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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (18512)	12/14/2016 12:38:59 PM
From: benwood	1 Recommendation Recommended By Hawkmoon Read Replies (1) \| Respond to of 33421

No, Y2K was real. It was the hysteria I am referring to, and the outsized catastrophic predictions of Yardini and others of economic cost and loss. Maybe he did a service by scaring some into actually addressing the issue who'd otherwise have just ignored it. There's another one coming up, Y2038, when the Unix time wraps around. You wouldn't think it could possibly be a problem but then when the OPM data breach occurred a couple years ago, I recall reading they were still using a COBOL operating system based database.

To: John Pitera who wrote (18512)	12/14/2016 12:51:11 PM
From: robert b furman	2 Recommendations Recommended By John Pitera sixty2nds Read Replies (1) \| Respond to of 33421

Hi John, The Dems are greedy. They have been hard headed about boosting capital gains (which locks up capital from being reallocated to more efficient uses. The repatriation of copporate earniongs offshore has been a complete blinded by greed. They want to gouge corporations or by god let them sit on their money. The futility of this was shown when AAPL sold debt in Euros and Yens when rates were negative and the currency dipped - I thought it was a smack in the face to the greedy Dems. Here's a positive thought that I think will come to fruition once Trump gets in office. Pass a comprehensive energy plan that maximizes the harvesting of Natural gas, Fracing liquid gas and oil,and boost the mining of clean coal - continue solar and wind incentives as we open up all federal lands to ecologically safe mining. Part of the plan would be to impose large tarriffs of any hydro carbon bought through export from any place othe than the North American countries ( USA, Canada, and Mexico - if they pay for the wall). This will ensure energy independence and provide growth of all types of jobs. It will also insure that our costs of all energies remain low. With assured low prices add a substantial energy tax on all forms (a phase out of renewables incentives that would match their ability to reduce cost and/or boost efficiency). This would create a huge pot of money that would fund an ongoing infrastructure program. Ideally it would be so huge that a permanent fund could be created much like they did in Alaska. As the fund grows the earnings would fund infrastructure plans. As the fund grows a lock box on the monies would be a compounding offset to balance out the deficit we have accumulated. If we are the saudi Arabia of shale - the next 50 -75 years should resolve the problem. If by chance I do not have the opportunity to post you - Merry Christmas my good friend. My new Years eve resolution is to study Trade Station and match its performance to my other accounts! LOL Bob

To: John Pitera who wrote (18512)	12/14/2016 1:22:22 PM
From: John Pitera	2 Recommendations Recommended By mary-ally-smith roguedolphin Read Replies (1) \| Respond to of 33421

Right now the trade that really seems to stand out is the massive bearishness of the speculators and Large non commercial traders in the US interest rate products.... that is pretty extreme. The commercial, Larger Traders, and small specs show an overall nuanced positioning in the stock futures. The SPX seems to be set up in the opposite direction..... in a true bull market which I definitely believe we are in the RUT and small caps should be participating nicely.... that has been the case anyone the numbers below are worth pondering for the various ways they can be interpreted and I suspect we can not gleen 1/10 of the cross hedging of option strategies and other more complex derivative strategies.... that are above our pay grade -g- the only grain product the commercials are long is wheat....let's see if that outperforms on a relative basis over the next 4 to 6 months. JP