Comments
Transcript
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MSFYI I get a lot out of all these. I still am having a hard time wrapping my mind around the various mechanism within the system that you will refer to. For example the Fra IOS. I have a vague idea and you make a minimal attempt to briefly explain what that is which is appropriate for the daily brief but I wish you had a separate video that could be 45-90 sec long per topic that explains a few questions about the Fra IOS as an example. What is it intended to do? How does it reveal extremes in the economy? Why are they being revealed in this indicator now? Something like that. I am highly visual so I need more than talking. I need a charts, diagrams etc to help me SEE how these mechanisms work. This would be greatly appreciated. I try to find stuff on the internet but there is not a lot out there. Appreciate the effort. Cheers
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jsAs long as the conversation ends on fact and not fiction, "maybes" or "perhaps", you'll hear no complaints from me. My gbp/jpy short with wide stop is still in the black, however overall drawdown is hovering around 6% since all this hit.
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RKRoger rocks! Cheers.
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CPThank you RV This is great content!
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BOWtf is happening to liquidity - Eurodollar trade is just about to payoff (DEC 20 99.5 Call) after fed taking rates zero bound, but because of the LIBOR/OIS spread and general counterparts risk aversion of banks, I am now scared this trade wil not pan out as intended. Raoul, any thoughts?
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BKSuper work, thanks much for the agility and creativity! "Daily Briefing" is a great idea. My two-bits: skip the virus headlines and stats at the start, as that information is readily available from a jillion sources. Focus on what makes RealVision unique!
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ACInteresting blog showing "mum & pop investors" are not panicking..... (I know he is not well-liked on here). Why would a person with a 30 year timeframe be selling now? Dow isn't even back at Trump election levels of ~18,800... ritholtz.com/2020/03/buyers-sellers/
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JPDoes this fed move fix the issue with non bank market makers?
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KSThis is great, please continue this as a regular program. Also I want to hear from Raoul more often.
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WMJust excellent. Loved Rogers input.
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AAExcellent. Thanks. Great format and super insightful as usual.
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VHAwesome. That intro reminds of Breaking Bad. LOL. Anyways, keep it coming RV!
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HRThank you RV! Please continue this. Its is a sanity lifeline in a world that has gone absolutely bonkers.
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XPAmazing! Continue this format please!
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PGGreat stuff, I like it! Not a chance we could hear this level of depth and detail in such short time in mainstream media!
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MBThis is great stuff. I would however humbly suggest that you could slow down a little. When you have nuclear bombs you don't need to fire them from a machine gun.
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jeRV: these videos are great and so instructive. Thank you. Simple question though. For those who have liquidity that they don’t want at risk, where is the safest port in the storm? Is it hiding out in short term UST?
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RYThank you both for a cincise daily update ... Looking forward to tomorrow's ... Roger, am a great fan of your Refinitive 'big conversation' which is very very good... Ed, thanks for being a great host ... All the best to you both ...
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AHThis was a fantastic piece, thanks Ed and RV !
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MHGood job! Really enjoyed this update. You may wish to look at some target date funds as examples of the managed money to see the decline in the markets.
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RAThanks RV...right product at the right time....you know, if Raoul and the other Founders dream hadn’t come to fruition 4 years ago, the right people hired and the kinks ironed out (with input from the RV family) this Product would not be available to us when we certainly need it the most. Never been so proud to be an RV’er.
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AmRV - thank you for quickly adding a great format. Even before this virus we saw endless small business closures due to high commercial rents, I do not see this trend reversing until the property bubble reprices - Australian perspective
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TSFed buying Treasuries and MBS, wont they help these non bank lenders?
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JCvery well articulated summary of where things are right now. great idea RV to have this daily.
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CDThis was excellent, timely and full of awesome content! More please :)
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AWGreat discussion, thank you! You two need to protect yourself well from the virus, we need your functioning brains ;-)
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JSHas anyone see the difference between bullion dealers and spot silver - its like 30-60% premium to spot for any inventory on hand. I saw this on twitter - then checked my local dealer and they are out of supply. Has anyone seen this happen before?
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ggRedemption! thanks for making this available to all subscribers. Brilliant, looking forward to seeing another marker briefing from these two gents
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NII thought FINRA had relaxed the supervision rule to facilitate trading from home, but I'm no expert so I could be wrong. Hopefully someone who really knows about this will chime in.
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lyReal Vision you take business broadcasting to a new level! Bravo!
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JGGreat format, needed for these times
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GSRog is on fire! Fantastic!
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CBExcellent.
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LAIncredible- the mkt is one big LTCM- OMG!!! No wonder my shorts are working so well.
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TZThis is the show what was missing from RV!
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DLWould appreciate it if you could improve the audio quality somehow, but another great discussion - many thanks.
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EOGreat Briefing. I especially liked the discussion about market mechanics and market participants.
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FDI am loving this new type of daily recap format. Not something that needs to be done all the time, but now this is a great format. I am really loving how RV has evolved this past year.
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PMA great conversation. The frozen cash flow in the world economy is just too much for the central banks and governments to handle. In the GFC, there were only a handful of participants to worry about. Now they have tens of thousand of businesses to worry about. The unemployment shock is already happening, and it’s going to be horrible. Everything is going to get hit. Yours the S&P. And agree that helicopter money is only a matter of time away.
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DSIf the Fed bails out the hedge funds, it looks like it will end up as another taxpayer bailout. If the Fed picks up all the liquidity, why should we keep hedge funds solvent. Let them go bankrupt as we will be stuck with all the debt. It is apparent that hedge funds believe that they will always be bailed out, so the tail risk is zero. I know that there is a lot more to this, but taxpayers cannot constantly bail out everyone. We are already running a trillion-dollar deficit a year in the US before we even address the problems of Coronavirus. DLS
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ydYes, yes, yes! This is everything that your readers have been expecting for years. Total reversal of all the malinvestments we've witnessed. This is RealVisons opportunity to provide on-the-ground coverage. The I Told Ya So moment! Keep up the great work.
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DSRVTV has been predicting this liquidity crisis when all the passive buyers become sellers for years. This was expected. Let the passive funds tell their members that they cannot get out, because they could not guarantee and an instant sell. Many funds, especially long-term asset holders, have clauses that you cannot get out at the drop of a hat. If they did not tell their investors, then that is their problem. DLS
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JSHey, question about the dislocation we saw between SLV and SIL and GDX and GLD today. Are metal etfs breaking down or did we just see a lot of quants play the mean reversion trade between the 2 symbols? Thoughts?
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JSExcellent
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MPactually end of 2018 was a similar straight down sell off. computers
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SSThe S&P500 fell 50% in GFC 2008/9. A 50% Drop from All Time High of 3400 means surely 1700 is a possibility now.which means there could be a further 30% drop from today.
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GHFantastic conversation. Thanks
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JWI reckon this is just what we need. Looking forward to the new effort.