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Sufficiently Philanga....thropic
#4781 Posted : Tuesday, March 22, 2016 8:01:41 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
From Fedpulation to Yenpulationsmile
Fundies be damned.
@SufficientlyP
lochaz-index
#4782 Posted : Wednesday, March 23, 2016 9:15:52 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Check out this madness. Yield curve inverting at the long end.
http://www.bloomberg.com...close-to-breaking-point
The main purpose of the stock market is to make fools of as many people as possible.
lochaz-index
#4783 Posted : Thursday, March 24, 2016 4:15:21 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Credit Suisse caught napping in a junk bond liquidity trap. I still have this one as the next in line after Deutsche Bank in terms of risk for the mega banks. http://www.bloomberg.com...ity-death-spiral-in-debt
The main purpose of the stock market is to make fools of as many people as possible.
hisah
#4784 Posted : Thursday, March 24, 2016 4:22:25 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
lochaz-index wrote:
Credit Suisse caught napping in a junk bond liquidity trap. I still have this one as the next in line after Deutsche Bank in terms of risk for the mega banks. http://www.bloomberg.com...ty-death-spiral-in-debt

Whoa! Pray

When the bottom falls out the bidless blackhole will be crazy!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#4785 Posted : Thursday, March 24, 2016 7:22:38 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Hello all smile

As we proceed more into uncharted CB waters, do & don't become clearer.

Perfect conditions for;
1. Eternal dovishness
2. Heli drops
3. Accumulation & warehousing as CBs go on a commodo shopping spree

Now, with sample surveys, I coin a concept, The Rise of Mainstream Political Extremism.

This is a unquantifiable, infinite multiples scenario whose only upside is a 1.5yr time frame. Exit should be horrid as things stand.

I see extreme Leftism & Rightism. Spurred by US elections, Brexit, the migrant EU situation.

Plenty of room for political opportunism and terror factor feeding off leadership vacuums with glee.

Get a bunker, ear plugs. It will be nasty. That should also be impetus to see gold smash 2,000.

END.
hisah
#4786 Posted : Friday, March 25, 2016 6:29:16 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Here we go again. The last time Rockerfellers said they're divesting from hydrocarbons, oil tanked hard! They're back again and continue from where they left in 2014...

http://qz.com/646247/one...onmobil-in-the-process/
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#4787 Posted : Tuesday, March 29, 2016 6:57:36 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:

Hello all smile

Now, with sample surveys, I coin a concept, The Rise of Mainstream Political Extremism.

This is a unquantifiable, infinite multiples scenario whose only upside is a 1.5yr time frame. Exit should be horrid as things stand.

I see extreme Leftism & Rightism. Spurred by US elections, Brexit, the migrant EU situation.

Plenty of room for political opportunism and terror factor feeding off leadership vacuums with glee.

END.


http://www.capitalfm.co....-plays-hands-jihadists/

http://www.bloomberg.com...ive-beleaguered-leaders

*sizzling* Ikulu grade!!
IndependentTrader.org
#4788 Posted : Tuesday, March 29, 2016 2:51:04 PM
Rank: Hello

Joined: 3/29/2016
Posts: 2
[quote=lochaz-index]Credit Suisse caught napping in a junk bond liquidity trap. I still have this one as the next in line after Deutsche Bank in terms of risk for the mega banks. http://www.bloomberg.com...ty-death-spiral-in-debt[/quote]

DB is a walking Zombie with its exposure in derivatives - they tried to milk Greece with their 'reforms' package but while doing so they made Greeks not give a flying one about immigration. There are quite interesting numbers about DB here http://independenttrader...brink-of-bankruptcy.html
www.independenttrader.org - an objective, impartial financial portal. It unveils true mechanisms that financial markets are driven by. You will find here tools to deconstruct the ‘why’ behind laws governing money and global economy.
lochaz-index
#4789 Posted : Wednesday, March 30, 2016 12:37:28 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
hisah wrote:
Here we go again. The last time Rockerfellers said they're divesting from hydrocarbons, oil tanked hard! They're back again and continue from where they left in 2014...

http://qz.com/646247/one...onmobil-in-the-process/

Right on cue. Sub $20 to finally set up the real bottom.
The main purpose of the stock market is to make fools of as many people as possible.
Sufficiently Philanga....thropic
#4790 Posted : Wednesday, March 30, 2016 12:52:54 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Yellen chickened out yet again yesterday leading to gains across commodities, stocks, bonds and just about any trash out there. Even better than expected US consumer confidence figure of post 96 didnt strengthen the USD an inch. Instead, USD bulls,Equity and Energy bears were once again smackedSad
#FundiesBeDamned
@SufficientlyP
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