Started By
Message

re: When does this bull market end?

Posted on 5/9/11 at 5:35 pm to
Posted by John Merlyn
Member since Oct 2009
2203 posts
Posted on 5/9/11 at 5:35 pm to
I find this thread to be fascinating.
Posted by kfizzle85
Member since Dec 2005
22022 posts
Posted on 5/9/11 at 5:39 pm to
That's why I posted the comment yesterday about he/she not being a dick like Rivers.
Posted by tirebiter
7K R&G chile land aka SF
Member since Oct 2006
10995 posts
Posted on 5/9/11 at 5:53 pm to
quote:

I don't want to scare this guy away, he seems legitimately interested, not just a flamer.


Believe that poster BB is a woman, few and far between on this board.
Posted by Blakely Bimbo
Member since Dec 2010
1183 posts
Posted on 5/9/11 at 6:55 pm to
I am a woman.

Not copping out KFIZZ, but I said I JUST WATCH. THIS is what I see. Am telling you I am not running numbers. Today after 11:30 saw upticks in the the US markets. Well, guess what? Europe exchanges close at about 11:30 eastern. Money coming in from Europe I would imagine that would be because of the Euro debt situation. Just very unscientifically connecting the dots. Anyone here who is interested can look at it and see if they see anything.

Our of respect for the very anal KFIZZ, I won't discuss anymore correlations or charts and that will solve the problem.

That link that I gave this morning doesn't work for me now about the Fed hiring traders. So, let the black helicopters fly


Just as an example, I remembered that in the summer of 2009, I think it was, there was a lot of discussions on the financial boards about the FRBNY hiring extra traders. Say if you were a skeptical person and you questioned the reasons for hiring so many traders. One could have put say $10,000 in a S & P index fund and what would you have today? I'm just saying. There were a lot of people at the time that questioned that.

There is all kinds of info out there and you just have to do your own due diligence.

Now from zero hedge today...Pimco Total return

quote:

Yet the biggest shocker of all, is that Gross has now brought his cash position to an all time unprecedented high of $89.1 billion!


LINK

Left to everyone to decide whether it means anything or not.
Posted by LSURussian
Member since Feb 2005
135046 posts
Posted on 5/9/11 at 7:15 pm to
quote:

Left to everyone to decide whether it means anything or not.

It means one of the world's best known bond manager's, like almost everyone else with more than a grade school education, fully expect interest rates to go up over the next two or three years.

Welcome, woman.
Posted by kfizzle85
Member since Dec 2005
22022 posts
Posted on 5/9/11 at 7:17 pm to
I told you I don't care what you write about, its not my board. I'm not sure what's anal about pointing out that you're contradicting and discrediting yourself within every post, but by all means, keep going.
Posted by Joe
North Jersey
Member since Jan 2005
6342 posts
Posted on 5/9/11 at 7:23 pm to
This thread is why I am hesitant to post on the money talk board. I have an amateur interest in the market/finance, but I afraid of getting ripped up by the "pros" on this board.

Just my 2 cents,

For the record, I do love the quality of the discussion on this board!
Posted by kfizzle85
Member since Dec 2005
22022 posts
Posted on 5/9/11 at 7:45 pm to
I'm not trying to discourage any one from posting and I'm sorry if it comes off like that, but I do want to see the board maintain quality discussion,. If you can't back up your statements and no one calls you on it, then it might as well be the poliboard where every one is just throwing shite at each other. Again, I don't care what Mrs. Bimbo posts (I'm not going to get in an e-fight with someone's mom on the MT board of Tigerdroppings, for god's sake), but if you are repeatedly asked to back up your statements and you refuse to do so without any kind of real justification, don't expect people to take your posts seriously.
This post was edited on 5/9/11 at 7:46 pm
Posted by Blakely Bimbo
Member since Dec 2010
1183 posts
Posted on 5/9/11 at 9:04 pm to
quote:

This thread is why I am hesitant to post on the money talk board. I have an amateur interest in the market/finance, but I afraid of getting ripped up by the "pros" on this board.


Joe, I am not a pro, but I know what you mean. It is a stimulating group.

I'm just hanging out now cause I am having to do a lot of reading and I get bored. I want to see what happens when QE2 ends. I will never be able to be a step ahead of the big money guys, but I don't want to be 10 steps behind them.

I try to position for 6-9 months at a time in most circumstances and then forget about it. I want to be free this summer.

We are living in unusual times and I don't think a true book on this financial crisis will be written for decades. We are witnessing history in the making and I find it exciting.

The financial crisis has been very personal for me because I have seen many people I know lose everything. Three men of my acquaintance have committed suicide. The human toll has been the real loss in all this.

You are doing the right thing by being interested. reading and learning. It's all any individual investor can do.

Posted by Blakely Bimbo
Member since Dec 2010
1183 posts
Posted on 5/9/11 at 9:36 pm to
quote:

t means one of the world's best known bond manager's, like almost everyone else with more than a grade school education, fully expect interest rates to go up over the next two or three years.



Russian that could very well be. BUT WHAT IF...from the comments section at Zerohedge Pimco thread by Reese Bobby at 20:33...

quote:

It seems the theory is the Fed is selling massive amounts of UST puts to hold down the long end of the curve, and may be, or will sell massive amounts of UST vol to dampen/replace the effect of QE ending in June. The Fed is hiding this crap in the undefined Other Assets. I guess this Tyler highlights the MBS holdings because that is a multi-Trillion dollar beast that may prove difficult to control?


Now that is interesting. Lots of theories floating around out there got to think on that for a while.
Posted by GumboPot
Member since Mar 2009
140573 posts
Posted on 5/9/11 at 9:44 pm to
quote:

will sell massive amounts of UST vol to dampen/replace the effect of QE ending in June.


I don't understand this comment. If the Fed were to sell "massive amounts if USTs" wouldn't that directly compete with the Treasury to fund new debt? And where are all these buyers of USTs coming from?
This post was edited on 5/9/11 at 9:52 pm
Posted by Blakely Bimbo
Member since Dec 2010
1183 posts
Posted on 5/10/11 at 8:39 am to
Gumbo Pot, read this and think about it. It poses the question of the FED acting a hedge fund and doubling down. This article was published in April at zerohedge. A couple of the comment posters at zerohedge pose the question of Pimco owning the puts and this article is the basis.

FED

THIS IS A MUST READ for anyone interested in Fed operations.

This post was edited on 5/10/11 at 9:00 am
first pageprev pagePage 2 of 2Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram