Comments
Transcript
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DBSplitting tech companies or controlling their acquisitions, will essentially remove their dominance. Great for Chinese tech.
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DBTrump's recovery is a positive broader signal, that our health care system has developed significant understanding and treatment for managing the cv. The statistics strongly support strategically opening up the economy.
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pdAsh, great questions.
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JSTony is such a bull... even when he speaks about retracement he calls it „back and fill“. I think is good to have a bull like him. Nice interview to a bull. Ash can you ask him next week: Tony are you bullish? In the beginning of every Interview. Many thanks, Sir.
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MTDon't like social media? Don't use it. Pretty simple. I get a kick out of how people complain about, say, Twitter, as if it's like the water or electric utility somehow messing with their water or electricity quality. You're choosing to use it and let it influence your life. It's up to you to turn it off.
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OC"I always believe that prices move first and fundamentals come second" - Paul Tudor Jones
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IHTony really has a look of Henry Dean Morgan about him. It's like learning markets with Negan lol. Good interview though, I always look out for Tony's interviews, he makes a lot of sense.
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DRWe call people who want to read and spread fake news and conspiracy theories “intellectuals”?
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LBFANG stocks didn't go up, so Tony sees a conspiracy.
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GHReally enjoyable interview. On topic, few distractions and something for everyone. Thanks to both.
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NLLast Friday morning (Sydney time which is Thursday's afternoon NY) I shorted US market and sold my positions 1 hour later on the back of the news Trump testing positive for covid19. Was enough profit I guess but real reason why I sold was because this news muddied my view on how things will play out on the political scene in the US. My reason for buying those shorts was that Dems will pretend to want to deliver stimulus but in effect they will drag the negotiations and crash the markets in order to hurt Trump. Yesterday I bought those shorts back as I thought things settled down and we are back on track for my scenario to play out. Trump tweet caught me by surprise as I did not expect Trump to play this card but when I think about it makes sense. It works in my favor as markets tanked but I did not expect Trump to pull the pin. I was expecting this to be long foreplay with main event in the week before the elections. Trump explained in his tweet what Rep offer was and what Dems are pushing for and technically is presenting himself as reasonable as Rep offer was not as small as many in the media are reporting. I think Trump's team worked out that Dems never wanted to have stimulus before the elections so he is now trying to turn the tables and make Dems look unreasonable - which in my view is probably correct. Just to be clear I don't care who wins. I am no fan of Trump but Dems are not really offering better candidate. It's amazing that these two are the best US political parties can offer to the world but most importantly to their own citizens. Anyway, back to my point, moving forward I think markets will now tank faster than I expected as I doubt Trump will be back to the negotiating table this week. For me now is.. should I sell or should I hold - things will play out much faster and it is hard to read which way this will go even though I still think there will be no stimulus before the elections and markets will tank further. But the very next tweet can turn everything upside down again.
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JFa view from abroad, I'm shocked that the outing of Ms Gina Haspel, and by implication Mr Obama, did not get a mention.
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JATony starting to get "concerned". When the perma bulls start getting wide-eyed as Ash reads the coming Democrat anti-trust movement on big tech, retail needs to pay attention. Tony has become my canary in the coal mine for the opposite viewpoint I hold lol.
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AHpunchy and objective. Thanks Ash and Tony. So helpful
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EPTG Tuesdays are my favorite!
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SLThe market is always rallying on hope of the positive narrative (ie. Trump is in the hospital we will come together and get a stimulus, Trump beat covid and things are improving, someone mentions the word vaccine, big rally). All indicate a hope driven market. HOWEVER, the fact the market dives when Trump dashes their hopes with a tweet tells me, the market knows it is kidding itself. The market is full of fools playing musical chairs AND THEY KNOW IT. Is this wanton lack of concern for their capital (Graham we are sorry, look away) due to the massive liquidity injections? I think not. If QE is deflationary and does not increase money supply. It must be the fiscal stimulus? It is all about the stimulus, the market is PRAYING for its stimulus payday. They are praying even harder for a miracle / imaginary V shaped total recovery. Its not just Robin-Hooders that think they have fiscal stimulus checks on monthly direct deposit? This market ends with the last stimulus check and when the fake news (lol) V-shaped recovery lie is seen for what it was - propaganda. When will that be I ask? We are getting very close I think...
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MAAsh This is IMO the best DB you have ever done covering the biggest issues pertaining to markets!..Keep it up!...AWESOME!!
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JNYou cant be serious.... long tech and natural resources??? Is deflation a concept in your mind? Are you considering the high probability of Quad 4?
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RCWhEw! Ya Baby!! Good Stuff or WHAT eh!!
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JNSeriously TG if you see this comment, go to hedgeye and pay for 1 month of of their risk manager subscription. its 225 bucks but it will enlighten so many things for you....
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JNTG really should sign up for hedgeye risk manager. Theres so many things he is missing...
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VRSo true, Tony, the markets lead and our goal is to follow. Pay attention!
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CWhow would a worsening of Trump's health play into Tony's narrative. Let's remember still a ~10% chance he could get a lot sicker and even possibly die.
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ERamazing recap of the latest movie we watch on the weekend
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DSGood comment Mr. Bennington about conservatives actively opposed to the monopoly power of the FAANGs as well as the liberals. The problem is other countries in the world like China have state sponsored "FAANG'" stocks. It is going to be a fine line to control the monopoly power of our FAANGs while still competing on a world stage against their FAANGs. DLS
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ABmonday was a low volume day!
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MSThe last 10 to 12 minutes is really gold. Very thought provoking.
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JHGreat recap and lessons to take. Cheers.
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JLGreat recap of a wild swing in markets today. Thanks to the stellar RV team!