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Weekly Chartology And Decoupling4Eva
We are back to 2007 - at least such is the case if one reads recent Goldman pieces that try to sound optimistic, such as those by head strategist David Kostin. While all recent Goldman analyses on the economy are downright nasty, the only way to goalseek a favorable view is by going back in time to those lofty days of the summer of 2007 when the answer to everything, including a Baltic Dry index in the stratosphere and other sundry illusions was the decoupling theme, either of China, or of the entire developed world. In his latest weekly kickstart piece, David Kostin pushes precisely that. And while we do learn that the performance of the recently incepted trading strategies continues to disappoint ("Our low operating leverage trade (long <GSTHOPLO> / short <GSTHOPHI>) was down 0.5% and our dividend growth trade (long <GSTHDIVG> / short SPX) was down 0.7%."), there is much hope... as long as investors have the mindset of the Norwegians who invest for infinity... or at least 2030. "Over the next two decades emerging equity market capitalization could increase substantially in absolute terms and overtake developed markets. Our Chief Asia-Pacific Equity Strategist Tim Moe and his colleagues just published a report that forecasts the changing landscape of emerging market equities through 2030 and explains why developed market asset managers need to own more EM equities." Alas, decoupling is and always will be a myth. And, no this time it is not different. Anyway, all the charts that are fit to print and then some in this weekly summary chart compendium.
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If you want to stop the Federal Reserve in their clearly illegal activities, WE ALL NEED to send in a complaint to the Federal Reserve Office of Inspector General Fraud Hotline and make the complaint about the rigging of the markets and the illegal actions by the FED RES chairman Bernake for buying securities. ANY OIG has to respond to all complaints, and if enough are made, the gig is up, and they have nowhere to turn. This CAN effect the markets!!! Anyway you slice it, the Federal Reserve is working against the average citizen and has for over 3 decades. Don't you think it is about time to stop all this malarkey?
http://www.federalreserve.gov/oig/
eamil address for the FEDRES OIG:
OIGHotline@frb.gov
You also need to state in the complaint that there are MILLIONS of individual investors who are either losing money because of the rigging of the markets. When market and economic fundamentals no longer chart the course, but it is ES Futures buying by the "Working Group" that directs this rigged market, then millions of those investors loose money on a rigged game, OR they simply are setting on the sideline because the game is rigged.
State Clearly that the problem with the economy is the Federal Reserve policies that benefit only corporations and the wealthy, and not the millions of individual investors.
We need to make several complaints as this Ponzi scheme needs to stop. FEEL FREE TO DISTRIBUTE WIDELY!!!!
If ure doing that send a CC to all people on your email list
How are miilions of investors losing their money if the Fed keeps the markets up? I'm not saying that they should, but if they are they are giving those who want to sell a bid to hit.
So you're asking us to go complain to the rapist to stop raping us and to turn themselves in? Hahaha.
The only decoupling I see (with my limited, parochial, domestic vision) is the economies of the world decoupling from reality. Must just be me.
Anyone want to comment on the Chinese numbers out this Saturday? Retail sales and industrial production up. Same with inflation. Food inflation - yikes.
Obviously being spun net bullish in MSM...
Hypo bank Germany gets another EU40 bullion guarantee late in the night on Friday...
It means buy stocks and prosper. My man Jim Cramer says so.
Spun bullish, are you talking about the Bloomberg story that changed headlines during the night to reflect a new improved kool-aid added view on things?
Bloomberg Headline 1 (initial story)
China Industrial Output Rises 13.9% in August; Inflation Quickens to 3.5%
Bloomberg Headline 2 (same story)
China Industrial Output Tops Forecast as `Robust' Demand Aids World Growth
There's better out there.......honest
Consumer prices rose 3.5 percent in August from a year earlier, the most since October 2008, driven by higher food costs.
The stronger inflation data intensified concerns that negative real interest rates are hurting savers, Liu Li-gang, a Hong Kong-based economist at Australia & New Zealand Banking Group Ltd. said. “We think it is time for the monetary authorities to gradually normalize its interest rate policy, first by raising the deposit rate to alleviate the losses suffered by ordinary depositors.”
