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Really surprised the curve fell out of bed like that. Fading it a bit.

Commodities especially oil and gas on an inflation adjusted basis are still really cheap. You can't expect to expand the money supply at 10 percent a year and not have an increase in prices for basic goods. The number one reason why stocks are still up is the allure of private equity. How...

Its all BS. And the rest of the world doesn't want to let the currencies appreciate so endless credit is created through recycling. The only problem is consumer spending is slowing even though there is tons of credit still available which is just leading to more cpi inflation.

The refusal of policy makers to take any kind of firm action in regards to interest rates has led to a global credit mania. Only God knows what will end it. There is no doubt that market participants are getting more and more confident that nothing can derail this thing.

I think its getting nearly impossible for the larger funds to think out of the box. There really aren't that many uncorrellated assets or arbitrage opportunties when you are running 29 billion dollars. Today is a great example, the global markets just go back to doing the same trades. lower...

These markets are garbage. All they are doing is frustrating both bulls and bears. There wont be any true resolution for another 3 to 4 months.

pay attention to yen. It is whats providing the liquidity for everything.

I'm short bonds. Its such a slow grinding move down. They never seem to get legs on the downside.

The CDS market is a total travesty and at odds with anything the US should want in long run. A 20 trillion dollar market that is run by a small number of firms with very little oversight and almost no transprancey is awful.

The yen was sold heavily overnight and it has a direct correlation to the sp 500. The home sales data doesnt mean anything. I'm giving the HF an F for creativity. We just go back and put the same trades back on.

Foreign central banks have alot of agency paper.

so true. its almost like the crazier you are the more they want you.

The spring summer is a horrible time to be long markets. Wall Street is interested in year end bonuses and its a long year. There isn't a lot of incentive to keep the market going until the fall.

Wow, how exotic.

Inflate or die. The slogan for the US economy

Do we want to save the housing market or do we want 6 dollar milk and 5 dollar gas?

Read some of Carl Hiaasens books about South Florida. He has lived there his whole life and convinced its the weirdest place on earth.

The NDX is going to lead the whole market lower at some point.

The action in the ndx the last couple of weeks is laughable. Look at the volume today.

The nasdaq has lost so much volume its astounding. The funny part is its been actually been providing some support as the financials have gotten killed. If the nas doesnt get going its going to drop like a rock.