I have some money invest in a fund where they follow the money flows globally in granular detail. Essentially he was saying that we are at a leveraged longs inflection point in many of the assets that are getting crunched. Which makes sense. People on margin are being called. Next stage will be regular longs hitting a capitulation point so it may not be over for a while.
US dollar to continue to rise as flight to cash continues
Next stage will be flight to liquid collaterall. US gov bonds like TLT should do well when this happens
US 10 year to retreat
Aussie dollar to get slammed
Industrial commodities to get slammed
Gold and silver to get slammed
After the wash out, there will be an excellent opportiny to buy into commodities at a discounted price.
Anyway - it's all a bit brutal. Wishing everyone all the best.
I have some money invest in a fund where they follow the money...
Add ARL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
69.5¢ |
Change
0.040(6.11%) |
Mkt cap ! $138.6M | |||
| Open | High | Low | Value | Volume |
| 65.0¢ | 69.5¢ | 56.0¢ | $363.8K | 598.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 34342 | 63.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 69.5¢ | 1399 | 1 |
View Market Depth
| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
|
|||||
|
Last
67.5¢ |
Change
0.040 ( 0.75 %) |
||||
| Open | High | Low | Volume | ||
| 62.0¢ | 67.5¢ | 56.0¢ | 183666 | ||
| Last updated 15.47pm 03/05/2024 ? | |||||
| ARL (ASX) Chart |