Search results

  1. K

    JS Global Macro Notes

    Check the silver chart, not promising.
  2. K

    JS Global Macro Notes

    News is about to be in! Get on your horse!
  3. K

    JS Global Macro Notes

    +1 We were talking about this before, remember? Politics driven rally, no more politics = no more rally.
  4. K

    Markets Crave Stimulus, BUBBLE ben bernanke will provide more worthless trillions!

    QE3 has been baked in for months, I'm not counting my chickens.
  5. K

    The case for ultra-selectivity

    I'm a little shocked that it hasn't come up yet, but the case for ultra-selectivity is as follows, more or less:
  6. K

    More subprime auto loans

    http://blogs.wsj.com/economics/2012/09/10/vital-signs-chart-more-auto-loans-going-to-subprime-borrowers/ Thoughts?
  7. K

    There goes the neighborhood

    You can, while it's on your mind.
  8. K

    There goes the neighborhood

    You are still yet to accept anything that I say, like a child. I did not buy that option, and I did not make a day trade. You must be unfamiliar with grammatical structure or something.
  9. K

    There goes the neighborhood

    It caught my attention not because I think the GS person is some sort of end-all be-all or something like that, but that previous to this I hadn't caught any articles where Wall Streeters were even talking about a top, or caution in the least. As an observation of the playing field sentiment...
  10. K

    There goes the neighborhood

    You, for some reason I do not understand, are attatched to my dick like a leech. Maybe you lost big recently and you want to "correct" whoever you can? How the hell would I know. Again, read the previous posts in the thread, and my post before this, I hope for your sake that you are intoxicated...
  11. K

    There goes the neighborhood

    The fact that the trade lasts more than a few hours, not based on trend, that does exist.... ET. It's not finished yet. The catalysts I am looking for have not surfaced yet. And I'm not trading an SPY put or whatever it was that you posted, not sure where you came up with that. Think of a...
  12. K

    There goes the neighborhood

    Where does this data come from? And I don't follow the term "paper tax rate".
  13. K

    There goes the neighborhood

    How many times have I explicitly said that this isn't a day trade? Anybody actually read the threads they post in?
  14. K

    There goes the neighborhood

    For instance even a lighter than expected QE3 could cause disruption, not a crash or anything of such magnitude, but it could definitely shake things up a bit.
  15. K

    There goes the neighborhood

    1. Yes, for the time being. Bond markets are on the mend though. 2. Republicans are saying it isn't getting better in a proper or sustainable way, not that the near term numbers aren't improving. 3. The cheap money that is in fact not free, combined with a continued policy of rediculously...
  16. K

    There goes the neighborhood

    @ NoDoji: Exactly, even if it does rise a few points or so, I know it isn't going to have another significant upward leg, the higher it goes the more toppy it will become. Refer to the John Mauldin essay about sand piles. My trade time frame is any time from now until the end of...
  17. K

    JS Global Macro Notes

    I second this, I enjoyed the Brandt interview but I haven't come across the Lady Trader one. I check your new articles regularly on mercenarytrader, good stuff. @pentothal: VXX, XIV (inverse) and UVXY if I'm feeling frisky.
  18. K

    JS Global Macro Notes

    Bars? Candles are way better IMO, more human element gets incorporated in the chart, plus the means in the candles are huge vs. only high and low range in bars, much more information presented in the same space.
  19. K

    JS Global Macro Notes

    No, I normally never trade indexes, I'm using volatility ETFs for this one, yeah I know, but it's what is available to me right now so that's what I'm using. My target is a 5% or so correction in the S&P unless sonething drastic happens.
  20. K

    JS Global Macro Notes

    That'd likely be into next week, I'm giving the headline euphoria until monday, IMO a good jobs report tomorrow will lower stocks as it puts QE3 a little "further out" I guess I could phrase it that way. SPX holding around 1430. Mr. Market's thoughts: Yay Eurozone bonds won't run...
Back
Top