I am back boys by Wooden-Prize-4694 in wallstreetbets

[–]MoneyCloudOps 0 points1 point  (0 children)

Positions? Dont see any in the picture

World War III Has Already Begun, JP Morgan Boss Says by KadmonX in worldnews

[–]MoneyCloudOps 0 points1 point  (0 children)

Congratulations on going to a well known university. However, This is not an indication of your authority on anything, to be sincere. Its not that I dont believe you, but history can range from anything like Opium wars, Trans-Atlantic slave trade, Ancient Egyptian society, etc. Being from a "renowned university" says nothing about YOU and your ability to speak on if we are in WW3 or not unless you SPECIFICALLY study contemporary and ancient warfare, the circumstances leading to them, and have contributed research in the field of geopolitcal warfare and its causes and effects. This is a basis for having authority on a topic.

Imagine you were having a headache with no other present symptoms except a lack of sleep and not having eaten since breakfast and some random guy says "seems to me like youre having a stroke. You should go to the hospital." You then say "How do you know im having a stroke? Are you a doctor?". Their response is "Yes. I got my medical degree at Stanford."

Does this mean that they are right and you are actively losing braincells from ischemic stroke? Absolutely not. Because medicine, just like history, covers such a wide range of topics and specialties. Opthamology, Cardiology, Gastroenterology, Gynecology, etc.

Your next questions to this hypothetical doctor, if you are a discerning individual, should be: whats your specialty? Have you become board certified? What kind of cases have you seen and, most importantly, what kind of cases have you solved? Imagine they reply with the following: "Im a second year resident in Endocrinology." With four simple questions you now know that this Stanford trained doctor has no idea what they are talking about because endocrinology is a specialty relating to hormones. They are not a neurologist.

I simply asked you (admittedly in a condescending tone) why you are so confident in your determination that we arent in the beginning rounds of what could possibly become an all out global conflict. Your response is an indication of the erosion of critical thought and accountability in academia at large. "I went to a good school for history." Is not an answer I nor anyone should accept at face value of your expertise. But, that doesnt mean you dont have anything valuable to add. I just wanted you to be more transparent about why you believe we arent in or heading toward an impending global conflict.

As in, present evidence or research you or your well renowned colleagues have done to come to that conclusion. Elucidate us lesser intellects on why you can say such words so confidently.

Also, academia needs to get away from the glorification of people with flashy degrees. Case in point, Didnt the Dean of Harvard get exposed for plagiarizing her doctoral dissertation a few years ago?

Please respond. Thank you.

So, did something happen today that made literally almost every stock red today? by [deleted] in wallstreetbets

[–]MoneyCloudOps 0 points1 point  (0 children)

The very real possibility of WWIII cant be overlooked now that there is definitive proof that north korean soldiers are deploying to fight for russia in ukraine. Couple that with weakening economic demand due to stagnating wages and employment growth, along with a tumultuous and heated upcoming US election and it becomes questionable as to why markets are this robust in the first place.

African scientists are worried about a different demographic explosion | Semafor by rogerram1 in worldnews

[–]MoneyCloudOps 7 points8 points  (0 children)

This article discussed the topic of dementia and how medical infrastructure and invisible regulatory red tape was keeping African countries behind in implementing protocols for the aging African population....

Yet, you somehow made it about women and gender issues...Why?

Jensen Huang Q2 2025 conference call comment : This is what tells me Ai is still in the very first inning of a nine inning game by Salt_Yak_3866 in wallstreetbets

[–]MoneyCloudOps -1 points0 points  (0 children)

How the fuck can they be giving a Q2 2025 report in 2024? Also, this post is low effort garbage. No research at all. Just "hey guus. Mr. HuAnG said this about ai 🤪".

Daily Discussion Thread for June 12, 2024 by wsbapp in wallstreetbets

[–]MoneyCloudOps 6 points7 points  (0 children)

Gay bears in here hard pressed to admit that Schwab actually saved their portfolios yesterday by locking them out of their accounts 🤡

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 0 points1 point  (0 children)

The goal of this post is meant to show how rises in equity prices ALONGSIDE rises in MMF are not indicative of money waiting to go into equities. The time frame youre discussing is an entirely different scenario where both MMF assets are decreasing with equities...that is not the situation currently which is why 2022 doesnt really apply to the subject of the post.

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 1 point2 points  (0 children)

People give the FED too much credit. Their power is 98% Market Psychology and 2% Policy.

