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Mortgage Spreads Decompress But QE3 Divergences Start To Get Priced In

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Wed, 11/02/2011 - 15:16 | 1838138 GeneMarchbanks
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'It did seem a little premature to be overly aggressively trading the QE3 divergence though'

How's that PrimeX doing?

Wed, 11/02/2011 - 15:17 | 1838145 Clueless Economist
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Green shoots...Recovery Autumn 2011

Wed, 11/02/2011 - 15:24 | 1838178 jdelano
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Is there really absolutely nothing happening in Europe today?

Wed, 11/02/2011 - 15:33 | 1838230 TruthInSunshine
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Buy stocks, especially the 50x p/e varieties that are really have eps losses without one time gimmicks.

Last one out of the equities Casino is a rotten egg, bitchez!

Wed, 11/02/2011 - 15:49 | 1838311 junkyardjack
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Once it gets the 50x p/e the only place left is 100x.  Deals like that don't come around a lot, hop aboard

Wed, 11/02/2011 - 16:10 | 1838402 srsly-wtf
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Merkel is sitting on GPap's face to shut him up....

Wed, 11/02/2011 - 15:17 | 1838144 Goldmanite
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Buy stocks. Doomers wrong once again.

Wed, 11/02/2011 - 15:18 | 1838152 camaro68ss
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haha your trolling wont work with a room full of people with brains.

This isnt a yahoo board

Wed, 11/02/2011 - 15:20 | 1838162 Goldmanite
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But....but...ZH and all bears were telling stocks were going down, they said an October crash was coming....

Wed, 11/02/2011 - 15:26 | 1838187 tmosley
tmosley's picture

Who said that?  I never saw anyone around here saying any such thing.

Wed, 11/02/2011 - 15:26 | 1838193 d00daa
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oh fuck off and die already, bear market rally ftw where the fuck were you in august and september permaclown???

Wed, 11/02/2011 - 15:27 | 1838194 PicassoInActions
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Ask Jopamite's, they will bring the market down

Wed, 11/02/2011 - 15:29 | 1838199 LawsofPhysics
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Aside from some very useful spread information that I would not otherwise be looking for, what I see on ZH strongly suggests that equities will go up as the counterparty risk in ALL paper assets increases and the actually value of ALL paper goes to zero in the long run.  Timing is everything, play paper to get more paper to turn it all into physical assets that generate permenent revenue and improve your quality of life and chances of survival.  Do so before the banks runs and physical shortages start happening (as has been seen in the collapse of every single fiat system so far).  Good luck all.

Wed, 11/02/2011 - 16:36 | 1838532 SheepDog-One
SheepDog-One's picture

Hey Goldmanite dickhead in case you havent noticed your great 'bull market' has stocks trading at 15 year-ago levels. Gee, write home to mom about it why dont you.

Wed, 11/02/2011 - 15:25 | 1838181 unununium
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If you're trying to channel MillionDollarBonus, try harder.

Wed, 11/02/2011 - 15:39 | 1838259 greased up deaf guy
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do you and robo promise to come back and check in when gold goes higher than the dow (i.e., the REAL golden cross)?  promise? :-p

Wed, 11/02/2011 - 16:57 | 1838618 rumblefish
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"Buy stocks. Doomers wrong once again"

as long as the stock is SDOW, I agree.


Wed, 11/02/2011 - 15:18 | 1838147 TheLooza
TheLooza's picture

Is today the "just because" rally?  What the fuck?

Wed, 11/02/2011 - 15:20 | 1838159 GeneMarchbanks
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Yes. Stop questioning.

Wed, 11/02/2011 - 15:23 | 1838168 TheLooza
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I mean, can we get two red days in a row? Reality vs. weak busted rumor in a two day match up.  Reality should be able to manage 10-8 and 10-9 rounds.  Not a fucking draw.

Wed, 11/02/2011 - 15:28 | 1838200 GeneMarchbanks
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No such animal as 'reality' pal, only perception. You have an entire network seeing(pun intended) to it(perception) called CNBC.

You'll see plenty of red soon enough... only I'm afraid it'll be elsewhere.

Wed, 11/02/2011 - 15:31 | 1838221 TheLooza
TheLooza's picture

When the real red starts flowing, views on "no reality, only perception" begin to change too.

Wed, 11/02/2011 - 15:48 | 1838306 fuu
fuu's picture

We had Monday and Tuesday in the red. Today is the little dead kitten bounce.

Wed, 11/02/2011 - 16:36 | 1838535 SheepDog-One
SheepDog-One's picture

Pricing-in 'QE3' again you see...

Wed, 11/02/2011 - 15:18 | 1838150 qussl3
qussl3's picture

Non stop coverage on QE3 incoming.

Gotta get the bagholders aboard.


Wed, 11/02/2011 - 15:20 | 1838153 DormRoom
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America, remember when growth was from innovation, and entrepreunship? Now, your financiers only fund growth from Central Bank debt.  The QE addiction needs to stop.

 Remember your great saint, Thomas Edison.



