Recent content by razorack

Those of you that point to cheap housing in other areas to justify that there is not a bubble are missing the point. If they havent increased in the past few years they never will and this is because they are percieved to be undesirable places to live. Even so ma,y of these places have gone...

No offence taken and good to get local feedback. Like everything it is not black and white. I was not implying that your manufacturing export lead economy would disappear and be totally replaced by internal demand. What has been recognised however by the chinese administration is the...

The point to be made here is that in trading timing is everything. Now I realise that this is a trading forum and as such I expect you guys to focus on this aspect. With someone like Rogers you have to take him from the right perspective. Rogers gets out travels the world and visits the...

Question Did you see oil at these levels say 6-7 years ago- Rogers did. You seem certain that oil wont see $100 but that is based on what? FNM collapse hasnt happened YET Bearish stockmarket- OK 03 was an early call but the only thing keeping the US economy pumping is the artificial...

It is only a matter of time before the yen appreciates. But predicting when is a folly. Because you have had a very long trend down for over a decade this market will not turn on a dime- look at gold for example - it had been in decline for a long time...

I have the utmost respect for him. He correctly called the commodity bull market that we are all experiencing now back in the late 90s when the huge declines after the asian crisis/russian bond crisis/ LTCM crisis had devastated the oil price down to ridiculous levels . He was not only...

All these old fart should jsut retire for good... I remember a similar comment made about Buffet during the tech bubble. The commentator was right , right , right for about 12 months and then he was WRONG big time.

"You need more than growth slowing down to bring prices down," Look back to 97 when oil hit $12 barrel. that was due to growth slowing not production increasing.

What i cant understand is why everyone forgets what happened to crude price during the asian crisis. It only took the perception that world demand was going to fall (or the price was becoming too high due to currency devaluations in developing asian nations (indonesia malaysia korea etc etc) for...

He has responded with 85 trades in January, and I now say "well done!". His market neutral strategy has an obvious upside bias- otherwise how did he make those returns if he was market neutral. How will he handle his draw-downs if the market reverses sometime in the future? Will he start...

I must have missed his examples where are they?

"I was mostly long/short neutral in equity" This statement implies a hedged strategy. Which implies a concern for risk. This implies more than he has given us Electron wrote "You obviously have not even a basic understanding of the concept of percentages, do you? What difference does it...

You may have thought you were fully hedged but to get those sort of returns I would doubt it. Give us an example of any/all the trades that you had on at any one time.

taodr wrote They are now saying there is no real estate bubble but there clearly is Wasnt it Greenspan who admitted after the stock market bubble had burst, that it was was impossible to tell whether there is a bubble or not untill after it has deflated (or words to that effect). Me...

Look at Australia. They flew through the asian crisis due to a DEPRECIATING AUD and FALLING interest rates(sound familiar?). They now have a massive housing bubble that threatens to deflate. Why? because their Reserve bank are basically shit scared of a boom bust cycle in housing- having...