JCL

Picking Goldman's Brain for Long / Short Strategies

I agree it is time to start taking the other sides of these positions especially the options on the commodity based currencies and the oil & gas trade.


On Sep 22 08:21 AM ray b wrote:

> My guess is they start sellilng the day their disclosure reports
> are released. Cant beat 'em.

Commodities from a Non-U.S. Dollar Perspective

Thank you. Finally someone sees the relation. This is why although commodities are in a long term bull market they are overbought right now as the US$ is oversold right now.

Goldman Sachs Admits: 'Some of Our Innovations Are Socially Useless'

...and here I thought they were just trying to make money and not be socially responsible.

Is a Crash Impending?

Actually it will be the US which seal it's own death by the looming banking crisis that will bring China down with it.

Scary Drop in Velocity of Money: Is Deflation Knocking?

In the end it will lead to inflation but the author is correct currently we are experiencing signs of deflation and you have to trade what is happening not what should happen.


On Sep 03 09:02 AM DJIA5000 wrote:

> It's a problem of money itself and the value of money. On one side
> people cut spending like crazy and it leads to deflation, on the
> other corn or wheat or sugar producers will rather commit a suicide
> than sell their crop for free, they don't look at the US$ as any
> value at present, that's why they want much more paper for real commodities.
> This is very ugly situation, it will lead in the end to high inflation.

Crude Oil Ready to Break Lower

A solid confirmation the USD is about to get stronger and the markets weaker.

The Good News About Bernanke

There is no Republican or Democrat when it comes to the Fed. They are foreign bankers who are carrying out the agenda of the elite.

Geithner Meltdown Ahead?

It's not that bad, it is not that bad...it IS bad. lol

Where $5.5 Trillion Thinks the U.S. Is Headed

Well said friend. Worth repeating so it sinks in: This bunch never saw nothing coming, actually were responsible for all the current mess.

There were a fair amount of free market economists who foresaw this 'crisis' coming. It is amazing the government does not look to them for direction to correct it rather to the people who got us in this mess in the first place.


On Jun 15 06:33 PM Fighting Yoda wrote:

> This bunch never saw nothing coming, actually were responsible for
> all the current mess. Despite their very deep pockets - 'money that
> can move the markets' - I will not care for their opinions. All these
> are simply momentum following herd - no originality or out of the
> box thinking - they simply depend on 'self fulfilling prophesies'.

Maybe the Fed Isn't Really Printing Money Like a Drunken Sailor

Wake up!

<Worrying about a Federal Reserve conspiracy isn’t worth your time and effort.>

It is people like you who the money masters low. Bah bah SHEEEP!

The Myth of Gold Confiscation

WOW. I could had held up to nearly five ounces of gold coin in my possession without fear of prosecution!!

Clearly the writer owns no physical gold.

Jim Sinclair: 9 Immediate Predictions for Gold

If #7 happened do you not think the government would not confiscate all physical gold as it has done in the past?

All other holding will be worthless and the physical will be confiscated. Now that is a reason to hold physical silver.

The Fed's True Purpose

From the headline I thought you were about to pump out some rethertic however you help bring down the scales from people's eyes.

Thumbs up for that my friend.

Global Depression II Avoided, But No Cause for Celebration Yet

@nova thank you for your comment. Could you please elborate on your thought regarding: In this new world, consumer societies will have no chance to survive.

What will happen to this societies; USA, Europe, etc?

This is a very thought provoking article, nice work.

Time to Get Long Black Gold? How Option Spreads Can Pay Off

Nice work. Since oil is traded in USD the price of crude is currently tied to the value of the dollar. In the last several months when we saw the USD gain much strength oil also followed. Now with the dollar showing signs of weakness once again oil is again gaining value.

As you showed in your chart above how crude is correlated to the overall market once this rally subsides we will again see lower price in crude and the dollar continue to gain strength.

Peace, mir, paz,
-JCL