This page has been archived and commenting is disabled.
From Euphoria To Despair
Perhaps no chart better captures the current fleeting, momentum-chasing "euphoria to despair" sentiment in the markets, in which nothing is real or fundamentally-driven, and where everything is a "smoke and mirrors" illusion encouraging the speculative stampede into (and then out of) the comfort of printed paper "wealth", than the following visual summary of how foreign cash came to Japan, injecting a record amount of money on hopes that Abenomics would promptly send the Nikkei to 20,000, and upon realizing the failure of Abenomics to result in a virtuous market expansion (the Nikkei is down about 7% for 2014), has high-tailed it out of the land of the rising sun at the fastest pace in history!
And keep in mind that the Nikkei is still roughly, and artificially, 50% higher than where it will be once the Abenomics euphoria is fully faded. Which is why the purple line may still have a very long way to go... in an inversely upward direction.
Source: Diapason Commodities Management
- 19132 reads
- Printer-friendly version
- Send to friend
- advertisements -



Their toxic baby boomer attitude is gona catch them before they die.
Selfish Cunts.
Pink pillows for 80+ers
Time to jump
@"pink pillow.."
is that a funeral parlor reference?
not a pillow talk thing, right?
Certanly, just give me your measurments.
thanks anyway. plus, the measurements keep
changing, a feature of life i guess?
its only a flesh wound. they could hire ben b. to come
over and give a pep talk for several billion yen.
The Fed needs to step up.
expand the balance sheet, the lazy heartless bastards.
The Fed needs to step out. They have already done enough damage.
What does it really matter? It's monopoly money after all. The only reason it is still considered legal tender is confidence. When that goes, it's going to be Barter Town and cowboys vs zombies.
You're just looking at this from your selfish 99%er point of view. Think of the money changers, the executives, the financial engineers, the oligarchs, the elites, congressman and women. They have more billions to make you selfish cunt. /sarc
Starting a war is SO much simpler than trying to unravel the 30,000 layers of crap that have led to this situation: You'll see.
Yup. Just chop up that onion in the machine. And it's done.
"Looking for reassurances from Washington."
That sounds like the entire Region is worried that China is the Germany of the 21st Century...of course "where do they Lebenstraum" to? There's no "Ost" to head to here.
I here Hawaii has been turned into a total hellhole as well.
Detroit could probably handle 50 million.
Your German is rather confused. The Nazis sought "Lebensraum" (living-room/space). Franz Liszt (a Hungarian emigre to France) wrote "Liebestraum" (love-dream) in the latter part of his career.
https://www.youtube.com/watch?v=y6hdDOFtW64
Liszt Liebestraum
.
i would like to hear that.
i would like to hear that.
Enjoy boredom much??
without scratch (but with other distortions)
https://www.youtube.com/watch?v=nkXOrkeZyqQ
Im not sure the Chinese want to go anywhere. Plenty of China is un populated, not to mention Tibet. Then of course there are the massive pine forests to the north...
And yet still the fools think China and Europe are going to start their own "smoke and mirrors" any day now. That's a bull trap if there ever was one.
Do Japanese own any shitgums? I know they have tall buildings and nail guns, right?
We bombed them...and they bombed the world.
Do not worry, I have sent them a brace off shitgums already.
Get to work Mr. Abe.
https://www.youtube.com/watch?v=sfwsrQeaSFA
7/21/12 Chuck Schumer telling Bernanke to get back to work
Well if anything, they are definitely ahead of the curve.
Chalk one up for the good guys
http://www.bloomberg.com/news/2014-04-06/humans-replacing-robots-herald-...
I'm shorting usd/jpy one last time into May, then it's BTFD from there on out. The wheels are about to come off Abe's wagon. (just like Kyle Bass said 2 years ago)
Keep in mind that Abe is dancing to the same tune that Yellen is dancing to.
"Variations on a Theme of Keynes", by A. Greenspan.
I'm sure that layering on moar debt will solve all of their problems..... I mean it's worked so well for the last 25 years.
watch to see if there is a bounce from that current low. you'd then have a series of three higher lows on that chart. just sayin....
A yen off what, you tell me?
next up, the imf pristine balance sheet to be
shite all over for the preservation of the global
scam they call usury money. moar weapons and surveillance
technology production to identify and eliminate
random recalcitrants in confused and bitter opposition.
.
one should know they are in the danger zone when
the hang over precedes the drinking.
just a thought
Fuck all this 'inflation is good for us' hype. What the world needs is a good 5 cent cigar.
What The World Needs Now - Burt Bacharach
https://www.youtube.com/watch?v=lSBrn6wTZSA
.
What The World Needs Now Is Love / Dionne Warwick
https://www.youtube.com/watch?v=2cW8Alo_5uI
.
and many cigars/
That's what ensues when nobody in Japan is interested in sex.
The UN just gave Fukishima the green light so they got that going for them..... Which is nice
The UN giving free info of its own volition? Oh shit, this is so bad, the only reason they say anything is that is has gotten so terrible they need the lie to calm the masses before really SHTF.
We are soooooo... fuked.
"has high-tailed it out of the land of the rising sun"
Ain't that the visual!!
Devaluing the Yen another 30% should get Nikkei moving in a positive direction.
inflation anyone? wait til tillions of yen find there final value...
inflation anyone? wait til trillions of dollars find there final value...
anso on, euro, yuan, real; billions of eaters very hungry!
haves and have nots, drip, drip, tic toc.
yeh, just as planned...
Roh roh
WAR IS A COMING.
When the yen drops faster than the Japaneses stock market rises it will no longer protect the wealthof those invested within its borders. Japan is the most indebted developed country in the world and its future prospects are dim and getting worse. It is only a matter of time before the yen becomes worthless and as inflation begins to take root it will place upward pressure on Japanese bond yields and raise the cost of government to service its massive debt.
With the BOJ set to absorb half of the government bonds planned for sale this fiscal year, domestic investors have already started venturing overseas for higher yielding assets. If this turns in to a tsunami of money fleeing Japan it will constitute the end of the line for those holding both JGBs and the yen. More on this subject below,
http://brucewilds.blogspot.com/2013/08/japans-economy-going-forward.html
After hyperinflation hits Japan the myth that advanced Democratic countries are immune to hyperinflation will be destroyed. Soon after that people will realize that the Dollar, Pound, and Euro are not safe from hyperinflation and they will want to get out of bonds in these countries as well.
This will result in a huge monetization in these countries and then hyperinflation. These four currencies make up about 95% of the central bank reserves backing other currencies. Faith in paper money in general will be shattered, Japan will be the first domino to fall, but not the last. The article below delves deeper into when inflation might strike.
http://brucewilds.blogspot.com/2014/02/when-will-inflation-strike_1.html
This is definately bullish