in March/April. Iron Ore has rallied from $70/t to $120/t on Chinese demand and has nothing to do with the Fed. Chinese imports of Iron Ore have been very strong and while Brazilian production was shut down, China substituted with more Australian supply. This sent Australia's terms of trade higher and gave us a record current account surplus. Naturally this sent our currency higher. Australian bulk commodity exports to China have remained very strong even as Brazilian production comes back to full capacity. China is stimulating the supply side of its economy (but not so much the consumption side - ref Michael Pettis). So the strength in AUD has been really due to our trade surplus with China and not so much to do with the Fed. While USDCNY is back to 6.91 there is no real evidence that it is due to China recycling a flood of USD flowing into their system. With Iron Ore prices at $120/t fair value models on AUDUSD are around 74 cents.
-
TCAsh, you need paper towels, I can hook you up. Just send send me dets
-
OMthanks again for bringing back TG. Appreciate it.
-
LLPractical, to the point and done with such humility and kindness. Thank you Tony
-
RICool, bro. Though it might require math, don’t forget that you need to subtract inflation from nominal yields to calculate real yields. The calculation may change your mind on selling gold rallies. Then again, you’re a price bro so you’ll catch on soon enough.
-
JDLove the true talk. Yea things are overpriced but... the Fed. Respect this analysis so much more that somebody trying to give some rational for why this makes since outside of government policy.
-
MDAnother great interview Ash, Tony always steps up to the plate. "Stay out of the cat-fight..." It's so tempting (the auto company known as Tesla).
-
DSGreat DB. Moving fast with TG covering everything. He looked manic that we "Might" be starting a new up-leg! Like the no boundaries part. Literally uncharted territories.
-
MCMark Haines... The Church of What's working right now...;)
-
MHThanks ash for bringing tony again
-
MMA great trio on tonight’s show, Tony never fails to inspire me to grab the bull by the horns! thanks rv and keep up the great work Ash.