phdinsuntanning

The Oil Casino: SEC Heading for Monte Carlo, Part I

etrade man, if you are short and loosing money is not our business, herr Aledorf keep modeling but you can say the same in less words

Copper Demand: Not as Weak as You Think

is not semiconductors demand,
is production of copper & alloy semis fabricators,
good luck!

Oil: Ready to Break Higher?

no recovery with oil prices over $40/bl,
no more USTB demand from China,
short risk, long Yen again.

Amazon, Apple Stock Going Vertical: This Never Ends Well

agree, got an iphone clone in Beijing silk market 2 weeks ago for 35 euro, works better than the original. Started shorting @ 150, 180, 199, in increasing blocks, see ya @ 2 digits. This sucker must go down as W used to say ! No hurry.

JPMorgan Bullish on the Short Dollar / Long Beta Trade

certain folk visited Tokyo,
Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.
Fix your house with our gadgets,
buy in Walmart then we talk.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.
There will plenty of credit options
if you buy Chinese tiptops !

Why You Can't Short This Market: The Expectation Ratio

certain folk visited Tokyo,
Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.

The Weak Dollar Crowd Is Too Confident

certain folk visited Tokyo,
Mr. Yen said him Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and balck refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.

Our Steroid Pumped Economy

there are some zombie economies that
they think they are alive.

As far as a healthy 300% currency devaluation
allows to clean up the mess and buy the assets
at their real market value Haiti witch doctors can
sustain the situation instead of real economists.

A reasonable option is to increase the interest rate
to 1984 levels and buy some lost world investors
credibility (read China- Japan).

Check Washington Concensus in the net and read carefully.

Marc Faber Clarifies Gold Outlook

Pascua Lama Gold Mine in Chile in 2013 will make to explode the supply side, so enjoy your short term rides

Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases

Phillips curve revival: is the unexpected, not the expected inflation the way to create jobs. Gold is telling us that no private jobs will be created with the world devaluation: no deception is policy failure. Inflation will come to both CPI and PPI suddenly with the devaluation via import costs, as all imported inputs go bananas starting with crude oil, thats why natgas is free in the US. stagflation 2010 the obvious outcome . Total macro mismanagement now: study Bolivia economy in the 1970s, it was better treated. Oz dollar only anglo currency doing the right thing. maybe the Korean won in the north east, Euro got a piece of the east, nice and elegant move from royal girl. Better than gold until now. China free riding. Europe? Is not a country: statu quo by consensus. Perseve in FX: Chile pesos, south african rand and willing to set the trigger anytime. Paul V, too senior to do the right thing? W got Bj funds for the 1001 night oil games and now crude flowing east home, debt well thanks, dying. Kenya folks, oh boys, a bank soon, to play your white dust trade Afgan dog race sport, and get folks under control at home dude. What a well planned mess! and totally predicted. Orange growers and rigs necks smiling, amateurs they said. Something has to be given, BA? I dont know, you tell me. Marc, your basement must be full of Borneo butterflies, tellurium: check any solid wast dump around a smelter, some willing to pay if you bring the track and take care. Please be careful we all like your passionate arguments. Reminds me fiber optics in the 1970s, ceramics in the 1980s and how to forget the hydrogen fuel cell stocks of the 90s? Sorry 4 the Nostradamus style.

Niall Ferguson: Dollar Is Doomed, U.S. Empire Is Finished

BA may be

Niall Ferguson: Dollar Is Doomed, U.S. Empire Is Finished

Phillips curve revival: is the unexpected, not the expected inflation the way to create jobs. Gold is telling us that no private jobs will be created with the world devaluation: no deception is policy failure. Inflation will come to both CPI and PPI suddenly with the devaluation via import costs, as all imported inputs go bananas starting with crude oil, thats why natgas is free in the US. stagflation 2010 the obvious outcome . Total macro mismanagement now: study Bolivia economy in the 1970s, it was better treated. Oz dollar only anglo currency doing the right thing. maybe the Korean won in the north east, Euro got a piece of the east, nice and elegant move from royal family girl. Better than gold until now. China free riding. Europe? Is not a country: statu quo by consensus. Perseve in FX: Chile pesos, south african rand and willing to set the trigger anytime. Paul V, too senior to do the right thing? W got Bj funds for the 1001 night oil games and now crude flowing east home, debt well thanks, dying. Kenya folks, oh boys, a bank soon, to play your white dust trade Afgan dog race sport, and get folks under control at home dude. What a well planned mess! and totally predicted. Orange growers and rigs necks smiling, amateurs they said. Something has to be given, BO? I dont know, you tell me.

Dollar Weakness Continues

Phillips curve revival: is the unexpected, not the expected inflation the way to create jobs. Gold is telling us that no jobs will be created in the US with the devaluation: no deception is policy failure. Inflation will come to both CPI and PPI suddenly with the devaluation via import costs, as all imported inputs go bananas starting with crude oil, thats why natgas is free in the US. Estanflation the obvious outcome. Total macroeconomic mismanagement now: Study Bolivia economy in the 1970s was better treated. Oz dollar only currency doing the right thing. maybe the Korean won. Better than gold until now. China free riding. Europe? Is not a country: statu quo by consensus. Perseve in FX
Chile pesos south african rand and willing to set the trigger anytime. Paul V, too senior to do the right thing? W got Bj funds for the 1001 night oil games and now crude flowing east home, debt well thanks, dying. Kenya folk, oh boy, a bank soon to play your white dust trade sport and get folks under control dude. What a well planned mess! And totally predictable. Orange growers and rigs necks smiling.

Canary in the Gold Mine

phillips curve revival: is the unexpected, not the expected inflation the way to create jobs. Gold is telling us that no jobs will be created in the US with the devaluation. No deception is policy failure. Inflation will come with the devaluation via import costs, as all imported inputs go bananas starting with crude oil, thats why natgas is free. Oz dollar only currency doing the right thing.

Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases

Ostiaz Paco, hedge yourself. Most of the fools,
idiots & traitors of the world (me included) know
inverse repo time is coming and RMB/USD is (ands will be)
the global hedge ancor now.