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  • Michael Kudrna
    The bond unraveling seems to be starting. Been writing about it for a while now, if this is it, expect many bullish days $$ $TBT $SPY #KSMT
    3/14/12
    Reply (12)
    • Josh Krause: Fed is going to have to buy the long bond again in record amounts now that everyone is selling it. Either that or the debt goes parabolic.
      3/14/12
    • Josh Krause: Hard to be a bear in this world.
      3/14/12
    • Josh Krause: At some point they will have to go full Japanese and just buy all of the long bond issuance. Which is insane but likely market positive.
      3/14/12
    • Michael Kudrna: Avg person doesnt realize this but the market can rise dramatically while the economic environment worsens. I fear this may be the case
      3/14/12
    • Josh Krause: Well my UVXY is dying again while the market is red. Seems I am still the ultimate contrarion indicator.
      3/14/12
    • Canary Cash: DaLatin, yes, to say it simply.
      3/14/12
    • Canary Cash: ZIRP to eternity & Capital Gains Tax increases - money has nowhere to run and nowhere to hide
      3/14/12
    • Canary Cash: goose the equity markets and take it back while lowering the dollar and paying back debt easy peasy
      3/14/12
    • Canary Cash: The Amazing Race...upshot: there is a slight chance manufacturing will come back...
      3/14/12
    • Michael Kudrna: DL:Thats the problem, the Fed keeping rates low w/inflation up FORCES retirees to chase risky stocks when they should be living off interest
      3/14/12
    • Michael Kudrna: I think we are seeing retirees....I think we are missing big allocations from big funds. HFT accounts for 60% of daily volume, scary
      3/14/12
    • Michael Kudrna: HFT has been studied and confirmed at over 60% daily volume. talking to big funds, most are not heavily allocated. Many went under
      3/14/12