Matthew Carniol's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/257517/comments http://seekingalpha.com/article/120612-the-amazing-dollar-gold-relationship?source=feed#comment-389490 389490 Sun, 15 Feb 2009 13:48:03 -0500 http://seekingalpha.com/article/96422-forget-about-a-v-shaped-recovery-maybe-a-w-or-l-and-what-about?source=feed#comment-260148 260148
Have you traded currency through a $700 billion to $1 trillion government bail out?]]> Sat, 20 Sep 2008 14:26:27 -0400
Have you traded currency through a $700 billion to $1 trillion government bail out?]]> http://seekingalpha.com/article/95300-why-the-ero-is-ready-to-rally?source=feed#comment-253892 253892
I would say the Fed's statement this week is likely to be the immediate driver of the dollar, and I would look specifically at their wording regarding inflation.

In the last statement, inflation was a "significant concern," and I believe much will depend on whether "significant" is retained.

I also believe what was said in the minutes played a large part in the dollar's appreciation, and I'm referring to "although members generally anticipated that the next policy move would likely be a tightening..."
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I would say the Fed's statement this week is likely to be the immediate driver of the dollar, and I would look specifically at their wording regarding inflation.

In the last statement, inflation was a "significant concern," and I believe much will depend on whether "significant" is retained.

I also believe what was said in the minutes played a large part in the dollar's appreciation, and I'm referring to "although members generally anticipated that the next policy move would likely be a tightening..."
]]> http://seekingalpha.com/article/95288-last-gasp-of-a-doomed-currency?source=feed#comment-253882 253882
The fact is that he has touted foreign securities, gold and betting against the dollar for a long time, and he made money in the past doing this. He's touted this type of investing all the way through the collapse in stocks from emerging markets.

Instead of getting his investors out at the top of the market, he's led them to big losses and he must have gotten further crushed as the dollar appreciated, which is something else he never saw coming.]]> Sun, 14 Sep 2008 08:55:16 -0400
The fact is that he has touted foreign securities, gold and betting against the dollar for a long time, and he made money in the past doing this. He's touted this type of investing all the way through the collapse in stocks from emerging markets.

Instead of getting his investors out at the top of the market, he's led them to big losses and he must have gotten further crushed as the dollar appreciated, which is something else he never saw coming.]]> http://seekingalpha.com/article/94317-gses-into-conservatorship-can-housing-stabilize-now?source=feed#comment-247951 247951 Mon, 08 Sep 2008 00:13:40 -0400 http://seekingalpha.com/article/94317-gses-into-conservatorship-can-housing-stabilize-now?source=feed#comment-247788 247788
Additionally, the lending facility will be extended to the Federal Home Loan banks.

Mr. Paulson went on to say that "given the combination of actions we are taking, including the Preferred Share Purchase Agreements, we expect the GSEs to be in a stronger position to fund their regular business activities in the capital markets," which means that credit spreads are likely to narrow.

This is more liquidity into the system and lower borrowing costs. It's expansionary.

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Additionally, the lending facility will be extended to the Federal Home Loan banks.

Mr. Paulson went on to say that "given the combination of actions we are taking, including the Preferred Share Purchase Agreements, we expect the GSEs to be in a stronger position to fund their regular business activities in the capital markets," which means that credit spreads are likely to narrow.

This is more liquidity into the system and lower borrowing costs. It's expansionary.

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