저자: 미상 · 외국인
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결론: 특정 자산에 대한 명시적 가격 방향 예측은 거의 없고, 밈주식 관련 기대감과 시장 감시에 대한 낙관적 분위기가 중심이다. 휴장 및 주간 일정: 다음날 미국 시장이 휴장이라 쉬어가는 날이며, 짧은 주가 시작되고 1월 21일 금요일에 월간 옵션 만기가 있다고 언급. 뉴스 정리: 스파이더맨 노 웨이 홈이 전세계 16억 달러를 넘어 멕시코 역대 최고 흥행이라는 소식과 스크림 흥행 언급. 리테일 투자자 감시 기사: 게임스탑 사태 1년 후에도 월가가 리테일 트레이더의 힘을 경계하며 추적하고 있다는 기사를 소개하며, 공매도 대응 자금(숏 스퀴즈) 기대를 드러냄. AMC, 게임스탑, 베드배스앤비욘드, 블랙베리 등 밈주식이 언급됨. Ken Griffin/Citadel: 시타델 창업자 켄 그리핀의 부와 과거 금융위기 당시 60억 달러 손실 및 투자자 환매 동결 사례를 언급하며 과도한 레버리지의 위험을 지적. 소형 기술/보안 주장: 공매도 탐지 소프트웨어(연 5만 달러 구독)를 소개하며 주주 압박을 통한 공매도 추적 가능성에 관심을 보임. 검증되지 않은 주장이며 진행자 본인도 추가 조사가 필요하다고 함. 크레딧스위스: 안토니오 호르타-오소리오 회장이 코로나 격리 규정 위반으로 사임했다는 뉴스를 언급하며, 더 많은 배경이 있을 것이라는 추측을 제시. 연준 청문회: 존 케네디 상원의원의 연준 이사 후보 청문회 영상을 소개하며 인플레이션 예측 실패와 은행 대출 규제 문제를 다룸. 리스크: 레버리지 과다, 검증되지 않은 소형 주장, 밈주식 변동성. 출연자 전망: 명시적 가격 전망 없음. 전반적으로 주가 상승 기대 및 '위로 가야 한다'는 낙관적 태도 표명.
다듬은 글
yo what's going on ladies and gentlemen how in the gods green earth is everyone doing on this fine uh monday morning or sunday night depending on when you're tuning in you know what is hysterical to myself and i'm kind of proud of myself well maybe not but anyway i didn't even realize the damn market wasn't open until tomorrow until about an hour ago now the reason why i say i'm proud of myself maybe just maybe i've proven to myself that i'm not paying attention uh to the stock market as much as i should or is that a good or a bad thing i don't know but either way the damn markets uh close tomorrow so yeah we have another free day of relaxing not a lot of stress this weekend not a lot of fun going on i'm sure the normal crap right but nothing nothing too uh crazy that i have seen let me know if you guys have seen anything uh absolutely chaotic out there i have not which is good couple pieces of news today here out here on the uh world of citadel and ken griffin something pretty funny a funny comment a funny article and then a funny ending that's kind of got me thinking hey um we're a little bit more risky than we should be over there at uh chicago illinois and across the entire global planet is the monster citadel and then if something funky going on at credit suisse beautiful uh uh weekend in the box office once again these q4 numbers are going to be outrageous i'm excited to see those um yeah let's get this thing fired off so no market tomorrow or this morning depending on when you're firing off i did not even know that until an hour ago that's outstanding proud of myself uh fintel why the hell did i have this oh i was going to touch on the damn dnb asset management joining the party here with uh a few shares down here i see note added to it so that's good news not a lot else here in one of we touched on that back to december so yeah they're joining the party uh spider-man no way home tops 1.6 billion worldwide and becomes biggest movie ever in mexico scream shouts out with 49 million globally i notice scream at a get this crap out of here i know the scream had a i hate that cookies crap dude god dang it uh 30 million here in the united states of america was scream i didn't realize that was out till friday um so we're raking in the ducats here 1.6 billion worldwide's a lot of money obviously right so that is absolutely great news for amc um this article here this was pretty cool a year after gamestop wall street is still scared of the power of retail traders and is tracking them closely this is good news for us sure we're waiting for our short squeeze money on any beloved shorted to stock out there whether it be amc gamestop bed bath and beyond blackberry any of them even stocks we've never heard of in the penny stock whatever blah blah blah they're tracking us boys and girls that was a monstrous deal and we are on the one-year anniversary damn near of the buy button being taken away and basically a year anniversary of the whole show that started last january right so they're watching closely obviously a year later wall street remains wary of the power of retail traders who can shift markets in a moment yes we can we're the largest hedge fund out there boys and girls whether you want to believe it or not but it's adapted to the world and many pro traders are even copying amateur investor moves what are they doing going to reddit list this i like this here after gamestops many more pro investors look to incentivize data to help manage the risk that their investments are about to fall foul of a retail trading frenzy this is good stuff this is going to be good moving forward it doesn't do any have to do with our short squeeze money right now but still it's a it's a big deal for these guys and they can track it all they want and do this and and most of these guys short the out of stocks but long story short we've made a a monstrous ordeal over this whole last year to say the the the least