Which commodities do you think will benefit the most?
http://www.safehaven.com/article-2547.htm This author expects short rates to top around 2.75% for 2005. This versus the popular estimate of...
Hmm, you're looking for a "catalyst" to lead to higher interest rates. There have been MANY "catalysts" sofar, but somehow they've been ignored by...
Weekly chart
The weekly view on the 30yr bond yield. A month ago the technical picture looked conducive for a medium term short, with target in the 5.7% - 5.8%...
Wrt inflation: Inflation is actually too much money and credit. During the last 3 years, worldwide money supply has increased by 37.1%. Many...
1. BOJ: Its balance sheet is currently 30% of Japan's GDP and is sitting on $100bn losses. If US dollar depreciates more, if US inflates away a...
http://www.morganstanley.com/GEFdata/digests/20050118-tue.html An update from Roach. Incidentally, 30yr bond closed at new high, so the...
What people need to understand, when trying to explain bond yields, is that today's markets are dominated by players who DO NOT have "profit...
ST, as most people all over the world do, I agree with you that this is an unjust "war". To say that US is unique in its policy of violence, is...
Nowadays in US bonds it seems that the major players (who set the prices) are NOT PROFIT MAXIMIZERS (like us, regular investors/traders). So...
I've created a thread under Journals to discuss the case of betting on higher interest rates...
About the asset bubbles and possible Fed actions: http://www.pimco.com/LeftNav/Late+Breaking+Commentary/EW/2005/FF_Jan_05.htm...
I don't buy the "deflation" scenario. The system was flooded with paper money during the last 3 years (world money growth +37.1% i.e. if your...
RC, thx for the feedback. Personally, I like to listen to everyone's views. Some info for consideration:...
Numbers are fine, as long as we maintain the perspective. Have a look at the numbers of the leveraged carry trade (which will have to be unwound...
Intervention over time. BoJ already amassed $800bn "risky assets" which value is ~30% of Japan's GDP "Paper losses" (due to dollar slide) of...
In this thread we'll attempt to make a case on a short trade of US Bonds. We can also discuss various way to trade it (e.g. short futures, short...
http://www.wpbfnews.com/money/3802963/detail.html Bill Gross overlooks $400bn in bonds.
Sure, Ryan Jones is a also vendor. He has a signal service for S&P, a trading system, an audio course etc
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