🔥 KEN GRIFFIN JUST MOCKED RETAIL INVESTORS! 🔥 - AMC Stock Short Squeeze Update

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켄 그리핀의 '리테일 랠리는 일시적 현상'이라는 발언을 근거로, 그가 여전히 AMC·게임스탑 공매도 포지션을 유지하고 있으며 개인투자자들이 곧 매도할 것이라 믿고 있다고 해석함. 진행자는 멜빈캐피털 청산과 포지션 이전 문제를 다루며, 청산이 진행 중이고 대형 공매도 펀드로 옮겨졌을 가능성이 있어 밈주식 숏스퀴즈가 계속될 것이라 주장함. AMC 개인투자자들은 주당 수백~수천 달러 이상 가야 팔 것이라는 견해를 보임. 거시 시장에 대해서는 연준이 금리를 계속 올려 주식시장을 끌어내리려 한다고 보며, 인플레이션을 잡기 위해 증시 폭락이 필요하다고 주장함. 구겐하임 CIO는 나스닥 75% 폭락 가능성을 언급했고, 제레미 그랜섬은 나스닥 60%, S&P500 40% 하락을 전망함(진행자 인용). 대형 CEO들이 경기침체에 대비하고 있다는 보도를 인용하며 향후 6~12개월이 매우 나쁠 것이라 봄. 크레딧스위스는 피치가 BBB+로 강등해 파산 가능성이 커졌다고 해석함. 또한 예술품 투자 플랫폼 마스터웍스를 광고로 소개하며, 미술품이 장기적으로 S&P500을 상회했다고 설명함. 게이브 플롯킨의 불법적 공매도 및 연금 손실에 대한 비판도 포함됨. 결론: 진행자는 증시 급락과 밈주식 숏스퀴즈가 곧 올 것으로 전망함.

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01. just mocked retail investors and how there's a few things that ken griffin says that tells me that kennyboy is still holding his full amc and gamestop short positions and that he's delusionally convinced himself that retailer about to sell their shares any second now unusual wales tweeted saying just in ken griffin has said the retail rally of january 2021 that resulted in the bankruptcy of melvin capital was not a good moment in the history of american capital markets so first let's hear what ken griffin has to say and then i want to point out the exact things that ken griffin says and the way that he says them that tells me that he is still holding his full amc in gamestop short position you mean the whole sort of meme phenomena that got gave in trouble and game stop last year it's probably a moment in time you know we i mean replay the history you've got these this enormous stimulus program from the federal government sending checks to to tens of millions of american households and a fair number of those households did not need the cash they put into the stock market and and people were looking for connection they were looking for somebody involved in you had the rise of the wall street bets and the whole reddit phenomena and i don't want to say our stock market devolved into entertainment but there was certainly an entertainment um dimension that came into play with money that that was in some sense just dropped out of the skies and people's wallets and and they took a run at the stock market and gamestop and amc and dozens of other meme stocks i'd like to think it was a moment in time because i'd like to think that's the case it's not how capital information works best and frankly a lot of it came from a place that i don't think it was very healthy which is like let's try to you know take a firm like melbourne and put them into bankruptcy like great so you you basically help wipe out the pension plans of teachers you feel good about that it's like gabe's money that you're taking down you're taking down the money for a pension plan that belongs to a teacher so firstly i want to say i think it's bad that again we're seeing this narrative that retail investors are supposedly responsible for the current fall in the stock market ken griffin is saying that we the retail investors are solely responsible for teachers losing their pension money nothing to do with gay plotkin making over-leveraged bets and using illegal tactics to create synthetic shares to illegally short companies american companies into bankruptcy ken griffin obviously doesn't think it's gabe plotkin's fault for making those illegal over leveraged bets to try and destroy u.s american companies to benefit himself and to pay small dividends to those investors i guess technically gabe plotkin isn't making money for himself per se he's making money for the fund which is obviously meaning that investors are making money but don't forget that gay plotkin takes a massive performance fee of the top and therefore he's basically destroying american companies for himself but obviously ken griffin and i'm sure a number of other hedge funds don't seem to see any problem whatsoever with taking risky illegal over-leveraged bets to destroy american companies but what i do think is very important is the fact that ken griffin said and the way he said that the whole retail meme stock phenomena is just a point in time a point in time or a moment in time is obviously something that will surely pass and therefore ken griffin believes that retail investors standing up for shorted stocks is something that's just a moment in time that will likely pass very very shortly i think the way ken griffin said this and smiled to me means that he has absolutely convinced himself that retail investors will soon be selling their amc in gamestop shorts and then ken griffin can close his short positions with very little money lost right now ken griffin is obviously happy to hold his amc in gamestop short positions as he believes that retail investors are only a moment in time and they'll pass soon and then he can safely close his short positions and won't lose any money obviously i'm sure as you and i very well know that retail investors and standing up for companies like amc and gamestop is not a moment in time it's going to pass shortly and retail investors are absolutely not selling their shares anytime soon especially not for ten dollars per share or a hundred dollars per share in the case of gamestop as i'm sure you'll reiterate the retail investors aren't selling their amc shares until we see at least 100 hundred a thousand two thousand five thousand ten thousand dollars per share or maybe even higher and therefore i think that ken griffin has another thing coming if he thinks that retail investors are about to sell their amc in gamestop shares very very shortly now i also wanted to go through this tweet from market rebellion that i don't think is very accurate firstly market rebellion tweeted saying that melvin capital has liquidated all of their positions now guys before i dive any further i want to talk about something special people like you and i know the stock market is crashing at the moment and we're looking for investments that are entirely uncorrelated maybe you like old whiskeys and wines or maybe you're more of a geek for rare watches or maybe you've got a keen eye for fine art but you don't have a casual 80 million dollars laying around for this beautiful painting by claude monet luckily a new platform called masterworks has emerged which is making investing in fine art a possibility their mission is to democratize the art market meaning you can now own a small share in over 80 paintings ranging from a picasso a banksy a painting by andy warhol and many others they may say tom why invest in arm and in case you didn't know art tends to perform well over the long term outpacing the s p 500 by 164 percent between 1995 and 2021 are also historically outperformed stocks during periods of high inflation and recession which is great news considering the stock market looks to be crashing