Search results

let's not be paranoid about chinese diversification. Likely the main reason is that Tsy curve is very rich with all possible bad information priced in - and there is a lot economic data this week. Also Poole saying that ED futures get it usually wrong does not spur confidence in people...

their employees know nothing either - quite typical for a larger brokerage.

agree - still I consider CCJ a great value at the moment. You can also go directly into buying (basically) ETF on U, e.g. U.TSE but I belive it also trades somewhere around $80-90 at the moment.

well, is there a reason that Fed bails out housing bubble they help to start in the first place? Is there a possibilty Fed bails out GM/F incompetence unless all the voting members are French? Do you suggest that the best way to increase saving rate is to cut rates Mr. Bean?

what a crap again. Some people are running for nasty surpise early next year. I will enjoy then the "blame game" that will unfold...:)

JPY is a prime example of how it can't work in the long term. However I believe there is some room for improvement of US deficit from USD depreciation if only because the current USDCCY rate is not in equilibrium - and that is largely because of fx intervention/policies in place in Asia.

are you on drugs? can you support you hypothesis by any single piece of data? e.g. retail, construction ex autos, labor markets, liquidity etc.? you compare apples and oranges when it comes to your 5% vs 2% - both were heavily influenced by housing - when you strip that off you get much...

sounds almost surreal. I hope that the solution to Joe PPP problem and/or external deficit is not going to be either through high US inflation or increased protectionism. Amen :)

Comeco (CCJ) is a good play if you are comfortable betting that Cigar Lake project is going to be fixed. The stock trades relatively cheap (largely because of the Cigar flood). The downside is limited because without Cigar Uranium is going to go up which is good for CCJ due to better margins...

just not to get misinterpreted - I did not say that the recent small step out of the EURUSD range will change ECB action as early as 10 days from now - they will hike - no doubt about that. What I wanted to say is that if EUR continues to strengthen we may see some softening of the talk (e.g...

second that. you are ready to leave only when you are able to leave with class....hatred is for losers.

Could you please tell me a single reason why Fed cuts rates in anything less than say 6 months? Do you really think they will change speed limits before the inflation is under their current soft limit i.e. comfort zone? Do you think they will do the same mistake again and reinflate the...