Gotta love ZERO RISK in the SP500 = $$$

Analysis paralysis. We have to adjust to the beat of the market, there are so many opinions flying about, but the only thing that matters is being on the right side of the market's direction and that can only be achieved by following big money imprints.
 
Nine_Ender said:
The idea that what has occurred in the US is happening everywhere is wrong. For example, Canada has the following key differences since 2009 : absolutely no housing correction or crash ( the contrary actually ), no banking crisis, and no QE like programs except for some limited projects in 2009. Several Canadian major banks actually grew by buying up distressed US banks after the US crisis.
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Sorry to go against you here, but the Bank of Canada's balance sheet has absolutely exploded since 2008. Canada has reaped the benefits of stealth QE.
 
povstanets said:
Sorry to go against you here, but the Bank of Canada's balance sheet has absolutely exploded since 2008. Canada has reaped the benefits of stealth QE.
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I'm not sure what you mean by stealth QE and which countries program you are referring to. One could assume that US QE had an indirect impact on Canada, but I would argue it's not as big as some might think as evidenced by the different experiences the two countries had. Because I live here I may be more aware of these differences then US posters. My point is trying to analyze world wide economies and their dependencies in a simplistic fashion is not a good idea.
 
Nine_Ender said:
I'm not sure what you mean by stealth QE and which countries program you are referring to. One could assume that US QE had an indirect impact on Canada, but I would argue it's not as big as some might think as evidenced by the different experiences the two countries had. Because I live here I may be more aware of these differences then US posters. My point is trying to analyze world wide economies and their dependencies in a simplistic fashion is not a good idea.
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I was referring specifically to (your central bank) the bank of Canada's balance sheet nearly doubling in size 2008-2015.

Bank_of_Canada_3.GIF
 
romik said:
Yes, please check the whole thread, I did say I am waiting for confirmation.
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I just meant that if you believe there is no shortage of dollars, then where do those infinite dollars go? They must go into the S&P, so it seems odd to short the market if that is your belief - unless perhaps you are just looking to profit from a short term correction or such? That was my only point.
 
Today $38B was added to MSFT market cap and $35B was added to AMZN. $72B just these two. It will be interesting to see how those Billions will evaporate when market goes down. Based on what we see in the recent years that might never happen !!!
 
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hajimow said:
Today $38B was added to MSFT market cap and $35B was added to AMZN. $72B just these two. It will be interesting to see how those Billions will evaporate when market goes down. Based on what we see in the recent days that will never happen !!!
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MSFT had $22B in pure profit the last year. That's an interesting number.
 
povstanets said:
I just meant that if you believe there is no shortage of dollars, then where do those infinite dollars go? They must go into the S&P, so it seems odd to short the market if that is your belief - unless perhaps you are just looking to profit from a short term correction or such? That was my only point.
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I don't look at fundamentals, I look at patterns and try to follow turns on big charts. Big charts haven't turned yet, but topping out conditions are there IMO. Smart money would not be accumulating here, distributing more like, as the old adage still stands - buy low, sell high. Been like this centuries before invention of Nasdaq. Time will tell, as always.
 
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