I dont think Bill Gross knows s*it. He's been a great salesman, not a great trader.
Harris.
RIMM
The weirdest part about this supposed slowly US economy is that there is very little evidence that it is taking place in the capital markets....
Apparently the spy has rallied two percent or more on the last friday in oct 10 of the last 30 years. What a coincidence that its end of the...
I agree. I think this is the tail end of a massive credit inflation. There is no way that this can continue much longer than another two years....
There big macro guys and there hasnt been that much movement in interest rates and currencies. Although I suspect the yen is going to make a...
I'm starting to wonder how much the economy has really grown at all in the last 5 years. I thinks its really just inflated more than anything...
The fed keeps screaming about the housing market, yet there is zero sign of any distress from the financial system. It could still be coming....
Everyone is now free to go out and buy oil and gold because the fed is too timid to break the back of anyone.
I think the fed knows they should raise rates, but is scared because they know that debt and leverage is completely out of control. They dont...
As long as credit is expanding everything is fine.
The key is to leverage yourself as much as possible into the asset class that is currently inflating. Sure its a ponzi scheme, but its the...
Markets just continue to rotate markets while the real eastate market deflates. Done with energy, metals, small caps, em. into big caps, tech,...
Performance chasing.
At some point the yen is going to get squeezed beyond belief. It happened in march and it will happen again.
The yen is going to get squeezed sometime soon.
Its going to be a hybrid. Did anyone see the article on MAN's black box stuff. It spits ideas all the time and the fun was down the whole summer.
Bernake is a bozo.
Apparently the market thinks that a slowing economy is good because as soon as the economy slows everyone will rush out and borrow as much money...
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