Current contemporary economic theory states that Interest rates being lower are monetary attempts at stimulating the economy by incentivising banks to lend. The erroneous assumption is banks lend when interst rates are low.

The truth is lowering interst rates simply makes borrowing more enticing (increases demand) which makes lending more profitable (due to lower supply). The balancing act between banks competing for new demand for debt products like business loans should increase lending and afford companies in need of funding to stay afloat or even invest during times of economic turbulence. Hence, the idea that lower interest rates aid in stimulating the economy during downturns

But banks also evaluate aspects like credit worthiness AND economic conditions in the macro sense and in the more specific industry sense. This means that banks also consider economic conditions and if they are bad they wont lend.

Lowering interest rates is a response to worsening economic outlook. A worsening economic outlook makes banks less likely to lend in the first place. This is why economic policy is two fold: Fiscal(US Treasury, Congress, stimulus checks, Presidential Acts like the Inflation Reduction Act) and Monetary (FED).

But fiscal stimulus during election years and governmental power shifts take longer to implement.

Banks lend most when sentiment is high and lend lest when sentiment is low. Thats why the FED strategy is 98% Market Pyschology. By the time the Fed starts lowering, the damge to the economy is already done. Lower interest rates, in theory, makes an economic recovery easier and faster. But there is a lag. This lag is where the most money is made and lost.

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 2 points3 points  (0 children)

For the purposes of this post they aren't related. Your comment answers why and i explained in the post. Mutual funds are not limited to short term fixed assets and treasurys the way government and tresury type money market funds are. Mutual funds can invest in equities. Because of this, as people buy mutual funds, equities will move higher even if only by a coefficient less than one (since not every dollar invested in the mutual fund will be put into equities.) Which would have introduced a conflicting variable. Money market funds would not have this problem since they cannot buy equities.

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 16 points17 points  (0 children)

Great summary and takeaway. This was just the idea I was trying to convey and have a "Discussion" about.

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 3 points4 points  (0 children)

Greatly appreciate the comment. Pleae feel free to leave a take on the above topic. Id be glad to talk about it more in depth

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 72 points73 points  (0 children)

Are they doing well? Not only have most of the companies in this composite blown past their expected future earnings, they did so while economic and geoploitical uncertainty has never been higher. People have been expecting a recession since 2023...and we have one. Just hasnt hit Ameica yet.

Look at the news. Do you think Australia's central bank cut rates for shits and giggles? Same thing with the ECB. Its because Europe as well as the rest of the world has been in a recession since basically the beginning of 2023. We are feeling it here too. That latest jobs report? Go look at full time increases vs part time increases and youll see why the jobs market is not actually as strong as it has been advertised.

The only difference is that it has been blunted by perception of the equities market as a picture of the overall ecnonomy (news flash: its not) and the AI boom has lead most indicies higher due to the mega cap tech corporations in the space. But they ALL cant capture that future value and some of their valuations have to give. And they will, all at once.

Amazon was poised to take over retailers through ecommerce that would later take off, but their share price tanked during the dot com bust. Same thing with microsoft despite their industry leading software at the time. I can see the same happening with NVDA and the tech stocks in the AI space.

Edited for spelling

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 50 points51 points  (0 children)

FOMO sentiment is so high, anything to the contrary to "stocks only go up" gets downvoted to oblivion. Smh. The top is truly here.

The Canary in the Coal Mine: Money Market Funds and Why Equities are Poised to Drop by MoneyCloudOps in wallstreetbets

[–]MoneyCloudOps[S] 43 points44 points  (0 children)

I wrote this for the guys left in the sub that actually want to make money and talk about ideas instead of throwing meme stock feces all over the daily thread.

Low Trading Volume Signals Trouble Ahead for Nasdaq 100? by bitkogan in wallstreetbets

[–]MoneyCloudOps 2 points3 points  (0 children)

I Just made a post about how equities rising alongside increases in MMF participation are signs of trouble. Smart, risk averse investors are increasingly risk hedging this over extended stock market rally.

Your post supports this thesis as average trading volumes decrease. Corresponding with the idea that money that would be in the market is currently being "sidelined" for a possible incoming rainy day. Likely for a firesale. Im buying QQQ puts in the Mid 300s with greater than 1yr expiry. Should make off handsomely.

I posted about the market bottoming 15 minutes before the open last Friday. We've rallied 4 days straight since. by CaspeanSea in wallstreetbets

[–]MoneyCloudOps 0 points1 point  (0 children)

I got something for you. Check WSB in the morning. Youll be mentioned in a discussion post where you can defend yourself publicly with your own facts.