Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TobagoJack who wrote (92242)	7/5/2012 6:28:00 PM
From: carranza2	Respond to of 218876

Great stuff but with one suggestion: might be useful to consider swaps on banks as well as it would seem (guessing here) that they might be a bit more sensitive re: leading indicator of stress on sovereigns because no one in their right mind wishes to fund banks given their opaque finances and fraud. Thus they go begging to Big Papa, whose resources though considerable are not without limits. It's a fine time to short financials. My visual is the Russian Ambassador in Dr. Strangelove - "The fools, the bloody fools," the Doomsday Machine, etc. Interest rates are probably pretty much useless now that they are being pounded down - again guessing. Let me re-state it: interest rates being this low are great indicators of the increasing probabilities of unintended consequences - they cause them, what better indicator can one have? But what to do? If equities are indeed poised to get hammered, gold might well receive the same fate, just as it did in the period 1/08 through 11/08. All the non-charted stuff surely points to a denouement, particularly the asinine behavior of the banks and the regulators, and please the EU folks are on crack. All sort of loosely connected to US presidential elections - as it was in 2007 and 2008. If the denouement happens then, the debate re: TBTF will be a lot more bitter. Oh, st, I just puked, too, I think I'll need a Roman vomitorium before it is all over. Kind of looking forward to it, we need a financial emetic. Sorry for the grossness but you started it. vbg Roughly very roughly 50/50 gold/miner and treasuries. I am grateful for the upcoming opportunity for the treasuries will be deployed into sterling equities when the pp flies. Sit tight. It's all kinda staring us in the face, we should be grateful that we are able to recognize what is likely to happen.