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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 386.44-0.2%Dec 5 4:00 PM EST
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To: Golconda who wrote (59238)12/21/2009 12:44:06 PM
From: carranza2  Read Replies (2) of 218253
 
I am sure some positions expire worthless and some are netted out, but the notional amounts are so enormous that it is a virtual certainty that they will affect the markets for a very long time.

30yr yields less than 1%? doubt it, i think i'd take the other side of that trade and a few others would probably do also, paul tudor jones?

oil $10? factories in china worth zero? houses worth close to zero?

I should be grateful for the authors details so the above trades would be available to all.

The Automatic Earth does take somewhat extreme positions sometimes, but not always outrageous ones.

If we do get to a situation where there are EU sovereign defaults, which is not completely out of the question, the flight to safety could be a stampede.

China's numbers make no sense at all.

If it hits the fan for China at about the same time sovereign defualts take place, yes, some of the more extreme scenarios could become true.

Probable? Certainly not. Possible? Only at the extreme edge of the outliers.

But isn't that what happened in 2008? Stuff that we did not think in our wildest dreams could come true did.

It is the extreme risks that we need to protect against.
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