Comments
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OCCan this be captioned please? Thank you.
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LSI still don't understand how people don't understand that flattening the curve means you get the same volume over a longer period of time. Of course Sweden's numbers are worse so far, they did that on purpose. They took the medicine all at once. Conversely countries like mine (Australia) are the envy of the world because of our quick, hard reaction but I can't help but worry that we have sprinted into the start of a marathon. Too much short-termism. It's how things will play out over years and decades that matters.
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SBThe market presuming that political risk has been removed may be premature. The GSA move doesn't mean much. Trump has not conceded, the court cases are ongoing and the Sidney Powell lawsuits go even further and allege foreign interference. No shortage of political landmines.
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NLBoys, I can’t thank you enough for this update. Even though I am watching it on Monday afternoon in Sydney, I still find it highly informative.
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WEForget ETH, Cardano (ADA) is the one you better start paying attention to. Also XRP had the biggest move over the past week.
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PPAll the talk about covid 19 death rates ...doesn't square with this new Johns Hopkins report which indicates that total deaths in the US have not changed and in reality covid 19 has been blamed for deaths that prior to covid would have been listed as something else. Very Interesting...worth the read. https://web.archive.org/web/20201126163323/https://www.jhunewsletter.com/article/2020/11/a-closer-look-at-u-s-deaths-due-to-covid-19
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JHNext time try roast duck.
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RCHalf the energy complex is outperformed cryptocurrency’s over the past month and all we get is bitcoin, bitcoin, bitcoin. Come on guys. Enough with the infomercial.
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DGThe following is from page 14 of the Nov 20th DB transcript. Time minus 21:28 Ed HARRISON: Here's another one for you. We've got a question from Frank who says, would you add to a BTC position now? RAOUL PAL: I would suggest that wait for a pullback now. Something like a 20% sharp pullback is a great opportunity to get longer. Overall, I've been just ongoing adding every time there's a correction. We haven't had another correction for a while now, so let's just wait for that. Because even though you may be holding it for the next three years so you don't really care, it never feels good to go into a trade and suddenly see it go 20% against you. So it always feels better to be on the front foot to wait for a correction, wait for that sharp 20% sell-off, then put your money in. Get your ducks all lined up in a row, get the cash ready to allocate, wait patiently for a correction. And most people have a bit of Bitcoin now while many people have been following me. So that's OK-- you got a cool position, so wait for the opportunity to be on the front foot not the back foot. Because buying screaming highs might work out for a while. But if you get it wrong, suddenly it's in your face very quickly. ALL I KNOW IS FRANK JUST GOT HIS MONEY'S WORTH FOR A WHOLE YEAR OF REAL VISION PRICING. GIVE RAOUAL IS FREAKING DUE, BTC TOPED OFF YESTERDAY AT $19,605 ON THE FUTURES AND CLOSED TODAY AT $16,995. 20% DOWN FROM THE HIGH IS $15,924 FYI. I'D SAY WE ARE ON PACE TO HIT THAT NEXT WEEK OR SO.
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BAI could be wrong but I have a vague memory of a Janet Yellen interview from either Q2 or Q3 this year where she advocated the Fed buying equities, as many other central banks around the world were legalized to do so.
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spgreat chat fellas. wondering why nobody is talking about this big bad dollar? sitting at a pivotal point. https://www.tradingview.com/x/WeCTnh0l/ id expect a pop upwards in dollar to correct the S&P on this massive megaphone as well. thoughts? https://www.tradingview.com/x/ZQPDVaRX/
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DKEd, there is an Independent Party. So, do you belong to that party or are you unaffiliated?
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SSAs always, excellent piece, Ed and Ash. Much appreciated.
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GFI noticed something odd about the spread between Bitcoin and GBTC. GBTC touched a high Tuesday morning (Nov 24) of 24.06, and then closed Wednesday afternoon, 4:00 p.m. EST at $20.72, down 16%. Over the same time span, Bitcoin traded only slightly down, about 2.5%. But then at 9:00 p.m. Wednesday night the bottom dropped out from under Bitcoin and in the next 19 hours it dropped by nearly 15%, marking its bottom at 2:00 p.m. EST on Thanksgiving day. I'm not sure which was the cart and which was the horse, but it sure looks to me like someone holding GBTC knew Bitcoin was about to take a spill and sold a large position before the market closed. And over the two trading days, about 40 million GBTC traded, roughly equivalent to 40,000 bitcoin, without moving the Bitcoin market much. GBTC = Greyscale Bitcoin Trust. 1000 GBTC = 1 Bitcoin (approximately). I hold it in my IRA as the only practical way to get exposure in an IRA. The premium to Bitcoin varies, but not normally in this manner. Any thoughts or comments?
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BSSuperb! Always love the banter between these two class acts. Thanks for showing up for the half day session and putting in the work to deliver another excellent RVDB.
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BKThanks Ed and Ash. Have a great weekend.
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SNSo funny how you guys become so bullish at the market high. I was betting against your bear view all the way up. Shorted the small-cap today.
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MJTrumpy will go down to Georgia and tell his fans that the voting machines have been fixed, "believe me", and the Dems will try to cut through working class concerns about voter fraud and the "extreme socialist agenda" by aiming directly at their wallets. "Would you accept a $10,000 cheque from a black trans gender lesbian communist sir?". It should be a hilarious spectacle, I can't wait. If I had to bet, (I am betting), I would say money talks. My inflation hedges are quivering with excitement.