Comments
Transcript
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FLTony If you are excited about fossil fuel, you have really missed the point mate! and i`m sorry that you need money so bad that you are willing to buy fossil fuel stocks, give them a miss, be smart... please understand the difference between making money trading assets of companies that promote a sustainable life on the planet vis a vis deployng capital in those businesses that destroy our planet... do you have kids? wtf!!!
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NKThis interview with this heinous jackal salivating over making money from trading big fossil fuel stocks while abrupt, runaway climate change is literally burning down the forests of the planet right now on a record scale never before seen in modern human history is an obscenity. Literally millions of people in this country in the Western United States are reeling from the savage disruption to their lives by fires that fossil fuel companies methodically prepared the dry timber for with their decades of CO2 emissions after it was known and proven that their product's "externalities" was causing rising air and now rising ocean temperatures and incredibly Real Vision produced this interview at this time?! I urge the subscribers of Real Vision to demand that it re-evaluate its mission, its editorial content and demand it take a stand with 97% of climate scientists and the growing groundswell of public opinion calling for real, meaningful remedies to arrest the climate crisis and stop promoting the very companies and individuals like this "trader" who are hurtling the human species towards it own extinction.
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MSCurious to know what would it take for tony to see to change his tune on the inflation narrative
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MFThis is what the DB should be about. The day and at most the week's outlook, drivers, and movers. Tony is very well suited for this, adding excellent insight, based on years of experience, in a punchy, actionable way. Save the longer-term, bigger picture analysis for other thought pieces...Daily Brief..at least on Tuesdays with Tony is a great overview of what is moving, rotating, what are the salient things to focus on, and where he puts his neck out with specific ideas in the here and now. Well done Tony, again, and pls keep the Daily Brief relevant to the specifics of the day or week and put the longer-term ideas for other areas of RV. Thanks RV for great content, as ever.
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MAIf the FED really wanted inflation to run hot they would stop Q.E because QE is deflationary by design. After trillions in stimulus and still no sign of widespread inflation anywhere what makes anyone possibly think it will just simply appear in the middle of a global pandemic is baffling to me. The FED's mandate is to kill inflation not to create it especially with the uncertainty of an upcoming election.I don't see the lending standards in the banks will want to loosen any meaningful way given now an ongoing scandal. Preserve capitol at all costs will be their credo..
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DRHey TG, my idea on energy stocks is they are beat down right now respective to oil price because of the election and potential for policy shift. I would be looking for that big bounce to occur on a re-election of the incumbent president. What do you think?
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DMI get it. Tony is driven in large part by politics. Follow him on twitter. As such the fact he's totally called energy wrong (see his last couple DBs) is because of the "shut down". But energy stocks have been falling since fourth quarter 2018. Then he goes on to blame Obama about banks falling in 2011? Maybe he should take note that the economy was falling as were all stocks. Easier to blame on Obama. Tony makes me laugh. He's obviously getting frustrated. Odd because with that top notch technical analysis (use the 50, 100 and 200 day moving average and trends) you'd think he would know energy began falling long before Covid.
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SEPlease keep TG in the rotation. I enjoy the broad scope provided by the majority of the RV team, but Tony’s ideas are more actionable for me & well, he’s just entertaining. TG should challenge Portnoy to a monthly gain competition or something. Somebody make that happen, please.
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jiNot sure if Ash picked up on the Breaking Bad quote hahhaha, great interview though.
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JPReading these comments........... woah is it time to get long oil?
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GPThe permabull moniker typically fits Greer. The TICK index... really? Really a super short term coincident indicator if anything. BTFD is all he jabbered out there. This is a market structure driven rally/selloff market etc. With an underpinning of a massive recession, but that apparently doesn't at this point. A conversation about derivatives, GEX, Vanna, DIX etc is much more helpful. I'm actually in the short term bounce camp, but that's beside the point.
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JADisagree with Tony on Tech right now, but he is sensible about Oil. It isn't a trade, but we are about as low as they can go without companies having to shut down. That tends to create the bottom over time.
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TCI love the Tony Tuesday briefing. There is no way the Fed raises rates. They are going to let inflation run and purchasing power diminish, especially with where the treasury maturity distribution sits. The only question is how big the balance sheet ends up being due to YCC, although the Fed could roll off MBS and chew up TSYs for quite - assuming their MBS isn't already drying up on its own...
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KVAs much as I appreciate the energy Tony brings, I don't see a weekly call necessary here.
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LKHer uptalk makes her unlistenable.
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VMLove Tony's way of looking at the world. Such a fresh perspective in a sea of doom.
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RTno follow through = slope of hope, nice bounce to get the suckers in. it's not as simple as he'd like to make out - very dangerous to listen to a guy talk his book.
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PBReally good again! Thank you!
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JSTony is do technichally perma bullish biased. I wonder when he will be bearish.
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DSI like Mr. Greer's traders perspective. Keep up the good work. DLS
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SHGreat update. I like these shorter time horizon updates. Really compliments the longer time horizon macro content on the channel. Keep it up!
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RGA bit of a perma bull from what Iv seen. Was short term bullish the week before this recent pullback. I enjoy hearing Tony's thoughts because he is on the other side of my mine. Good daily briefing. HAS THE BOND MARKET FINALLY TURNED? Trade Ideas · Featuring Tony Greer
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LPGreat analysis as always. I think Tony mentioned the cannabis industry (specifically he referenced ACB, which took a turn for the worst afterhours following earnings). If possible, kindly provide any further colour on the industry in general from a technical perspective (over whatever timeframe), thanks!
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BAI come from the framework that the "recession/worse" likely has 6-12 months left in it and energy doesn't look like a buy sooner unless we get some serious commodity inflation. This will likely be an epic opportunity, but just not yet. I think it is also important to consider that there are scores of energy exploration, servicing. and other related companies in bankruptcy so when the opportunity presents itself sift carefully.
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DSI'm startin' to understand why Cosmo Kramer reacted the way he did when ET came on the tube...just sayin'
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RTa bit misinformed to say Crude Oil at $40 is production cost - maybe for fracking wells that are costly to run but a quick glance at a 20 year oil chart tells you a very different story and with airlines struggling and hardly anyone commuting take about 10% of oil demand out - and considering we hit $26 in 2015-16 before OPEC panicked to support the price - and considering the actual cost of running an oil well is very very little once it's drilled - the stuff can go to $10 a barrel - if that's all the market will pay - an understand of the dynamics of oil production costing zero - verses oil exploration costs bucketloads - and the supply demand dynamics and the difficulties of maintaining cashflow and bringing product to market is how JD Rockefeller became the wealthiest man ever to walk the earth to date.
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CBGreat show guys. Big banks involved in money laundering... No surprise there.
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ERthanks guys excellent show
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DJNQ Short interest is the highest it’s been since ‘08. Bears beware.
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AHEnergy stocks have been hammered, but there are some that are very well positioned. And they will bounce.
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MHIts tg tuesday
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DSThe money laundering problem through major banks has been in the news for a long time. If it is not reported, I understand the problem. The important point for me is the extent a bank is liable if they filed the paperwork with the governments correctly. I would appreciate any comments if you have an understanding. If not, maybe it can be worked into one of the presentations. Thanks. DLS
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MDI appreciate Haley's news updates.
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BKlove TG Tuesday, always great to get his thoughts