James Mackintosh
speaker
379 appearances
7 recordings
1 series
first heard Nov 2017
last heard Nov 2024
James Mackintosh’s voice in public audio — every appearance, attributed to the second.
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Appearances
That's what happens after a normal short squeeze.
People who buy in at the top get crushed.
Now, the hope of the Wall Street bets community, or at least the hope for them, shall we say, rather than maybe of them, but the hope for them is that the people who were buying at the top were the short sellers having to cover.
Now, that's possible.
If they were the ones buying back in that final splurge up,
And again, I caution that there could be another splurge up from here.
I don't know.
But if it was the short sellers buying back, then they took the pain.
And that'll cushion a lot of the retail pain.
But even so, there's going to be someone left holding the bag as it goes back down again.
Yeah, August was really quite dramatic.
You had some of the best performances from treasuries in, well, the third best month ever for the longest treasury bond.
And certainly among the best performances from other durations of bonds.
So, you know, really quite extraordinary.
Stocks, though, down a little bit, but really not the sort of thing that
shows any particular signs of worry.
And this disconnect, frankly, has had me scratching my head for quite a while because whilst August was especially extreme, it's been going on for quite a while before that as well.
Well, exactly.
So the interesting thing is you can say, look, there has been this rotation within the market.
So people have bought things that look like bonds, and that's helped to hold the market up a bit.
Showing 141–160 of 379 · page 8 of 19
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