Comments
Transcript
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MBWell that aged well.
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CMWhere's my MACRO? This is just a pile of dopamine stim.
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APGreat interview, Ash could you have coverage that deals with rotation, eventually towards EM stocks?
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SBAnyone know more about this options trick large punters are using to push specific stock prices higher? Apparently they are buying large numbers of cheap OOM calls, for pennies, which forces MMs to have to buy a set proportion of the underlying, creating a self-fulfilling prophecy as MM buying disproportionately pushes stock higher. It would be in an interesting discussion for a future piece.
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DMhttps://twitter.com/TgMacro/status/1299304887709294592 https://twitter.com/TgMacro/status/1297868660917362688 https://twitter.com/tabongkima/status/1297874176527798273 https://twitter.com/oUSA_JEDIo/status/1295672741014757378 And retweeting Qanon... No thanks
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FPI think it would be cool, if the Daily Briefing is going to have a day dedicated to technical analysis discussion, to actually discuss the TA. Maybe more charts and trade analysis/construction, or discussion on what Tony specifically uses to come to his bull/bear conclusions. Of course not expecting a full on TA class, but including more of those aspects would be a nice addition. Rather than just listening to his narrative, which is just a story, of what the price action is telling him on a day to day basis. If equity markets were to start crashing in a month, the narrative would change. IMO — the mechanics of the market, perspectives on the “deflation v inflation and FED”, fundamentals on sectors is probably better left to those guests who are actually studying the macro/micro of those details to be ahead of a curve in those aspects. And I mean no disrespect to Tony whatsoever, I think he’s a fantastic guest, I just think actually discussing the things that make up his skill set, which has been stated is technicals, would be more valuable to the viewers.
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LBI'm willing to bet that when the market drops 50% in the next year, Tony will say one of two things: "How could we have seen this coming?!" or "I completely knew this would happen!"
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KDBullish after historic gains after months of bearish sentiment on daily briefing. Can’t wait to see how this plays out.
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JSFinally a bull based on momentum. I take this interview as a market roof. I am personally shorting tonight.
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XMI’m of the opinion that TG Tuesdays needs to happen every week. No one can explain these markets as succinctly as Mr. Greer. See you at the festival tomorrow gentlemen. Cheers.
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RMOnly issue today is the term "Fed is going to let inflation run hot". Fed has been trying to do this for over a decade. Lots of smart guys like Rosenberg and Hunt make good arguments on how the Fed doesn't control inflation and that QE is actually deflationary. From Tony's perspective, short term, that is pushing the market higher. But chances of a deflationary environment for the next year vs inflationary.
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RMAnd to add, today my 30 year old daughter who knows nothing about finance and investing texted me about investing in Apple. Said her friends were talking about it. Told her it was trading over 8x sales (recall Ellison's comments about Sun Micro in 2000) and to stay away. Analogous to the shoe shine guy or the Uber driver.
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OMExcellent,thank you.
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jWI remember in 2000 everyone knew the internet bubble would burst, but everyone also thought it would last just 1 more day...
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PSThe GOAT is back
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DLAlways enjoy TG's commentary. One question: at some point, the markets will change. Are you hedging your positions and, if so, how?
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WRAny suggested etfs to track a basket of base metals?
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PBSimply superb again! Thanks a lot!
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EPTony Greer is great, on the money, very useful stuff, and most importantly helps us make actionable informed decisions
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JHEvery time I see that it's T.G. on, I get my pompoms out of the closet. It's nice to see his enthusiasm, since nearly every other thing I'm seeing/reading is bearish except for a few, select trades.
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MJGreat!
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JDTony is the man
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ABExcellent RVDB, thanks. A more technical update like this once a week is a great idea.
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AIScene of a dimly lit room, the shadow of a figure slowly swinging back and forth in an armchair. A red candle on top of a barrel shades the Apple next to it and the man's face across the room in flickering orange. He seems to be smiling. It's more of a grin than a smile as he's skimming through a paper in his hand. "McGuinness' Stock Observer" - heavy prints of lead lettering are clearly visible through the backlit cheap paper. Satisfied of what he's seen, his head tilts backwards, the newspaper slowly lowered and eventually slides off his hand as he goes to sleep. The red candle continues to burn, held in place by a small splash of molten wax. Like he always does it. Every night, just before reading the Observer. <Fade to black> Scene of a burning house...
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DMPlease return to macro. I don't need to hear ideas based on "the market's going up because Trump will be reelected."
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WWOutstanding reality check!
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CBTo RV - Thanks for listening. I think you'll find that there is a whole untapped audience of traders that are hungry for the type of timely, market-based, actionable info Tony shares.
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MSAlways appreciate your thoughts Tony
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PBUSD is on the Floor like everyone else now...It's not likely to run higher
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SGTony is still the man.
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MAHey Ash/Tony I have a question? What was the dollar and yields doing when the FED threw their 3 trillion Bazooka at the market?.. Yields dropped and the dollar shot higher. just because the FED says they will let inflation run hot when Q,E is deflationary. BTW AAPL is up 1 Exxon in last 48 hours..Thanks Tony..
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DRJ-shaped recovery??
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MHThanks ash
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ADRe: Oil, it will be burnt until the battery metals are mined
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JSAnd forgot to say I think if we have tony one time weekly will be great to have one day of market sentiment from a more propietary perspective
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MCThe house is loaded again with dynamite, gasoline, propane, and an A bomb, just like going into Feb. Cue black swan...;)