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What Comes Next?
Some investors are clearly getting out of the Fed-generated “herd” trades of recent years... where next?
This year has seen various uber-leveraged hot-money trades unwind... the commodities trade ended in Q1 (and rotated to US equities), EM debt/equity trade ended in Q2 (and rotated to US equities), and HY Credit ended in July (and rotated to US equities)... so now that we are on the cusp of the End of QE, is the US equity market "there is no alternative" trade the last man standing to be unwound?
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So BTFD or are we off that now?
Apparently not. ES +11....
Where next? Why, SickCare, of course.
Up. The machines are programmed for UP.
What comes next??? Stocks exploding higher. Too funny.
at "the club" tonight it will be all smiles and cigars as they accomplished another honests days work of stops running
That's cause the Fed's assets have rolled over as well. http://bloomberg.econoday.com/byshoweventfull.asp?fid=461014&cust=bloomberg-us&year=2014&lid=0&prev=/byweek.asp#top
Yep, ZIRP is still a "let them eat cake" monetary experiment however. Looks to me like the bankers are daring their political puppets to try and fix the structural problems one more time...
...let's see what they do...
Ideally Yes, likely, no!
Sudden huge ramp there????????????????????? to HOD new high for Nikkei, FTSEMIB now up 600 points for the day !
Whats next?
You BTFD monkey!
New highs are a given, the "correction" is over.
CDS and MBS unwind; who gets bailed out this time?
Certainly not Mom and Pop. 1987, 2001, 2009, 20??
Yellen passes (drops?) torch to Draghi
"Obama administration is aware of U.S. banks laundering money on behalf if ISIS, and does nothing."
http://www.youtube.com/watch?v=dCvmv4YKQV4&feature=youtu.be
new Attorney General will earn his/her spurs by giving the offenders a pinkie tap on the wrist
All stimulus is fungible...
...at least so long as the paper it is priced in is still accepted.
fucking Dow...
this shit is so fucking stupid...
what exactly do they thing their accomplishing when the 99% r broke and just trying to keep the lights on...
oh, maybe they think the "retail" debt slave will come back???
shit is beyond sickening...
Malignant cancers on two legs don't think. They consume. If they have any guiding ethos, it's summed up as: MOAR.
HP,
You may be describing much of the human race.
Power > Money
"and HY Credit ended in July (and rotated to US equities)."
we'll see about that ... HY been a primary source of buybacks ... if that goes kaput ...
One thing is for sure..they are not running to PMs.....
sosdd
DOW up nearly 100 point since this post. 15 minutes. Someone is mocking you. And winning.
But...but...I thought everything was 'contained'.
http://olduvai.ca
fuck look at this shit go, all shorts from yesterday taken out on stretchers what a fucking joke...and I'll tell you what I agree with the previous poster, someone is mocking ZH how many times has this happened now...FEDNY laughing their heads off I would have thought.
Silver's on sale (you slimy fucks).
...preparing to drop Gold sub $1200 here? USJPY now up 100 points today
what's next? rope and lightpoles I hope
Dow now up 200 points from the lows
Squeezing and whipsawing dumb sheeple who think they can win against the criminals ... LOL
One faggy weasel fund breaking ranks and selling isn't going to turn this battleship.
Correct.
But it helps the sharks to fleece the sheeple.
so let me ask..
on what material news has the Dow now rallied 200 points in the last 2 hours of trading????
down 246 yesterday and all recovered the very next day on low volume and no fucking news??/
i will believe there is a God when along with bankers being murdered in the streets this fucking fake as market implodes.....
Squeezing and whipsawing dumb sheeple who think they can win against the criminals ... LOL
You have the choice to try and fight with and against the money changers - or you can try just honest work.
Or in other words: Tell me with whom you are dealing with - and I'm going to tell you who you are and how you will end.
Or: birds of a feather flock together.
Sharks dealing with sharks deserve what they get.
This is purely central banks propping this all up knowing full well any sizable downturn now leads to a total collapse of credit. They have proven over and over that they can put this eventual normalization off for some time by their central planning hft machines.
Janet's back from church and everything is fine again.
The jokes on Japan - it's their money(yen) getting screwed here. 30% drop in 2 years. Carry that suckers...
They deserve what they got.
As they - millions - have (re)elected their slaughterers and cronies.
The last man left at the wake has to pay for the funeral .
See https://www.academia.edu/8507311/Drowning_in_Gold
You know what comes next - fear overtakes greed in the US equity markets and the last, greatest bubble has it's last dance - US treasuries. This likely goes on for years, with the market oscillating violently from SPX 2000ish to SPX 1000ish (obviously subject to change, policy changes, etc.), and then comes the real problem: the USD loses reserve currency status.
fuck this shit. I am done, hoping for another 2% drop next week!
What comes next is the FED in panic mode overtly or covertly pumping this shit up.
I like gold at these levels. Check out the goudprijs grafiek and see for yourself the potential when gold starts moving up again.