tag:blogger.com,1999:blog-6492542366661862113.post2881056058574313386..comments2023-10-31T01:32:09.169-07:00Comments on The Housing Time Bomb: Ben's DilemmaJeffhttp://www.blogger.com/profile/04450070920047311928noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6492542366661862113.post-22367555585671899132009-04-29T13:35:00.000-07:002009-04-29T13:35:00.000-07:00JD
I hear ya man.
I am not dissing gold. Its ...JD<br /><br />I hear ya man. <br /><br />I am not dissing gold. Its just too violent for me right now.<br /><br />I always appreciate your input and thoughts. I am actually getting ready to dip into SLV after thinking about what you said yeterday.Jeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-88228044961441365112009-04-29T13:33:00.000-07:002009-04-29T13:33:00.000-07:00Flip
Away today. Did you see Treasury yields aft...Flip<br /><br />Away today. Did you see Treasury yields after Ben did nothing?<br /><br />Thats why he had to say something. Don't get me wrong this is the prudent/proper decision by the Fed.<br /><br />AS I said yeterday. The Fed's in a box and there is no way out. <br /><br />Post up around 6Jeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-37255727395011513242009-04-29T08:09:00.000-07:002009-04-29T08:09:00.000-07:00i know your looking for excuses to bag gold, but ...i know your looking for excuses to bag gold, but didnt mention gold; i said beaten down industrial metals.johndanielshttps://www.blogger.com/profile/12826656236555940567noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-15807260078920964312009-04-29T07:02:00.000-07:002009-04-29T07:02:00.000-07:00Why does Ben need to do anything?
GDP down 6.1%, ...Why does Ben need to do anything?<br /><br />GDP down 6.1%, and 6 of the 19 banks in the stress test need capital, DJ up 1.5% as I type.<br /><br />What, me worry?flipdippynoreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-81760471878372663952009-04-28T20:49:00.000-07:002009-04-28T20:49:00.000-07:00JD
Here is a nice read on the metals today from B...JD<br /><br />Here is a nice read on the metals today from Bloomberg:<br /><br />http://www.bloomberg.com/apps/news?pid=20601012&sid=aFyvhHim48Pk&refer=commoditiesJeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-21235686804917806382009-04-28T20:34:00.000-07:002009-04-28T20:34:00.000-07:00JD
Nice bets. China should fare much better than...JD<br /><br />Nice bets. China should fare much better than the US<br /><br />Be careful with the metals here.<br /><br />We are sitting on critical support levels in gold. Some analysts are calling for a $60-100 drop from here if we don't hold.<br /><br />As long as deflation persists gold is going to have trouble. If the Fed does something crazy it could be a huge winner. <br /><br />Thats too much risk on either side for me right now. Silver is the best metal play becuase people in the real economy can still afford it. <br /><br />I currently sit short QQQQ's, SDS, and treasuries via TBT. I have scaled into all of these positions over the last few weeks. All of them are small.<br /><br />I haven't discussed my positions on here too much lately because the chop around 8000 on the DOW has really made it difficult.<br /><br />The uptrend is still intact but I think its showing signs of rolling over the past week or so. <br /><br />Ben will probably bend me over on TBT with a QE but I don't care. Yields long term will only move higher.Jeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-12897605058459935092009-04-28T20:14:00.000-07:002009-04-28T20:14:00.000-07:00r\"real asset" being defined as assets not tied to...r\"real asset" being defined as assets not tied to the leverage system. that moveable and concealabler items of value to the common and industrial populace. based on current circumstances and prices right now im bullish on silver, palladium, and chinese yuan in a bank account.johndanielshttps://www.blogger.com/profile/12826656236555940567noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-71416973025674827482009-04-28T20:08:00.000-07:002009-04-28T20:08:00.000-07:00"marketable debt"
what % of that is defaulted and..."marketable debt"<br /><br />what % of that is defaulted and unpayable (i.e. swept under the caprpet) like derivatives cover up?<br /><br />have to think defaulted debt is mixed with current debt, much like a digital inflation effect thats wont be expressed in the real markets; just the digital ones.<br /><br />trying to think what happens if these credit instruments remain illiquid and therefore deteriorate.. means continued deflation in debt based assets like stocks and real estate and true values remain constant... even with rpice manipulation.<br /><br />IMHO this means acquire real assets when the prices are pushed downward, because the true value of real assets is not REALLY deflating.johndanielshttps://www.blogger.com/profile/12826656236555940567noreply@blogger.com