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/biz/ - Business & Finance

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16592707 No.16592707 [Reply] [Original]

Who else /gammonchads/ here?

https://youtu.be/bBOMPE-ivRM

>> No.16592723
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16592723

i love zohan

>> No.16592809
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16592809

>>16592707
Based as fuck, this guy does the best job explaining macro for the average person that I've ever seen

>> No.16592982

Zoltan ended up being right basically, because QE4 was just announced. $500 billion in liquidity being offered for year end.

>> No.16593053

>>16592723
fpbp

>>16592809
Yeah this one is a must-watch too. I read Zoltan's paper and the zerohedge article but didn't understand shit, this vid did a much better job explaining it https://www.zerohedge.com/markets/its-about-get-very-bad-repo-market-legend-predicts-market-crash-days

>> No.16593525

>>16593053
I think I at least half understand it now

>> No.16593748

>>16592982
Technically they haven't started buying 1Y or longer treasuries though, that's when it really hits the fan

>> No.16593948

>>16593748
They'll have to, the primary dealers do not have a lot of short term t-bills stocked up

>> No.16594081

>>16593948
This. https://youtu.be/FxiY5RIB8v4