Seeking Alpha
  • Michael A. Gayed
    Nice to see European VEA EFA markets up after downgrade...further confirmation of a reflationary enviornment and the Winter Resolution idea.
    1/16/12
    Reply (17)
    • Josh Krause: Wall of Worry. Kick the Can and Pray is the plan until the LTRO's run out. So when we get to 2015 and the bill comes due, what happens?
      1/16/12
    • Josh Krause: Treasury Market is not open to suck away funds from the lower rated sovreigns. That should limit the changes to some degree.
      1/16/12
    • jason2788: bullish...futures up...everything is bullish.
      1/16/12
    • Josh Krause: Overbought? Who cares! Greece defaulting? Who cares! Earnings coming in poorly? Who cares! Constant downward revisions? Who Cares!
      1/16/12
    • Josh Krause: Everything is just so goddamn BULLISH! When will they learn that there is NO QE3 WITH S&P 1300 and Oil at 100? Price it in again!
      1/16/12
    • Michael A. Gayed: Krauser - I understand your sentiment, but in your sarcasm is the exact kind of skepticism that bull markets can be born out of.
      1/16/12
    • Josh Krause: I know, and that is the most perplexing thing about it. The bulls are ignoring the upcoming Europe recession and believing in decoupling
      1/16/12
    • Josh Krause: They are pricing in QE3 for the 6th time in as many FOMC meetings. It would be hilarious if it was killing my puts.
      1/16/12
    • Josh Krause: Market is acting like QE3 is already on the way. It's possible but $4 gasoline will hit us in the face if they actually go for it.
      1/16/12
    • mitrado: $4 ... a gallon!? We pay $8 in Europe. Deal with it! :-P
      1/16/12
    • Josh Krause: You don't have the same dependency on cheap gas. Different markets.
      1/16/12
    • mitrado: Yeah, yeah, very different indeed. Sorry, but I think your "dependency" excuse is just bollocks. You can afford it a lot better than we can.
      1/17/12
    • mitrado: In US you get paid $60 or $70 a hour and pay $4 a gallon. In Europe we get paid $6 or $7 a hour... and pay $8 a gallon. See the difference!?
      1/17/12
    • mitrado: You work less than 10 minutes to pay a gallon of gas... while we work more than an hour to buy the same amount.
      1/17/12
    • mitrado: If someone should be complaining about Earning Income vs Price of Gas, it should be Europeans. Americans pay peanuts, compared to us.
      1/17/12
    • mitrado: So... you can (and will learn how to) deal with it.
      1/17/12
    • Michael A. Gayed: Well then this thread turned into something totally different lol. Here comes the Bull.
      1/17/12