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

To: carranza2 who wrote (71889)	3/13/2011 8:58:57 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217591

Welcome back c2. For whatever reasons I am experiencing a dramatic slowdown and occasionally full stop of access to SI. Suspect that some of HK link to cyber space is via japan. In japan we are seeing some aspects of what the still eventual endgame would look like, for that is the simple danger of being at the juncture of three tectonic plates. Now the second nuke station is tee-ed up, and a second quake is predicted. Japan will need to repatriate capital, and japan will need to print. Japan will need to have buyers for its usa t-bills put up for disposal, and either USA fed buys it or someone else buys it. Japan will need to enable the lost cars to be replaced, and lost buildings to be rebuilt. Insurance companies from all around the OECD world shall have to pony up precious moolah. The ramifications are not clear, and eventual consequences are very vague. Below is just in in-tray, and it is as good as any starting point to start pondering, and I quote "Thoughts from fuller money site. on Japan What about Japan's markets? Following Japan's Kobe earthquake in January 1995, the yen rallied initially before falling significantly. Shown inversely, as USD/JPY (monthly, weekly & daily), the dollar fell from around ¥100 to ¥80, as you can see on the monthly chart, before rising to ¥148. I would be wary of assuming any identikit replay of that move but the yen did strengthen today. While this seems counterintuitive, it may reflect a repatriation of funds, perhaps by Japanese insurance companies. A break in the dollar's sequence of higher reaction lows within the current range would open the door to the possibility of further weakness (yen strength). However, the BoJ now has a very good excuse to print considerably more yen. That is what I assume happened in 1995, although back then the dollar also commenced a period of strength against most other currencies. I do not assume that the dollar will experience similar overall strength in the next few months. Japan's stock market weakened after Kobe and this has to be a near-term risk, albeit probably within a medium-term recovery. Lastly, JGBs rallied following Kobe but unlike today they were in a bull market at the time."

To: carranza2 who wrote (71889)	3/13/2011 8:59:30 AM
From: TobagoJack	Respond to of 217591

Welcome back c2. For whatever reasons I am experiencing a dramatic slowdown and occasionally full stop of access to SI. Suspect that some of HK link to cyber space is via japan. In japan we are seeing some aspects of what the still eventual endgame would look like, for that is the simple danger of being at the juncture of three tectonic plates. Now the second nuke station is tee-ed up, and a second quake is predicted. Japan will need to repatriate capital, and japan will need to print. Japan will need to have buyers for its usa t-bills put up for disposal, and either USA fed buys it or someone else buys it. Japan will need to enable the lost cars to be replaced, and lost buildings to be rebuilt. Insurance companies from all around the OECD world shall have to pony up precious moolah. The ramifications are not clear, and eventual consequences are very vague. Below is just in in-tray, and it is as good as any starting point to start pondering, and I quote "Thoughts from fuller money site. on Japan What about Japan's markets? Following Japan's Kobe earthquake in January 1995, the yen rallied initially before falling significantly. Shown inversely, as USD/JPY (monthly, weekly & daily), the dollar fell from around ¥100 to ¥80, as you can see on the monthly chart, before rising to ¥148. I would be wary of assuming any identikit replay of that move but the yen did strengthen today. While this seems counterintuitive, it may reflect a repatriation of funds, perhaps by Japanese insurance companies. A break in the dollar's sequence of higher reaction lows within the current range would open the door to the possibility of further weakness (yen strength). However, the BoJ now has a very good excuse to print considerably more yen. That is what I assume happened in 1995, although back then the dollar also commenced a period of strength against most other currencies. I do not assume that the dollar will experience similar overall strength in the next few months. Japan's stock market weakened after Kobe and this has to be a near-term risk, albeit probably within a medium-term recovery. Lastly, JGBs rallied following Kobe but unlike today they were in a bull market at the time."