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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (71460)12/6/2009 1:48:55 PM
From: Haim R. Branisteanu  Respond to of 74559
 
C2 you can not ignore the fix income guy's- if the FED will keep interest rates to long very low the curve will steepen which will bring about the spread traders - sell short buy long and capture the spread - this will support the USD.

Keep in mind that with the huge US debt outstanding this is BIG money.

Things are much more complicated than explaining in few sentences

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As a side comment a very deep seated analysis will emerge very soon all likely in January;

Joe heads the FX investment unit at GS and Moe at MS – on their way to Church or at a Cocktail party they chat FX movements and investments

Joe how is you currency portfolio performing your firm predicts 1.60 on the EUR like mine – True Moe but this is a mere 7% in one year a very tepid return – did you notice the raise/reversal in the USD is so wild from time to time
Oh yes was thinking that cheating on our prediction can be very profitable

Moe do you think than a fall of let say 10% from those levels when no one believes it would be better that the 7% we predict
|Joe you are so right and only think of the volatility that will ensue a real pot of gold low laying fruits for the taken form those morons believing in our prediction, let make a GS act on them like with the subprime MBS and COD etc.,
Moe I never questioned your insight and wisdom no wonder they fought this year for your bonus you deserve every 7 figure of it
You too Joe lets do the famous number…… hahahaha – se you Joe… see you Mo