By: Anon
Shorting the USD and buying Euros for a long term play. Support was VERY STRONG at late 08 levels. USD to continue lose monetary policy with low interest rates (fueling carry trade) and little current...
View ArticleBy: Anon
Have hedged AUD exposure…its just utter panic…I am going to seriously load up when the dust settles. None of my posts constitute financial advice – so do not act on it in that manner. Its just chit...
View ArticleBy: Anon
AUD bottoming unwinding hedges. None of my posts constitute financial advice – so do not act on it in that manner. Its just chit chat. Always see a financial advisor for decision making / advice / info.
View ArticleBy: Anon
Gonna wait till XAO is down 180+ before loading. None of my posts constitute financial advice – so do not act on it in that manner. Its just chit chat. Always see a financial advisor for decision...
View ArticleBy: Anon
I’m seeing lots of funds moving into the market here. Hedgies were loading on the djia last night aswell. When the snap back occurs it will be fast and viscous. None of my posts constitute financial...
View ArticleBy: Ned S
There’s lots of issues of course. But certainly one big one is the possibly of another credit crisis. In that regard, wouldn’t the RBA be correct to keep it’s rate higher than others to attract...
View ArticleBy: Anon
“AUD bottoming unwinding hedges.” Ahh that explains it…i was seeing some huge buying occuring at support…on the news wires it says the RBA might have been defending the AUD. None of my posts constitute...
View ArticleBy: Anon
Yep Ned, they wont drop rates…and fund managers can only short a currency for so long with a negative carry cost! No to mention our country has one of the lowest government debt to gdp ratios in the...
View ArticleBy: Greg Atkinson
Well at times like this having assets in Japan does not look that silly after all. The Yen has jumped 15% higher against the AUD during this mess. As for Oz, the problem with the debt is that a) it is...
View ArticleBy: Anon
Well i’m done…set my longterm stuff up…stopped at ~40% invested. We might go lower but that would just be the last capitulation…no point trying to guess that! Risk 5%, Reward 20%…no brainer imo!...
View ArticleBy: Ned S
Debt just doesn’t seem to concern Henry and co Greg (for better or worse) – As their line seems to be that we need it to keep developing. (Can’t really argue with that given our low rate of saving –...
View ArticleBy: Ned S
My concern would be that the markets could still be in for a pretty torrid month yet – Until the G20 maybe? – When the big UK and US banks might really be able to say they’ve figured out what Merkel is...
View ArticleBy: Greg Atkinson
Anon I have just been adding a little to stocks I like with the view that I won’t see a return for 2-3 years out, except for dividends. I am not in the mood for taking large bites out of the market yet.
View ArticleBy: Anon
Most people think this is silly, but I think for the moment its clear there an above average correlation here (~70%). You would have done well following this over the last 2 years. Be silly not to use...
View ArticleBy: Anon
Thought this was a great passage by Roger on Market Timing: “Cliché 2: Its ‘Time in the market’ not ‘Timing the market’ that leads to success. Another cliché that comes to mind is the idea that time in...
View ArticleBy: Anon
Some contrarian buying signals: Sell Anything http://pragcap.com/richard-russell-sell-anything Fear of a Double Dip could cause one http://www.nytimes.com/2010/05/16/business/16view.html 2010’s coming...
View ArticleBy: Anon
Bullish signs for financials: ““We are DONE FOR THE FORESEEABLE FUTURE INVESTING IN LARGE, COMPLICATED FINANCIAL INSTITUTIONS. By “investing”, I mean taking long positions with the view of holding for...
View ArticleBy: Anon
“This opens the chance to buy selected stocks which have been trashed in the stampede, and with the overall market trading on a prospective price-earnings ratio of 11.4 times against the long-term...
View Article
