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

To: carranza2 who wrote (75888)	7/2/2011 5:36:03 PM
From: 2MAR$	Read Replies (2) \| Respond to of 217825

That DXS chart shows one sector they've had under their belts & kept kiting up propping up other indexes , one of the small benefits of spending trillions on defense last decade . After 10yrs of playing the the terrorist card the war-fatigue factor is certainly going to dominate landscape and there's going to be a pullback for sure . Yes we got OBL finally but at what cost and him sitting all the time right under their noses in a highly populated Pakistani high level military retirement community <vbg One only imagine how this flies right over the minds of the average american , and what happened to all the rhetoric of withholding $3bil a yr aid to Pakistan ? OBL launched a terrorist strike that successfully accomplished its mission baiting us into spending trillions and he did it from a 17th century hole in the wall ..guess we can call it a success . But again its aided by our being the biggest sellers still of weapons & aircraft ...believe there's an $80bil order in from the Saudis for jet fighters which is factored in. Defense budgets & spending are the most egregious but so often been overlooked as its our one little special pot of gold that musty be maintained . Well they can hope summer hiring will show an uptick next friday , that will be the important data ahead . We're still the biggest Casino in town and the Fed is keeping up pressure on Congress on the debt ceiling as they near Aug 2 and run out of legal room to keep borrowing & lending . Market's already factoring it in along with earnings but bulls once again playing a danderous game of chicken . There's more coming down the pike for the Euro , more of these risky patches to apply but China /Saudis are playing their parts bolstering things , which is what Bernanke mentioned months back -->that there were powerful unseen forces that would come into play and aid things after QE2 ended .

To: carranza2 who wrote (75888)	7/2/2011 5:59:02 PM
From: 2MAR$	Read Replies (2) \| Respond to of 217825

FAZ ...Here's another instrument that made for good trade during the swoon and after ...another way of playing short (and long) things . *Shorts on Au & Ag have been the ticket this last week with silver making these declining tops all thru the month of june & Au hitting that very tough R at 1550 really diving again as QE2 end neared , Silver now down to critical support but weakly holding . As TJ is waiting ready to repounce if it should fall to $30 , lol...see how all this goes into next week .

To: carranza2 who wrote (75888)	7/2/2011 6:35:05 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217825

stock may rally to anticipate the terminal collapse of the dollar as and when everything rallies we should suspect that which everything is rallying against just in in-tray From: W Sent: Sun, July 3, 2011 1:46:31 AM Subject: Semiannual Interest-Rate Roundup - Barrons.com Median forecast is 3.75 on 10yrs by yr end. That's my expectations as well due to stronger growth. Additional kicker is failure by Washington to resolve debt limit which is 15% prob in my mind. In that case yields would blow out massively and we should be positioned for that. Look at minnesota which shut down on fri after failure to reach agreement. Note also failure of passage of 700b tarp on the first try and mkts tanked. Buy gld and tbt on dips even as we buy xlf ,spy, ewj, jnk, cim (old curve should steepen helping nly and cim) Funny thing in Calif. We passed state wide resolution to stop payment of wages to state congressman if they pass the deadline for budget passage. Pure economic incentives, this yr after many yrs of gridlock, we had balanced budget on time. -W online.barrons.com

To: carranza2 who wrote (75888)	7/2/2011 7:02:54 PM
From: Metacomet	2 Recommendations Respond to of 217825

The debt ceiling will of course ultimately get set, but all it will do is give the pols license to spend. I don't see that. There has been agreement on over a trillion in reductions. The reason to raise the debt ceiling is because of money already spent and debt incurred before this administration... We need to be smart enough to understand what is happening or we will be in much worse shape after 2012. Think Republican Senate and House and Supreme Court. Michelle Bachmann will not defeat Obama, but her candidacy will speak volumes. And frighten anyone who can think.