Pages

▼

Pages

▼

Wednesday, May 18, 2022

Links — 18 May 2022 Part 2

Reminiscence of the Future
On My Brief Response To Scott Ritter.
Andrei Martyanov, former USSR naval officer and expert on Russian military and naval issue
http://smoothiex12.blogspot.com/2022/05/on-my-brief-response-to-scott-ritter.html

RT — Question More (Russian state-sponsored media)
UN chief calls for climate Marshall Plan
https://www.rt.com/news/555718-guterres-fossil-fuels-report-renewables/

US puts ‘disinformation board’ on hold
https://www.rt.com/news/555705-dhs-disinfo-board-jankowicz/

Zero Hedge
Biden's 'Disinfo' Board Paused As 'Scary Poppins' Resigns
Tyler Durden
https://www.zerohedge.com/political/bidens-disinfo-board-paused-after-scary-poppins-drafts-resignation

Oiprice
Insurers Are Suffering Major Losses Due To Climate Change
City AM
https://oilprice.com/Latest-Energy-News/World-News/Insurers-Are-Suffering-Major-Losses-Due-To-Climate-Change.html

Russia Will Force Oil Buyers To Pay More If EU Introduces Tariffs
Tsvetana Paraskova
https://oilprice.com/Energy/Energy-General/Russia-Has-A-Quick-Response-To-Potential-EU-Import-Tariffs-On-Crude-Oil.html
https://tass.com/defense/1452551

Southfront (sanctioned by the US Treasury Department)
Russian Special Military Operation In Ukraine, Military Expert’s Opinion – Interview
Drago Bosnic interviews Colonel (ret.) Wolf of the Yugoslav Army
https://southfront.org/russian-special-military-operation-in-ukraine-military-experts-opinion-interview/




at

10 comments:

  1. FootsoldierMay 19, 2022 at 5:18 AM

    10Yr Yield Turned Back From 3.00 Plus; We Should Still Get A Correction Lower In Equities During May 18; We Look To Exit YM And All Short Hedgers


    https://seekingalpha.com/instablog/910351-robert-p-balan/5732792-10yr-yield-turned-back-from-3_00-plus-should-still-get-correction-lower-in-equities-during


    " Per the 5Yr averages chart (which Mr. Alan Longbon is very fond of, for obvious reasons), we may have seen the low in asset prices (green line) in the liquidity outflows cycle from Trading Day 56, which bottoms on Trading Day 96, as proxied by the 5yr average of the Fed's balance sheet seasonality (light blue line) "

    https://static.seekingalpha.com/uploads/2022/5/18/910351-16528834194244065_origin.png

    ReplyDelete
  2. FootsoldierMay 19, 2022 at 5:18 AM

    We Got A Qualified Break Of The Red TDST Line - Which Suggests We Are Still In A Sell The Rallies Environment" -


    https://seekingalpha.com/instablog/910351-robert-p-balan/5733098-may-19-2022-pam-gurus-gems-es-13-combo-today-exhaustion-zone-against-this-got-qualified-break

    ReplyDelete
  3. FootsoldierMay 19, 2022 at 5:22 AM

    Just to give you an idea how others who agree with MMT are looking at it..


    Always worth listening to what these guys have to say. They despise the mainstream as much as us.





    ReplyDelete
  4. FootsoldierMay 19, 2022 at 5:32 AM

    Alan Longbon is an Australian MMT'r posts on Bills blog loves that 5 year averages chart that tracks the seasonal liquidity flows out of the FED.


    Which others call The 6 Seasonal Inflection Points


    https://seekingalpha.com/instablog/7143701-salmo-trutta/5308783-6-seasonal-inflection-points


    Their trading are based on 2 things along with the fiscal flows the 6 seasonal inflection points and the 10 year yield.


    How they fit this year into their 5 year averages is anyone's guess what with the war, sanctions and higher inflation that has to be playing havoc with their models.


    ReplyDelete
  5. FootsoldierMay 19, 2022 at 6:24 AM

    During the day, another 771 Ukrainian soldiers surrendered from Azovstal, the Russian Defense Ministry reports.

    In total, since May 16, 1,730 people from the Azovstal plant have laid down their arms and surrendered, including 80 wounded.


    Looks like as soon as the Russians arrived in Mariupol the Nazis all ran and hid in the underground tunnels.


    These are supposed to have been the creme de Le creme of the Ukrainian army. As the left the Ukies in open fields and trenches to be obliterated in the cauldron.


    The rest of the Nazis in the West have probably ran to Poland by now.



    Absolute travesty what has happened over there but that's NATO and EU for ya.


    Can't see this going my on for much longer, the Ukies are going to figure out they had been used by a bunch of gangsters.





    ReplyDelete
  6. Matt FrankoMay 19, 2022 at 8:13 AM

    We’re about at the point we were in December 2018 when trump went to war with the Fed and got them to reverse policy…

    But now Biden encouraging the Fed…

    Fed has destroyed the bank balance sheets, bank system equity back down to 2019 levels… and this is after a $40b capital raising first week in April 2021.., all of that is GONE…,

    Really bad policy..,

    ReplyDelete
  7. Matt FrankoMay 19, 2022 at 8:23 AM

    You knew May was going to suck when Fed announced delay of QT to June….

    Current status quo: Fiscal running 600b per month, 2 Fed rate increases of 0.5 in next 60 to 90 days… only policy adjustment announced but not yet implemented is the QT…

    Bonds came off their lows once Fed said only 0.5% increases , equities stabilized down around these levels…

    Bearish put buyers for June will continue to add bearish bias to equities short term until they get fully positioned for June QT which they think is bearish… “less money to lend out!”…

    Only bullish policy adjustment that I see coming up is the QT which will start removing nonrisk assets from the system at -65b/mo in June… adjust to -95B/mo after the summer…

    ReplyDelete
  8. FootsoldierMay 19, 2022 at 10:10 AM

    Makes perfect sense.


    Apart from none of this used to effect the markets immediately. There was always a lag of around 4-6 weeks. When the data flowed through in the data releases. Everybody had the information.


    Mike used to say it was like standing on a ship and you can see what is front of you and not what you have already sailed over. So beware of the zombie reaction.


    After this is all over they will have won the inflation debate. Won it by convincing the millions of sheep into believing long held fairy tales.


    My view is this was a strategy they decided to persue. As it is all about real power and holding on to it.

    Instead of pushing and pulling leavers at the FED. Or waiting on the private sector to sort out the bottle necks and supply chains via bank loans. Playing about with strategic reserves.


    They could have thrown the power of the purse at the bottle necks and supply chains and increased government spending to fix it. As if it was a war economy.

    They just can't wait and are desperate to get back to neoliberal globalism and another 30 years of low amemic growth and rent seeking INC. Put the banks back in charge of the economy.


    Dissenters will not be tolerated.


    They now have the perfect framing and narrative - " Look we tried your way and look what happened, highest inflation in 40 years"

    The gold bugs and sheep will believe them.






    ReplyDelete
  9. FootsoldierMay 19, 2022 at 10:16 AM

    It feels like "EVERYBODY" is front running the data nowadays.


    ReplyDelete
  10. FootsoldierMay 19, 2022 at 10:18 AM

    Day traders are the only people interested in the data releases.

    ReplyDelete