right and we're not even done we're not even close to done yet uh meet the elon musk of money this is a financial review article here this is pretty funny all the way until down the very end this this first uh right below the header here cracked me up kenneth griffin has annoyed meme stock and cryptocurrency traders on his way to hurt to turning this hedge fund citadel into personal wealth of 4 billion okay let's go everything we've known and read and i've shared anybody has shared over the last year about ken griffin just how badass he is right a man of his times blah blah blah which is very true right so this whole article goes down of all of his accomplishments right everything he's doing billions and billions of dollars citadel blah blah blah blah blah blah okay good more respect than loved he's respected feared right right right we get it then down here and we touched on that video video too where he barely made it out years ago right remember a few years later it almost came crashing down despite a rep reputation for avoiding mistakes citadel lost an astonishing u.s 6 billion in the financial crisis even it was eventually forced to freeze investor withdrawals off on a death note now this all of this is great right but when you get over leverage super risky you know how many times leveraged there are at least eight times over leverage these fine folks over here right one little mistake one little financial you know right here can end everything now did it then no they were almost busted to but they came back and they came back even stronger fast forward until now um the the whole way the over leverage repo market all of the stuff that's going on in the stock market one little tiny mistake and the whole thing goes collapso and that goes with everything right but still you know the whole nice beautiful long article of kenny g and then oops almost just came crashing down fast forward until 2022 will this be it i don't know we're gonna most certainly find out here right um shout out to basic ad 4976 on the old super stocks page i'm sure most of you guys have seen this interview the wes uh christian david wenger video uh at this like nine i'll pop it in if you guys want to listen to about the 940 mark and it goes up a few minutes here but long story short tldr on this here sharantel has a pr as a patented software that can identify a company is being shorted creating synthetics and is counterfeiting shares by how much and by whom this show how much our shares are being diluted 50k for a yearly subscription if shareholders make enough noise the board will likely employ the group turn the security camera to start logging and identifying the amount of shorts and the ones doing the shorting okay 50k a year um somebody has to have access to this why aren't we doing this let's get a gofundme going for this here right you think you would think that this would why don't we hear more of stuff like this i mean is this real i'm sure that it is i'd like to know the the results of that right obviously i'm gonna do a little bit more digging on this but this had me intrigued this whole article um i'll pop this in if you guys want to really if you see the video obviously it's about 950 in um but yeah i want to know more about this whole uh thingamabobber here right it could be a big ripper deal this is a little suspect to say the absolute least here credit suisse chairman quits over covet 19 breaches in latest setback okay credit suisse chairman quits over some coveted thing now how does this hit the news right but long story short just this i'm not paying for this damn ad credit suisse chairman antonio horsta ozario has resigned after flouting kova 19 quarantine rules the bank said on monday raising questions over the embattled lender's new strategy as it tries to recover from a string of scandals how would this get leaked out there i think you guys there's a a little bit more to the story out there i think so right jesus murphy um so yeah let's keep an eyeball on that i'm gonna dig a little bit deeper into this uh damn thing if anybody knows anything more about it out there let me know and then uh we got citadel what else we got yes us videos that's about it on the way out the door if you guys need a little bit of humor i'm gonna play this it is absolutely hysterical um it's john kennedy grill's biden federal reserve nominee on inflation hysterical reminds me of eight nine months ago when the hearing was you know the guy that went nuts on uh kenny g when kenny g kept avoiding the answers to the question he had very similar situation but also talks about where the market site right now with this whole inflation crop show that's out there um so another day off tomorrow you guys let's enjoy it a short week coming up we got the monthly expirations on friday january 21 2022.
