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  1. C

    Help me understand.

    MZM + Credit = far more appropriate measure of money supply than you'd think. Both are on the ropes. America has been riding a 50-year-long credit wave that began to crash in early 2000's. That's the difference. Expansionary monetary policy has to outstrip credit destruction rates. You'll...
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    euro, british pound gold

    A bit more appropriate (for gold hedge) might be long /GC futures, long EUR/AUD cross. AUD's correlation to gold makes it a bit more practical as a gold hedge, but you'd be short the aussie rates, and the gold-EUR/AUD trade is toast in the near term. AUD/USD-gold looks interesting in the coming...
  3. C

    QQQQ vs NQ

    Exactly, and the lower cost of carry. Q's/NQ's are poised for a rally...very soon.
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    Sugar Explosion

    Help what?? If I understood the plan, this particular plantation will be quadrupling it's European exports in the coming years. Increase in supply, holding demand static (or even decreasing it) won't buoy prices. The dollar would have to "migrate south" alot to override this. I guess we'll...
  5. C

    Could The Dollar Carry Trade End Abruptly And In Tears?

    The USD/JPY cross looks to be on the cusp of a multi-month rally
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    Sugar Explosion

    Ha! Yeah, I wish I could say that I was working that market over. Cattle markets won't improve until payrolls do (in a material manner), and resaurant disinflation stops. The long hogs/ short fed cattle trade isn't helping either. Aside from this, LC is oversold in the near term and looks...
  7. C

    Sugar Explosion

    You're not the only one, I assure you.
  8. C

    Compare Last Years Data

    Barry, Pitrading.com = free historical data on commodities Microsoft Excel = a simple way to make charts of large data sets Have a good weekend.
  9. C

    Think SAC is Getting any Redemptons Today?

    Short Dover (DOV) if you think Stevie's gonna walk.
  10. C

    Sugar Explosion

    Sugar's overvalued at 22. If WASDE shows that s/d eqn hasn't changed much from last report, sugar should continue down to mid-high teens. This will amplified if the greenback firms. The HF's are playing with this thing, just churning it about. The front month contracts have got some premium...
  11. C

    USD up, Dow up

    sell the S&P
  12. C

    D Day

    GDP = C + I + G + NExp GDP = 1x + 1x + 150x + (-20x) Sabes?
  13. C

    Sugar Explosion

    Place your bets, boys.
  14. C

    Protection against catastrophy

    CBOE did a study/presentation last year that presented basic option strategies as a "layman's" subsititute for CDS's. Go to CBOE website, and run a search that includes CDS in the query.
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    Lenders to Dubai : Welcome to capitalism!

    For years, the UAE has been squeezing the globe's nuts in a vice...now it's time they get a taste of their own medicine. An indoor ski slope in triple-digit climates??? A man-made island cluster in the shape of the world that needs perpetual earth-works??? Rotating buildings??? If it...
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    The bankruptcy of the United States is now certain

    Someone's got to make some money, it might as well be the defense industry.
  17. C

    Sugar Explosion

    That's right. I wasn't trying to infer anything by the commercial positioning, I just wanted to put all the segments out there for some of the readers to see. I'm anxious to see what the upcoming WASDE is going to say about sugar production. Sugar is coiled up...ready to move.
  18. C

    Sugar Explosion

    Bravetom, no offense, but I think you might need to start doing your own homework if you're going to have any longevity as a trader. You popped up out of seemingly nowhere and have been throwing money at anything that moves. Just be careful, you don't want to blow your account in the first few...
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    Sugar Explosion

    ...but I was just following Jim Cramer's advice and dollar cost averaging down in the /es futures....how could things have turned out so wrong for me? Luckily, I had my Taco Bell asst. managerial job to fall back upon once I realized that I couldn't make it as a discretionary...
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    Sugar Explosion

    Nothing can ruin one's day quicker than some unseen geo-political/economic risk from half a world away. It kinda feels like Q1 2008 all over again...when you'd wake up early on Monday morning and realize that the world banking system almost collapsed over the weekend. I don't miss those...
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