the whole sector is a complete joke. Tech is plagued by massive overcapacity. At least oil and metals had some price pressure. Tech? please.
I think thats exactly whats happening. As soon as an edge is there it doesnt take long before it is gone.
40% of the treasury market is held by foreign central banks that dont have to mark to market ....so with that demand able to soak up debt at any...
for all the talk on housing being a huge problem, there is scant evidence thus far that it is hurting the economyacording to the markets. Does...
Maybe not for the broad market, but if you overlay the XLE with the XLK you will notice the divergence in august
If there is going to be a 2 or even 3 percent down move next week is as good of time as any. At some point option sellers are going to get smoked...
Which was to say that we had substituted credit expansion for an insufficiency of economic profit and wages. And, you know, we have continued to...
there is an invisible "hand of god" bidding up the indices and currencies and metals to some degree.... correlations between data, bonds,...
I think he was bipolar which meant at times he was able to take incredible risks that other people wouldnt have been able to do. Makes sense...
Its going to be interesting to see if FCBs back off from treasury and agencies with yields so low. Rising yields could pressure the market like...
Harris
It just seems like the rug could be pulled at any moment
i think hound dog is right. the guys who are great traders live, breathe, and die trading. A CFA would never cross there mind.
CB's around the world are still raising rates. ECB, even Japan will probably raise again. We need to foreign flows to keep this thing going and...
Ramp and camp.
Does anyone really believe that we will have the Amero? It seems to me that greatest export the US has ever given the world is the American dollar.
Its a squeeze. Its been a squeeze for 3 months. Most of my shorts in indviduals equities didnt respond. AMR, NEW, PHM
The entire HF and mutual fund industry is fighting for year end performance. They haven't had a good year and its hard to justify fees of 20/2...
The world is engaged in a cold war for resources. This is a consequence of interest rates being too low and causing massive price hikes for basic...
So whats going with the curve today?
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