Comments
Transcript
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TCGood questions Jack great job
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MTThere is no doubt at all that Biden will win the popular vote.
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TCIt would be better to keep political commentary out of RV except as it actually relates impacts on Macro/Micro conditions. The comments made by TG about the WHO are factually incorrect and that doesn't help me understand his position, unless he is saying a preponderance of people believe the fallacy... Let's get to substantive stuff. For example, if Biden wins, the GOP will suddenly become deficit hawks and we get no stimulus until Jan 20. Now that is important... Talk about that :-) Other than that I enjoy listening to TG.
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MJYou're assuming fellas that the polling outfits just shrugged their shoulders last time and did nothing to improve their systems and processes in the last 4 years. Is that what you would have done? I think the Economist is on the money or is close. There are no big Biden rallies it's true but hatred for Trump runs wide and deep and with good reason. The Dems could put up their Donkey and win this one. Of course I could be wrong and if I am then I will have to say you're a bloody weird crew over there...
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JVI am not a fan of Tony. In the future, I will just skip Tuesdays' video going forward. He just states narratives (Hedgeye would call him a "Macro Tourist") without providing much fundamental or a balanced analysis. By the way, the most popular narrative about why the market was up recently was because Wall Street sees a "Blue Wave" coming as Biden has widened his lead in the polls. It is viewed that the Democrats would provide a much bigger stimulus than the Republicans and that would be good for equities. If Real Vision wants to interview someone that is permanently bullish, hopefully they can find someone who provides more data and objective analysis that will support their view.
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MANo inflation yet? Shocker..
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JDI am buying most of what Tony is saying, but he implied if Trump wins through voter suppression and a favorable Supreme Court decision, I don’t see how that could be good for markets. Seems like a lot of variables are being held constant.
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pkGo and watch “ totally under control” you just convinced me that you all don’t give a damn how we do an a country and the other leg of the K. As long as you can make a buck.
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CMScore today: Jack 33.8 billion Tony 0.
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DSThe World Health Organization - WHO - in discussing the economic harm to poor people resulting from lockdowns is not saying that the number of cases of COVID will not continue to rise. The US had over 66,000 new cases today and the total for the world was over 400,000. Even if everyone could get the best health care like President Trump, we have several years to deal with the pandemic and economic effects. We must open parts of the economy or we will all be poor. This means many more will contract and spread COVID. There are no easy solutions. Without the US government giving away tons of printed dollars the economy would have tanked. The government will print trillions more dollars regardless of who is elected. As in the past, the Republicans will try to save the wealthy while the Democrats will try to save the poor. Both are trying to gain power from their electoral base. If you are as good a trader in the market everyday like Mr. Greer, you should be able to weather the storm. If not, think about it. DLS
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MAHey Ash.Love the fact you spent the extra time with Jack to go over the Banks.So important!!.Carry on !
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GBTG thinks that Trumovwill legalize weed on re-election? lol..
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LKI always enjoy TG's perspective, especially when it disagrees with mine. It's interesting to hear interpretation of the election signals from the S&P and polls but not prediction contracts; is there any reason this data point has been ignored?
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ABGreat charts, Jack!
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PBJack, Ash and Tony, this was great again! Thanks!
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RYThe TG Tuesday Daily Briefing is superb - the chemistry between Ash and Tony works so well. Excellent.
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TJI find all the negative commentary absurd. If you don't like Tony or his views, why bother watching him unless you have all the time in the world? There is so much content (almost all valuable) on RV these days we are spoilt for choice and I personally could not hope to watch it all so I certainly would not torture myself watching someone I did not like or agree with time and again. Personally I love Tony (as well as Ash and the other RV hosts) and his views which is why I never miss his slot.
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LBPlease send this to Tony: https://www.youtube.com/watch?v=IueQq34rgZI
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TRAgree or disagree, the function of RV content is to expose each to insights you wouldn’t/haven’t received from your previous source(s). I would wager that few who watch this site have the day-to-day trading experience or market awareness of TG. And those that do (whether they agree or disagree) have no issue with his interpretations of the tape. If you’re making over 1000 trades a year, all ideas are welcomed.