right now masterworks is also super easy to use all you have to do is sign up select an art piece that you think would appreciate in value and then wait until masterwork sells the art piece at auction alternatively you can always trade your shares on the secondary market and so far masterworks has sold three paintings each returning over 30 net irr which is internal rate of return to investors so what are you waiting for if you want to invest in fine art then be sure to follow the link down in the description below and sign up for masterworks now now the first reason i don't think this is accurate is because in gabe plotkin's letter the other day he said that he would be liquidating his positions through the whole of may and the whole of june if he's told his investors that he'll be liquidating his positions over a two-month period he then wouldn't turn around and liquidate the entire fund in one singular day i think this is something that's posted by market rebellion to try and convince those retail investors like you and i that melvin capital have somehow closed out of their amc shorts and not cause the aims he squeeze and therefore i personally don't think this statement is accurate i don't think melvin capital have closed out of their positions but i also wanted to touch on what hang loose has said in his reply and why melvin capital may have just transferred their amc in gamestop shores anglers replied saying melvin capital has actually transferred all of their short positions into a bigger short fund that is still actively shorting meme stocks there i fixed it for you now this is also something i touched on the other day obviously if citadel transferred their amc in gamestop short positions into melvin capital there's nothing that stops melvin capital from transferring their shorts into other funds obviously it's going to be difficult for melvin capital to find a fund stupid enough to take on their toxic liabilities and their massively over leveraged gamestop and amc short positions but obviously if there's a bigger hedge fund that is still actively shorting those meme stocks whether it's 0.72 susquehanna or many others that currently hold short positions in gamestop and amc or put positions in gamestop and amc then it's very very viable that melvin capital absolutely could transfer their short positions obviously if point 72 are also holding billions of synthetic shorts then they won't want melvin capital to cover their short positions and i'd likely happily take on melvin's short portfolio to avoid the full short hedge fund market liquidation but even if melvin capital do transfer their synthetic short positions onto another larger short hedge fund i don't think it will be long until we see more and more and more hedge funds being liquidated and forced to cover their positions i think it's only a matter of time until all of these short positions are transferred into one singular hedge fund that ends up being liquidated going bankrupt and causing the amc squeeze and now in terms of the wider market hoses tweeted saying the fed is determined to push the market lower and there is a reason for that he said a stock market crash brings inflation down significantly and he said it worked like a charm back in don't fight the fed if we look at this chart we can see that in 2008 the s p 500 fell significantly but at the same time the inflation rate in 2008 also fell significantly as well right now obviously the market is very very high it seems to have topped out and since december of 2021 it has been falling and at the same time inflation is ridiculously high significantly higher than in 2008 therefore they need to bring down inflation so how can they bring down inflation by crashing the stock market and also one of guggenheim's top employees warns of a summer of pain he thinks the nasdaq could plunge 75 percent and the s p 500 could also skid 45 from both of their respective tops guggenheim's chief investment officer said the carnage playing out in the u.s stock market on wednesday is likely in a mood boost compared with the devastation on the menu for the bulls in the coming months and the coming years the prominent cio on wednesday said he envisioned the possibility of a dreadful summer unfold for stock market investors one in which the nasdaq falls 75 percent from its peak and he said it's going to look like the collapse of the internet bubble in 1999 and the early 2000s but what's driving his pessimism he fears the federal reserve has made it abundantly clear that it's aiming to continue raising those interest rates despite the possibility that it could result in russian in equity markets and elsewhere and he said what's clear to me is there is no market per and i think we're all waking up to that fact now the cio was alluding to the so-called federal reserve option which is shorthand for the belief the u.s central bank will rush in to rescue tanking markets now that approach has been denied by previous fed chairs and the cio for guggenheim also doesn't believe the fed will come to the rescue now on top of that jeremy grantham also sees the nasdaq and the s p 500s drop to double based on what it's currently falling so far aka jeremy grantham sees the nasdaq crashing by 60 and the s p 500 crashing by around 40 percent as well now obviously again that's fairly similar to the cio of google homes so it looks like they're sharing similar ideas of the nasdaq falling by over 50 even over 60 and on top of that cnn has said that most ceos are currently bracing for a recession now i think this just goes to show how bad the next six to 12 months are actually gonna be if most ceos of major companies and even ceos of smaller companies are already bracing for a bad recession i can't imagine the stock market is going to fare too well and obviously as we all know as the stock market continues to crash it means that more and more hedge funds are going to be inching ever closer to that liquidation point just like melvin capital has seen over the last few days and when more and more of these hedge funds end up being liquidated it will cause that empty is also tweeted saying credit suite's financial rating has been downgraded to a triple b plus from an a minus he said that wall street banks are a liquid over leveraged and super scared and the article says that credit suite has received its second rating downgrade this week adding further pressure to the swiss lender which has been under fire over a series of losses and scandals fitch downgraded credit suisse's long-term issuer default rating from a minus down to a triple b plus now suggesting the credit suite is more likely to go bankrupt again i think if major banks like credit suites are being downgraded and fitch are suggesting that these banks are more likely to go default it just shows that a recession is absolutely just around the corner so guys be sure to leave a comment down below