inthemoney

The Greatest Bull Market that No One Loves

The title should read "bubble market", then it will make perfect sense.

Tuesday Outlook: Commodities, Global Markets

The volume is light because there is no reason to buy at these levels and too scary too short because this is just asking for a short-squeeze. It seems the only traders in the market are the robot kind, which buy on every dip to blow shorts out of the water.
The volume will continue to be light until the market returns to some sort of reality.

Options Trader: Toppy Tuesday Morning

It seems most people figured out that the market is rigged and the only traders left are the robot kind run by major investment houses, the owners of the casino. That is why the volume is low. It is not coming back until the rigging of the market continues.

No Five Year Carry Trade Punishing the Dollar - At Least Not Yet

Ok, dollar won't be the carry trade currency for 10 year. Can it be for one year? It can, in fact it already is. And these days 1 year is a very very long time.

Inflation May Be the Solution

> Am I the only person that feels that Fairness still has a place in the world? That we should, perhaps, live up to the promises we made, no matter how painful it is?

No, you are not. I feel the same way. But it seems most people onloy think about numbers, not about the hard and cold reality behind the numbers.

G20: Inflating the Global Economy to Prosperity

It seems practically any ailing superpower tried inflating its way to prosperty and it never worked. Bernanke and Gietner need to re-read the well know definition of insanity or better yet post it in the ir offices.

Does Wall Street Believe in the Rally?

> None of these correlations add up folks. The market is trading like it has 5 different personalities. You might as well just call it Sybil these days.

I think it is simple - monetary inflation . Newly printed money needs to go somewhere to be rpotected from devaluation, this is why all the assets rise at once and dollar falls.
People don't see it, because they simply don't believe it can happen here in the great USA. They don't beleive that their own government and the bankers can support such open money printing, but they are and they are lying when they pretend that the newly minted assets bubbles are a sign of a recovery. They know full well what is happening.

Treasuries Rally as Riskier Assets Begin Showing Signs of Topping

It looks like all assets go up togehter, only dollar is falling. This is not normal. The only time it is normal when there is too much liquidity, i.e. printing of money, which goes in any asset class because staying in dollars is guaranteed to loose value.
This can continue as long as printing of money reaches the critical mass and the currency collapses. Then there will be fleeing of all US assets and both Treasurie and stocks will collapse together.

The bottom line, - throw away you rules book and borrow one from Argentina, for example.
Whatever the US leadership pretends, its actions are exactly the actions of a 3rd world country. And so we should play by the rules of a 3rd world country.

Inflation May Be the Solution

Inflation is the same as abandoining a contract, only the contract is not between the private parties but between the government and the people.
Regardless of whether it is or it is not the right thing to do short term, what is the cost long-term of willful betrayl of its part of the contract by the government? Inflation is stealing from the common man to pay for the government's excesses.
Why do people quietly accept stealing as a viable solution in the financial markets while put people in jail for stealing of goods and services?

Price Movements Foreshadow Rise of Hyperinflation

> and abuse of Fed powers

this is the point people don't make often enough and you enver hear it on TV

How Long Will China Put Up with Our Money Printing?

> Those who take the Chinese at face-value are not really understanding Chinese culture. Face/positive appearance is the positive value. Honesty is almost never a consideration.

I have to agree with that. This is quite contrary to the western culture and leads to the West underestimating and misunderstanding the chinese.

Are Risk Assets on the Verge of Melting Up?

I tried looking at the charts and only then readin annotations to exclude my own prejudiced thinking. I would say VIX and dollar seem to be bottoming, gold is breaking out. These are clear patterns.
Oil and stocks seem to be rolling over, but those are not clear cut and could go either way.

What's Wrong with Market Speculation?

What is wrong with "manipuation"? Easy. Remember all those 401Ks that american public has been sold on for the last 20 years? Stock market became as mainstream as a CD account, only CD yeild 1% and stock market is supposed to yiled 7%. So, Joe American expects it to wrok as a CD, he doesn't realize that he might have to endure 50-60% down years . and that additional 6% is for risk taking. Joe American doesn't want risk he just wants stable 7% a year.
So, now as american retirement funds are tied up in the stock market, people want an explanation why their retirement fud is down 30-40%,. And it is always easier ot blame it on scapegoats rather than acknowledge that 401K was a very very bad isea pushed on average american by Wall Street and benefiting Wall Street only.

Bears Might Miss a Remarkable Recovery

> The inventory of the retail outlets such as Walmart, Best Buy, Home Depot, Lowes, TJX, etc will need to hire more people to handle the flow of merchandise not only at the store level, but also at the distribution centers.

If you actually visit them, you'll see that inventory is not moving and they are not restocking. They are trying to sell at full price, trying to preserve margins on low volume.
People who actually following retail for a living tell us that retailers are stocking for an average-to-below average Christmas.
Retailers won't start any signifianct restocking until the sales pick up and it looks like if that happenes , it will be 6 months wait , at least. Where unemployement and consumer sentiment will be by then, do you think?

Is a Crash Impending?

> I think a bigger underlying problem is that many of the SA authors and other bloggers want/wanted the system to fail, so they could I told you so. However, this strategy will almost never make you any money because it's too extreme. Once the S&P gets back to 1300-1400 in a few years, will it still make sense to be stocks? It’s too early to tell, but I’ll make that decision when we get there.


Nobody wants the system to fail. We just want to know the truth. There is too much lying and cover up and when te lies blow up, who do you think will be left holding the bag? People, who think everything is ok and back to normal.