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   PastimesThe Philosophical Porch


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To: Rarebird who wrote (23051)8/4/2024 6:08:38 PM
From: Rarebird
1 Recommendation   of 23843
 
I will strongly consider buying Bitcoin as a hedge once it hits 44K.

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From: Rarebird8/5/2024 2:49:46 AM
   of 23843
 
Reverse carry trade is gaining lots of steam tonight. If this continues, there will be a global margin call and a massive credit event.

To think that on Wednesday, the A/D line hit a new all time high.

All of a sudden this happened with talk of a rate cut.

I sold slightly more than half my portfolio on Friday.

Maybe I should have sold everything. But I did derisk my portfolio tremendously. A lot depends on how AAA and AA corporate debt performs tomorrow.

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To: Rarebird who wrote (23048)8/5/2024 5:49:49 AM
From: Real Man
   of 23843
 
Yep. Things are crashing, Bitcoin at 52K

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To: Rarebird who wrote (23049)8/5/2024 8:50:07 AM
From: Real Man
   of 23843
 
I think it may be too late for shorts. A trader in me would buy something on Monday, this is a crash.

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To: Real Man who wrote (23054)8/5/2024 8:51:58 AM
From: Rarebird
   of 23843
 
NVDA down over 14%. AI stocks and Megacap tech getting hit the worst.

That is where the leverage was.

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To: Real Man who wrote (23055)8/5/2024 8:54:05 AM
From: Rarebird
   of 23843
 
You are right about that. No shorts. But this can accelerate tremendously as the session goes on. Some traders will be jumping off the roof tops.

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To: Real Man who wrote (23055)8/5/2024 8:57:22 AM
From: Rarebird
   of 23843
 
I sure hope Powell isn't stupid enough to do an emergency rate cut today. It will make things worse and I put in a couple of big orders for T-Bills yesterday.

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To: Rarebird who wrote (23057)8/5/2024 9:13:50 AM
From: Real Man
   of 23843
 
Agg is up slightly pre market. Curious if AAA corporate bonds can hold up. The bond fund was not hit in 2008-2011 GFC.

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To: Real Man who wrote (23059)8/5/2024 9:15:55 AM
From: Rarebird
   of 23843
 
Premarket JAAA is down .22%

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To: Rarebird who wrote (23060)8/5/2024 9:23:56 AM
From: Real Man
   of 23843
 
Owning puts over the weekend would be nice, vix gone crazy.

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