Distressed Volatility

Bear Case Substantially Outweighing in Short-Term

When the bots want the market to go lower, gtf out! lolllll

Julian Robertson Bets the Farm on Inflation

I found some info about the 70s recession. I'm wondering why people don't talk about it more. Dow lost about 50% and we had 14% inflation. I'll look at 80s too. www.distressedvolatili...

Exclusive Interview with Jim Rogers: Inflation Is Coming

Right now it all comes down to the velocity of money. The $$ is already printed and inside the vaults. The problem is it hasn't left the building which means there's no movement in $$ to bid up things yet. I'm watching institutions and private money to see when they start getting back into the financials and real estate. Flowers, Paulson already are involved in IndyMac, plus Wilbur Ross wants in the sector he thinks.. Also I'm watching housing inventories but the question is will anybody step in to buy the real estate now or will they wait until they go BK like the banks??? Housing or land value for that matter will be the catalyst for any type of growth turn. -DV I do mkt analysis at www.distressedvolatili.... Let me know what you think.

Yield Curve Near 10-Year Highs

You know what that's very interesting. When the recovery comes, there will be so much money sloshing around that inflation will roar back to life. I'm thinking the yield curve is so steep because they're going to shoot down the inflation by tightening. People will also dump treasuries paying nothing real. Plus the oil futures curve is very steep going out to 2015. Hmmmm we'll see what happens.. distressedvolatility.c...

Obama Honeymoon Likely To Be Cut Short By Bond Market

I agree with you, great article. Definitely unsustainable, higher yields are coming. Might take some time to digest though due to this deflation matter. Yield curve is interesting too, it looks like rate cuts caught up to the curve (making it normal).. I just hope the big dump doesn't happen all at once, just imagine what those hedge fund redemptions will cause....