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To all my friends, present past and beyond Especially those who weren't with us too long Life is the most precious thing you can lose While you were here the fun was never ending Laugh a minute was only the beginning ByLoSellHi this one's for you <object width="425" height="344"><param...

The question shouldn't be: Why does Japan still suffer from deflation? The question should be: Where's the huge wave of hyperinflation? :cool:

Should also help UK high end real estate prices "revert to the mean" :cool:

I would be surprised if any trend follower with half a brain would run big positions in all these asset classes without running a weekly/monthly correlation analysis and consequently reducing exposure. It's not exactly a rocket science. The danger for trendfollowers is not when long-standing...

Just like on the last 20 bearish earnings previews of his :cool:

Has he ever been wrong? Nope. Notice how he always is only "early", but NEVER (!) wrong :cool: That's exactly when you know someone is more hype than reality. If at least he had numbers to back up his supposed investment genius over the last 25 years I wouldn't say a thing. But he doesn't...

And that makes them about as credible as any random clown here on ET who has a trading account without any public track record, doesn't it. Why don't Prechter, Faber, Schiff & Co. each simply take a relatively small account ($500k or whatever is necessary), trade it according to their...

Wow what a surprise! This must be the 20th "earnings" thread you post and not a SINGLE time were you bullish into earnings of RIMM/MA/MSFT/AAPL/CSCO etc.

Plus other essentials, such as Russian prostitutes and vodka :cool:

I may be wrong but as far as I remember, Buffet holds HOG 5 year corp. bonds @ 15% yield, not common stock.

Remember the Germans pushed for the EU and EUR monetary union as a guarantor of "long-lasting peace" in continental Europe. This shit runs deep in Germany. Look how their pumped a cool trillion EUR into Eastern Germany, with nothing to show for. They will pay any price to keep their pipe dreams...

For the bailouts the Germans could ask for a) Mallorca from Spain b) Korfu from Greece :cool:

Wait for the "The death of the EURO" cover on Business Week before you load up on EUR :cool:

They simply send the bailout bill to Berlin and the Germans will happily bail out their European brethren :cool:

Some say the same thing about the Swiss flat tax regime after the Zurich cantonal vote. I doubt it will happen anytime soon though, for neither the UK nor CH. The UK introduced their 30k tax for the long-term non-dom's, anything else would probably drive top many wealthy foreigners out of the...

How does that give you an edge trading it? Once you factor out OTM asymmetrical option strategies there is little edge you gain trading the supposed bubble directionally. And even with options: nobody can guarantee you won't go broke paying for premium until the bubble finally bursts.

Year to date: -4.2% in the Global Macro fund, through Nov. 30. Allocation % of NAV Bond +77.4 Commodity +0.7 Currency +13.8 Equity +3.8 Total +95.7

Couldn't agree more, it's all a bunch of non-sense. Doesn't mean gold can't go to $50,000, but let's skip the fundamental rationalization.

Ratio of Gold/CRB Spot Commodity Index, Log Scale. Compared to a broad basket of commodities, Gold is more "expensive" today than it was at the 1980 peak, yet I keeping hearing how cheap gold is. If Gold is cheap then all the other commodities must be dirt cheap.

I agree there's no mass retail mania (yet). But that by definition doesn't automatically shield an asset from a bear market. The reasoning "Gold is not a bubble yet, so it MUST BY DEFINITION go much higher soon" sounds like a wishful thinking of gold bulls to me.