re: hedge fund managers, fully agree they rec policy that would benefit their portfolio.
re: QE4, agreed it's the opposite of rate hikes,
but we already know rate hikes are being delayed due to economic fragility.
so it's a short leap to needing a bigger bandaid.
ie: splashing kerosene on the bonfire instead of sprinkling water
to appease the bankers who still need to unload assets
before turning on the sprinklers to reset the game...
also agree that, for block trades, there's no way for us to know
whether the single party was on the buy vs sell side.
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