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Looks like you have a hedging opportunity by loading up on ES. If the market tops, you would lose money but make up in stock trading. I'm not endorsing this approach, simply pointing out that its inconsistent to hold these views and not act on it

Barrick Gold Suit May Cut Nevada Mine Output by Half http://www.bloomberg.com/apps/news?pid=20601087&sid=aUAm4F6i1_y4&pos=5 I understand some people like to play gold through stocks, although there is certaintly some room for things like that, I'm not a big fan. If one wants a levered...

Richard Fisher yesterday on rate hikes "From my hawkish perspective, its too early". The 'too' there might correlate with support for extended period language

Its possible that the FOMC will pay attention to this ADP report far more than usual given that the NFP will be so nosy and full of temp factors. So I bet extended period is still there the next meeting and inspite of that, Greenlaw's confidence will probably reach new highs

Greenlaw on higher rates "Clients and colleagues have pushed back hard on our call, largely because the target is aggressive, but also because many of the key drivers needed to validate the call are not yet evident. Far from backing off, however, our conviction level remains high, as we see...

Woods is 4.4-1 dog to win the 2010 Masters on Betfair. Amazing drop, last year bettors routinely put him as 2-1 dog(sometimes less). His implied probably went from 36% to 18% according to my calculations, historically he has won something like 25% of the majors he is in(this number might not be...

The bot blaming is hilarious. Probably a tatic to keep subscribers from quitting the service when they go through drawdowns

"The core price index for personal consumption expenditures, which excludes volatile food and energy, rose 1.3% compared to February 2009. It was 1.5%, year over year, in January 2010. The Fed checks the index for signs of inflationary pressure within the economy. Monthly, the core index was...

Read Bill Gross and Paul Mcculley monthly letters at the Pimco website(even the old ones), always an interesting perspective

Greenspan on bloomberg...

Fed's Bullard 'Nervous' Over Housing Weakness http://www.cnbc.com/id/36054068 The man wont dissent in all likelyhood

Final sales revised lower in this GDP report "Final sales grew a meager 1.7 percent, following a 1.9 percent rise in the third quarter." Yes, the economy is strong :D

Apparently Hendry likes NLY http://www.eclectica-am.com/pdf/EAMF/reports/EAMF1002.pdf I dont get it what is the advantage of using that instead of Fed Funds Futures. You can play the carry trade there with less company/stock related risks. Yes the risk reward is not great but there is no...

Bullard, 49, said there’s no agreement among policy makers on when to begin selling assets, and the economic recovery remains too fragile to start immediately. “I don’t think you could do any kind of tightening policy right now,” said Bullard, who stressed he wasn’t commenting on...

Surprise surprise, Paul grilled Bernanke saying monetary base is too high and he might fail in bringing that down

Looks like Fed's Charles Evans has picked up some GE calls for his 401k account http://graphicsweb.wsj.com/php/FEDSPEAK_HIGHLIGHTS.php ' "Substantial accommodation" will be warranted through the end of the year, possibly into 2011'

Are you long USTs

This means that in the last 12 months there was a zero increase in the liquid stuff that can actually generate inflation, despite all the Fed bashing about money printing. MZM used to be one of Ron Paul's favorites to bash Bernanke, I'm sure he will conveniently 'forget' about this one and...

Bill Gross commentary http://www.pimco.com/LeftNav/Featured+Market+Commentary/IO/2010/Rocking-Horse+Winner+April+2010+IO.htm

Funny thing is, he will probably get even more attention for turning down the prize