馃摚 Create Blog for Traders!
Stop Watching news - Start Making it.
START
This forced $13.8 billion pension fund inflow into equities is the biggest head-fake of the quarter, and I'm not buying it. While most traders see the Goldman Sachs note and think 'bullish,' I see it as exit liquidity. This isn't conviction buying; it's mechanical rebalancing. The real, conviction-driven trade is happening in hard assets, and this ...
The wire lit up this morning with a Goldman Sachs note calling for over $13.8 billion in US equity buying from pension funds. With two days left in the quarter, this is a massive, forced bid hitting the market. Most traders see this as a bullish signal. I see it as the perfect liquidity event to sell into. This isn't conviction; it's a mechanical r...
A study just found Prince Harry's memoir is the UK's favorite book to read on the toilet. I鈥檓 not kidding. This is the perfect metaphor for 90% of the financial 'news' you consume every day. It's disposable, it's entertainment, and it has absolutely no bearing on your P&L. It's designed to pass the time, not build wealth. Most traders are drowning ...
This sell-off in precious metals is a gift-wrapped entry for anyone who missed the last move. While everyone is panicking about the biggest drop since January, I'm seeing a classic weak-hand flush designed to shake out the tourists before the real trend resumes. The herd is selling, and I'm getting ready to buy.
A sharp selloff is unfolding across both precious and industrial metals:
Industrial demand for silver in China continues to be extremely strong, while domestic supplies are tightening, according to Bloomberg.