so let's see what this bring it can't be any worse than last week knock on wood maybe hopefully i didn't say the wrong thing there but you guys we got to start going up at one point these stocks cannot continue to go down and down and down as as much as they're held you know the drill right so onward and upward all right guys i'll talk to you later but take a listen to this damn thing it's hilarious chester senator kennedy from louisiana is recognized thank you mr chairman uh governor director congratulations on your nomination uh governor i realize at the federal reserve that you have a big staff that advises you on inflation and based on their track record my guess is they also advised people to buy condos in las vegas in 2007 but you don't have to accept their their advice so with respect to your predictions on inflation how did you get it so wrong well uh senator thank you could you move closer to the mic for me yes of course thank you for your question senator you're welcome so i think you know nobody got the pandemic right um the pandemic is unprecedented but i'm asking you about inflation yeah so um i think as as forecasters private forecasters certainly uh the forecasters the scp the the whole committee we thought that perhaps we would see a more rapid resolution of the pandemic and the supply demand mismatches in particular in cars excuse me for interrupting but i don't have much time do you think are you saying that inflation was caused by the pandemic so we certainly have seen um the uh perpetuation for instance of the delta variant uh leading to but are you saying that the inflation is caused by the pandemic i certainly think the supply demand imbalances that have been the biggest contributors um to the very high inflation we've seen are directly attributable to supply chain issues distortions in demand well but here's what troubles me about that um i'll agree that inflation is spreading but i don't see people going around coughing inflation on each other uh i think and i understand supply chains matter but so does the demand side and so does too much money chasing too few goods and and uh i don't think and i don't think any fair-minded person thinks that inflation is solely the result of the pandemic let me let me move on do you think that federal regulatory authorities should use their considerable power not just the federal reserve but federal regulatory authorities do you think they should use their considerable power to discourage private banks from lending money to oil and gas companies no ma'am no okay do you think that uh those federal regulatory authorities should use their power to discourage private banks from lending money to gun manufacturers and dealers it's not our job we don't tell banks uh what sectors to lend to we just ask them to risk manage and we make sure they have good processes and i agree with you and i thank you for that will you issue a statement to that effect if you're confirmed well i certainly uh have made that statement we'll continue to make this man would you issue a separate statement saying i want to make it clear to for what it's worth to all of my colleagues in government i don't think that you should use your power to to discourage private banks from lending money to oil and gas companies and uh into gun manufacturing will you do that well i won't tell other regulators what to do but i i will be happy to talk about what we do at the at the federal reserve what are what our statutory authorities require us to do okay um i'm gonna follow up with you on that okay senator uh i take that as a yes and and i'm looking forward to that statement um director gosh this is this is america's debt i'm not going to have time to ask you about it because i want to ask director thompson a quick question i mean yes director thompson direct madam director are you familiar with president biden's risk rating 2.0 uh pricing scheme for the national flood insurance program uh sir i am not familiar with the details of that program well i need you to take a look at it you talk about affordability president biden is about to make housing for at least 505 million americans unaffordable by raising their flood insurance from a thousand dollars a year to five and six thousand dollars a year and you're going to have a problem um real quickly madam governor do you think we've got four big banks they have market share between 30 and 50 percent in the greatest economy in all of human history they're not really banks they're countries do you think power economic power is too concentrated in those four banks well i certainly think that from a financial stability point of view uh when you have very very large institutions that are systemic uh you need to have very very big capital buffers and liquidity buffers and risk management because it would be very very difficult to resolve those banks in a moment of financial stress okay thank you mr chairman you've been here kennedy's time with your time my office will work with you on that why are they so uncomfortable and awkward but just humorous i love all of those they're just great okay you savages get some rats stay hydrated proteined up all that good stuff and uh we will see you tomorrow later
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