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  • Stocks: This Has Only Occurred 6 Other Times Since 1983  [View article]
    Thank you, Chris. Always interesting to learn yet another new [to me] approach.
    I keep articles like this one in bookmarks, so I can revisit and see what's irrelevant and what plays out well. For now, they are digesting FED and Triple Witch. Once those are unwound, we shall see what is real by the end of January
    Dec 18, 2015. 02:08 AM | Likes Like |Link to Comment
  • Stocks: This Has Only Occurred 6 Other Times Since 1983  [View article]
    Growth in car sales is a function of 72 month car loans nowadays. Folks buy things they wouldn't be able to afford otherwise.. What's new? The bull keeps raging no matter what.
    Dec 6, 2015. 11:58 AM | 3 Likes Like |Link to Comment
  • Oil And Natural Gas - A Tale Of 2 Commodities (And The Dreamers Who Trade Them)  [View article]
    as an aside indirect comment: Shell has a huge GTL facility in Qatar.. in fact their GTL (Fischer-Tropsch) motor oil base product is overproduced to the point that a few motor oil fans noticed it in their lower tier products, the ones, that are supposed to be traditional crude oil drivatives, e.g NOACK volatility index from lab analysis was much better than regular 'dyno' oil could ever have..

    GTL - gas-to-liquid marketing acronym
    Nov 17, 2015. 07:35 PM | Likes Like |Link to Comment
  • Copper Prices Have Only One Way To Go From Here  [View article]
    they have to bleed beyond the point of no return first, market history teaches that clsong down may be more expensive than working below the cost - happened many times before, e.g Gold..
    Nov 17, 2015. 07:18 PM | Likes Like |Link to Comment
  • The Economic News Isn't Getting Better  [View article]
    Dunning-Kruger Effect and Grand Disconnect rule. Feel good and political correctness kill the culture of hard work and reward. Culture (or lack of any) eats any strategy for breakfast. *isms are secondary. O tempora, o mores.. all this goes in circles.
    Nov 17, 2015. 07:11 PM | 1 Like Like |Link to Comment
  • Russia And Saudi Aren't Going To Play Nice: Competition Between Them Is Fierce  [View article]
    Jimmy Rogers is also schilling for Russia and decrying the 'artificial decline of crude'. He has been calling for an impending bottom for quite a while. Of all commodities, it's not the most intriguing right now anyway..
    Oct 25, 2015. 11:46 PM | Likes Like |Link to Comment
  • Russia And Saudi Aren't Going To Play Nice: Competition Between Them Is Fierce  [View article]
    Love the fact that while nearly everybody and their brother outlines scenarios for crumbling KSA, nobody see crumbling Russia on its last legs right in front their own eyes. Putin is like an emotional trader: doubling down while holding a losing position, and most of the Western Chicken are buying into his bluff. Where's Reagan, when you need one?

    They used to trade ice futures before the refrigerator was invented..

    (and nobody even touched NG)
    Oct 18, 2015. 03:08 PM | Likes Like |Link to Comment
  • The Weakness In The Australian Dollar Is Likely Ending For Now  [View article]
    So far your projection is working very well. Good luck.
    May 13, 2015. 11:46 AM | Likes Like |Link to Comment
  • The Weakness In The Australian Dollar Is Likely Ending For Now  [View article]
    The lowest I have seen AUD/NZD was 1.00192 on Interbank.. March 2011 high was 1.3792
    May 12, 2015. 01:30 AM | Likes Like |Link to Comment
  • What's The Culprit Behind Recent Retail Sales And Jobs Weakness?  [View article]
    It is not going to be easy as the Welfare is being fracked itself. Take Obamacare for example. How many people are on the lifetime zero dollar benefit? Do we know? Or even a better case: folks who fudge the data abusing the 'just sign up, please' state of the program. I know a feller with a nice shiny red Mercedes boxster and a frontline beach condo in Miami who brags that he pays less for the same coverage now. And that 24/7 line at the border..
    Apr 10, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Central Bank Balance Sheets  [View article]
    In fact, DJ Commodity Index (as one of many) is falling with no bottom in sight..
    Sep 4, 2014. 10:51 PM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks?  [View article]
    Russia was preoccupied with internal problems even at $100 level. That's why they make the move in the first place: to associate the troubles they have with the nefarious foreign conspiracy..

    I repeat: when was the last time economic or human cost stopped them?

    As opposed to the "West" Mr Putler knows what he wants and how to get there. Finlandization of Europe is his near term goal. European security is non-existant. Germany has two motorized armor divisions and one airborne brigade. Swiss and Greeks have more Leopards than Germany. Unless we allow the changes of German and Japan Constitutions the West is done. Molotov-Ribbentrop 2.0 is in the works after Putin visits Normandy in May. Ah, btw, in case few noticed, Germany goes by EU moniker nowadays, they took Europe without a single shot.

    You can dream up any price per barrel and totally miss the point. It's about "triumph des willens", here is a proof :

    http://bit.ly/1mPGPmh Leni Riefenstahl can be proud of them

    The West is lead by spineless Daladiers and Chamberlains of today.
    May 11, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks?  [View article]
    They lost the Cold War, but they were not finished. That was a mistake..
    May 7, 2014. 10:00 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks?  [View article]
    There was a fall of Soviet Empire, but there was no fall of the culture. That is what the West doesn't understand.

    When was the last time that Russians were stopped by economic or human losses?

    You are not dealing with rational Western whores on that theater, you deal with mentally crippled nation, not just the leaders. I was born there. The longer you live there, the harder it is to stay sane. They understand shock all right.

    I agree with the US abstinence from hot involvement. Limited exposure strategy worked for USA in the previous wars very well. Soft containment is a good strategy, let them implode and all that. The problem is you may have to wait for too long, they are too rich to be wise. And judging by the speed the oil CEOs are tripping over themselves to personally meet with Putin and give him assurances that they fully understand the benefit of cooperation, nothing will happen in terms of sanctions at all.

    I wouldn't watch Baltics. Too linear, too logical. Watch Kazakhstan instead.
    May 7, 2014. 03:13 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks?  [View article]
    Budapest Accord of 1994 doesn't count as a treaty? US is a guarantor of Ukrainian integrity..
    Apr 27, 2014. 12:48 PM | 3 Likes Like |Link to Comment
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