i always have thought from the very first beginning of this
crysis that at the end, the printing machines would solve the
problem ...Greenspan is right....just print the trillions the US
needs and you are out of debt...
would like to know if possible what has been the maximum interim
draw down for the system in the past....has it ever had a trade so
negative interim as this one??because one thing is end of trade p/l
and another is max unrealized loss....
as far as I know these Fed shopping of treasury bonds goes into
their balance-sheet....What about if in a few months the interest
rates on those bonds explodes and those assets suddenly are worth
close to nothing???Whose balance-sheet will sufer those
losses???
Will it be the fed that will at that time have the need to be
rescued???and by whom???
equities up to stable, gold and silver up sharply, usd massively
down, financials diverging from the market, oil not doing that much
and vix although market quietly up,also up at this
stage...
seems correlations starting to disintegrate....also cds in
europe going up everyday...let's see
by what I am seeing this morning, seems that eurusd has a good
chance of breaking 1,48...if so lets see how oil reacts to the 76,5
area...and if both break, the reaction of the equity markets might
be very instructive of the weeks ahead...
I think that the usd as the carry trade currency of the moment
is in the same position as was the eur.yen a couple of years
ago...the moment the usd reverses, most asset classes will finally
correct!first one I am looking is crude oil...
crude made to 76.56 and managed to go up half a
dollar....eur.usd trying to go through 1,485 but still unable...a
close of both below those levels would be good for the bearish case
on equities...
My view at this stage is the same as a couple of days ago...both
the usd must strenghten and crude oil go below the 76,5 usd mark in
order for the equity markets to start rolling over!
I was wondering if you could include on your weekend newsletter
the scenario of an exploding price in gold and precious metals,
followed by crude oil and other commodities to a certain
degree ,etc etc, with an ever falling USD...where do you see
the SP and the nasdaq in such a scenario...what would it mean for
equities at least short term???where could this new bubble lead
us??specially with interest rates where they are for a prolongued
period of time!!!
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printing USD
Posted by alseq on 8th of Aug 2011 at 06:03 pm
and the magic is noone needs topay any interest...just pay for the printing machines....for sure berkshire will own that business...lol
No Chance of Default, US Can Print Money: Greenspan
Posted by alseq on 8th of Aug 2011 at 06:01 pm
i always have thought from the very first beginning of this crysis that at the end, the printing machines would solve the problem ...Greenspan is right....just print the trillions the US needs and you are out of debt...
would like to know if
Posted by alseq on 8th of Aug 2011 at 05:39 pm
would like to know if possible what has been the maximum interim draw down for the system in the past....has it ever had a trade so negative interim as this one??because one thing is end of trade p/l and another is max unrealized loss....
potential for positive divergence on
Posted by alseq on 8th of Aug 2011 at 01:32 pm
potential for positive divergence on Dax future chart on the 30min chart if market can stop going down
stop loss
Posted by alseq on 5th of Aug 2011 at 12:01 pm
any back study of stop losses inbedded in th system???we are now in the worth trade ever....
SRS and TBT
Posted by alseq on 18th of Jul 2011 at 03:38 pm
anyone with a view on those....???
I believe they could be in for sharp moves now, both on the upside
Appreciate your views
spy
Posted by alseq on 8th of Jul 2011 at 12:45 pm
any of you see this iland as a relevant trading sign on the spy daily chart??
japanese etf
Posted by alseq on 15th of Mar 2011 at 11:23 am
Steve and Matt,
Does any of you know of an ETF with exposure in particular to the Tokio real estate market??
Think one should short it right away...
QE2
Posted by alseq on 4th of Nov 2010 at 11:10 am
Matt and Steve,
as far as I know these Fed shopping of treasury bonds goes into their balance-sheet....What about if in a few months the interest rates on those bonds explodes and those assets suddenly are worth close to nothing???Whose balance-sheet will sufer those losses???
Will it be the fed that will at that time have the need to be rescued???and by whom???
Tx for your comments in advance
correlations
Posted by alseq on 25th of Nov 2009 at 12:44 pm
equities up to stable, gold and silver up sharply, usd massively down, financials diverging from the market, oil not doing that much and vix although market quietly up,also up at this stage...
seems correlations starting to disintegrate....also cds in europe going up everyday...let's see
usd, oil and the markets
Posted by alseq on 20th of Nov 2009 at 07:48 am
by what I am seeing this morning, seems that eurusd has a good chance of breaking 1,48...if so lets see how oil reacts to the 76,5 area...and if both break, the reaction of the equity markets might be very instructive of the weeks ahead...
oil and the usd
indications of a weak dollar with oil being the cause
Posted by alseq on 13th of Nov 2009 at 11:04 am
bothh are kind of retesting yesterday's broken supports...
watching the eur.usd and oil
Posted by alseq on 12th of Nov 2009 at 03:09 pm
just testing lows...interesting
usd and crude
Posted by alseq on 12th of Nov 2009 at 02:25 pm
looks loke another try at the lows...
usd
Posted by alseq on 12th of Nov 2009 at 02:01 pm
I think that the usd as the carry trade currency of the moment is in the same position as was the eur.yen a couple of years ago...the moment the usd reverses, most asset classes will finally correct!first one I am looking is crude oil...
crude oil and usd
Posted by alseq on 12th of Nov 2009 at 01:24 pm
crude made to 76.56 and managed to go up half a dollar....eur.usd trying to go through 1,485 but still unable...a close of both below those levels would be good for the bearish case on equities...
I totally agree...it's amazing how
Market consolidates while the FED prints more money. There probably ...
Posted by alseq on 12th of Nov 2009 at 12:44 pm
I totally agree...it's amazing how manipulation goes
markets
Posted by alseq on 12th of Nov 2009 at 10:42 am
My view at this stage is the same as a couple of days ago...both the usd must strenghten and crude oil go below the 76,5 usd mark in order for the equity markets to start rolling over!
uup
Posted by alseq on 12th of Nov 2009 at 10:17 am
aproaching 50 day ma
week end newsletter
Posted by alseq on 11th of Nov 2009 at 10:36 am
Matt and Steve,
I was wondering if you could include on your weekend newsletter the scenario of an exploding price in gold and precious metals, followed by crude oil and other commodities to a certain degree ,etc etc, with an ever falling USD...where do you see the SP and the nasdaq in such a scenario...what would it mean for equities at least short term???where could this new bubble lead us??specially with interest rates where they are for a prolongued period of time!!!