저자: Kevin · 외국인
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증시 급등의 원인을 연준 잭슨홀 연설 앞두고 시장이 최악의 시나리오를 선반영했기 때문으로 봄. 역레포 잔고 사상 최고치로 기관 자금 풍부 근거 제시. 공급망·인플레 우려는 이미 가격에 반영됐다고 주장하고, 델타 변이와 연준 완화 지속 가능성을 언급. 본인은 특정 종목에 30만 달러 매수했다고 밝힘. 비트코인은 조정 가능성이 있으나 매수 기회로 보며 BTC·ETH·ADA 주시.
다듬은 글
hey everyone amit kevin here so obviously the market is rallying substantially today why is the market rallying is this a bull trap and do we think this will continue well i have a suspicion i'm going to talk about it right now but first i'm going to mention that jack's birthday is august 31st which is also the day that the jack's birthday coupon code ed down below expires check it out link below okay folks so here's the thing i believe because we've got jerome powell and a massive event coming up thursday friday saturday with jerome powell speaking virtually on friday at the jackson hole symposium about the state of the economy i believe that last week the market priced in the worst potential scenario the market has a lot a lot of money and we can see this by looking up the treasury reverse repos so all you have to do is type in treasury reverse repos saint louis fred into google i will show you this and you could get to this first link here overnight uh reverse repurchase agreements and you'll see over here this number has literally skyrocketed we are now sitting at a record high an all-time high we've never been this high in the repo market reverse repo market of 1.1 trillion dollars 1.135 to be more exact and what's incredible here is this is a sign of banks and institutions having massive amounts of money the market last week saying well we've got uncertainties about supply chain shortages you know what about inflation uncertainties what about afghanistan uncertainties what about taper uncertainties but all of those fears seem to likely have been priced in last week which is weird because the market still didn't fall a full five percent in the s p 500 which means we're still in this insane rally and we have not had a five percent correction in the s p 500 since september of last year potentially why because literally any time the market starts pricing in these uncertainties people come and start buying the dip after all i sell a shirt you probably see the shirts down below or somewhere if you scroll over they'll buy the dip shirt people are literally buying the dip institutions are buying the dip because literally tina there is no alternative like what else are you supposed to invest in right now it's kind of kooky it's kind of crazy now personally i've been a big fan of rcc but i did make a purchase this morning i'm not ready to say exactly which stock yet i did send a message out to everybody in the stocks and psychology money group but i put 300 000 into a stock that's got some signals coming up that look really really really juicy everything's aligning perfectly for it once i'm finished buying i'll probably make a larger video on it just going more into detail when i have time uh but anyway what i think is last week market price is in okay whatever we got supply chain issues we got chip shortages we got these issues well what are companies like walmart doing they're hiring their own container ships they're literally sponsoring or chartering their own ships to bring their chips over or not just chips but all their supplies over so they don't necessarily have to deal with all of the congestion uh with cargo ships or the insane rates that uh containers are now charging or able to charge which is insane uh some people are paying twenty thousand fifteen to twenty thousand dollars for a container usually containers are two to three thousand dollars sometimes as low as fifteen hundred dollars it's crazy so a lot of bad news baked in last week especially after the really hawkish federal reserve minutes came out where the fed's like yeah yep we've had substantial further progress time to taper the problem is now we got delta and i think the market's like wait a minute delta means there's a good chance jerome powell is saying we've got an uneven recovery we still haven't gotten everybody the jobs back who want to participate in the economic recovery keep in mind that blacks and hispanics are disproportionately affected by job losses in the services industry and jerome powell is a big fan of making sure that everybody has the opportunity to participate in a market recovery and one way they can assure this is making sure they maintain easy money policy for longer especially if inflation starts inflecting down today we had ism services numbers come out big miss a big miss in service spending and last month when we were actually earlier this month when we had cpi data come out we didn't actually see cpi data for things like rents or services come in as high as we thought we thought we'd have a lot more inflation so we're so we actually might be on this path of really seeing inflation reflect downwards we'll know more based on not only what jerome powell says this week when we start getting data at the beginning of september and we might be potentially heading into this market where folks what happens if institutions and banks actually turn on the leverage what happens when they actually take all the cash they're holding on and they're like screw it get in the rally could be that insane euphoric rally so i did buy 300 000 worth of stocks today uh my stock that i bought was up about two percent yeah it's up a little bit more right now but uh i can i'm tempted to buy some more we'll see what happens i'm watching the market very closely i will keep you updated we'll do our market uh closing live stream soon check out the programs down below if you want a sneak peek in terms of which stock this is and i even did a six and a half minute intro this morning on our course member live stream breaking down exactly why i feel the way i do all right folks more details coming soon thank you so much for watching this it's crazy market but could the rally be here to stay it could be also worth noting that the rally is obviously extending to crypto as well crypto has been doing very well especially something that we've been buying pretty decently 88 cardano wish i got more but we did see a little bit of a pause start within the last couple hours here in the cryptocurrency market so this could potentially just be another buy the dip opportunity especially if we end up falling down to something like that a 200-day moving average would be somewhere around forty eight thousand five hundred seventy four could potentially fall down to forty seven thousand depending on if this downward trajectory continues uh but right now we did break up to a high on crypto of fifty thousand five hundred twenty seven sitting right now at about forty nine thousand five so we'll see what happens but uh definitely got eyes on btc eth and uh aida uh cardano which is almost three dollars crazy we were buying it for one dollar crazy market thanks so much folks down below and we'll see you in the next one you
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