Comments
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BVGreat analysis. Love how fluid and linked every commentary is. Thumbs up.
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GRDude... bring back the beer toast at the end of your clip.
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LHlovethis man!
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rsSo if rates are going negative what are you going to sell in may? In that scenario you buy both stocks and bonds,,
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DBHey Rainmaker - I love your style of delivery - makes for great entertainment! Thanks.
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FJGreat analysis!
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MRDiego,for sure2:1isn't riskless. if the balance sheet expansion/stock correlation breaks, noone is forced to keep the trade going. in such a case one might put on double weight bonds. time will tell.
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LSI like his presentations, but dont exactly follow what his scenario means for stocks....
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CBGutsy recession call. This runs contrary to most economist projections that the Q1 slowdown was weather related and we'll see a recovery in summer. Let's see who's right.
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AEAlejandro is another reason why I love RVTV!! Grant...Raoul...you two are geniuses, indeed!
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AEAlehandro is another reason why I love RVTV!
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ABRainmaker, your best so far. Keep them coming.
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DdMiguel, a 2:1 (stock:bond) allocation means that, roughly, 90% of the risk comes from stocks. The trade idea might work if QE will, again, avoid a recession. If not, expect a huge drawdown
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iiI agree that the forecasts are too optimistic, expected inflation is down; I have a question though: doesn't Cina QE o ECB QE matter? the FED is not doing QE but the ECB is and money moves everywhere
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SSLove the @NJC chart reference and slight hint of ZH. Side note would love the video HUD to disappear with mouse dead time while video is paused to get a better look at charts.
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MRDiego, you missed the part about the '50/50' trade and the 'one two' trade. If stocks go down during QE his 'one two' trade keeps him exposed to some bonds as a semi hedge. centrral planning = risk
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MRChris... you weren't listening, The Rainmaker said double weight stocks when the fed balance sheet is expenading... and double weight bonds when the fed balance sheet is contracting.
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crSo double weight on stocks, but die in july?????????
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TJBrilliant observations from Alejandro, the Rainmaker and Bond King
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DdVery risky trade idea. If you believe that a recession is coming soon, you cannot be long in stocks even with QE. It is all about risk management at the current stage.
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RAQE-4, Negative Interst rates; Lions and Tgers and and Bears, Oh My! Queue the Rolling Stones "Start Me Up"?
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MRAs per usual The Rainmaker makes it rain. All those expecting liftoff... get your coats and umbrellas ready there’s a storm coming courtesy of The Rainmaker. Thanks for the great reports Alejandro.
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JRGreat research and video. Love how there are charts to see while he discusses it! This guy should have been an attorney -- great speaker and story teller -- I would believe anything he said.
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CWThe Rainmaker keeps it real.
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dbCliffsNotes buy gold & silver and mining stocks.
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WOne two punch. Float like a butterfly, sting like a bee.