Monday, March 23, 2020

Stocks And Gold Bounce,US Dollar And Treasuries Drop 股票和黄金反弹,美元及国债下跌

After hour Futures trading(Source finviz.com):




。COVID-19 statistic update:

Global cases: More than 379,375
Global deaths: At least 16,509
US cases: At least 45,322
US deaths: At least 582


。Activist investor Bill Ackman said he has made a “recovery bet” on the economy, investing $2.5 billion in a little over a week and half in equities, including upping his positions in several of his portfolio companies and reinvesting in others like Starbucks Corp.  The billionaire investor said he has taken off all the hedges that he put in place for his Pershing Square Capital Management, through shorts in the credit market. Those hedges were put in place to offset the effects of the coronavirus, he said. Ackman said his hedge fund has used the proceeds to reinvest over the past 10 to 12 days in several of his portfolio companies, including Lowe’s Cos., Hilton Worldwide Holdings Inc. and Warren Buffett’s Berkshire Hathaway Inc. “That’s about the most bullish thing we’ve done,” he said in a Bloomberg TV interview. “We are all long. No shorts, you know, betting on the country.”---Bloomberg

。Appaloosa Management founder and Carolina Panthers owner David Tepper warns investors who are still desperately trying to catch a falling knife that he doesn't expect the carnage to end anytime soon. Speaking with CNBC's Scott Wapner on Monday, he warned that the market could fall another 10% to 15%. ---ZeroHedge

。The International Monetary Fund said it expects a global recession this year that will be at least as bad as the downturn during the financial crisis more than a decade ago, followed by a recovery in 2021. ---Bloomberg

。The Fed unveiled its ultimate bazooka today - unlimited buying of pretty much any- and every-thing until this all calms down. The problem is - it didn't reassure investors as they've had 10 years of knowing that whatever The Fed 'creates' is simply money-printed delusion that does not reflect any real economic progress. Precious metal's had their best day since The Fed expanded QE1 in March 2009. Gold closed up 77.10 (+5.10%) to 1561.40. Silver closed up 0.90 (+7.39%) to 13.29. ---ZeroHedge




。According to Kitco, silver sales are skyrocketing: “Data from the U.S. Mint shows that it has sold 2.32 million one-ounce silver coins so far this month, up significantly from February sales of 650,000 coins.” And based on wholesale cost over spot price for 1 oz bullion American Eagles, premiums for physical products are soaring higher. Gold is selling at about a 6% premium and silver is selling at an 86% premium. Both of these figures are well over their averages from earlier in the year.  Brandon Smith of Alt-Market.com argues, “Crash conditions will likely inspire more and more people to demand physical delivery on precious metals over the course of 2020, as fears of paper market shutdowns due to the pandemic grow.”---ZeroHedge









后市期货交易(来源finviz.com):


。COVID-19统计更新:

全球案例:超过379,375
全球死亡人数:至少16,509
美国案件:至少45,322
美国死亡人数:至少582

。激进投资者比尔·阿克曼(Bill Ackman)表示,他已经对经济做出了“复苏的赌注”,在一周半的时间内向股市投资了25亿美元,其中包括提高他在几家投资组合公司中的头寸,以及对星巴克等其他公司进行再投资。这位亿万富翁投资者表示,他已将在信贷市场上的空头头寸撤走了,这是为Pershing Square资本管理公司设置的所有对冲。他说,设置了这些对冲以抵消冠状病毒的影响。阿克曼(Ackman)表示,他的对冲基金在过去10到12天内已将所得款项用于他的几家投资公司的再投资,其中包括劳氏(Lowe's Cos),希尔顿全球控股公司(Hilton Worldwide Holdings Inc.)和沃伦·巴菲特(Warren Buffett)的伯克希尔·哈撒韦公司(Berkshire Hathaway Inc.)。他接受了彭博电视台的采访是说 “我们都只有多头头寸而没有空头头寸押在这个国家上。” ---彭博

。Appaloosa Management的创始人和卡罗莱纳州黑豹的老板David Tepper警告说,投资者仍在拼命地抓住一把下跌中的刀,他预计大屠杀不会很快结束。周一,他在CNBC的斯科特·瓦普纳(Scott Wapner)讲话时警告说,市场可能会再下跌10%至15%。 ---Zero Hedge

。国际货币基金组织(IMF)表示,预计今年全球衰退将至少与十多年前金融危机期间的衰退一样严重,但随后在2021年将会出现复苏。---彭博

。美联储今天宣布了其最终的重型措施:无限购买几乎所有东西,直到一切平静下来。问题是-它并没有使投资者放心,因为他们已经有10年的时间知道美联储的“创造”仅仅是货币印刷的妄想,并不反映任何实际的经济进步。自2009年3月美联储扩大QE1以来,今天贵金属表现最好。黄金收盘上涨77.10(+ 5.10%)至1561.40。白银收高0.90(+ 7.39%)至13.29。 ---Zero Hedge




。Kitco表示,白银的销售量直线上升:“来自美国造币厂的数据显示,本月到目前为止,它已经售出了232万个一盎司的银币,比2月份的65万枚大增。”基于1盎司金银美国鹰的批发价与现货价的比较,实物产品的溢价飙升。黄金的溢价约为6%,白银的溢价约为86%。这两个数字均远高于今年初的平均水平。 Alt-Market.com的布兰登·史密斯(Brandon Smith)表示:“随着对病毒大流行导致纸金属市场关闭的担忧加剧,崩溃状况可能会激发越来越多的人要求在2020年内对贵金属进行实物交割。” ---ZeroHedge



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