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It is all illusion; company uses commercial paper to offset risks; banks uses commercial paper to lock in profits and charge hefty fees on these papers too; so insiders are winning in this game except the investors. And about the rating agencies which many were internal organizations of banks...

That was the problem; banks didn't want to go under with their stupidities on lending; so they uses this excuse to drag any good business with them in the name of protecting the economy. Today's banking system is pure monopoly; no wondering they hates the ideas about WalMart to operate its...

If inflation wouldn't save us from housing bubble; we are doomed. Inflation is only 2%; at least bond market says it too.

The more fed cuts this time; the less it has left to cut in near future; so fed will either hold or just cut 25bp.

Inflation saves the housing bubble.

They cut any number they want to; just because most people will have difficult time to remember what is the current rates before doing some kind math in their mind first; and most people in American sucks in math with a calculator; let alone doing math in their head. forget it. :D

That is just nut job with oil around 100 and gas is still around 2 to 3 dollar a gallon; when did refineries become an charity organization?

Unless the Fed admits there is a inflation problem; i don't think Fed will stop the money-printing scheme; Just like this so-called sub-prim problem; not until this shit-hit-fan; All talking heads will say that there is no inflation pressure with USD crashing down. Happy trading; :D

Short EUR and Long Yen; Building up New short positions on 5 and 10 years notes.

Event the fed cut its rate more; base on today's lending standard, you will have hard time to get bigger loan to cover previous loses. If fed trashed the USD too fast; it will only hurt itself.

I think Rogers has a point on Yen; not sure about China's Yuan. US can just raise its rate and paying out for its debts; therefore China have to rely more on its self growth in domestic market. One thing for sure; China will not slow its growth. Like any currency; yuan can be easily...

At current money pumping scheme; we will have enough money for Iran. In bond market; you have to listen to CBs; Fed; and Goldman.

I guess; Ben needs one more excuse to cut rate; the market didn't crash yet; so wall street wants a cut on Halloween; it has to crash the market to get it; and push the note/bond yield down further.

Not Cut; of course; the market tanks from here to new low. 25bps raise; crush the oil market.

I will take either Dennis or Jones.

Shorted both ZN and ZF since last week; still hold part of it; but covered my lost on ZG and QM from last week as well; still in positive after all. Good luck to all.

duh; why wouldn't anyone make noise in a forum like this? It is dead water here. Is it really matter to post my trades here to verify my intension?

Wrong about oil; but Bond still bearish. After today's number; why would anyone buy bond?

Bearish on Bond; Bearish on Oil; Bullish on equities; foreign indexes as well. Natural on Gold;

The big mistake to call the top; just look at the bond market; bond price still raising; look like fed still pumping money out or other central banks is buying usd asset to decreasing the pressure of their currency raising up too fast. either way; USD is going down fast.