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I don't think there has been such an easy big macro trade like short dollar/long euro/yen. It is like printing money while it goes in your favor day by day, with more people jumping on your side every day. This short dollar trade is a bulldozer trade, you just ride it and run over...

Oops, made a mistake there. I meant 90 on the dollar/yen. Obviously I meant that the dollar would go down. I think the yen is due for a huge rally against the dollar given the differences in deficits and money printing speed.

Unreal how other central banks are raising due to fears of inflation and the Fed still is harping about saving the banks and how inflation is only 2% ex energy, food, and essentials for life!

Dollar rally will be puny. There are so many people around the world, central governments being the key, that are loaded to the gills in dollars they now know is not worth its weight in salt looking to exit on strength. Bernanke tried to bluff out foreigners by continuing to print...

Iceland is sitting on a geothermal mine which provides them plenty of energy. Most places are not so fortunate

Only if there is a cheap alternative energy source or a global depression. Or if there is a global pandemic and 1/3 of the world population dies off. Those are the only scenarios where I see demand going down irrespective of price. Grim energy future. People will have to readjust their...

I think silver will keep going higher, along with gold and platinum and palladium. Not too late to buy.

When you have a supply crunch for the most important commodity in the world, the price goes through the roof. The demand is almost inelastic. How are you going to get to work? Ride a bike? Hope you train like Lance Armstrong. I hear the talking heads say that oil's fair value is $50-60/...

That's a bogus chart. Input data for that s&p gap chart is completely off. There have a been a ton of days with gap ups and gap downs of at least 0.5%, especially in August, yet it shows none for that month.

I would have to think that if oil goes down, so does the stock market. In fact, the stock market going down would probably cause the oil market to go down. They are positively correlated, not negatively correlated.

Minimal supply issues? Are you joking? Inventories are going down when they should be building up in fall ahead of the winter heating season. There are serious supply issues now, I don't know what market you've been watching.

The Fed announcement is at 2:15 pm est. No speech

So many people looking for a little rally in the USD to dump their holdings for Euros that I see any USD strength as being fleeting.

He's studied the printing of money throughout his academic career, and is just chomping at the bit to be a superhero blasting away at possible deflation and a depression. And if a few trillionaire hedge fund managers and bankers are made along the way, that's ok. Anybody know where I can...

Dow +300 Nasdaq +100 S&P +40 Bernanke cuts 50 bp and says we have to avoid a depression and is taking preventive measures. :)

Funds aren't challenging Bernanke, they are riding him on this grand inflation ride which we haven't seen since the early 80s. The markets are going to extremes after Bernanke's cut, there really is no risk out there, the only risk there is to hold worthless dollars in Treasuries or money...

Risk to the stock market is now officially gone with Ben at the helm. Don't Fight the Fed. Buy America. Use those dollars!

There isn't enough oil out there! What dummy is going to come out and say this is all due to speculators? Come on, Goldman put out a huge sell recommendation here and it went down $4 and went right back up $5! What a bullish market. We're going to hit $100 soon.

When you have Bazooka Ben handing out dollars with uzi like efficiency, how can the market go down? How can oil go down? How can gold do down? Everything will go up in a massive bout of inflation that will make the US look like Zimbabwe's big brother. Remember, the rich in Zimbabwe are...

There is this thing called a printing press. Bazooka Ben likes to use it. Keep running the thing, and presto, things are paid. There is a little downside though. You might need a wheelbarrow to carry your dollars to buy a loaf of bread!