The central bank should raise deposit rates because inflation is eroding the value of bank savings, an unidentified member of the People’s Bank of China’s monetary policy committee was quoted as saying in the China Business Journal today.
Is zerohedge a subsidiary of goldman sachs? It's clear goldman lets zerohedge reproduce all of its work, probably for free.
I've been wondering if zerohedge is the feeding trough for sheep. Come here little sheepie! Go short right here because the world's ending, GOTCHA!
You hit the nail on the head. Perfect. That's why you don't hear from ZH before the close. They are probaly getting financial advice watching Stop trading from Cramer on Cnbc. Booyaaaaaa!!!!
The risk reward ratio does not compute ZH does 100x more damage to Goldman than it favours it (unless I am missingn something), than again a good player play good on his side, a great player plays all sides to his advantage (even if they dont know it)
Goldman is a bookee. They need people on both sides of every trade.
Cool story Hansel! As an old hand at ZH, I'm sure I don't have to remind you of the conflicts/full disclosure policy... however, since I think it is f-ing hysterical I will re-post a favorite portion:
You should assume that at all times we are so totally just talking our book it would shock and awe you like the unexpected, early-morning arrival of a cluster of BGM-109C Tomahawks (were you a believer in the importance of "optics" that is).
I would imagine that if ZH finds any piece of data that supports their opinions/way of thinking/investing, even IF it comes from The Squid itself, they will post it.
The disclosure policy discloses nothing, which is why I asked the question, because inquiring minds want to know.
It is very disappointing that you don't even consider the alternative that goldman is a subsidiary of zero hedge
In other words, The Fed and the machine won. Shorting stocks will soon be a federal crime. You don't have to be a genius to figure out this market. You don't need charts, you don't need a fucking Bolinger band, You just need to know The most powerful entity known as the Federal Resere has a hard on for stocks and will crush all that stands in it's way. All hail Bernanke. Goog to $ 6,000 a share.
did Reb Blankfein, a.k.a. Mr. "doing God's work", approve of Kostin's analysis so GS could take the opposite trade and further fleece this kehilla we call USofA? That's what I want to know.
I am with everyone for the most part about dealing with the systemic fraud and corruption that has brought us to this very day...
But there is a flip side to that coin. Any well rounded trader should understand that the monies and markets we trade are not real and complete bullshit anyway. Always has been, in good times and bad. It makes no difference, fair or unfair, bull market or bear market, high volume, low volume, HFT algos or specialist.... this is a game of musical chairs. Your job is to not get caught without a chair when the music stops. End of story, period.
Trade accordingly, manage your risk, and do your best to always have the odds on your side. If you can't take the heat in the kitchen, then get out.
Decoupling has already happened.
India, China are already outperforming. Russia catching up.
I think my pants just decoupled. Rawr on the pic!
Not too long now guys, market is going to fall out of bed like a drunken fool on saturday night.
Its not you know.
Are you sure you are not Scratch and Huff?
Highly Seductive
Money goes where it grows .India has been spewing splendid GDP and industrial production numbers of late and it stands out as an internal consumption story.
Money goes where it grows .India has been spewing splendid GDP and industrial production numbers of late and it stands out as an internal consumption story.
what do u guys think about this article and the chart in it ...:
http://www.minyanville.com/businessmarkets/articles/jeff-cooper-curvilinear-coordinates-market-pattern/9/10/2010/id/30022?page=3
Chart: ES Daily
Think the bears are back?
http://www.screencast.com/t/MWY4Y2NiN
I think the Minyanville article and es daily chart offers hope for those ZH's like myself who have Oct Puts on SPY, IWM, and QQQQ and are long gold and silver metals and stocks. However, like is common knowledge on ZH, the Fed will likely backstop any dramatic fall in the indexes. Its sad that our country has come to this. When Boobus-Americanus finally wakes up and realizes what the gov't, corps, and wall st. has done to them, only then may we be able to rebuild.....
Updated DOW weekly chart:
http://stockmarket618.wordpress.com
Thank u, i found this for a long time.
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