Posts by "numbnuts"

1800 SPX looks like a no-brainer now. I think gold is more likely to keep making lower lows, at least until some real fear hits other investment assets. If gold and SPX both rally, wont that cause rapid losses in USD?

As long as UK yields are higher than the rest, economic growth is superior and COT positioning isn't overbought, why buy anything else?

Is the Fed really in a position to manipulate the figures, even if it wanted to? What could it hope to gain within the confines of it's mandate by "playing us"?

I think QE will be reduced by the end of the year, gone by the middle of next year. But that's just a guess really. We all know it will happen - it's just a question of timing. And it's the timing which has me confused - rather, the timing of the markets reaction to QE tapering. The markets, USD in particular, seem to be gradually pricing in the end of QE as it gets closer, but I think it's timing is way off. I think markets are marching toward the end of QE quicker than it will actually arrive, which may create extra volatility and larger than expected corrections.