SI
SI
discoversearch

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 : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: Real Man who wrote (56176)9/10/2014 3:16:37 PM
From: ggersh3 Recommendations

Recommended By
bruiser98
marcher
stsimon

  Read Replies (1) | Respond to of 71407
 
I believe "Free trade" was the downfall of the middle class. Free
trade was never fair trade, but was trading higher labor costs for
cheaper labor costs.

As for finding that equilibrium good luck, we've had crappy products
for quite some time. China is pathetic at manufacturing anything that
is safe, at least for export.



To: Real Man who wrote (56176)9/11/2014 4:09:05 PM
From: Pogeu Mahone  Respond to of 71407
 
too late you missed it by 7 years as the iphone turns 8 years old



To: Real Man who wrote (56176)9/16/2014 2:01:11 PM
From: ggersh  Respond to of 71407
 
Next....I thought the Chinese had it all, guess the new
theme song has to be "no stopping us now"

China Launches CNY500 Billion In "Stealth QE"Submitted by Tyler Durden on 09/16/2014 - 11:36It has been a while since the PBOC engaged in some "targeted" QE. So clearly following the biggest drop in the Shanghai Composite in 6 months after some abysmal Chinese economic and flow data in the past several days, it's time for some more. From Bloomberg:

  • CHINA’S PBOC STARTS 500B YUAN SLF TODAY, SINA.COM SAYS
  • PBOC PROVIDES 500B YUAN LIQUIDITY TO CHINA’S TOP 5 BANKS: SINA
  • PBOC PROVIDES 100B YUAN TO EACH BANK TODAY, TOMORROW WITH DURATION OF 3 MONTHS: SINA
  • Just as expected, the Chinese "derivative" currency, the AUD, goes vertical on the news, and the S&P 500 goes vertical alongside:. As for those confused what the SLF is, here is a reminder, from our February coverage of this "stealth QE" instrument.



    To: Real Man who wrote (56176)9/18/2014 11:02:06 AM
    From: Rarebird1 Recommendation

    Recommended By
    zamboz

      Read Replies (2) | Respond to of 71407
     
    I'm looking at two possible scenarios for the USD here:

    1) The recent break out of the USD will continue and the later will rise into the 90s and possible triple digits. This scenario is not likely, but possible.

    2) Sentiment against the Euro has reached a feverish pitch, which has produced a final capitulation in commodity markets (CCI) and brought the POG very near its price lows for this move.This scenario is much more likely as the USD has risen to an area of major resistance.

    What to watch for outside of the Scottish vote is the start of the ECBs TLTRO program. Greater participation by the Banks to borrow at .15, the more bullish scenario for the Euro.

    A move above $1244 US POG is bullish. It could happen shortly (couple of days). Otherwise, the first week of October, looks ripe for the beginning of a bullish move.

    PS Breakout in the BKX killed Gold.