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Its an economy based on asset appreciation. When asset appreciation begins to soften watch out. Credit has been growing at over 10 percent for years!! Its going to very difficult to keep generating credit at the pace its been going and when its stops its going to be party over.

The market once again returns to a stupor. Only people using OPM would take the risk reward right now.

I think the real economy and the financial economy are two different things. One is slowing and the other isnt. One leads the other. Where does that leave the markerts?

I think it will be interesting to see how the market trades if it heads higher. Will it be a low vol grind up like the last 4 years and now or perhaps a melt up where derivative players are forced out of hedges and vol expands. I hope its the latter.

There is going to be a lot of pressure to chase performance into year end. Regardless of how bad the real economy is there is still plenty of financial firepower left to get this thing to 1400. A lot of hf's havent had a good year. They may decide to bet the farm on the long side. Besides...

good post hydro. I think the fed wants inflation because they are so worried about a debt collapse.

We live in a finance based economy dependent on lofty asset prices and continuous credit growth.

I think it is important to keep in mind that over the next 15-20 years 80 million people are going to be net sellers of assets. financial, real estate, whatever. The wealthiest generation in the world is going to retire and its going to bring new challenges and opportunities. As for real...

not much there

The put selling program trading trade has been in full effect. This market is robotrader.

Its a financed based economy. It requires huge leverage generous credit expansion at all times. The fed knows should know that because they helped create it. If they really wanted to target credit they would be targeting the growth of credit which is above ten percent a year. The...

in oil? There have to funds that are hurting.

Check out this link and notice who number who around number 40 http://www.trade2win.com/boards/archive/index.php/t-19392.html

There could be huge losses in energy trading this year spread across many funds. Look at the top earners from trader monthly. Most of them are energy guys or funds. Its easy to make it when the trend is up. When the trend changes and you average down you get killed. Just wait till T Boone...

There are no guarantees in life and there should be no gurantees in the markets. Busting trades because the market went further than you expected is garbage. There is already enough moral hazard in all the markets because of central bank bailouts.

this 100 percent options related.

Just read this quote in the chicago tribune. David Kerpel is a case in point, vowing that he and his wife will not further reduce the price on their house. "We don't have to, financially. Plus, there's a certain pride in our house," he said of the split-level whose price the couple...

The markets appetite for risk is amazing.

somebody just did 3000 on the offer in the Es at 1309.25

Seems to be a pretty solid wall at 1306.25 and 1309.25 I dont the volume is going to be solid enough for a breakout either way.