Wed, 11/02/2011 - 15:24 | 1838172 dexter_morgan
dexter_morgan's picture

Thankfully Tesla schooled him on AC power though, eh

Wed, 11/02/2011 - 15:24 | 1838173 GeneMarchbanks
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Tesla was the saint. Edison was a moneywhore. Poor example kid.

Wed, 11/02/2011 - 15:30 | 1838195 dwdollar
dwdollar's picture

In fairness, they both contributed an enormous amount. Edison was a better businessman/entrepreneur and Tesla was a better engineer. They would have made a fantastic team if they could have set aside their egos.

Wed, 11/02/2011 - 15:31 | 1838220 GeneMarchbanks
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Fair enough but only one of them was a ponce, it should be noted.

Wed, 11/02/2011 - 16:00 | 1838362 jdelano
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"better businssman"--if you mean because Edison was willing to utterly abandon any sense of morality or fairplay by launching a sustained and totally spurrious smear campaign by claiming that tesla's alternating current was instable and deadly while edison's dc was safe and benign, well (which by the way failed, as Tesla's AC was a markedly superior technology) I guess you're right? 

Fucking America.  Lie, cheat, steal, extort, and appropriate the talents of others and they'll call you a " business icon"  (Rockefeller, Gates, Jobs).  Use your brains to innovate and your hands to build something from the ground up and they'll call you.....nothing.  They won't even remember your name.   

Wed, 11/02/2011 - 15:28 | 1838196 tmosley
tmosley's picture

Moneywhores get it done in a free market, baby.  Saints die poor, and leave only rumors and legends behind them.

Wed, 11/02/2011 - 15:26 | 1838189 Manthong
Manthong's picture

I wonder when folks are going to figure out that debt as an asset is a bad idea if the debt can't be paid.

Wed, 11/02/2011 - 15:31 | 1838223 LawsofPhysics
LawsofPhysics's picture

The "recovery" depends on no one figuring this out in mass.

Wed, 11/02/2011 - 15:23 | 1838166 espirit
espirit's picture

Also worthy of mention is vapor volume. 

How long is that going to last, ask ye?

Wed, 11/02/2011 - 15:28 | 1838208 junkyardjack
junkyardjack's picture

It'll come in tomorrow just like last time, crap-tastic

Wed, 11/02/2011 - 15:23 | 1838171 Goldmanite
Goldmanite's picture

And the DOW keeps ramping up. My god bears are so f.....

Wed, 11/02/2011 - 15:28 | 1838201 Irish66
Irish66's picture

I'm rather enjoying your need to proclaim yourself.  Need a hug from somebody

and some attention. Poor baby

Wed, 11/02/2011 - 15:30 | 1838215 d00daa
d00daa's picture

wtf are you talking about still trading below mid oct and the 200ma, i hope you don't trade the way you troll lmfao assclown.

Wed, 11/02/2011 - 15:44 | 1838283 greased up deaf guy
greased up deaf guy's picture

hehe... markets haven't even retraced yesterday's losses, but the bulls are claiming victory.  queue bob pisani...

Wed, 11/02/2011 - 19:00 | 1839073 blunderdog
blunderdog's picture

Seriously, this shouldn't surprise anyone.  This is a living example of what happens when the fund manager has Alzheimer's.

Every day is a brand new universe, because you weren't really "here" yesterday.  No unpleasant memories!

Wed, 11/02/2011 - 16:38 | 1838546 SheepDog-One
SheepDog-One's picture

Goldmanite probably owns 3 shares of NFLX, and indexes at 1999 levels are good enough for him to call 'bull market' I guess.

Wed, 11/02/2011 - 15:36 | 1838174 Yen Cross
Yen Cross's picture

 I would LOVE to see Santelli cut loose on Liesman on  ( KUDLOW)!


  That right shoulder on the (risk) chart is just about finished! This is just Hedgies/ sovereigns chasing the money! They missed the flows twice.  A { HAT TRICK }, is in the making!


   I got flat last night when a good poster reminded me of qe- , BS... I'm liking London!

Wed, 11/02/2011 - 15:25 | 1838180 bnbdnb
bnbdnb's picture

I believe last time this divergence got so wide, EUR dropped dramatically overnight.

Wed, 11/02/2011 - 15:26 | 1838186 midgetrannyporn
midgetrannyporn's picture

Tickle down bitchez.

Wed, 11/02/2011 - 15:28 | 1838202 GOSPLAN HERO
GOSPLAN HERO's picture

Central planners know what is good for USSA.

Wed, 11/02/2011 - 15:28 | 1838204 Deadpool
Deadpool's picture

bullish, Bullish, BULLISH! markets don't lie. Santa Claus rally here we come.

Wed, 11/02/2011 - 15:29 | 1838209 Peter K
Peter K's picture

It's all about the USD. Ben trying to keep it on the mat, in the face of a stagnant US economy, a crashing EU economy, and inverting interest rate expectations/soon to be differential in the EUR/USD:)

Wed, 11/02/2011 - 16:39 | 1838551 SheepDog-One
SheepDog-One's picture

Yea really, lets see how long that lasts.

Wed, 11/02/2011 - 15:29 | 1838211 ssp2s
ssp2s's picture

Markets must rise during Ben's presser.  That's a top.

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