ES Journal Archive (2009 - 2010)

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Quote from BA_Trader:

Anybody here follow the treasuries?

Who is buying the damn things? What's the play there?

........don't tell me the banks are borrowing from the fed and then turning around and buying treasuries :eek:
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huh? this is a game played by the big boys with lots and lots
of $$$, PIMCO comes to mind, China, hedgers, etc.
 
Quote from kinggyppo:

huh? this is a game played by the big boys with lots and lots
of $$$, PIMCO comes to mind, China, hedgers, etc.
More...
Volume didn't even break 1million today. Tells me something about todays move
 
Quote from kinggyppo:

huh? this is a game played by the big boys with lots and lots
of $$$, PIMCO comes to mind, China, hedgers, etc.
More...

Not interested in playing with my account of course :)

Just wondering what the play is for the big boys... I don't really get why anyone is buying treasuries.
 
Quote from Speciaul_K:

Volume didn't even break 1million today. Tells me something about todays move
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HPQ 200 million
SPY 120 million

says it all. I sometimes suspect reverse dispersion, long index, short
individual names. I will let you guess the individual name.
 
Quote from kinggyppo:

HPQ 200 million
SPY 120 million

says it all. I sometimes suspect reverse dispersion, long index, short
individual names. I will let you guess the individual name.
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If they were trying to run buy stops today I would assume sell stop tommorow
 
Quote from BA_Trader:

Not interested in playing with my account of course :)

Just wondering what the play is for the big boys... I don't really get why anyone is buying treasuries.
More...

you should get a copy of intermarket analysis by
John Murphy, very dated but explains how the markets
are linked. It would be great if he updated the book.
No one gives a shite about LTCM anymore. Some
ideas: commodity prices and bond yields move in the
same direction. (cost of carry). bond prices lead the mkt,
bonds and stock compete for your dollars (duh), rising
dollar good for commodities, falling dollar bad for commodities, etc.
 
Quote from kinggyppo:

you should get a copy of intermarket analysis by
John Murphy, very dated but explains how the markets
are linked. It would be great if he updated the book.
No one gives a shite about LTCM anymore. Some
ideas: commodity prices and bond yields move in the
same direction. (cost of carry). bond prices lead the mkt,
bonds and stock compete for your dollars (duh), rising
dollar good for commodities, falling dollar bad for commodities, etc.
More...
I believe you got this part backwards:
", rising dollar good for commodities, falling dollar bad for commodities, "

Oil is priced in dollars, so when the dollar falls it makes the price of oil cheaper for other countries but cost more to us
 
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