Seeking Alpha
  • Trader14
    Equities and Treasuries making daily highs at exactly the same time.
    1/30/12
    Reply (5)
    • Conventional Wisdumb: Now that is bizarre. It's like the David Tepper trade all over again.
      1/30/12
    • Trader14: I believe it shows us we are not suffering from any kind of liquidity shortfall
      1/30/12
    • Conventional Wisdumb: Not sure about that in the sense that this looks more like fear than greed when it comes to treasuries. Equities and ZIRP no surprise
      1/30/12
    • Trader14: Their has to be ample liquidity for both the fear trade and greed trade to be profiting at the same time.
      1/30/12
    • Conventional Wisdumb: LTRO has helped ease the pressure but doesn't fix solvency. Lots of liquidity but no velocity. Dangerous combo depending upon econ growth
      1/30/12