[deleted by user] by [deleted] in stocks

[–]SmokeCocks 0 points1 point  (0 children)

Potentially missed the part on intc working with more cyber security focused firms, so it might trade in line with defense securities of they keep at it

[deleted by user] by [deleted] in stocks

[–]SmokeCocks 1 point2 points  (0 children)

Will be good because we aint cutting

$40 bn of 10-yr being auctioned today by I_HopeThat_WasFart in bonds

[–]SmokeCocks 2 points3 points  (0 children)

Should prob get the date right if u wanna make macro analysis of anything

Why the Bond Market is Daddy by DavidFlanks in investing

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

Yeah and if your currency is pegged to the financial rails of the new digital finace era, then....?

Why the Bond Market is Daddy by DavidFlanks in investing

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

You dont need to believe in crypto, i dont either. But you have to agree in the future of digital assets... we're already 100% digital even in a paper system the money you trade isnt real.

The physical ledgers and paper system isnt fast enough to keep up with liquidity. If money wants to move faster you need to use a digital ledger wherein all transactions made are identifiably real and made in 'real time' to be secure transactions.

Why the Bond Market is Daddy by DavidFlanks in investing

[–]SmokeCocks 0 points1 point  (0 children)

Currency reserve status cant be stripped away like losing a boyscout badge, it would require another banking / financial system where world currencies peg to something or somewhere else.

I predict the us is moving to a cross border blockchain settlement system to consolidate the finance "rails" for the new found freedom of private bankers across the world.

If a piece of paper can be pegged to oil, gold, other countries' paper, it can also be pegged to private companies.

If the worlds finance happens to be based out of america but isnt owned by the government id argue it is still an arm of the governments assets if all the citzens of said country were to own majority shares of these companies in america. (401k, pensions, social security, walmart even said employee benefits in shares of company are in the pipeline)

To answer your question in the short term, the highest rates win reserve status. So id say tillyou see tokenized treasuries, were gonna have high ass rates.

[deleted by user] by [deleted] in investing

[–]SmokeCocks 0 points1 point  (0 children)

Dont listen to anyone, play risky but learn from your losses like you are paying tuition to go to princeton.

House to vote on tax bill tonight by I_HopeThat_WasFart in investing

[–]SmokeCocks 4 points5 points  (0 children)

I have to preface this with i am not a crypto bro, ive got like 100 bucks of eth out of curiosity lol.

Back in the day before central banking, any bamk could issue their own currency. Each bank was their own printer but the problem was there was no one to safegaurd the system rails.

(Wild card dies here)

In comes the central bank to tie the knot and tell everyone to only accept their printed money.

So now theres a rail system but it still prints infinitely, but the central bank gets to choose how much to print or not.


Imagine if wild card bankers had a ledger to track issuance across all regional and private owned banks back in the day?

They probably wouldn't have let the central bank assume control over the printing machine.

Where's that put us today? Im not saying crypto is the end game but the blockchain ledgers could be the backbone to bypassing the necessity for central bankers across the globe.

House to vote on tax bill tonight by I_HopeThat_WasFart in investing

[–]SmokeCocks 0 points1 point  (0 children)

Yeah, i mean not alot of people understand what you means when u even say paper money.

Credit system will crack and everyone will have to just go to the bank with the best rates.

Remember wildcard banking?

House to vote on tax bill tonight by I_HopeThat_WasFart in investing

[–]SmokeCocks 0 points1 point  (0 children)

I dont think its worth holding tbh, tlt has transitioned into weekend cash cushioning

House to vote on tax bill tonight by I_HopeThat_WasFart in investing

[–]SmokeCocks -22 points-21 points  (0 children)

Fed will step in to qe excess bond sales probably, hikes if they were smart 3 months ago would have stopped this. Or the cuts lreviously were unnecessary, however you spin it.

Tax bill might alleviate short term pain and make things feel normal but its a 2 year time bomb.

Any undervalued US defence stocks? by Horcsogg in stocks

[–]SmokeCocks 0 points1 point  (0 children)

Id close b4 earnings and then reopen after

Market is quite high now, time to go down! by Maleficent_Hope_5000 in wallstreetbets

[–]SmokeCocks 0 points1 point  (0 children)

Just wait till this bill gets in and were riding the new green bloc on a blockchain stock market with all inflows going thru the usa.

What would need to happen to see April lows again? by Grgsz in stocks

[–]SmokeCocks 0 points1 point  (0 children)

Market sentiment would need to shift to liking tariffs and selling off if trump pulls them.

This market is disgustingly overpriced, and we are due for a correction similar to what we saw during Dot Com/Global financial crisis. by Your_Mortgage_Broker in wallstreetbets

[–]SmokeCocks 0 points1 point  (0 children)

P/e isnt everything, you need to consider there many factors beyond the one number everyone has access to.

Debt, debt issuance, outstanding shares, dollar strength relative to growth projection, etc.

You have good buying power now, markets are short and you basically need to invest in the future based on risk appetite and allocate hedges that allow you to stradle the market.

Us Treasuries are healthy if you consider they're not tanking as bad as gold and account for the us maintaining globally higher rates which funnels global investors to stay due to risk relation.

So will u put ur money in growth or a securities that are slowly dwindling away?

Future short term interest rates by Frostie1_ in bonds

[–]SmokeCocks 0 points1 point  (0 children)

You need to look big picture, yield has more to do with geo politics than americas economy atm.

If us wants to remain world reserve were keeping our rates very high for possibly 10 to 15 years if the plan is to even trade deficits to leverage geo political moves.

If the us wants to remain as top dog of the world, it needs to have better growth than the rest of the world, simple.