Market Poll – UST, Dow, Crude Oil, Gold & Obama

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Questions : 1. The Next 5% Equity Move is Up or Down ? 2. The Next 10 bp in UST is Up or Down ? 3. The Next Move in Crude is Up… Continue reading

I Was Wrong But Maybe They Are Not Right ? Sell EUR/USD

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  This is coming from someone who cut loss EUR/USD at 1.19 in 2010 and who cut loss on EUR/USD at 1.49 last year. I am a terrible EUR/USD trader by my own… Continue reading

Trading The Solar Storm Tonight – This is why I am depressed !

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Yes. It’s the largest in 5 years, since the last one erupted into Bear Sterns and then Lehman Brothers. NASA says it could give us “a bit of a jolt” but it is… Continue reading

Oh No !! I Am Long CASH $$$

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For all my raves and rants in the past 2 weeks about the devaluation of money and the G3 +Chinaprinting presses. I just realised I am long cash ! Current investments : 1.… Continue reading

The Tale Of 3 Central Banks – What Can We Do If We Cannot Go Back to Fishing in Iceland ?

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Have we gotten used to the word billions as we will get soon get used to the word trillions ? Central banks’ balance sheets have reached a combined $8.76 trillion now compared to… Continue reading

The Uphill Task of Trading DeCorrelations

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This is the year of the trader. It is time to make a call. The hunky dory days of the past 2 years with QE1 and QE2, not the Queen of England Jubilee… Continue reading

Dominoes – Part 2 Cash is King – What Cash ?

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This is a scary correlation chart. Using Bloomberg data, 1 for most correlated and -1 for most -ve correlation, the 2 tables show how much correlations have grown in the past year as… Continue reading

Domino Effect – Dissipating Money, Use Common Sense

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Something is about to happen. Something big. 4 asset classes – Real Estate, Bonds, Equities and Commodities. Even as Gold hits its highs as we speak, and Silver too, I believe that when… Continue reading

Someone Tell Me : Is The Only Thing Deflating Right Now Is Money ?..and Orange Juice

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What do we do with Money ? As the days pass, it looks like money is increasingly buying little, except orange juice and maybe coffee which has crashed since 1 Feb. Gold and… Continue reading

Making Sense, Making Decisions

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S&P Posts Highest Close in Nearly 4 Years abeit lower volumes. Yet the Bulls Snifff Out Plenty of Reasons to Be Optimistic. http://www.ft.com/intl/cms/s/0/5ec70d94-5e65-11e1-85f6-00144feabdc0.html#axzz1nNgD39xU The lack of conviction could be seen in the recent… Continue reading