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I'm guessing that replying to yourself is a faux pas here. Bad etiquette. Gauche. Oh well. In answer to myself, what's next is just the age old game of sector rotation. We sheep can graze peacefully right where we are for a while yet. Oh look, a shiny nickel.

That worked out nicely. But now I have no ideas about what happens next, not even crazy ones. Continuation of the commodity sell off? Summer stagnation in all markets? Anyone else have a guess?

Silly me. Shepherding us out of the stock market to support treasuries wouldn't be good for our psyches. Shepherding us out of commodities on the other hand... Time to support Geithner's strong dollar policy.

I had a look through the blog and could of course present counter arguments, but let me instead add some fuel to your fire. I very rarely hear men berating their wives/girlfriends in public (socially taboo) but have frequently witnessed women berating their husbands/boyfriends. Perhaps it is...

I reserve the right to change my mind daily, but my new theory is that bond yields have to get more attractive first. So we dip then rally, then comes the BIG dip.

Could this be the beginning of our being herded out of the stock market and into treasuries? I think not yet, and I will be buying the dip. Soon.

Finished the day up $3610, realized $2021. This post is my way of celebrating having made $6k or more a week for the last 7 months. Just in case you believe me, let me say that I have no "edge". I would characterize my style as discretionary, if not intuitive. Or maybe just very lucky.

If we are no longer worried about deflation and if the NFP numbers look stellar soon, QE2 could end on schedule or even early. So who will step in and buy the treasuries that the Fed has been buying? I'm not convinced that foreign buyers will increase their buying (but love to hear your...

I'm wondering if the drop in gold and oil is the market's way of predicting a good GDP number tomorrow. Not sure about the US markets but imo TSX is a short here. I'm also buying USD against CAD.

Median age in Yemen is a stunning 18 years. http://www.indexmundi.com/yemen/median_age.html

NYSE Euronext, Bats Extend Circuit Breakers to April Dec. 8 (Bloomberg) -- NYSE Euronext, Bats Global Markets and Direct Edge Holdings Inc., asked the U.S. Securities and Exchange Commission to extend the pilot program for circuit breakers on stocks to April 11. They requested more time to...

I like to think of price movement as periods of time where either more buyers or more sellers exhibit a sense of urgency. Perhaps they are gobbling up all available supply using market orders, or perhaps they are putting out too many limit orders. Sometimes their sense of urgency is great...

From the CNBC website: "There's even an increasingly popular index that allows investors to buy options on correlation—the CBOE Correlation Index [JCJ 62.8 -0.40 (-0.63%) ], which is 2 years old and gauges correlation by looking at contracts on the entire S&P 500 index against those...

"New world currency index launch". The article in the link below announces a $20 bln foreign exchange manager launching a currency basket that it claims represents a "virtual world reserve currency". It differs from the SDR in that it included currencies of developing countries...

http://www.ustreas.gov/tic/mfh.txt From Aug 09 to Aug 10, China dropped its US treasuries from $936B to $868B, while UK increased from $104B to $448B, and Canada increased from $30B to $103B. Loyalty or something else?

I think money is moving away from the public markets and into private equity. This is an old article but I think now that we are past the market crises, the trend will continue. http://www.forbes.com/2006/08/31/leadership-managing-ceos-cx_hc_0901pbuyouts.html

If it were decided that a "commodity currency" was the best solution, would a basket of "useful" commodities (oil/copper etc) not make more sense? From "The 1000 t AU Countries Club":http://apps1.gdr.nrcan.gc.ca/mirage/show_image_e.php South Africa 78,544.9 United States 14,452.4...

The less I say, the less likely I will say something stupid, but perhaps it's worth the risk. What I meant by the above post was that it seems very possible that the USD will be replaced as the world's reserve currency by a basket of currencies. Once that basket is defined and accepted...

Apologies in advance for quoting wiki, but... 'On March 24, 2009, Zhou Xiaochuan, President of the People's Bank of China, called for "creative reform of the existing international monetary system towards an international reserve currency," believing it would "significantly reduce the risks...

"Nearly 93 percent of the 70 respondents, including economists, fund managers and traders, believe the Fed will boost the size of its portfolio, up from 69 percent in the survey two weeks ago." http://www.cnbc.com/id/39606951