Fed's Kohn on Crack. See's Inflation Moderating

pcdunham · Feb 26, 2008

Quote from Landis82:

Yet another poster that cannot tell me why Fed Funds are still trading at such a "high" rate relative to the yield on the 2-year Treasury Note.

all you have done is cite some anecdotal evidence and then say no one else knows what they are talking about when they don't agree.

From your first post

There is also a "quality" component that you are most likely unaware of.

second post

You seem to make a rather naive assumption

third post

You clearly have no idea what you are talking about.

so don't sit there claiming you are being personally attacked. crap like that poisons the discussion from the point you entered into it. demeaning statements like those are unnecessary, add absolutely nothing to the discussion. The only purpose they serve are as a defense mechanism masking insecurity.

EMRGLOBAL · Feb 26, 2008

What inflation?....I mean WHEAT is only up slightly. Hell, OIL isnt near 101.

What Inflation?

poyayan · Feb 26, 2008

Let him take the deflation side of the trade. We will take the other end..

So, Landis, sell all asset and hold onto the mighty dollar.

lorax2013 · Feb 26, 2008

Quote from poyayan:

Let him take the deflation side of the trade. We will take the other end..

So, Landis, sell all asset and hold onto the mighty dollar.

You beat me to that comment. - Landis must be wallowing in profits from all his commodity shorts.

Gee if only the rest of us had been as perceptive as him.

Ivanovich · Feb 26, 2008

Quote from lorax2013:

You beat me to that comment. - Landis must be wallowing in profits from all his commodity shorts. Gee if only the rest of us had been as perceptive as him.

He's no longer worthy of a the time it takes to discuss anything. I put him on the list with day7723 or whatever that idiot's name is.

Ivanovich · Feb 27, 2008

There goes Ben Bernanke! "Inflation expectations are reasonably contained."

What a friggen muppet.

Landis82 · Feb 27, 2008

Quote from poyayan:

Let him take the deflation side of the trade. We will take the other end..

So, Landis, sell all asset and hold onto the mighty dollar.

You are much too late in your thinking.

I was short the money-center banks and the homebuilders in early 2006 and continued shorting them all throughout 2007. Covered most of my homebuilder shorts in Q4 of last year, and more recently, I covered my shorts in the banks last month.

Did you ever wonder why Goldman Sachs avoided the mortgage and sub-prime mess?

Hint: They took the other side of the trade.

Go ahead and buy Gold, Wheat, and Soybeans at these levels and let me know how you do by the end of Q2 or Q4 - - - if you have the balls to hold them that long.

I dare all of you to post your buys in commodities . . . right here, and right now.

Landis82 · Feb 27, 2008

Quote from Aaron Copland:

That will never happen, they did not let the cycle take effect. Had they let the market take care of this we would have had a recession like we need to correct commodity prices.

Now if the economy improves commodity prices will surge high and higher.

You can't have it both ways. The fed is out of control, they only care about wallstreet and the money center banks.

This is a train wreck in the makings.

Given your above "position" that a recession is needed to correct commodity prices, I take it that you also advocate state, local, and federal government running large deficits?

Cause that is what you will get from your advocacy of "engineering" a recession in order to correct commodity prices.

makloda · Feb 27, 2008

Quote from Landis82:
I dare you to post your buys in commodities . . . right here, and right now.

I second that. Tinfoil hats, put your money where your mouth is instead of whining day and night about inflation and about the Fed "printing money 24/7".

Inflation is out of control? Then go short 10y bonds, buy gold, buy wheat, buy oil futures. If you're right you will be rewarded handsomely. Just trade and shut up.

der_kommissar · Feb 27, 2008

"tinfoil hats". What a bunch of b.s. artists these guys are. Hey Makloda and Landis, why don't you two guys pull up a couple of charts of ANY commodity, be it grains, metals, crude, etc, etc and tell us their performance from August of last year thru today.

You guys act as if you are smarter than the market at all times, it's truly pathetic.

Although I will admit, Landis is All-World at trading yesterday's moves. One of the best at telling us where he would have bought or covered after it's already happened.

Oh and lest I forget. GET REAL!