在某种意义上，炙烤三文鱼更像是一种对现代生活方式的隐喻。那薄薄的一层焦香，恰到好处地掩盖住了生鱼片过于腥鲜的直白，让人觉得自己既没有过度纵容味蕾，又不失“讲究”的仪式感。每一口下去，都是在这种微妙的平衡中享受着自我安慰
FED REVERSE REPO FALLS BELOW $300B for FIRST TIME SINCE 2021. THIS IS BULLISH GUYS. This means that instead of full out QE, which as I mentioned may exacerbate carry trade, Fed is reducing QT. This is increasing liquidity into the market and that = bullish price action. Fed is playing it well.
THIS IS ABSOLUTELY KEY. AND MANY WONT KNOW ABOUT THIS PROPERLY.
Reverse Repo is a QT measure. By it falling, Fed is tapering QT to increase liquidity in the market.
All the signs do point to this being a good buying opportunity.
SLOOS report also showed that liquidity is increasing.
VIX and CDS are not matching up. Credit Default swaps are higher, but not unduly so. Still low by historical levels.
What this is telling us is that when VIX comes down signficnatly, this is going to rip higher.
May take till after Put delta expires in August OPEX for the downward pressure which is basically the friction stopping the market from going up, to expire.
Thats in about 10 days.
THIS IS ABSOLUTELY KEY. AND MANY WONT KNOW ABOUT THIS PROPERLY.
Reverse Repo is a QT measure. By it falling, Fed is tapering QT to increase liquidity in the market.
All the signs do point to this being a good buying opportunity.
SLOOS report also showed that liquidity is increasing.
VIX and CDS are not matching up. Credit Default swaps are higher, but not unduly so. Still low by historical levels.
What this is telling us is that when VIX comes down signficnatly, this is going to rip higher.
May take till after Put delta expires in August OPEX for the downward pressure which is basically the friction stopping the market from going up, to expire.
Thats in about 10 days.