Nickeled And Crimed and an interview with Ben Kallo
RiskReversal Pod
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The Fed Is Not Going to Start to Unwind the Balance Sheet
If we are down near the feblos and the ganlos, that sets up as a very dangerous situation for those who are convinced the market gold seller. I will give you one dobase piece, ecause i'm still a believer that they're not going to start to unwind the balance sheet completely. So, yes, but i'm still scared, no, and you're scared for good reason. And markets are not going down to credit. Things are starting to get a little dicy on the credit side. The h y g made another new 52 week low, albeit only, i don't know, nine or ten % off its recent height. That's turning lower
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