Archive - Oct 2012 - Blog entry

October 15th

AVFMS's picture

15 Oct 2012 – “ Blue Monday ” (Nouvelle Vague, 2006)





European equities trying to decouple from EGBs and US equities, trying to trade “No news is good news”.

Low action day.

Short term trading strategy buy Spain on weekend bail-out hopes and resell rapidly might need to be deepened. Not much to chew on eventually.

 

thetechnicaltake's picture

It's All About Timing





The markets are all about timing. In this case, 55 weeks.

 

October 14th

thetechnicaltake's picture

Investor Sentiment: In a Vacuum





It's like we are in a vacuum, and the silence is palpable as the bulls hope that the announcement of QE3 hasn't become a bull trap.

 

lemetropole's picture

I will never forget the name "Gavyn Davies!"





Goldman "Hannibal Lecter" Sachs used to be the visible ringleader of The Gold Cartel. They have since disappeared from the gold price suppression scheme totally, at least as far as this eye can see.

 

AVFMS's picture

Shuffle Rewind 08-12 Oct " Sleeping Satellite " (Tasmin Archer, 1992)





Particularly light on hard data, take away from this week’s action was reduced volatility in the EGB world (unlike rather more jumpy and eventually depressed equities).

After rainy weeks, better weeks, we pretty much had a rather sleepy week.

 

October 13th

Phoenix Capital Research's picture

Blame Isn't a Platform





Real leaders don’t WHINE about their jobs. They don’t blame others for their mistakes. And they surround themselves with quality advisors to help them in making decisions.

 

Bruce Krasting's picture

On the Fall of the PU





 

Ryan has a bad plan, Biden has no plan at all.

 

October 12th

williambanzai7's picture

QE GANGSTA STYLE...





Got flows?

 

Phoenix Capital Research's picture

Did Bernanke Bluff About QE3?





 

I want to draw your attention to the fact that the Fed balance sheet is DOWN $50 billion year over year. This confirms that the Fed has in fact been engaging in mostly verbal intervention over the last year rather than actual monetary intervention.

 
 

AVFMS's picture

12 Oct 2012 – “ Sleepy Time Time ” (Cream, 1966)





Stronger Periphery trapping European equities, with the latter dragged down by US apathy.

Risk adverseness factors (equities – Periphery - EUR) decoupling.

US equities seem utterly tired.

Somehow the last months’ rally ahead of QE has tired everyone and since delivery every step seems sooooo heavy.

 

EB's picture

On Jamie Dimon's "Favor" to the Fed: Bear Stearns Shenanigans Revisited





Dimon: "So, we were asked to buy Bear Stearns.  Some said the Fed did us a favor...No, no, we did them a favor.  Let's get this one exactly right.  We were asked to do it."

 
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