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Posts by "cat0nip"

1999 Posts Total by "cat0nip":
1927 Posts by member
cat0nip
(Frankfurt, Germany)
72 Posts by Anonymous "cat0nip":
cat0nip
Germany
Posted Anonymously
10 years ago
Oct 18, 2012 20:25
In Thread: EUR
If Merkel had only Alzheimers no one would give a damn'. But there are far worse things than Alzheimers. For ex chuzpe plus Alzheimers.
Google trading still halted. Wonder how this could happen before schedule, after NY close?

cat0nip
Germany
Posted Anonymously
10 years ago
Sep 19, 2012 18:21
In Thread: EUR
will skyrocket if spain goes for bailout. If not..well
cat0nip
Germany
Posted Anonymously
10 years ago
Sep 16, 2012 21:04
In Thread: GBP
GeorgeBensonOldGrey
interesting question about the spread long gilts to floaters....the long yields went up a lot after Bernanke
but I don't have actual data for floaters. It is clear that yields rise because of expectation of inflation
cat0nip
Germany
Posted Anonymously
10 years ago
Sep 8, 2012 22:37
I do not expect German contitution court get in the way, basically the outcome should be yes, but ( list of conditions) .
It is not just Zeitgeist that direct democracy political parties pop up everywhere, basically Internet social network parties, the Pirate party is everywhere , in Italy its the five star movement, all thse make enormous success in surveys.
These parties are the biggest danger to parliamentary democracy, because they are transparent and real-time. And come at almost no cost. basically social network parties resemble the ancient northern Thing place, the vote is for decisions, not for prospects, not for political progammes, and certainly not for personalities. "faces and voices" are insignificant. Of course there are model laws, or exactly, scalability.
In plain terms, what works perfectly with 100 voters at a Thing, may not work with a million voters in a social network. This laws of scale are more a topic for applied mathematics, but imho the way political decisions are made will change pretty soon, with real time communication structures such as social networks
cat0nip
Germany
Posted Anonymously
10 years ago
Sep 1, 2012 12:03
In Thread: EUR
DaveO you mean bond yields are a leading indicator?
cat0nip
Germany
Posted Anonymously
10 years ago
Aug 31, 2012 16:39
In Thread: EUR
started AUDUSD short 1.0344
cat0nip
Germany
Posted Anonymously
10 years ago
Aug 12, 2012 9:35
Evidence of China hard landing? Strong short AUD?
Industrial production remains low , retail low, and consumer inflation low.
Thus China has entered the same state of economy as Eurozone and USA, incomes from productive work jobs falls, the velocity of circulation of money drops, paving the way to deflation, not inflation.
80% of Australia's GDP is commodity exports, and the biggest parts of commodities goes to Asia, with China the biggest asian customer. Without commodities Australia industry is not self-sustaining.
I do not believe China could avert hard landing with another big round of infrastructure spending,
because what really stands in the way is the "medieval" distribution of wealth and income. China needs far more jobs and far less princeling-Oligarchs.

Thus AUD NZD are imho very safe shorts, the only question is at which price starting short, that is not if, but when.

cat0nip
Germany
Posted Anonymously
10 years ago
Jul 5, 2012 11:42
In Thread: EUR
spain and french bond auctions were bad in terms of yield and bid to cover. I think that ECB cuts are priced in, maybe even another LTRO. As for now, USDx does not show expectation of FED easing.
cat0nip
Germany
Posted Anonymously
10 years ago
May 22, 2012 20:35
In Thread: EUR
sh...
cat0nip
Germany
Posted Anonymously
10 years ago
Mar 4, 2012 17:24
In Thread: EUR
Look AT the bright side ..look ON the bright side.... in terms of Ezone i suggest look AFTER the bright side....its about to sink into oblivion