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Yup. On a side note, this should be another good week for stocks, particularly cyclicals.

The dollar was going down lately because of all the agitation in commodities that I think is now over. For a little while.

I think we have a bottom and that the dollar will go up during the next few weeks.

Same here. I think the pullback might last 4 to 5 weeks.

Oh, c'mon, where did you get that information?

Although I'm known for having been bullish on stocks for quite some time, I've also established bearish positions on some companies with put options; and one of them recently brought my attention to the Cramer effect. My July puts on CIEN were doing fine until, inexplicably the stock bounced...

I mentioned Tuesday that oil always reaches new record levels in parabolic moves and was expecting oil prices to either reach $75 the next day or else, reach $80 shortly after. But in light of new market developments that are persisting today in the bond and stock markets, I think that $80 is...

I also see this happening again and was recently thinking that the original signal would be some kind of indication from the Fed that monetary policy will be tighter than what has been discounted so far but I now see another possible signal from a different scenario. Again this morning, the...

Jintao and Bush dressed with the same power suit. Also interesting (and it's the first time I see this) how Jintao is resisting to the final effect of the heads of state handshake in the Oval Office where Bush always sits straight up in front of the cameras while the foreign head of state has to...

The last time she tried was in September last year when Hu Jintao came to New-York and Seattle for the <i>General Assembly</i> and <i>World Summit</i>. The UN denied her a press pass so she had to protest outside. http://www.theepochtimes.com/news/5-9-3/31879.html

I also find a strong parallel between the two since the key skill in backgammon is knowing when to switch from a <i>forward game</i> to a <i>back game</i>, and vice-versa.

True.

Is that when you went from being bearish to uber-bullish?

So that's what it is.

What started on March 1st when the inflation risk premium started to build up might be unwinding. Today, ALL MARKETS are lowering their inflation expectations: 1. Bonds. 10 yrs slightly down but 30 yrs flat. 2. Stocks. Cyclicals are up while growth stocks are down. 3. Oil and gold...

My wife and I usually pump our gas at Exxon/Mobil stations with our rebate cards but that's going to change soon since we share the same disapproval. America is not in that great of a shape. In case others here would also decide to exercise their consumer power, don't get the Shell card...

And with an ever growing inflation premium. The 30 yr price decrease is three times the 10 yr price decrease this morning. San Fran Fed president Janet Yellen who made a speech yesterday, seem to think that the curve has steepened because of global growth using up the "conundrum's" saving glut.

The three areas that had big price jumps were Energy 1.4 (17.1% vs yr ago) Transportation 1.1 (5.4% vs yr ago) Apparel 1.1 (-1.1% vs yr ago)

The CPI increased by 0.5% while the core CPI increased by 0.4%.

I also noticed that once the price of oil rallies to the previous record price level at a time when that level is finally considered to be acceptable, the price keeps going for several dollars more in just a few days until a futures contract reaches a new symbolic price ($40,$55,$60,$70)...