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marketwatcher23

marketwatcher23
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  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    LOL. So the fed starts dumping treasuries on top of the treasury which needs to sell their boatload of treasuries to fund the deficit on top of the confused public who is scrambling to dump their treasuries on top of foreign governments who are now dumping their treauries.....how's that looking for gold? Oh wait.....everyone is selling gold so they can lock in those treasuries at higher yields right?

    Funny.
    Feb 2, 2013. 08:16 PM | 3 Likes Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    Tom is far from high, and he is going to be right.

    I am saying that I have had enough of listening to anyone tell me that 2.5% on the 10yr is armageddon. I think the fed has their range of acceptability.

    The minute that 10yr starts heading towards 4%, sound the alarm bells.
    Feb 2, 2013. 08:11 PM | 2 Likes Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    My guess....They will declare that China or someone else is declaring a form of currency war on us by dumping our bonds, this way we have a nice straw man set up for the inflationary consequences.

    "War is economic entropy played out to it's logical conclusion"

    Kyle Bass

    Rates won't truly rise for a long time coming. Anyone who thinks they will rise because the Dow is back to it's pre crash highs is high themsleves. There is no growth. There is no recovery. It's all about the fed. It won't go on forever.But it may go on for a while.
    Feb 2, 2013. 08:02 PM | 1 Like Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    Closet iguana think again. Rising rates crush housing. That throws us right back where we were.
    Feb 2, 2013. 07:51 PM | 1 Like Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    last boomer. I think the aspect a lot of people miss is this. Rising interest rates due to the fed raising rates to put the brakes on the economy from overheating while maintaing a strong currency is one thing. Rising rates because people are losing faith in your ability to service your debt without turning your currency into funny money...all while the fed pledges zero interest rates is a very very different environment.
    Feb 2, 2013. 07:39 PM | 5 Likes Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    Tom I think we can agree the people in the PIIGS country are probably grateful for a strong euro. As we can see here weakening a currency does not creat jobs or help the economy. It just helps rich people get wealthier at their expense.
    Feb 2, 2013. 07:25 PM | 4 Likes Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    Tom isn't a strong euro a lifeline to the PIIGS citizens, helps cushion the blow of going bankrupt?
    Feb 2, 2013. 07:01 PM | 1 Like Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    If the euro goes to 1.40 then it's time to play the short end of those markets. Their exports will get crushed. Their banks still have not been recapped and they could be dead in the water too.

    There is a good ZH article today about David megabull Tepper trying to unload a lot of european debt.
    Feb 2, 2013. 06:51 PM | 1 Like Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    I mean when you are not trolling gold threads. I know you think you are just disagreeing. But let's call it what it is.
    Feb 2, 2013. 06:41 PM | Likes Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    Tom the euro/usd is at nosebleed levels already. Do you think the euro drops in the short/intermediate term and do you think that affects gold positively or negatively?
    Feb 2, 2013. 06:37 PM | 1 Like Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    obviously I meant gold. My apologies for that and the rest of my errors. Wow that is ugly and I can't edit it.
    Feb 2, 2013. 06:14 PM | 1 Like Like |Link to Comment
  • Stunning Bond Collapse Will Be Gold's Gain [View article]
    I am a long term fold bull. I am agnostic short/medium term. The Bond market collapse, when it comes will not only spart another real estate crash and stock market crash. It will spark an all out currency crisis as the U.S has problems funding it's obligations.

    That being said...with ratings agencies on a tight leash and goepolitical risk everywhere, any blip on the screen still sends people running back into the burning house (treasuries). I think we have a long way to go before you see a bond collapse.

    That is alos the main reason why this equity rally, as awesome as it is, will run out of steam. Everyone think the bernak wants people rushing into equities, and he does. But not at the expense of the bond market.
    Feb 2, 2013. 05:44 PM | 3 Likes Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    Macro sometimes you make a lot of sense. Maybe it is when you are off the gold threads.
    Feb 2, 2013. 10:49 AM | 1 Like Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    Barrons got one right. It was about time.
    Feb 2, 2013. 09:30 AM | 4 Likes Like |Link to Comment
  • iShares Brazil ETF: An Olympic Opportunity? [View article]
    I kind of agree. I think some of the consumer stocks will get a boost from the traffic. I think stocks like Cummins already have some of this priced in. I don't have much faith in the industrial metals either.
    Feb 2, 2013. 08:39 AM | Likes Like |Link to Comment
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