Since January we have had 23 Central Banks ease. The S&P is now below the December highs. Can you imagine where we would be if they had not eased? Watch Spinal Tap’s Nigel Tufnel describe monetary stimulus.
Enjoy your weekend!
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What could you possibly recommend clients as an advisor in this environment?
Find them companies with good balance sheets.
Those central bank easings occurred in markets outside of the U.S.. Look at those markets. At highs, ripping. Pulling at straws here Blue. Betting against the market riggers is a great way to lose money and raise blood pressure imo.
blue – will this leg down be a 5% or 10% correction, is the question?
Blue- an interesting comment from Bill Fleckenstein_ “After the macho performance in the first hour, the market started to roll over and I decided to add to an S&P short that I had established near the open. (I also sent out my first ever tweet from @fleckcap: “Warning: feels to me like spoos could crash, never happens of course, but it could soon, fwiw,” because I feel strongly that this might be the start of real trouble.) Whether I am right or not we will soon see, but I am aggressively short via futures, shorts, and puts for the first time since 2008 (ex. about two days last October). “
my dilemma is I have an investment that I think can spike 10x in the next few months. I was going to throw 20% at that.
The problem is if we go 2008 or 2008 squared, nothing can withstand that tide. Everything will sell off. (Except the shorts of course) In that case having cash or being short makes sense.
The Fleckenstein comments are worrying. I’ll figure out a plan by tomorrow.
I think will will go 2008 squared; but when?
The game theorist,
Seth Klarman is 50% cash. one of the best hedge fund managers.
forget alpha,
do stock markets go up every time central banks ease?
Juice,
not Sure yet.
rouge wave
stay frosty.
Milton Berg Calling a top today.
http://www.bloomberg.com/news/videos/2015-03-09/milton-berg-says-next-direction-for-u-s-stocks-is-down
Great interview!
What’s amazing is that they’ve been able to push things higher with all the insider selling and other downdrafts.
I’m 80% defensive. But I did pull the trigger on my moon shot position this morning – because the upside is huge.
If the market tanks soon; that trade goes to zero and I go to work the next day as usual.
Sorry I can’t mention specifics as they are thinly traded, small company, calls.
If the announcement comes in; I visit Dubz at Little Corn Island.
I wouldn’t expect an announcement for several months.
Go Fed go! Keep this Rube Goldberg market together for a few more months.
Unrelated (comedy) 3:47
https://www.youtube.com/watch?v=A2LiTHy0rRw
Haha! how did I miss this post over the weekend, nice. Great connection to monetary policy, too close to the truth.
Held steady on the new position today, but a few months even a few weeks is an eternity in this market.
Lower on the pm’s of course.
Raise more cash, go short on a bounce? but what? Hmmm?
The greatest wealth transfer in history just ahead. Most seem content re-arranging the deck chairs…
on the Titanic. Trying not to be one. Hold on.
song: https://www.youtube.com/watch?v=eyhMgXmR3w4
in the chaos yesterday model flashed 50% cash. Could just be a whipsaw reading, we’ll see.
CIPS in Sept?
https://www.corbettreport.com/chinas-swift-alternative-and-the-engineered-death-of-the-dollar/
Once again the bears have blown
another fantastic opportunity to put
the bulls in the blender-well they could not find the lid to the blender.Fuck me’
Clear sailing from here boys.
It is rigged or fake. Pick one it does not matter. The numbers on the screen will get larger. The markets are dead long live the markets.
Once Germany goes; it’s over.
http://www.sovereignman.com/finance/et-tu-britain-united-kingdom-to-join-china-in-the-anti-dollar-alliance-16482/?inf_contact_key=c51a83e4bfe557990d829f53426273f16b20666b87c8e5b26d17301aec107b02#video
anecdotel,
Fuck the goof sovereignman.Give me your
thoughts. Not an essay.
The UK is positioning themselves by the exit. When your “allies” do this, it’s should send a clear message: protect yourself.
I’m not happy about our (US) decline, but I don’t make the rules.
I hate to be a gloom & doomer, but this is more handwriting on the wall that all is not well.
anecdotal
What do you mean- by the exit
MVIS tripled revenue.
I didn’t expect an announcement so soon but my out of the the money calls are on the move