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In case anyone hasnt figured it out yet. Unless the US plans on ceasing to exist and the world plunges into complete armageddon the fed will cut rates and pump more money in. Its not a question of economics its a question wether the world financial system lives or dies. Yes, CBs could fail...

cfc is a primary dealer. If TMA is still alive I have a hard time thinking cfc isnt a buy for the next couple of months

not liquid

And thats the kicker. The fed is has essentially put itself in a box that requires it to provide liquidity at all times when markets are by nature always liquid.

the ass is the new pu$$y

There is simply way way to much money chasing the same strategies and I dont mean just stat arb.

Give me a break. Bernake had stated in several speeches that the fed can implement all sorts of silly things in order to prevent a collapse of the financial system.

cash

Its because all these stat arb models are messed up.

I think its fair to assume that what happened in real estate will happen to other asset classes. In reality, RE was a rational response to a massive dilution of the US dollar. Now that demand has been satisified something else will take its place as along as the fed and other CBs still...

You have to respect that a real debt deflation could happen, but it is much much more unlikely than a massive inflation in finite resources. The fed is going devalue just like it always has the question is how well it can do it without widespread notice by the public. Inflate or die.

Yea, its interesting that the precious metals have held up ok thus far. Maybe thats because EMs are still ok, but generally in a flight to safety like may 06 the dollar does rally a little bit and that hurts precious metals. The dollar is gaining ground just like last may. I was short a lot...

Inflate or die! Like clockwork!

It doenst really matter. This system is broken. Go buy some farmland.

I agree. If this is the way we are going run the world then there really is no reason to keep paying bills because there will always be a bailout. I think the system is failing.

I think Sam Zell mentioned that possibilty

Noticed the same thing. Pulling 2-4 instead of 10. I assume there are buyers on the way down.

yea, its one or the other.

Why even have a market. Everyone should do whatever they want and watch the fed and congress bail them out. Everyone default!

Could be a good call. I sold 15 Zb at 19300 yesterday and covered around 10902 today. They're obviously trying to gun down as many shorts in stocks today as possible. A lot of dip buying mo mo gunning in the futures. Short the sp at the moment.