To The Moon – The Rainmaker

Published on
November 19th, 2014
Duration
9 minutes

To The Moon – The Rainmaker

Presentations ·
Featuring Alejandro Reyes

Published on: November 19th, 2014 • Duration: 9 minutes

The Rainmaker is back with a new perspective on the events of October 15th. He reviews the fall in oil and the implications for low inflation, shale drillers, and global growth, as well as touching on the implications of a strengthening dollar on global investment flows.

Comments

  • CS
    Carl S.
    1 December 2014 @ 01:21
    I don't understand his line "the day the dollar stops rising is the day they start QE4". Isn't one of the ideas behind QE to weaken the currency so why would they only restart QE then ?
  • GC
    Gary C.
    24 November 2014 @ 22:44
    Those struggling to understand the Oct 15 treasury mkt drama (like me) some clarity by Jeff Snider at realclearmarkets.com , Oct 21 "Treasury Mkt Crash.."
  • JH
    John H.
    24 November 2014 @ 06:12
    at 4:13 he mis-spoke, he said "the pop prevention team is stopping the price of treasury bonds from falling thru the floor." he means yields. they're trying to stop prices from exploding UP in price.
  • LH
    Larry H.
    23 November 2014 @ 01:12
    Clear , thought provoking, helpful. Look forward to next time. Larry
  • WH
    William H.
    21 November 2014 @ 12:22
    Pleased that you will be providing updates in the weeks and months ahead. These will be momentous times in the financial world
  • BM
    Barry M.
    21 November 2014 @ 01:07
    Very enjoyable & well presented, I will look forward to the next one
  • LP
    Lynn P.
    20 November 2014 @ 22:46
    Concur with the other comments. I will be following this guy.
  • JC
    Joel C.
    20 November 2014 @ 08:27
    on the third point of DXY and gold.. really? .. http://www.zerohedge.com/news/2013-07-08/about-supposed-correlation-us-dollar-and-gold
  • sp
    shashwat p.
    20 November 2014 @ 06:59
    And so the charade will continue till FED blows through its own credibility after which we get a gap down in US assets... good luck with all the vol
  • JF
    Jennifer F.
    20 November 2014 @ 05:47
    He speaks slowly and explains things brilliantly. Very easy to follow. So glass you found Alejandro.
  • SL
    Steven L.
    20 November 2014 @ 03:58
    I'm trying to understand this content better. If the Fed sold the treasuries to meet the trillion dollar demand, wouldn't their balance sheet reflect this?
  • PW
    Phil W.
    19 November 2014 @ 19:03
    Very nice, it looks like we have our very first series......Looking forward to the next
  • CC
    Christopher C.
    19 November 2014 @ 16:41
    RealVisionTV keeps surprising me.. To the upside! Great work fellas! Keep it up.
  • DN
    David N.
    19 November 2014 @ 16:00
    Alejandro, your critical thinking around macro events and how to play them as a retail investor are simply brilliant. The Rainmaker is a shining example as to why the content on RVT is so incredible.
  • SB
    Simon B.
    19 November 2014 @ 15:52
    This should prove to be an interesting series