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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (63983)5/30/2010 10:08:40 AM
From: carranza21 Recommendation  Read Replies (1) | Respond to of 217751
 
I hope that the world at large will never forgive WS for the crimes they committed.

The ones who have a clue even at a relatively high end place like SI are a tiny insignificant minority. Except for the fact that our knowledge allows us to maneuver around the explosions and the bomb craters, we don't matter. Back in the day before elmat went off the deep end, he described us well: dung beetles pushing a little ball of dung across the road, feeding on it as necessary.

I agree 100% with Hendry's big picture thinking. He is going to make a bloody fortune for investors through his short of companies which are overleveraged and China-exposed. I am going to research this, and take a look at option chains for these companies. His corn call seems too obvious. Also agree with the deflation followed by hyperinflation paradigm.

At the moment, I am worried about gold. The deflationary headwinds do not augur well for it.......but I am personally on the fence, not acting on my concerns just yet.



To: Haim R. Branisteanu who wrote (63983)6/1/2010 4:00:00 AM
From: energyplay  Respond to of 217751
 
The US taxpayers - meaning me - get to pay for Wall Street's games.



To: Haim R. Branisteanu who wrote (63983)6/1/2010 4:37:10 AM
From: Haim R. Branisteanu  Respond to of 217751
 
The effects of a lower EUR as anticipated - wonder when the market will get a grip

German unemployment fell more than twice as much as economists forecast in May as exports from Europe’s biggest economy surged, bolstering the recovery.

Demand for goods including Siemens AG turbines and Daimler AG cars in emerging economies such as China is prompting companies to add workers. While the euro area’s fiscal crisis is undermining consumer confidence in the region, it’s also providing a boost to exporters. The euro has fallen 15 percent against the dollar this year.

German exports surged 10.7 percent in March, the most in 18 years, the Federal Statistics Office in Wiesbaden said May 10. Factory orders rose 5 percent in March, more than three times economists’ forecast.

Manufacturing Boost

The euro remained lower against the dollar after the report and was down 0.9 percent to $1.2197 as of 8:59 a.m. in London. Bonds rose, with the yield on the 10-year German bund falling 6 basis points to 2.597 percent.

The economy will probably grow “strongly” in the second quarter, boosted by exports, the Bundesbank said May 26. Capacity utilization among manufacturers will rise to 79.8 percent in the quarter, the highest since the final quarter of 2008, it said.

bloomberg.com