With Central Banks now openly buying stocks, how can the Bull end?

Discussion in 'Wall St. News' started by Tsing Tao, Apr 25, 2013.

  1. SPY did 60 million shares today. Federal Reserve central execution desk transacted 50 million of them.
     
    #61     May 22, 2014
  2. Lmfao. So thats your definition of things "tipping over"? Volatility in a few symbols? There is nearly zero volatility in most markets, when was the last time we got a modest 10% dip in the MSCI world index?

    Save for the occasional spike, the VIX has been stuck in the low teens since forever, that alone says a lot about volatility.
     
    #62     May 23, 2014
  3. I often wonder whether the FED uses HFT (indirectly) in their trades. After all, it would seem that they have the ultimate information.
     
    #63     May 23, 2014
  4. Aileron

    Aileron

    We all use HFT in our trades. Market making is done via HFT algo's. You hit send on an order, it's HFT algo making the market.

    HFT IS NOT FRONTRUNNING.
    FRONTRUNNING IS NOT HFT.
    FRONTRUNNERS USE HFT
     
    #64     May 23, 2014
  5. Tsing Tao

    Tsing Tao

    Yes, because the Fed has an excellent track record of avoiding any crisis, and pointing out bubbles or irrational behavior in the past! I mean, it's not like Bernanke and Yellen missed the Housing Bubble or anything, or that the Fed forecasts have been wrong 50 quarters or so.
    LOL!
     
    #65     May 23, 2014
  6. Aileron

    Aileron

    Yeup, over a year ... and ... nothing.

    Any professional hear's stuff like this,

    "The Big Bad Fed"

    "Fed is Evahl"

    "Fed will destroy us all"

    "The tipping point is near"

    they think one thing ...

    Blah blah blah blah. Traders who cant make a profit

    Markets don't seem so bad when you always have someone to blame for not even hitting the RFR ... LOL

    Six years of "The Fed will destroy us all" and each supposed crisis in the last six years, the market has shown it doesn't give a crap, and runs right over it.

    July 2009 "It's just a relief rally, it'll fall back down to 550", then May 6, 2010, then Europe ... Greek elections (remember that one) ... Debt Ceilings ... Taper will never happen ... taper will be reversed .... Blah blah blah blah
     
    #66     May 23, 2014
  7. Tsing Tao

    Tsing Tao

    So you're all in long, right?
     
    #67     May 23, 2014
  8. Aileron

    Aileron

    Me personally?

    I'm a professional, so I just look out for myself, and I never all-in anything.

    It just fascinates me how many years people will spend, trying to force the world to their personal world view. They'll bankcrupt themselves over it.
     
    #68     May 23, 2014
  9. Tsing Tao

    Tsing Tao

    You do understand that it is possible to believe that what the Fed is doing is madness/stupid, etc and still trade it accordingly, right?
     
    #69     May 23, 2014
  10. Aileron

    Aileron

    True, and it's a good point.

    I've seen people be absoltuely wrong on their thesis (basic logic table) and be profitable in their outcomes. Logic tables for the win.

    The Fed hate stuff has just gotten beyond old though, in that the basic underlying thesis is so often ... ridiculous. I, or others will want to discuss non-linear econometric relationships, the import of the Lucas Critique to modern Fiscal policy and the only response becomes ...

    Yeah, well I watched "Debt is Money" and I know more than Ben Bernanke ...... Fractional Reserve blah blah blah ....

    So I, and other guys like me are just left there standing ... just ... blinking ... not knowing what to say, because the gap in knowledge is so tremendous that it's actually frightening.

    I don't think knowing Macro is essential at all to trading. Not in the slighest. Know a PM at one fund, is an incredible guy at evaluating future cash flows. His models are gorgous. But he knows jack all about macro.

    And he doesn't need to know.

    The only reason I study Macro, is it helps me keep my mind straight, when everyone else is losing theirs when we go risk off. I have a better data table. And who knows I might get a turn in the economy wrong. But then again, I'm the guy that publicly got the 2008 blow up-right, and then told everyone publicly 2009, no pullback was coming, time to get long. And still, part of my book is long only.
     
    #70     May 23, 2014