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2011 vs 2012 vs 2013 - Spot The Odd One Out
Here is why for the 2013 edition of "attempt to decouple reality from stocks (and fail every time)", the global central banks realized that just the Fed (2011), and/or just the Fed and the ECB (2012) would not be enough. Thus, welcome Japan and your unsterilized $75 billion per month, and lots and lots of prayer that third time will be the charm to enable the "market" finally to break free from the tyrrany of evil fundamentals, macro factors and, generally, reality.
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Why does macro always take a dump in March? The last credit card bills paid from Christmas? Tax day? An eeeeevil conspiracy?
which one is the odd one out? someone please? and why, i watch cnbc everday all day and can't figure it out
Macro takes a dump in October.
They can only levitate the cooked numbers about two quarters before reality hits. Seriously.
Sell (quickly!) in May and go away...
The weirder the crap they feed us, the more I want OUT!
I just bought gold and ammo today. Both the LCS and the LGS had what I wanted...
The difference was there was limited amounts of QE and Twist going on during the drops in 2011 and 2012. With a record low volume trading in the markets it will be a rush for the door when one of the big players decides to sell. The question is what will prompt them to sell?
Odd man out? That NBA guy for one, who has more balls than the NBA I would add. Oh, and the rigged markets.
Pretty good so far. All except for the acid.
The jobs number tomorrow is irrelevant. I'm looking for one thing: a spike to new highs that meets a wall of selling and turns green to red. Could happen right after the US open, or more likely around the EU close. If it happens, I will go short. If not, I will tip my hat to Bernanke and go play golf.
You scarin' me!
job numbers will be shit, and S&P will pass 1600, because the FED will not exit QE by the end of the year. The Fed will allow the bubble to grow even bigger.
The FED = Ministry of Plenty. /** Only for the top 7% **/
Whatever it is, we're gonna rally.
The incidence of despondent bears on Zero Hedge is a great indicator that the top is near <fingers crossed>. No they can't keep this rally going forever even if it seems that way. The macro says 1300 and by the time the divergence closes it will be even lower. QE is a few billion a day which is miniscule compared with the total movement of money in the few minutes of the AP Twitter hack. They made a serious mistake by letting things overextend this much.
Hope so Fred, not sure how much of more short pain I can take.
Gold is gonna get crushed. The Tyler(s) says so.... Get ready to buy MOAR metal!!!
It's in a previous post here on ZH!
At first, thought you were referring to Merion, lol
Gravity doesn't have the same effect out in space.
We've been down this road before. Savings and Loans crisis lead to the 1990s recession. The 1990s jobless recovery encouraged the FED to ignore the tech/NASDAQ bubble. POP. Jobless recovery of 2000. Fed creates the housing bubble. POP. Leads to the present jobless recovery, which is worse than the 1990s and early 2000s combined. Now, the Fed is creating all kinds of bubbles as everyone 'reaches for yield' History doesn't repeat, but rhymes. When this bubble pops the next jobless recovery will be worse than the 1990s, 2000s, 2008 COMBINED.
Gold. CA$H. Ammo. Medicine. Water (production).
The short of the century.
Instead of this nonsensical " history doesn't repeat, but it rhymes" hogwash
To this...
History repeats for those stupid enough NOT to study it!
There. Fixed, tired of this baloney groupthink.
And now for some barbarian speak:
What is best in life? To crush your enemies, see them driven before you, and to hear the lamentation of their women .
Let me make that modern for you:
To crush your enemies, see them driven before you, and to hear the lamentation of their women.
(Some readers weren't even born when that was made :o)
Nonsense! Just start circulatin' those 100Trillion $Zim notes and the world economies will be roaring in no time!
...and unflouridated water.
actually looks a lot like 2011. do this again in august when the graph is extended.
Didn't the 2011 drop correspond with the QE2 sinking, and the 2012 correspond with the Operation Twist untwisting? So....pretty much the card house has a punch bowl as its foundation?
I've got a 2013 Krug that says the 2013 2H has a higher QE print than 1H...
Yep - each previous episode of QE was time bound and everybody ran for the exits ahead of the withdrawal of the meth...
This time (cue the movie trailer guy) it's personal and Ben's not letting any free market destroy his asset bubble. This time Ben doubles down and the market feels his wrath...peddle to the meddle in this society destroying classic. Critics say QE3cubed is a spine tingling race to infinity.
Who should play Ben? Maybe Ben Kingsley (aka, Gandhi)? Then again, the George Costanza actor may be more in line?
Barry Newman.
http://vimeo.com/56604457
Second option for the movie name.
http://www.imdb.com/title/tt0499596/
It was clear from the article yesterday evening in zh the fed has to create 11 trillion more of safe collateral read treasuries. QE will continue for 10 more years at the least. They know they cant exit as I have stated before. Soon it will become a question of how fast they can accelerate the printing. My bet is the bubble will go on for some time. Inam hedging since chaos theory tells me that as the instability grows the probability of an event that exposes the system as what it is, a simple Ponzi scheme, increases exponentially. Remember that violence and anarchy are not by far the only attractors possible once the system as we know it breaks down.
Until next time,
Engineer
They know they cant exit QE but they have to. Look what China has achieved in currency swaps in recent years, even months, not to mention the BRICS version of IMF. The Fed is actually net withdrawing in order to support USD in order to defend its world reserve currency status. If USD loses the status then the Fed and Wall St. and the military complex loses the ability to "transfer" wealth globally, and there is no way USA wealth production (if there is any) alone can feed their greed. If you are high there, you know maintaining USD global reserve status is far more important than S&P price.
I see 2013 is the odd one out... because Macro crashed and S&P shows no sign of even slowing down.
On vertical up-days like this I always picture the Bearded One with a smug face saying, "There, I fixed it!"
+ 1
Until it breaks for good.
MOAR BULLISH!
EDIT: Sorry misspelled it. MOAR BULLSHIT!
I see no difference what-so-ever.
DoublePlusGood my FELLOW Citisen.
Up is DOWN!
FREEDOM is Slavery!
War is PEACE!
Zimbabwe or not...we shall see over the next couple of days.
You can do it Benny!! <3
@ Tyler
Local election results for the UK are coming through; UKIP is taking a lot of gains from Conservatives. Will probably play well.
Live coverage of the results of yesterday's local elections. Ukip are jubilant after winning around 26 per cent of the vote and costing the Conservatives control of two councils. Labour have held South Shields in a by-election with 50.5pc of the vote, pushing the Lib Dems into seventh place. [Via the Telegraph]
If elections could change anything, they would have been forbidden long ago. But thanks anyways, moar info cannot hurt ...
Mission Accomplished! (to split the conservative vote).
Same thing with Ron Paul in the last US election. And I see that Australia also has a new party to contest the next election, to ... wait for it ... split the conservative vote. New day, same old NWO shit.
The Tories aren't conservatives, they're the paid vassals of the City of London (just like Labour).
That's why UKIP is winning seats - at the moment they're the only party in the UK which is not part of the suited and out of touch mainstream.
That and because Murdoch and the Koch brothers want to show the Tories that if the Tories don't play ball, UK populist tabloids can use "their man" to take the Tories down.
These are not praying people. If they were they would never have gone this path as the good book says "owe noone"