The remix was reuploaded by YouTuber [4] Nighcore Mtb in 2018, gaining over 10 million views in four years. I thought a bit more about what he said and emailed my banker to start pulling money from my money market funds and US treasury portfolio. I also pinged my macro daddy Felix Zulauf with the same question. Step 3: Buy Bitcoin. The question then becomes – if inflation, the US labour market, and the US economy in general is softening in the second half of 2023, will the Fed on the one hand pause rate hikes (or even cut rates), while at the same time tightening monetary conditions by continuing to reduce its balance sheet via QT? Its been a year daddy meme. The pièce de résistance of this resort is a back bowl called the E bowl (so imaginative, I know). And, given the yield difference between the two options isn't that large, the prevailing wisdom is "why take more risk than you need to? " And she changed my name to tickle tipson. Hehehahaha, HAHAHAHA! It's been ten years daddy. Find more lyrics at ※. I try not to be sad.
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1 million views in a month (shown below, left). It's been a year daddy I really really miss you mommy says you went to the store to get some milk. Size of the Fed's Reverse Repo (RRP) facility. We had your favorite dinner tonight. The rate of change of rate hikes is slowing, which, vs. 2022, is a major improvement for market sentiment towards risky assets. Its been a year daddy copypasta youtube. One way I achieve mental clarity and live in the present is through skiing. I started kindergarten this year, I carry a picture of us. I miss how you used to tickle me.. Tickle my belly. In a similar vein, part of my portfolio missed the early innings of this recent rally of Bitcoin – which was also driven by expectations of forthcoming monetary easing – but that doesn't mean I should be obstinate and refuse to participate in the next part of the rally, which will be driven by the flows out of Reverse Repo Agreements and (as previously discussed) the spending of the TGA.
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It's been a year daddy i really really miss you (Quandale Dingle Cover). It's even less risky than owning short-term treasury bonds. And this stair-stepping process continues until the secular bull market ends. Before I get to the expected direction of the RRP, I need to first make an assumption about the market's sentiment re: risky assets. Park that thought for a second. Money market funds make up the majority of participants in the RRP scheme because it offers a risk-free way to earn yield. Quandale Dingle It's been 20 years, daddy. The TGA is at ~$500 billion currently. The animation became extremely prominent on Newgrounds and inspired short videos and further remixes over the following years. Given that the Western-led fiat financial system would collapse overnight if the US government decided to forgo raising the debt ceiling and instead defaulted on the assets that underpin said system, it's safe to assume the debt ceiling will be raised. Do you think I can be a Doctor? Globally – but this, as with all things in the universe, is a temporary phenomenon. 2022 Resurgence On TikTok. For the most heavily traded stock index globally, that's a monster move in only 3 months. I asked him what he thought about the Fed's recent meeting and policy decision.
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The video was very well received on Newgrounds, gaining over 843, 000 views and an average rating of 4. Am so on the soccer team. The rally in these stalwarts eventually stalls, and then prices fall slightly. Dj Sammy - I Miss You Daddy Lyrics. Then shitcoins rediscover gravity, and interest shifts back to Bitcoin and Ether. With this shift afoot across the world, all signs point to "Go Go Go! " His response was cutting and on point.
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Well, the below chart for NDR Research indicates that after a dismal 2022, the central bankers are returning to business as usual – i. e., printing dat monay by enlarging their balance sheets. I can even open my eyes, While I'm under water.. Can't you see me? I argued that I was afraid that the Fed would pivot due to market dysfunction. I got a lesson in being present last week during a day out cat skiing. At that point, the Fed will continue to shrink its balance sheet via QT, keeping the liquidity taps off and offsetting any market upside that a potential pause in rate hikes might bring. As I was cruising in to meet the rest of the group I was skiing with, I took a bit of my attention off of the present task of skiing and started to think about the cold beer and burger I was planning to have for lunch. It's been a year daddy copypasta. The remix was reuploaded to YouTube on September 17th, gaining over 9. That means the Treasury is likely going to spend all $500 billion of the TGA into the US economy, adding liquidity to the system and lifting risk asset prices. At present, there is slightly more than $2 trillion parked in RRPs, which is down approximately $200 billion year-to-date when you remove the 2021 end-of-year window-dressing effect. The video is set to the 2002 candlelight remix of Bryan Adams' "Heaven" by DJ Sammy. That is because the Fed pays interest on RRP balances daily, while short-term treasury bills are zero-coupon fixed-income instruments – and there is always the risk that the US government decides to default on its obligations.
It's Been A Year Daddy Copypasta
Can you see me on the field? In any case, with the Treasury flooding the market with debt and the Fed talking out of both sides of their ass, I would say this future is negative at the margin for risky assets. I'm not going to be escorting your ass to the hospital because you didn't want to look lame. For a more detailed discussion of this please read "Teach Me Daddy". But, he has not altered the Fed's pace of QT, nor indicated that any changes to the pace of QT is in the cards. 6/5 stars in 18 years. And when the RRP balance decreases, it adds liquidity to the system, which is positive for risky assets. But don't worry, hehe... My USD Liquidity Index has three main components (see my article " Teach Me Daddy " for a full breakdown): Size of the Fed's balance sheet. And I ate it all up. He argued that it is a problem for the future, and that he could always sell. So he said he plans to live in the present, riding this potentially short-term wave of loose monetary policy and racking up some runs on the board. Federal Reserve Balance Sheet (white) vs. S&P 500 (yellow). My assumption is that others – like myself – will remove money from money market funds and go long risky assets, causing the RRP balance to shrink.
Its Been A Year Daddy Meme
All aboard the S. S. Bitcoin, en route to a final port in Shitcoin City. I'm in 5th grade now. Remember March 2009, when the Fed began buying bonds as part of its Quantitative Easing (QE) money printing operation? Buying into Bitcoin when it is already up 50% off the lows is dangerous. The key to shitcoining is understanding they go up and down in waves. I moved the portion of my liquid fiat money that I'm comfortable risking out of money market funds / short-term US Treasury bills and into USD cash, which I can then deploy quickly into the risk assets of my choosing. Bitcoin has rallied close to 50% from the $16, 000 lows we saw around the FTX fallout. You better watch your back. As long-time readers know, I am an avid skier. We are all Bayesians now! Skiing rapidly downhill through a thicket of trees requires 100% of your mental attention.
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I learned how to swim this summer. I know where you are. He made the decision to exit short-term treasuries and go long equities back in December of last year. I sleep with the light on, Just in case you come home. Mommy lets me sleep in one of your t-shirts.
All this happened because I wasn't giving 100% of my attention to the present task of skiing. I can't always wait for the perfect setup. I miss you daddy... - Special thanks to i miss you daddy for correcting the lyric. Cat skiing is when you ride a cat – which is the machine that grooms the slopes – to get to the top of your runs.
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