Global Macro Trading Journal

Discussion in 'Journals' started by Daal, Feb 25, 2011.

  1. Daal

    Daal

    #2071     Nov 9, 2011
  2. i believe Austrians support the solution of letting currencies find their own value without intervention and if that means bad news at least you can start rebuilding from the bottom.

    But anyway, who cares about ideologic stuff like that when Rome is burning right...

    An old Faber quote keeps coming to mind: "Intrest rates will go much higher then anyone believes today, these things move in long cycles and overshoot both to the upside as the downside...

    Something must give, either massive ECB intervention or massive capital restrictions... or both....

    This is where you buy risk assets. Or short Bunds right... We are a day or 2 away from people paying Germany to accept their money.
     
    #2072     Nov 9, 2011
  3. Daal

    Daal

    Yes but it also shows that currency debasement can lead to recovery, something they are reluctant to accept
     
    #2073     Nov 9, 2011
  4. Daal, I believe the Austrian school has different interpretations and different representatives. Mises was no Rothbard and he was no Hayek.


    I would think a part of the school is hard core hard currency and another part is more anti intervention so a 2 floor building collapses rather then a 150 floor building collapses when everyone knew the flaws of the structure from the beginning.

    Personally I think currency debasement is inevitable regardless of the system in place.

    Concerning the second issue, I think some progress could be made modeling society to a less interventionist world both through laws as the glass steagall act as through simple policy but obviously something like just the business cycle alone would put massive pressure on it let alone other external factors.

    All in all they have their flaws just as the next school but one should be dumb to dismiss everything they say as pure gold bug ranting...
     
    #2074     Nov 9, 2011
  5. Daal

    Daal

    A question about Italy. Who on their right might would not buy newly issued Italian debt with a EU guarantee on the 20% of losses if there is ever an default?
     
    #2075     Nov 9, 2011
  6. No idea, but I don't see anyone offering this...
     
    #2076     Nov 9, 2011
  7. Daal

    Daal

    Yes but shouldn't take too long for the countries to move in that direction if stock markets keep falling
     
    #2077     Nov 9, 2011
  8. I got this in my mailbox yesterday...

    Type Obligation
    Marché Secondaire
    Devise EUR
    Coupon annoncé 4,25 %
    Maturité 01/08/2014
    Prix au 08/11/2011 9h00 95,50
    Rendement annuel brut annoncé 6,15 %
    Investissement minimum pour profiter de cette promotion
    10.000 EUR
    Taille de l'émission 27.249.064.000 EUR
    Rating A+ (Fitch)
    Frais de courtage 0,40 % jusqu'au 09/11/2011 12h
    Cotation Borsa Italiana


    :D
     
    #2078     Nov 9, 2011
  9. Big fan of Iceland and everything they've done since the crisis, including putting bankers in the clink. Screw the creditors, let the banks go, have a quick, brutal collapse, and then build something real from there. A living, breathing case study of anti-Geithnerism, anti-Bernankeism, anti-Lagardeism ... and it's working beautifully.
     
    #2079     Nov 9, 2011
  10. Well, not judging by the "success" the EFSF has enjoyed so far...
     
    #2080     Nov 9, 2011