This page has been archived and commenting is disabled.
Wildebeast Heard Shifts From Dumping All Long Bonds To Lifting Every Available Offer
While it is easy to ignore the latest delayed and frankly laughable melt up in stocks, which reacted to nothing but Bloomberg headlines even as the "Gangbang of Three hundred million" information was well in the public domain, and have surged on the usual and now much adored low-to-no volume move, the move in bonds is far more troubling for the simple reason that unlike stocks (recall that most fast money asset manager are now in cash and just intraday HFTs and day traders rely on the S&P, as well as the dumb money of course) bonds are far more critical. And it is there that we have a truly unprecedented buying rampage, with an emphasis on the 30 Year, which has moved from being most hated this morning to most loved in the span of a few hours: a move which courtesy of massive leverage has left many holders with a whiplash induced concussion. And since the Congress has said absolutely nothing good about this news, expect the same whiplashing that we saw out of Europe on every headline to make its way to the US bond market.
- 6353 reads
- Printer-friendly version
- Send to friend
- advertisements -



Wildebeast herd indeed. And that's being polite.
Not to be a speeling notsy or anything, but I looked in vein for the pun. /s
Shouldn't it be wildebeest herd?
Or did I miss the joke somewhere?
Edit: Never mind, I got it.
.
Q: Why did the bond trader go into the closet?
A: To change his long term, macro view, investment paradigm.
More like lemmings...
Waaay too docile an image. And not enough heavy breathing.
Wild gyrations in gold/silver too.
Big time. Whiskey Tango Foxtrot, over.
Did you check the inertial dampeners?
Peak Dilithium Crystals cap'n!!
I'm dampening mine as I sit here.
Damned dup.
Big pump for the euro dump.. watch out below.
exact-a-freakin'-luutley!
You bet your stutterin', Beavis lovin' arse it is.
Tyler's reconvergence WILL NOT FAIL.
And on the same waive gold drops like a stone to 1586 within minutes... BTFD.
I expected the dump in PMs. The move lower is not finished. Be careful with BTFD on PMs right now.
Collateral damage is expected with all the flailing about. Keep you arms and legs inside the ride at all times.
You can't knock the jockeys off the lawns without taking a little risk.
down in the dew
I for one would like to see gold get beat down temporarily. I want to pick up some more.
Your wish is their command, $1583. And it is transitory, and a tradition too.
And the Euro drops like crap and mr market does not give a crap. My oh my. Earnings are great!!! Gee I am so fking shocked. Our banana dollar is down 30% and we are so dumbfounded that earnings are up. Companies sell overseas get paid and turn it into worthless banana dollars.
What a ponzi scheme
Gold is due for a normal decline.. but the stampede into Treasuries is alarming. Like someone knows something alarming.
If 1568 holds I'm loading up.
As for Bonds buying, I thought the ECB "temporary default of Greece" did it?
We will soon enough find out how markets perform without status quo government heroin. Ask yourself how most business will perform with a significant pull back in the Gumnut gravy train. This is what I am keying on.
GS underwriting some big corporate bond deals - they know "investors" love to buy strength and sell weakness
I expect this pull back to be short! There is nothing else out there looking better than PMs , maybe this move is only to free the trapped shorts. If that's so by Asia time we should see a recovery quite quickly IMO
Watch out for the black tipped tailed and ears above the grass as the cats prowl seeking out the weak who are not able to keep up with the herd.
Looks like the Fucking Pig-Dog Manipulators (PPT) have pulled out their ESF Fund to play a little Hanky-Panky with the markets today.
Hey Little Timmy G ...if you are reading this...Fuck You you piece of shit.
This is good for gold, miners, too many players, this will flush them out and let them go back to LULU AMZN and CMG. You know the momo stocks with PEs of 1,000+. Overdue on this sale. Just keep mumbling, Obama, Geithner, Bernank and Reid and tell me you want to sell your gold. lol
Ya gotta wonder why ZeroHedge does not put the comments in time stamped order...???Uh..?
I believe it does. But if, after posting, you edit your comment it retains its position while the time stamp is "updated."
priceless!
Best of all worlds:
Crashing bond yields (inciting more animal spirits)
CRB Index selling off (yep, inflation was whipped again)
And stocks are up (good for business confidence)
Robot, what planet are you on. Might check out AGU MOS and POT and advise how we have lower inflation and CRB lower. Oil at 97.65. Gas moving back to $4.00. And tell me how much lower health care premiums are. Too much smog guy, you better move.
Your indicators are pure shit.
Like your posts.
What happened to you robo?
3 years ago, i used to look forward to your posts, no more though.
You have lost your perspective, very sad imho.
I love to see folks give robo crap, it makes me laugh. But let's give some credit, I think the whole Wildebeast thing is, in fact Robos.
I don't know why anyone posts replies to RT. He NEVER comes back after dropping the steaming turds on the site. Makes me wonder about his debating skills.
