Page 113 of 115 FirstFirst ... 1363103111112113114115 LastLast
Results 1,345 to 1,356 of 1372

Thread: bmneveu's Account Talk

  1. #1345

    Join Date
    Sep 2006
    Location
    Upstate NY
    Posts
    3,476
    Blog Entries
    45

    Default Re: bmneveu's Account Talk

    It's the fed selling back the treasuries they bought from everyone during the pandemic. The theory is that if a bank's "cash" can be replaced with treasuries again, they're draining liquidity from the system. However, that money the bank received after selling their bonds to the fed in the pandemic is probably invested somewhere else (loans) and not just sitting in cash. So whoever is buying up those bonds from the fed repo has to sell something to free up the cash to buy.

    If you look back on the SPX chart, there was a notable correction in February 2016 when the fed hit a previous record in their repurchases. There was actual talk of rising rates at the time too, and those did begin to step up in November 2016.

    Basically, it's a tough way to time the market and might be more useful in hindsight, but the chart will show exactly how much money is being "drained" from the system by federal reserve operations. Looks like they did around $10B today.

  2.  
  3. #1346

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    I'm looking at the dates of big reverse repos and comparing to the stock market. I don't see much of a correlation at all. That doesn't mean anything for the long term though, just that it doesn't seem to affect the market the day of or even week of. It could build up over time and have a big effect eventually though.

  4.  
  5. #1347

    Default Re: bmneveu's Account Talk

    Thank you for info Bmneveu. I would have thought it would impact market.
    Please don't take my comments as trading advice /IFTs: 1/12/22=S10-C35-I45-G10 // Prior: 1/11/22=S35-C35-I20-G-10 // 12-14-21=G100%// CandlesDef-see#3584, seasonality-see#3613

  6.  
  7. #1348

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    Bought SNAP for a short - medium term trade. I see a breakout of a consolidation period, targeting $80 within a few weeks.

  8.  
  9. #1349

    Default Re: bmneveu's Account Talk

    even though it doesn't affect prices of stocks day to day or week to week - doesn't it show a general weakens or strength of the market and the direction it is likely to head?

  10.  
  11. #1350

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    Bought some Zillow, and hopefully our TSP contributions for October landed today on the dip. That would be nice.


  12.  
  13. #1351

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    282

    Default Re: bmneveu's Account Talk

    Quote Originally Posted by bmneveu View Post
    hopefully our TSP contributions for October landed today on the dip. That would be nice.
    What do you mean by this? Doesn't everyone's biweekly TSP contributions and gov't match land in the TSP account on the Tuesday following the EFT pay day? Which would be tomorrow? Or does it vary? Or are some folks paid monthly?

  14.  
  15. #1352

    Join Date
    Mar 2006
    Location
    Raleigh, NC
    Posts
    3,225

    Default Re: bmneveu's Account Talk

    Quote Originally Posted by flalaw97 View Post
    What do you mean by this? Doesn't everyone's biweekly TSP contributions and gov't match land in the TSP account on the Tuesday following the EFT pay day? Which would be tomorrow? Or does it vary? Or are some folks paid monthly?
    Nope...

    When I worked for the USMC I was paid on Fridays - TSP contributions occurred on that Thursday (the day before).
    Now I work for the Army National Guard and I am paid on Thursdays - and my TSP contributions occur on that Monday.

    Weird, but whatever.
    Lookin' up at the 'G Fund'!!!

  16.  
  17. #1353

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    I am an active duty service member, so I guess it's different depending on employment type. My TSP contributions go in once a month, near the beginning. Its very rarely on the 1st though. Always seems to be the 2nd or 3rd, sometimes the 4th if a weekend is in there, which was the case this time.

  18.  
  19. #1354

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    Every strain of COVID has been a buying opportunity, jus' sayin'...

  20.  
  21. #1355

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    Large caps outperforming small caps again today. Already missed the deadline today but heavily considering switching from 100S to 100C tomorrow.

  22.  
  23. #1356

    Join Date
    May 2011
    Location
    Florida
    Posts
    1,760
    Blog Entries
    6

    Default Re: bmneveu's Account Talk

    Quote Originally Posted by bmneveu View Post
    Large caps outperforming small caps again today. Already missed the deadline today but heavily considering switching from 100S to 100C tomorrow.
    IFT to 100C today.

  24.  
Page 113 of 115 FirstFirst ... 1363103111112113114115 LastLast

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
SPY (C Fund) (delayed)
bmneveu's Account Talk
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
bmneveu's Account Talk
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
bmneveu's Account Talk
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
bmneveu's Account Talk
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes