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

To: elmatador who wrote (108660)	11/30/2014 9:55:22 AM
From: ggersh	Respond to of 219808

One might think the opposite effect should occur? "When oil rises, so the dollar tends to depreciate against other currencies." The dollar was at 110 on its index when Gold was at 300, oil at 25 during the Dubya regime, then leading up to the crisis Gold and Oil both moved higher as the dollar got hit. And stocks don't need an excuse to boil over they have the Fed that's it folks. -g-

To: elmatador who wrote (108660)	11/30/2014 10:02:26 AM
From: dvdw©	Respond to of 219808

Article is based on assumptions that largely miss the unfolding trajectory. The writer starts with: Opec’s position on output could have profound consequences Oil anchors world financial markets, and Opec has just decided to raise its anchor. The consequences could be profound, Not meaningful. Demand destruction has been unfolding in the USA, the formerly largest customer of mid east oil, for 20 or more years. Consumer behavior has changed, market economies, despite much tampering around the edges, dictate production based on rational expectations about what the wants and needs of customers are. USA invented the personal computer and its associated industries. USA evolved the personal computer into internet and wireless connectivity at scale. The heart of demand destruction for commodity oil is a story about choices regarding personal preferences. The all powerful cartels have failed to recognize the changes in expressed personal preferences in the face of alternative behaviors. Instead decided not to recognize these changes preferring to projectively insert a commodity story on a population prepared to disconnect itself from the whims of these commodity kingdoms. Folks without understanding of the changes upon all of us, will constantly project solutions forward that may or may not hold the values and preferences of Customers at the heart of their own systems. Assumptions always suck. Assumptions combined with projective identification suck even more. Recognizing the winds of change, are central to how time guides us in shaping capital.