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DBThanks, TG!
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NLthanks guys. Tony, love your honesty.
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ADLoved Tony going through how he manages positions and risk/ reward. 101. Best daily briefing I've heard for matching up events with theory with practice. Many thanks, Adam
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JSGentleman, fine job 'tip toeing' the political mine field in your analysis. Many will be triggered, but you both discussed the topic professionally.
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DMTony: Any thoughts about CCJ / Cameco, if you're following it?
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BFAsh... I miss the dramatic openings from the past "This is the Real Vision Daily Briefing"! I would be shaken to my core hanging on every word of the DB to get the morsel of info I needed to finally crack the market secret. Now, with your new toned down intro, I have a little less energy going into the DB and feel I might be missing something. On a serious note, I still believe RVDB is the best 30 minutes in market news and information. Strong leaders of the program and stimulating guests. I appreciate the work that you, Ed and the team put in to make this daily work. I love the guests like Tony and Roger... always great content and insight! Keep up the good work!
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MRLove T.G., calling balls and strikes dispassionately. Love the the end focusing on stop loss strategy. This is what moves the needle thanks!
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SCGreat Hair Tony!
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SUThe commentary Tony Greer provides is excellent, many thanks. And thanks to Ash as well!
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GHThis is good TG, as opposed to political TG. I get the momentum bull thing but really struggle to mesh it into what looks like a dire fundamental outlook. Play to the tape is probably best advice.
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CTseems like some of the commentators don't like hearing the opposite side narrative. People don't seem to recognise the value in this and how much it will improve your investing/trading
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MoHow about bringing ALEX BARROW from Macro-Ops once a week. He's a brilliant chartist and could add a different perspective on the daily briefings.
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ABWe are truly spoiled for bread and circuses this year. Thanks guys
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JARegarding FAANG, the price action doesn't tell the full story. When VXN and QQQ go up at the same time, that tells me we are getting pretty long in the tooth here. The wrong article comes over the news wire and spooks the speculators and all of a sudden all of the bulls become bagholders. Till then, Tony's view drives the market.
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VNwhat is the soft-spoken speech at Davos you referenced?
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JNI disagree with about half of what you say TG. One of these tuesdays you will be announcing to all of us that tech is getting slaughtered and we are in deflation
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BEGuys, which was the Mike Green video that TG spoke about in this Daily Briefing? I'll put it in the watch list. Thanks!
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VNno need to apologize for a deep dive into banks eps. That's the real value, having a meaningful look behind the headlines. Thx, Ash.
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RMTony's opinion about why market is rallying (Trump recovery from Covid, Trump re-election) goes against the Fintwit feed on Twitter where everyone is saying it is because of the impeding Blue Wave leading to more stimulus and reduced uncertainty over results. Headline from Financial Times today: "US investors pivot to ‘blue wave’ as odds favour Biden" where certain stocks are rallying based on a possible Biden win. Also agree with a poster below that polling companies have probably worked on their processes since 2016.
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FAI feel like the inflation trade in commodities began to stall as soon as Powell came out and said he was willing to let inflation ‘run hot’..? Just me?
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JDGreat information! Thank you all. The banking information was good..Diamond previously over reserved to make Q2 numbers look better. Tony has his finger on the pulse and like every good trader, his first loss is the best loss..
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dwI know that TG is a solid dude and an intelligent trader. But I feel his market commentary has added less value with his recent Tuesday weeklies. By presenting him on a first Tuesday of each month the scope and depth of his trades may resonate a bit more.
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MDSounds like a good hedge is to use the odds from the betting agencies (who might rely on the pollsters?). Odds probably as good as the convexity of options. Always enjoy the TGT RVDB - thanks Ash and Tony.
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SNBrexit deadline is 15 October so watch Pound falling as a possible reason for Dollar gaining. Reasons for Dollar move may be outside US