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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: TH who wrote (262778)7/21/2010 2:46:10 PM
From: CalculatedRiskRead Replies (2) | Respond to of 306849
 
The QE2 question was asked by Shelby.

Bernanke said they are not yet ready, but the options include:

1) Further modifications to language ...

2) Lower interest rate paid on reserves.

3) stop runoff of assets, or even buy more.

Just general comments - and the expected ones.



To: TH who wrote (262778)7/21/2010 3:10:17 PM
From: PerspectiveRead Replies (2) | Respond to of 306849
 
WTF did Ben say? Was there a Volcker sighting or something? <G>

I'm debating if I'm now fully short. After ditching of most of my hedges, and adding a little here and there, I'm now asking what my portfolio would look like if things went up 5% - or 10%. And it would be pretty rough. So I think I'm as short as I want to be. May juggle a few things around - still short a couple things where there may be better alternatives, and wishing I had a little more exposure to some leveraged industrial commodities, but all in all it's a decent distribution.

Market acts pretty sick. How many times do you get to attempt to recover the 200EMAs before you consider its goose cooked?

`BC