>>62213674
completely retarded gold-digger HR stacy bragged in last meeting from nowhere about how her lil' tsmc stock or smth did a lil' sumsum'
and you tell me the top isn't near?

Niggas only talk about liquidity when the shit they buy has no demand.

I swear to god this board has the most braindead people who know jack shit about actual finance who think they're clever and it's the same retard threads over and over again
>reserves are being created
>held by commercial banks
>these banks do then in turn not circulate these reserves into the broader economy
>B-B-BUT THEY'RE PRINTING MONEY THOUGH?!?!
literally kill yourself, it means nothing if the commercial banks don't actually circulate these same reserves, and they are encouraged not to

>>62213740
This. The Fed doesn’t really provide liquidity, banks do. And a lot of loans are defaulting and being written off which is extremely destructive of money supply.

>>62213887
>Uhhhh. Where do you think the banks get their money from ...

Anywho, Howell is wrong. Very wrong. He assumes that it's always the Fed liquidity is the end all be all.
This time it's capex from the AI narrative. Which is very different from the last few years.

>>62213740
if they don't need to circulate this money or do anything with it, why do they need it so badly?

A few semi companies are overvalued right now. Intc is by far the worst, asml a little. Anything over 40 pe i would have. Pretty tight stop on