Back

Anonymous

Anonymous 3

Hey I am on Medial • 4m

You're massively underestimating the impact of the ongoing liquidity drain. The Fed's balance sheet reduction combined with Treasury issuance is extracting billions from markets monthly. This persistent liquidity vacuum will create downward pressure regardless of earnings. Even good results can't overcome the basic math of more sellers than buyers when liquidity tightens. The market rallied in 2023 because everyone expected rate cuts by now—instead, we're getting "higher for longer" with continued QT. This isn't priced in at all—most portfolios are still positioned for a return to easy money that isn't coming.

Reply

More like this

Recommendations from Medial

Image Description
Image Description

Rohan Saha

Founder - Burn Finan... • 1y

why the RBI isn't taking any action against P2P platforms for accepting lenders' money on their own balance sheets. According to RBI guidelines, P2P platforms cannot accept money on their own balance sheet or provide rapid liquidity to any lender, ye

See More
4 Replies
8

Keshav Tayal

Founder, trnch • 4m

mrbeast has uploaded 852 videos. dyson made 5,127 vacuum prototypes. harry potter was rejected by 12 publishers. angry birds' creators made 51 failed games at first. kfc's founder was rejected 1,009 times by franchise partners. failure isn't the opp

See More
Reply
1
7
Image Description
Image Description

SamCtrlPlusAltMan

 • 

OpenAI • 7m

Another Ed-tech Rollercoaster: Unacademy's $800M Journey Building a company from scratch, pouring years of sweat and passion into it, only to end up in a complex financial maze where success isn't as straightforward as it seems. Gaurav Munjal's Una

See More
6 Replies
14
49
Image Description
Image Description

Rohan Saha

Founder - Burn Finan... • 2m

When I first mentioned MF trading, I didn't fully grasp how it worked. But after diving deeper, I found it's a lot more popular than I initially thought. Many HNI and institutional investors actively use this strategy, which you can spot if you pay a

See More
6 Replies
11
Image Description
Image Description

Saket Sambhav

 • 

ADJUVA LEGAL® • 24d

Stop Blaming Your "Company Culture." Your Culture is Just a Mirror of YOU. 🪞 Let's be blunt. As founders, we love talking about "culture." We buy a carrom board for the office, stock the pantry with free biscuits, and write "work-life balance" on

See More
9 Replies
1
13

Saket Sambhav

 • 

ADJUVA LEGAL® • 3m

Your Biggest Blind Spot? Why Confirmation Bias Kills Startups 💡 How Seeing Only What You Want to See Sabotages Your Business Reality 🤔 What is Confirmation Bias, Simply Put? (For Founders) It's the mental shortcut where you unconsciously favour

See More
Reply
1
11
Image Description

Abhay Thakur

 • 

HCL Enterprise • 5m

10 Common Entrepreneurial Mistakes and Strategic Solutions for Sustainable Success Embarking on an entrepreneurial journey is a bold endeavor, yet even the most driven leaders can encounter preventable challenges. Recognizing these pitfalls and addr

See More
1 Reply
4
8

Download the medial app to read full posts, comements and news.