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If Anyone's Interested Watch S&P Monday Rate Topic: ****- 5 Votes

#11506 User is online   R K 

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Posted 11 April 2012 - 12:14 PM

View Postscepticus, on 11 April 2012 - 11:59 AM, said:

Its looked like a functioning state when I have been there!


Just don't drink the tea!

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"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11507 User is offline   Killer Bunny 

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Posted 11 April 2012 - 12:57 PM

View PostRed Knight, on 11 April 2012 - 11:50 AM, said:

Which means either we're going to see new highs over the summer or a technical bear market and renewed selling pressure. It's going bi-polar.

$ in major rally. Thus...
In 1931 they did not know yet that they were in The Great Depression

Cap'n, you cannae change the laws of... Economics!

"If they raise rates we're toast. If they don't its BECAUSE we're toast" Jonathan Davis Sky News March 2011

#11508 User is offline   Grrrr I'm a tiger 

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Posted 11 April 2012 - 01:38 PM

http://www.ft.com/cm...l#axzz1rTx9cQmO


Philippines and China in naval stand-off

Quote

Both Beijing and Manila have summoned each other’s ambassadors and lodged diplomatic protests over the incident in Scarborough Shoal, about 120 nautical miles west of the Philippines’ main island of Luzon






it is, until it isn't tm

#11509 User is online   R K 

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Posted 11 April 2012 - 03:09 PM

View Postnorthshore, on 11 April 2012 - 12:53 PM, said:

Been a while but recall epic sadness. Maybe you should have taken the Gulag Archipelago along as well to complete a happy quartet. Quite different but pearl buck novels also made for an interesting read esp the female perspective.

stratfor.com

All seems to rest on that same same but different economic growth vs societal health dynamic encountered here and everywhere, but with wider starting differentials and a more recent painful intra and international history.


Perhaps the Bo Xilai 'purge' will be but one of many. Is it wise to start purging those at the top of China's military industrial complex? Ramefications?

US election beginning to look a bit of a sideshow by comparison

"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11510 User is offline   scepticus 

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Posted 11 April 2012 - 03:35 PM

View PostRed Knight, on 11 April 2012 - 03:09 PM, said:


US election beginning to look a bit of a sideshow by comparison


Well, no-one has been poisoned in the US race yet...

#11511 User is online   R K 

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Posted 11 April 2012 - 03:47 PM

View Postscepticus, on 11 April 2012 - 03:35 PM, said:

Well, no-one has been poisoned in the US race yet...


Here's one for you.......

http://www.bondvigil...uld-be-unhappy/

Why doesn't UK treasury simply cancel the QE gilts held by the BOE...........

"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11512 User is online   R K 

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Posted 11 April 2012 - 04:21 PM

Roubini and O'Neill in the same interview

O'Neill "Germany should accept higher inflation" :D


http://www.economoni...rce=twitterfeed

"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11513 User is offline   Grrrr I'm a tiger 

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Posted 11 April 2012 - 04:39 PM

View PostRed Knight, on 11 April 2012 - 03:47 PM, said:

Here's one for you.......

http://www.bondvigil...uld-be-unhappy/

Why doesn't UK treasury simply cancel the QE gilts held by the BOE...........


I thought that a very naive article.

It didn't even mention that it is likely illegal under European rules. Debt monetaisation would be explicit as opposed to implicit.

Any sniff of that risks the potential market for bonds going forward and also the currency itself.
it is, until it isn't tm

#11514 User is offline   Grrrr I'm a tiger 

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Posted 11 April 2012 - 04:47 PM

tmm - short term position traders jumping back in with macro....


http://macro-man.blo...%28Macro+Man%29
it is, until it isn't tm

#11515 User is online   R K 

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Posted 11 April 2012 - 05:32 PM

View Posthotairmail, on 11 April 2012 - 04:39 PM, said:

I thought that a very naive article.

It didn't even mention that it is likely illegal under European rules. Debt monetaisation would be explicit as opposed to implicit.

Any sniff of that risks the potential market for bonds going forward and also the currency itself.


Someone pointed via comment that it's verboten under Maastricht apparently, yep.

"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11516 User is online   R K 

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Posted 11 April 2012 - 06:12 PM

Quote

DJ FX Trader@djfxtrader Goldman's O'Neill Tells Dow Jones-WSJ: #Dollar Bull Trend Intact; USD To Hit Y105 Before End Of 2013



Would someone pls mention it to the gold bugs? :D




"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11517 User is offline   okaycuckoo 

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Posted 11 April 2012 - 09:48 PM

Ritholz on Apple core in China:

http://www.ritholtz....os-penetration/

Don't know about the absolute figures, but little graph at the end looks like a bird.

Boosting internal demand = inflating Apple bubble?
The bankers rubbed their palms together, and the economy went up in flames.

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Posted 11 April 2012 - 09:51 PM

http://www.ft.com/cm...t#axzz1rTx9cQmO


Why the Bundesbank is wrong
By Martin Wolf





Quote

Arguably, the crucial step is to agree on the nature of the illness. On this, progress is now being achieved, at least among economists. It is widely accepted that the balance of payments is fundamental to any understanding of the present crisis. Indeed, the balance of payments may matter more in the eurozone than among economies not bound together in a currency union. Hans-Werner Sinn of CESifo, in Munich, has done much to explain, in his words, that "the European Monetary Union is experiencing a serious internal balance of payments crisis that is similar, in important ways, to the crisis of the Bretton Woods System, in the years prior to its demise."

it is, until it isn't tm

#11519 User is online   R K 

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Posted 11 April 2012 - 11:20 PM

El-Erian speech/lecture/paper on central bank interventions, likely diminishing returns/increased risks thereof and what he refers to as 'what may increasingly morph over time into a bi-modal distribution for expected economic outcomes, especially in Europe'

http://www.pimco.com...y-Activism.aspx

Lengthy, wideranging, but probably worth a read.

This post has been edited by Red Knight: 11 April 2012 - 11:20 PM


"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

#11520 User is online   R K 

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Posted 12 April 2012 - 10:10 AM

Quote

DJ FX Trader@djfxtrader China Closes 42 Sites, Deletes 210,000 Online Posts In Internet Rumor Crackdown - Xinhua




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This post has been edited by Red Knight: 12 April 2012 - 10:20 AM


"The problem with capitalism is that eventually you end up with everyone else's money" - RK

"We have now entered The Great Rebalancing 2007-20xx" - RK

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