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    Why the Fed can buy more mortgages

    http://bondtraderforum.com/phpBB3/viewtopic.php?f=2&t=49 Here is the Fed's balance sheet this week. http://www.federalreserve.gov/releases/h41/Current/ Remaining maturity Within 15 16 days to 91 days to Over 1 year Over 5 years Over 10 All...
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    Reason Mortgage Rates are climbing..

    Mortgage rates are climbing for only two reasons. 1) The Fed was not in the market on Weds obviously (agency MBS program), 2) Without the Fed buying enough agencies and MBS, rates go up. Free market price is not present price you see. These are price supported securities. I'm sure the Fed...
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    HAHA flat for 6 hours and 25 mins, the last 5 minutes a surge up to new highs

    It was end of month options expiration. There were outstanding calls the market makers had to dynamically hedge. That means buying with an ascending market. I'm sure the seed to start the thing was only ten or twenty thousand ES at the last minute...
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    Silver...

    Bump. I'd say quite the opposite now. Silver is leading gold. Interesting if you look at the ET threads on metals, there are a bunch around the first time they announced QE, and now there is talk of gold. But silver is the real performer... And no talk of it. For some reason, I think...
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    Ung

    1-3 yrs holding UNG? Have you ever heard of contango? I believe nat gas will be at 8-10 within a year or two as well, but UNG will still find a way to get slaughtered. If you believe in nat gas, buy some nat gas producers. UNG is a 1-3 month trading vehicle. I mean, look at the curve...
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    Gov't Stimulus: Thanks to your $$$ this woman & others is buying $133k home for $42k

    How is that any different from 90% of the guys on ET living in the upstairs bedroom of their parents' house?
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    Chinese Economist: Yuan Should Be Regional Currency to Rival Dollar

    You couldn't pay me to hold Yuan. I'll take gold or the euro anyday over the Yuan. For every dollar the Fed prints, the Chinese will need to print two to continue subsidizing their export economy - and they will. And on Russia dumping the US - good for us, just another trade partner to hold...
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    Why is Macke Out From CNBC?

    He will be missed. He was very entertaining.
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    Ung

    Technicals mean nothing here. bottom pickers once again raped.
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    UNG seems a hidden gem

    I have a stake in some private natural gas partnerships and this month's latest update letter they are actually shutting in production across the board. I can't wait til supply destruction starts showing...
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    Anybody else short US 30 Bond

    Saving bullets for the long end? They had an opportunity on the long end yesterday and didn't spend.
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    Islamic Banking passes all stress tests, NO interest on money

    (ha to the last part.. the white guy disclaimer) http://en.wikipedia.org/wiki/Islamic_banking#Classical_Islamic_banking Hmmm... looks like the journalist stole from wiki.
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    I Would Not Own Banks Stocks: Meredith Whitney

    I wonder how she gets reimbursed for the 6 points of S&P downward movement she raised the probability of happening ?
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    Islamic Banking passes all stress tests, NO interest on money

    That is interest, just with a different spin.
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    “An Entire Generation May Now Look At The Stock Market As A Losing Proposition."

    None of these are scams, nor are expectations of better returns in equities unjustified. Greed will drive people to equities. And people will always be greedy. And that is why this article is just garbage. 20 years ago, the "what if" possibility if the Nikkei could keep going would've...
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    “An Entire Generation May Now Look At The Stock Market As A Losing Proposition."

    Baron really should consider taking you off the payroll. I am looking for original and substantial content. This is getting real boring.
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    A+: Why This Rally Is Not Sustainable & The Huge Role Goldman Has Had In Spurring It

    Last I checked employment trend may have bottomed. Consider valuations of equities have nothing to do with the past, and everything to do with book + future earnings streams in perpetuity, all of the data is getting better. Take a look at this...
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    A+: Why This Rally Is Not Sustainable & The Huge Role Goldman Has Had In Spurring It

    If he is 18, not a bad grasp of the markets. But his approach is a bit unfocused and his content is just recycled Zerohedge. There's nothing new here. And the whole argument that price action must be confirmed with volume is really a probabilistic weak one. Volume and price tell two...
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    Lakshman Acuthan says it's a bull market in stocks

    Who pissed in your cheerios? Things -have- changed in the last few months. It is called stabilization and programs taking effect. The fundamentals are much better right now than months ago. Only one more leg of foreclosure supply ahead and green pastures ahead. Within 3 months, I'd bet...
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