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51 sats \ 4 replies \ @Aardvark 4h \ parent \ on: Daily Stock Discussion ~Stacker_Stocks Stacker_Stocks

Personally, I think rates are going to go down under Warsh. He is a supply-side guy, and has the opinion that AI productivity will be deflationary. Therfore, there's room to drop intrest rates. I don't think Trump would have nominated him if he didn't want lower rates.

I don't know how long it will take the market to come to the same conclusion, but I think people were expecting QE again, and Warsh was really opposed to it. Also, it looks like we dodged another government shutdown, so we may have a green Monday anyhow.

42 sats \ 3 replies \ @BlokchainB OP 4h

Ehh I’m skeptical. Bitcoin is still going down which tells me liquidity is still being sucked out of the system.

56 sats \ 2 replies \ @Aardvark 4h

There's definitely liquidity issues. I actually still think the fed is going to have to print regardless of who is in charge. My guess is still early to mid Q2 the printers turn on, but I'm almost definitely wrong lol. I don't make great predictions, even if I have a reason behind them.

63 sats \ 1 reply \ @BlokchainB OP 2h

Yeah that sounds logical but it all depends the data according to the fed !

82 sats \ 0 replies \ @Aardvark 1h

Also depends on what data walsh considers to be relevant. I've been digging around on him a bit, I still assume that he is going to cut rates, but I don't know how aggressively.