+1 Happy Halloween :D
There is little doubt that cross border investment flows represent both opportunity and risk. Moving capital where it should be more productive...
Quote from gov: the conversion happens when you truly believe the future is not knowable. We have such a problem with that as a concept, as...
Well Said :) Derivatives and speculators always get painted with the black brush. There are no thank you's for mechanisms that for the most...
CL (as many have said) is a cleaner instrument technically. Right now FX impacts seem to be driving everything. With luck markets may have a...
+1 The Bill Gross Ponzi Scheme comments helps balance fears. When someone with his stature calls game over for the trend, it's probably...
psytrade - nice reference (Night of the Living Fed). From pg 16: Very Brief Recommendations 1) Emphasize U.S. quality companies, which are...
Lets face it, anything labeleled "Trickle down" can't be good if you're looking up at it :) Getting dewy eyed over RR or debating any poorly...
The Tudor letter gives a nice summation of how things got the way they have. It takes a high style view which honestly neglects the real truth...
Bill Gross sounded pretty fed up in his recent outlook: * The Fedâs announcement of a renewed commitment to Quantitative Easing has been...
This is so true. Watching this thread and seeing the calls is a real education in the art of being fluid (and hopefully in sync) with markets....
"Correlation" is probably not a good word to try to pin on the relationships in play. Oil is one component of the global energy business. At any...
Old news - IEA weekly says: U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve) increased by 5.0 million...
You can get access to API's report if you want to subscribe. As you can see from the snap shot of pricing on their subscription form it's pretty...
If QE is small, not at all, or on a month to month wait and see, long commodities will be a bad move - rethink this :)
Euro dropped but crude was flat? Perhaps traders are just antsy going into inventory numbers? EDIT: "Flat" is a relative term :) If I'm making...
On the hourlies, the relationship between CL and $ (euro as a proxy) look to have broken down a bit over the last two days. In my view oil breaks...
I'm using broker's cheap quotes which don't include DX. Looking at A2; B2; C2; Y2; and S2 this just looks like folks perhaps lightening ahead of...
My interest was the tag line of this thread. To me it's hype - little more. Anyone who want to be a player in CL needs to post in RT on CL Redux....
Great thread gents - been lurking here the last couple days. The CL / $ relationship looks in tact. The question is how the FED is going to act...
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