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    Gold Miners: A Few Selected Charts

    Totally. It's not meant as an attempt at prediction. Just a picture of what would happen if this was all part of a hollywood horror film aimed at the economist demographic
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    What is the difference between Alan Greenspan and Charlie Brown's teacher?

    There is one crucial difference: 14:36 - Bloomberg reports that Alan Greenspan believes that wah wah wah, wah wah wah wah. ...Charlie Brown's teacher doesn't spontaneously come out of nowhere and hammer your longs with some cryptic doomsday thesis at 2 oclock on a random tuesday every...
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    Gold Miners: A Few Selected Charts

    Would say that gold is climbing in direct proportion with volatility and uncertainty in the currency markets coming into tues fomc. Crux point supercharged with almost platitudinous acceptance of at least some reasonable possibility of this:
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    Ben Bernanke and the Fed Funds Rate.

    Hmmm, why didn't last week's Indonesian earthquake cause a tsunami that wiped out entire species, mounted human casualties in the millions, and razed several thousand miles of coastline communities? Maybe your theory is just stupid. Or, alternatively, maybe 'scale' and 'context' are...
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    ICE / nmx /etc

    Came into past tues looking to play the stock long, but reversed bias on it after seeing no real rush by shorts to lighten: only bounce it has made on this breakdown was because it hit a strong support level (130) right as broad market reversed on Monday (overlay chart attached). Has me thinking...
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    There will be no Fed rate cut

    well construed.
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    Ben Bernanke and the Fed Funds Rate.

    It is naturally a compelling argument. It's almost certainly the case that the 'cheap human resources' reserve on the planet will expend itself leaving us without the primary factor responsible for suppressing the latent inflation you're getting at. But it seems reasonable that it will take...
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    It is foolish to have trades open during the Fed meeting... Don't predict!, react!

    As to the comment above about what's been going on in large positions into the announcement: the nice moves we saw over the past week were generally short-covering moves (i.e. brokers, mortgage related, materials/construction). I would say, regardless of what it seems like most have been...
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    Dumbing down the trading process (funny)

    shill (shĭl) - One who poses as a satisfied customer or an enthusiastic gambler to dupe bystanders into participating in a swindle. btw, interesting conversation, guys.
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    question about rate cuts

    Please correct me if I'm wrong here, but as I understand it: Interest rates do move together. Arbitraging virtually guarantees this across liquid markets. Otherwise you could just borrow one to buy another. But two points support the responses above and the 'NO' answer: structured debt markets...
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    Goldman Global Alpha Fund Fell 22% in August, Most in Any Month

    Its not quite as simple as portrayed here. You can see a thread of what happened to GS by looking at the yen chart. You see that huge spike on 8/16? Corresponds with the equites capitulation. That's the day after the deadline for hedge fund clients to submit requests for withdrawal of funds...
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    Is The Real Estate Market At A Bottom?

    Unquestionably correct. Prices haven’t even reacted yet. I realize this is anecdotal, but it gets to the issue at hand: My parents are currently trying to sell a home in gulf-coast FL in an area where homes were routinely selling for 800K to a 1.2mm one year ago. Not a chance now. I try to...
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    Is Anyone Bullish Real Estate?

    I don’t really understand the responses I’ve seen to this question here; at least, for the most part. Look: of course there is a base of guaranteed demand for real estate..and, of course, at some point in the not-too-distant future, the domestic real estate market (which is really many...
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    How to pull the rug on SPX market makers

    wow. This seemed like such a good site until I saw this thread.
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    Fed Rate Cut on Monday / Tuesday ?

    The synthesis position here seems to go something like this: This is not a true bubble in terms of equities valuations, but the extent to which some sectors have been stretched has been a function of excessive and sustained super-liquidity, and so, is now a sharp double-edged sword. So, while...
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    Are we headed for a crash?

    perfectly put. Thx
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    Are we headed for a crash?

    I am a big fan of that point... And as far as global growth models are concerned, it's almost an exponential effect - revolutionary enhancement switched on just in time to see a couple billion new agents tap in. I like the way Clyde Prestowitz put this: The other half of the world is...
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    Are we headed for a crash?

    Acknowledging it and being well situated for it are two different things-I think they may be juggling more than they are letting on as it is. But I'll be rooting for your euro$ - ... :) even while i'm buying yen Take care
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    Are we headed for a crash?

    That fits too perfectly. The odd sequence of events from Mon to Wed to the Thurs lows to the multiple oddities friday premarket, (conveniently right in front of expirations)...GS at the heart of it, flailing. Worrisome. Thanks for the relay.
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    Are we headed for a crash?

    wouldn't say it's a statistical error on your part... my guess is people voting today were coming off a day away from the market. Relaxation. A little perspective. People voting yesterday more likely to still be wearing some of it's recent emot. tone.
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