Comments
Transcript
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JAGreat yarn. Roger is in a league of his own.
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OMRandom question: Is Roger a CFA charter holder?
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AWI’m always interested that RV and Hedgeye both talk about the performance of tech and the Nasdaq. YTD the top performing sector is the Gold Miners as represented by GDX which is up +15.8% YTD Wondering why this fact doesn’t get more attention.
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DREURUSD is past 1.11, I don't know how we haven't seen this addressed this week in any daily updates, unless I missed something? Hopefully Raoul or someone talks about it today?
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GMRoger - re. your point about rotation signalling distribution, could you not argue that it also signals improving breadth, which could actually be bullish?
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IPDear Roger Hirst, don't you look at breakeven rates? I noticed that the 5y forward breakevens are turning up in Germany and US, those are not liquidity driven and they tended to anticipate in the past, I hope you may comment the usefulness of these indicators.
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jRVix and 10 yr rates say suckers rally that will take the elevator down at some point
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BBOne of key take away points that must be stressed is any companies with strong balance sheets will become safe haven assets in a downturn . Think Apple , Microsoft , google . With liquidity provision at record highs there is significantly more money in the system chasing fewer quality assets. The new norm will be buying safe haven growth stocks in any risk off environment . If you want a comparison look how German bond yields traded over 2012/2013 crises
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DZAfter hearing Roger talk about "death by a thousand cuts", small businesses going under and rising unemployment I started to wonder if, as far as the equity markets go, if wealth inequality hasn't reached the stage where the bottom 80% or so of the population simply doesn't matter anymore because they don't have enough money to have any effect. Perhaps equities can go far higher than we all think.
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NJThe AMA should be interesting... Is Raoul doing a cameo appearance ? ;)
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DCAlways enjoyed hearing from Roger. Excellent video :)
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CGI almost missed this because the thumbnail said Wednesday!
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SSAwesome. Thank you guys.
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NLRoger hirst is my hero
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DRJust a thought to add to the expected fall in stock purchase volumes from unemployed and cancelled buybacks... what about companies dropping their 401k match for existing employees? That could be significant
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GBJust noticed some of the overlays on the title of the videos are wrong (i.e. this thumbnail said Wed 28), great content however!
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SSHey lads, I thought Tony Greers SPX top was approx 3300, not 3030? I could be incorrect.
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SPAlways interesting to get analysis on the potential directions of the equity markets and the reasoning behind it.
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GSIve been long pretty much since Powell said "äll it takes" . I will go short when liquidity stops. The macro stuff is irrelevant to stocks, its been irrelevant for 10 years minus 2018 when they tried to tighten. Why is it so hard for you guys to get that
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AICan't go to bed without watching the daily briefings. Amazing work gents. Really appreciate all the knowledge and insights shared in these videos.
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ERQuestion for the first part all the companies doing great now the tech companies Amazon Zoom Facebook they deliver a service not a product or I am seeing wrong? I believe the people need the final product I understand the service of delivery now how we build the product safety in order to put it on those companies a product such a jacket for example? thanks and amazing news again
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SSRoger said he wants to get into stocks once we hit ATH. Sounds like a FOMO Trader. No thanks.