'Big Short' investor Michael Burry warns of a massive bubble and epic market crash

The Money Still Flows
https://fedguy.com/the-money-still-flows/

22.07.28【豐富│財經起床號】黃詣庭談「聯準會最新利率決策會議完整解析」
https://m.youtube.com/watch?v=AHEFP7LpfxI

https://www.clevelandfed.org/our-researc...sting.aspx

‘‘I've lived through enough bear markets to know that if you get aggressive on the short side, you can get your head ripped off in rallies.’’ - Stan Druckenmiller

I am humbled but I also see opportunities....
I saw the fed meeting as hawkish but the market saw it as dovish

Summers on the Fed
https://m.youtube.com/watch?v=P6reu7qppUw

Dudley: Fed Will Hike Rates More Than Expected
https://m.youtube.com/watch?v=kNGaZ1zh1XE&t=11s

https://mobile.twitter.com/MacroAlf/stat...9810990083

Which brings out the fed member to come out....

https://mobile.twitter.com/nglinsman/sta...1699387394

https://mobile.twitter.com/nglinsman/sta...9934498816


Last but not least....
https://m.youtube.com/watch?v=RFcKLuR8G9A

A good watch on s&p and gold

When It All Comes Crashing, Only These Two Assets Will Save You Says Chart Master
https://m.youtube.com/watch?v=4lK4OLPDdL4

(30-07-2022, 11:54 AM)Behappyalways Wrote: ‘‘I've lived through enough bear markets to know that if you get aggressive on the short side, you can get your head ripped off in rallies.’’ - Stan Druckenmiller

I am humbled but I also see opportunities....
I saw the fed meeting as hawkish but the market saw it as dovish

Summers on the Fed
https://m.youtube.com/watch?v=P6reu7qppUw

Dudley: Fed Will Hike Rates More Than Expected
https://m.youtube.com/watch?v=kNGaZ1zh1XE&t=11s

https://mobile.twitter.com/MacroAlf/stat...9810990083

Which brings out the fed member to come out....

https://mobile.twitter.com/nglinsman/sta...1699387394

https://mobile.twitter.com/nglinsman/sta...9934498816


Last but not least....
https://m.youtube.com/watch?v=RFcKLuR8G9A

Market is supposed to be forward looking and tries to price in things up to 6months ahead of it happening based on current news/data. Powell did say FED might reduce pace of rate hikes, so market thinks rates will max out at 3%+ , inflation will come down so acceptable levels and FED will PIVOT early next year.

Looking back last week a trader did mention buy signals for growth stocks even before the earnings and FED announcements. I thought he was a bit too risk taking but looks like he was right. He does say probably last rally before everything rolls over. 
https://www.youtube.com/watch?v=QwOMJexHLIk

(30-07-2022, 11:54 AM)Behappyalways Wrote: Dudley: Fed Will Hike Rates More Than Expected
https://m.youtube.com/watch?v=kNGaZ1zh1XE&t=11s

Which brings out the fed member to come out....

As Bill Dudley said, the fed member will have to come out and said the market is wrong ...one thing to take note is that Powell said he is focused on data...so he will be paying attention to the inflation data and job employment data which are lagging indicators.. which will show him that inflation is still high but job market is still ok... that's why I saw his statement as hawk rather than dove...

Are we in a recession? It doesn’t matter, Fed official says: ‘I’m focused on the inflation data’
https://www.cnbc.com/2022/07/31/are-we-i...-data.html

Fed sent out dove Neel Kashkari to sound hawk to 'signal'
to the market.... let's see if the market listen or decide to FIGHT the fed.....

Fed’s Bostic Says Economy Probably Isn’t in Recession, More Rate Rises Needed
https://www.wsj.com/articles/feds-bostic...1659114822

https://mobile.twitter.com/AndreasSteno/...2407293952

https://mobile.twitter.com/JulianMI2/sta...5002474498


Hawkish FedSpeak Slams Stocks Into The Red
https://www.zerohedge.com/markets/hawkis...stocks-red

Cleveland Fed's Loretta Mester still sees Fed funds rate going above four
https://m.youtube.com/watch?v=QzkxdIthuXA


Warehouse Space Is All Of A Sudden In High Demand As A Looming "Reverse Bullwhip" Inventory Glut Looms
https://www.zerohedge.com/markets/wareho...glut-looms