Christian Siva-Jothy put it best "When I see dislocation in the direction of pain in the US economy I buy Eurodollars, its not brain surgery"...
More 1937 paranoia http://online.wsj.com/article/SB125107325090852627.html (if you cant see the article, copy and past the title in google and...
The hawkish Fed member Bullard(and 2010 fomc voter) is saying 'I don't think markets have really digested what that means' the "extended period"...
So the Philly Fed and the Empire state manufacturing report didnt show that inventory bounce that people are expecting at all. If we dont get that...
I put all the T-bills and bonds on my TWS. I only get quotes from T-Bills(up to 1 maturity) and T-notes(from 6y maturity and on) The middle...
There is one more reason to not wait. By being wrong I get an even better deal. If ES goes to 1100 and VIX to sub 20, that would take the market...
Did I made a mistake by buying financial puts monday instead of buying the ES to break the 50MA?Well I'm not so sure, we did had a breakaway gap...
-Not integrating TA enough and countertrading through put buying in late Mar and Apr. At around 810 in the ES. Simply a result of having come off...
-Not taking profits more aggresively in Mar in my shorts. It was an extension of the first mistake. It seems likely the government would not go...
-Shorting GS. Perhaps the bulls were on to something when they stated MS and GS would be better off because they dont own loans but mostly...
What were some of my big mistakes in 2009?Here are some -Not predicting that the Obama adm would choose the zombie bank route. In the report...
The Philly Fed with data received though August 18 shows inventories at +0.3 from -15, I'm growing more leery of this idea of some huge inventory...
As far as breakaway gaps go, the stop is supposed to be placed above the high of the bar prior to the gap. This would be about 1012 on ES. So the...
Given that I've been adding TA based on price action it might have been a mistake to start my put position on monday. XLF is still above the 20day...
The 'global liquidity is abundant' now is the 'green shoots, V shaped recovery is coming', they will have the same fate. However is there a...
I wont ever forget John Hussman remarkable discipline and persistence while running his mutual fund. I dont have his data here but IIRC since from...
I find it amusing to see some folks now claiming that the fundamentals are not important and those who are bearish for XYZ are foolish, those...
When he will admit the US is screwed for the next generation? Apparently for him absurd debt to GDP ratios, higher taxes, more government, more...
Today I asked Caroline Baum from bloomberg if she agreed with my theory that the fed cant raise rates while still claiming 'unusual and exigent...
I just sent an email to all this sites, we will see what they say
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