Row 23565

Row ID: 23565 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 23565 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

The following presents the economic, fiscal, monetary choice we face.

TL;DR - bullish interest rate sensitive stocks QE is coming soon.

We can have a recession and the cycle can end OR they intervene with fiscal and monetary programs at the first signs of danger.

We can get inflation back below 2 percent through austerity OR the FED can act like we are trying and instead export the cost of the debt.

We can have the political courage and long term thinking to solve the problem OR politicians can focus on winning the next election via stimulus and buying votes.

We can have an honest discussion about jobless claims, wages, cost of living and the well being of US citizens OR they can scrub the data in the headlines and revise it months later so the optics of the economy is positive.

We can have an independent FED focused on price stability and max employment OR we can have a FED politically complicit with the needs of the treasury and debt monetization.

Congress can have a treasury and budget that is responsible, affordable and reduces debt OR we can increase debt borrowing more from our future to pay for today.

We could keep yields down by simply not issuing new debt auctions OR the FED cut rates and starts QE.

We can take the pain and reverse the stimulus over the past 3 years OR we can kick the can down the road and monetize that debt over time via inflation.

We could do the hard thing we should do OR we can do the easy thing like we shouldn’t but always do.

Pay it off OR cash out equity refi at a lower rate?

What do you think they will do this time?

Lower rates are coming. We might see a melt up if FED loosens “too early” and is too accommodating while treasury is still deficit spending.

What should you do?

Long financial assets especially interest rate sensitive stocks.

RKT, SHOP, SOFI, NET, TWLO, PLTR, HOOD, TSLA etc

As an option buyer give your sell more time than you think - 60 day’s minimum. As a seller, sell put credit spreads 30-45 DTE rinse and repeat.

PS. The only way to protect purchasing power is to be invested in financial assets.

FieldValue
text The following presents the economic, fiscal, monetary choice we face. TL;DR - bullish interest rate sensitive stocks QE is coming soon. We can have a recession and the cycle can end OR they intervene with fiscal and monetary programs at the first signs of danger. We can get inflation back below 2 percent through austerity OR the FED can act like we are trying and instead export the cost of the debt. We can have the political courage and long term thinking to solve the problem OR politicia…
label r/wallstreetbets
dataType post
communityName r/wallstreetbets
datetime 2024-05-21
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Raw Record

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  "text": "The following presents the economic, fiscal, monetary choice we face.\n\nTL;DR - bullish interest rate sensitive stocks QE is coming soon. \n\nWe can have a recession and the cycle can end OR they intervene with fiscal and monetary programs at the first signs of danger. \n\nWe can get inflation back below 2 percent through austerity OR the FED can act like we are trying and instead export the cost of the debt. \n\nWe can have the political courage and long term thinking to solve the problem OR politicians can focus on winning the next election via stimulus and buying votes.\n\nWe can have an honest discussion about jobless claims, wages, cost of living and the well being of US citizens OR they can scrub the data in the headlines and revise it months later so the optics of the economy is positive. \n\nWe can have an independent FED focused on price stability and max employment OR we can have a FED politically complicit with the needs of the treasury and debt monetization. \n\nCongress can have a treasury and budget that is responsible, affordable and reduces debt OR we can increase debt borrowing more from our future to pay for today. \n\nWe could keep yields down by simply not issuing new debt auctions OR the FED cut rates and starts QE. \n\nWe can take the pain and reverse the stimulus over the past 3 years OR we can kick the can down the road and monetize that debt over time via inflation. \n\nWe could do the hard thing we should do OR we can do the easy thing like we shouldn’t but always do.\n\nPay it off OR cash out equity refi at a lower rate?\n\nWhat do you think they will do this time? \n\nLower rates are coming. We might see a melt up if FED loosens “too early” and is too accommodating while treasury is still deficit spending.\n\nWhat should you do? \n\nLong financial assets especially interest rate sensitive stocks. \n\nRKT, SHOP, SOFI, NET, TWLO, PLTR, HOOD, TSLA etc\n\nAs an option buyer give your sell more time than you think - 60 day’s minimum. As a seller, sell put credit spreads 30-45 DTE rinse and repeat. \n\nPS. The only way to protect purchasing power is to be invested in financial assets. \n",
  "label": "r/wallstreetbets",
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  "datetime": "2024-05-21",
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