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the whole sector is a complete joke. Tech is plagued by massive overcapacity. At least oil and metals had some price pressure. Tech? please.

I think thats exactly whats happening. As soon as an edge is there it doesnt take long before it is gone.

40% of the treasury market is held by foreign central banks that dont have to mark to market ....so with that demand able to soak up debt at any price without regard to showing a loss,....easy to see why everything is screwed up...... IMHO, debt is used to contol currency valuations which I...

for all the talk on housing being a huge problem, there is scant evidence thus far that it is hurting the economyacording to the markets. Does the fed take into account that there is a negative basis in the credit default market right now? Global markets are still searching for yield. If you...

Maybe not for the broad market, but if you overlay the XLE with the XLK you will notice the divergence in august

If there is going to be a 2 or even 3 percent down move next week is as good of time as any. At some point option sellers are going to get smoked again.

Which was to say that we had substituted credit expansion for an insufficiency of economic profit and wages. And, you know, we have continued to do so...the system is not merely addicted to this but completely dependent on it...dependent on what can only be inherently limited, i.e. there can be...

there is an invisible "hand of god" bidding up the indices and currencies and metals to some degree.... correlations between data, bonds, equities, metals and currencies are all out the window. it is one great pool of liquidity and prices seem to move in tandem up or tandem down...

I think he was bipolar which meant at times he was able to take incredible risks that other people wouldnt have been able to do. Makes sense because they have found that people with mental disorders are capable of taking huge risks because there emotions are underdeveloped.

Its going to be interesting to see if FCBs back off from treasury and agencies with yields so low. Rising yields could pressure the market like early last year. I wonder if the ten year could make a quick move to 5.20

Harris

It just seems like the rug could be pulled at any moment

i think hound dog is right. the guys who are great traders live, breathe, and die trading. A CFA would never cross there mind.

CB's around the world are still raising rates. ECB, even Japan will probably raise again. We need to foreign flows to keep this thing going and that means rates that are higher than the rest of the G7. I also think is why the fed and treasury keep doing coupon passes. provide short term...

Ramp and camp.

Does anyone really believe that we will have the Amero? It seems to me that greatest export the US has ever given the world is the American dollar.

Its a squeeze. Its been a squeeze for 3 months. Most of my shorts in indviduals equities didnt respond. AMR, NEW, PHM

The entire HF and mutual fund industry is fighting for year end performance. They haven't had a good year and its hard to justify fees of 20/2 when you underperform the sp 500. thats my take.

The world is engaged in a cold war for resources. This is a consequence of interest rates being too low and causing massive price hikes for basic resources.

So whats going with the curve today?