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ET dialogue for Surf character may cause ebb and flow of "likes" , twitter hits, snapchit bites and maybe even paid subscribers. Therefore, after an assault such as this thread, he must regroup and retaliate.

The rigor , pace and peer competition of a calculus course varies greatly from Dry Gulch U. to Harvard to MIT. The sorting process is clear. It would be pointless of MIT to accept a student who cannot compete. There are fat tails of course, the savant in a tent, but overall the system works...

NIRP rumors would eventually show up in another bull leg in the treasury market. Cant hide it. Smart money will be well ahead, front running the fed. I think the fed already owns a few treasuries and liquidity is maybe not so good in treasury markets as of now. I dont think its a conspiracy at...

Surprising FOMC. Emergimg market stress and the dollar will have to be addressed in Live FOMC meetings to come along with employment and inflation. Expectations seemed to be that the fed would not weigh and/or acknowledge the dollars trend and EM and China stress as much September, Edu15 ...

Oh brother. Tell all that to a 75year old living on fixed income. You are young arent you? Absolutely no perspective or real world experience . But, i am sure you can gather government statistics on life in decades past. Wake up.

Regardless of input costs over time you cannot underestimate the skill of the "man" to maintain and increase prices. All my bills that I pay each month are substantially higher than they were 5-10 years ago. Natural gas may be half what it was by my bill is higher than it was , for one example...

Rate hikes are coming unless US data weakens significantly and/or defalation worldwide worsens. A pause in the timing, a delay to Dec or early 2016 , IMO is not going to reverse the relationships/ present trends of uSD,euro,Yen and Em currencies. Therfore expect continuation of EM equities and...

Seems at least for a year or so now euro deominated debt has surged , "reverse yankee bonds". 2.8 trillion offshore euro liabilities. Maybe euro / local currencies spread, or currency risk, will not be as extreme as USD/local currency spread which in some cases appear to be increasing rapidly...

Along with the 2000 Microstrategy miss was Cisco Chambers saying "no visibility" as guidance to rock the markets. Look at semiconductor, biotech and internet stocks sector charts from year 2000. The three rolled over from stratospheric heights at different times. No doubt the...

Normaly the yen goes down due to Japan QE and the US 2yr. note goes up due ZIRP. It worked most of the time for the last 6 years(2yr/Yen spread trend) When not normal times , in stress or crisis, it was likely the two would turn to +corr and net out to daily losses smaller than than losses in...

QE? ......Is the 800 lb. pink elephant in the room. That entire discussion seemed to imply bygone days of normal liquidity operations on what used be utilized, productive , reserves at the fed. What of mal- investment induced asset bubbles, income inequality and and final endresults of all fed...

ZH also posted this reasoning with some estimates of how much selling and how long it will last. I am still scratchimg my head over the behaviour of US treasuries during that spike in vol.and apparantly some big players were hurt by it as well.one example of broken correlations. A mild bid in...

Please explain how this analysis of oil squares specifically with oil rising to $140 during a lengthy fed tightening cycle?

How insular is US economy and its monetary policy to the current macro issues of the globe? The world has seemed to behave as if the fed will raise rates entire 2015 . Trade is a lower percentage of GDP for the US than it is for commodity exporters and emerging markets. Will the present stress...

Seems if QE4 is on the way and sp500 headed to 1400 there is, as Mr. Rogers says, money in the corner of the room to walk over and pick up. With spot 3 month libor at 33 bp. and December Eurodollar futures contract EDZ15 priced at 99.53 , this contract will surely drift up to 99.67 and expire...

In the last three minutes of the Kyle Bass interview , conducted just prior to the Oct 2014 termimation of QE3 , he throws out what would have been a hugely successful trade; the end of the USD carry trade and the continuance of the Yen carry trade. Liquidity concerns , and, vol of vol concerns...

How about a put on DXJ ? Yen and EWJ has strong -corr over most time periods. Daily net of short DXJ = -(EWJ - FXY) Might as well pick the long Yen for free if you are going to use an Etf. Nice crisis/stress play.

After seeing Mondays' low prints in the 1100 dow point selloff I am thinking Mutual Funds. NAV at the end of day , without stops, may be a better deal in some cases and of course, not, in other cases. Any Gil Blakes out there?

Thanks, i am done with chili. Carrots and dip for the Super Bowl.

Is it possile over time that beautiful , young, curvacious women will not have as much effect on men that they used to have? I dont expect that anyone will offer to share their significant others to satisfy an anonomous' needs or curiosity. But , maybe so before their strategies.