Makles me laugh too, very funny!
"3 years ago, i used to look forward to your posts, no more though."
It was the tits; think about it.
I agree with you guys on bonds. Something is up. If this is all so good, why are we looking for a safe haven??? Hmmmm. We will find out soon enough.
Obama is invoking the 14th Amendment as a means to abolish the debt ceiling. To the fucking moon.
cross asset correlations moving closer to +1 is always very encouraging sign
Saying one thing and doing it are 2 different things.
Since the EU was founded, all the countries agreed to have a surplus of at least 2.7%.
1 decade later, none of them even came close and only ran deficits.
Oké, oké, inflation was at the same pace of the deficits (almost) but almost never had countries reduced their deficits.
And now Obumble says all the next presidents will reduce the deficit to ONLY 1 TRILLION PER YEAR!... PASSING THE HOT POTATO BITCHEZ!!!
Did the SNB step in? EURCHF way up off the low.
Coca-Cola Bitchez!!!
http://bigcharts.marketwatch.com/charts/big.chart?nosettings=1&symb=ko&u...
LEN, BRCM, WFC, all up 6%
I'm speechless......
prove it..... STFU
:)
i think we all need to go long idiaper given the 'tard's preference to post wearing adult diapers rather than stop for a bathroom break. idiaper ought to skyrocket based on just the 'tard's purchases.
Like someone said: "selling gold and silver to buy what?" The Green back is dead with Zombie Euro and all the rest of paper leveraged junk out there! All commodities will be king in this coming MadMax future...
http://www.hark.com/clips/xftqdrfqys-talking-about-gold-like-its-valuable-or-something
http://www.hark.com/clips/xftqdrfqys-talking-about-gold-like-its-valuable-or-something
Divine Providence
Caesar’s throne is another way of saying the ends, short-term output, justify the means, long-term input mismatch, placing the consumption cart before the investment horse, and turning the work of Jesus on its head. How’d that work for all the participating cults in terms of sunk capacity and scarce input to feed it?
It is about balance of power, but balance begins in the home. Everything else is a derivative; it will take care of itself. From the perspective of the universe, you did not materialize by accident. The nation/state simply scales the aggregate result, leveraging gravity on the pry bar, translating the community in predictable quantum leaps.
Invest in the gap with surplus to stay ahead of the curve. Real durable goods are adaptive, not fixed in disposable mythology, which is why they survive the test of time. Respect history in your own way, not by being a slave to the contrived history of others. Deficits are paid with surplus, not the other way around. The planet provides the initial surplus.
The most effective path to stabilize the community is to get rid of mandatory family law, to re-balance the home, and eliminate mortgage subsidies, to disconnect the positive nation/state feedback signal. Property taxes and government will fall back into community direction with the relative polarity swap. Liberty is a function of responsible examples, effective education, in the community.
Choose a spouse that puts you both on an even keel regardless of irrational external signals. Stick to your guns until you have learned everything you can, and then move to wherever you must to fend for yourselves. Keep an open mind and treasure your children.
It’s not rocket science. Insecure Caesar maximizes the bad bank for the purpose of extortion, GSEs in this case, in the misdirection of divide and conquer politics, to hide the true event horizon, with aggregate focus on self. It boils down to seeking God for yourself, and teaching your children to do the same, by example not decree. Everything else is misdirection.
At the end of the day, Caesar must have the electrons from the event horizon to maintain the circuit, which naturally avoid detection by traveling in another dimension. A particular middle class protects a particular Caesar from Caesar, within each iteration, by protecting the identity of the electron in the community, to ensure circulation. The middle class is getting wiped out because it aided Caesar, but there is always an equal and opposite force, ensured by the universe.
Invest accordingly. Calculus to track the herd is really just addiction. Use the long method if necessary. 2 and -2 is 0, no matter what Caesar says or how big the herd gets. Caesar is not flailing about by accident. Bet on critters to be critters. All that DNA is there for a very good reason.
To survive, community must protect the individual right to design, build, and maintain identity, which requires social mobility, which is the basis of currency. Sometimes you win, sometimes you lose. It all balances out over time. Rigging the system at the community level ensures that all participants lose. There is no shortage of gravity.
So long as the GSEs remain ignored, there can be no observable community change. Pressure will increase and volume will decrease. Black’s theory depends upon how much profit you take and what you do with it. The financial event horizon is rapidly approaching Germany. France will be a hiccup, which is why the Saudis threw their system into the Eurofire, driving the herd into the treasury market with increasingly negative cash flow.
Apple, WalMart, China. Surprise, surprise, via the taxpayer, which is now the Fed.
Looks like all those Greek Billionaires are pulling their money out of Cyprus (where I read they first moved it offshore from Athens)...and are loading up on what they feel it safer then ANY Euro Debt.
Any other ideas? I mean, where do Mutli-Billionaires stash cash?