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    china gonna sella againa

    if it can sell one day then it is this coming Monday. Today's new US tarrifs on imports from China are like taxing China's growth story. The story is clearly based mainly on external consumption (and infrastructure rebuilding) ... so watch out for opening of Japan new fiscal year - it may be...
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    Pabst's Blue Ribbon Trades

    I do not know what to say - have a great weekend and hopefully it goes better next week.:(
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    Bond Trader 2007

    sometimes the day sucks even when you make pile of money. I'm really annoyed that I was off the desk when the spike happened - rarely there is such a clear sell. Fortunately I had few $k dv01 left from the morning. Even when tariffs go live in practice it is bond negative for many reasons -...
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    Pabst's Blue Ribbon Trades

    subscribing too - I am interested in the <i>insane</i> tactic. That sound familiar to me :)
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    Citigroup's Chief Economist Warns "Severe Market Correction" Now Likely

    they are in such a deep sh*t already with no management vision that - relatively speaking - any market shake up can make things only better for them. I have them in my portfolio for ages for exactly this reason - zero beta (in fact beta of C is 0.9 vs SPX but this is still one of the lowest big...
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    Bond Trader 2007

    took all profit on 5x30 flattener right after PCE numbers. Next week is the key in the long term for both shorts and longs - running much lighter than usual until then.
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    IB Secure Device

    :D - I loved that Trainspotting scene.
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    IB Secure Device

    great - that solves problems for travellers.
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    Bond Trader 2007

    I admire your commitment - mind ask you, what time zone are you in?
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    IB Secure Device

    Hi IB Salvatore, what happens when somebody travels around the world all the time and losses his SecureID (or it gets stolen - not uncommon in some part of the world)? Does that mean that he is basically cut out of his positions for maybe weeks before IB delivers a new one? This change...
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    Shanghai Up 9 Days In A Row!!!!!! 9%

    I do not know what you try to tell me (or prove). Something like: "you have a different opinion therefore I am smarter". You sound like a Wall St expert - have you ever worked there? let's say for one of top 5 shops on CDO/MBS/ARM desk in a senior position? I seriously doubt it kid. EOF :cool:
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    Shanghai Up 9 Days In A Row!!!!!! 9%

    many people say that prices will go down (by as much as 20%) - you know who I am talking about :D. These people also say that US is on the brink of a catastrophe, dollar will go to par with Yen, Yellowstone is going to explode and if not this then we will definitely all die on bird flu, etc...
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    Shanghai Up 9 Days In A Row!!!!!! 9%

    2 words describe it all: ASSET INFLATION - wherever you look. That's one reason why idea that house prices are going to tank does not hold up. In the long term just imagine what happens with all that money when price of Asia's labor starts to go up....
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    Bond Trader 2007

    took some profits on shorts and increased 5x30 flattener...
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    Bond Trader 2007

    ? do you say that you did not arrange for overdraft ? :cool:
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    Bond Trader 2007

    in fact it was addressed to you. I was surprised that you agree with Lance's ~114 but at the same time suggest that in the short term it may go to 111-01. I am trading very long time frames (by your definition) and I would never enter according to a long term target if I feel that short term...
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    Less than 20% fall in home prices will destroy the banking system?

    I would never put such an inspiration as you <b>zdreg</b> on my ignore list...:D This thread grabs my vote for the worst thread on ET.
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    Less than 20% fall in home prices will destroy the banking system?

    is there a way that you can put all people in a specific thread to ignore list in one go?
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    Bond Trader 2007

    what is long term, short term? why would you go long here (for long term) when you thing it sucks short term? does NOT make sense to me at all...
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    Bond Trader 2007

    given Lance's calls previously I pay attention to what he says. But it is hard to see a rally from here (in fact on zb it is easiest so... maybe). I bet on Asia and believe the recent outflows are not only because of the end of fiscal year. It is more about expectations on USD - and that is...
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