Forum Posts by : garyd (Forum Member)

GaryD

United States

Posted Anonymously

13 years ago

Feb 9, 2011 5:20

In Thread: JPY

Put it this way - last time US 10-yr was at 3.75%, USD/JPY was around 94. Staying long w 81 stops, adding at 83, 84.5, 86...

GaryD

United States

Posted Anonymously

13 years ago

Feb 4, 2011 3:18

In Thread: JPY

Looking for NFP to blow out - huge jump in new online ads for Jan (Conf Board).
Agree on a great long USD/JPY entry at these levels.

GaryD

United States

Posted Anonymously

13 years ago

Dec 15, 2010 6:28

In Thread: EUR

There's the EUR short catalyst... Moody's just cut Spain outlook. $1.30 here we come....
Spain CDS have been falling since the end of November, helping EUR/USD till now. That's likely to change.

GaryD

United States

Posted Anonymously

13 years ago

Nov 18, 2010 5:29

In Thread: EUR

Weak CPI/Housing today may signal game over to USD strength, esp if some sort of resolution can be brokered in Brussels. EU aside, Fed funds futures put in a reversal today, just as they signalled "buy-USD" on Nov 5th after strong NFP.

GaryD

United States

Posted Anonymously

14 years ago

Sep 23, 2010 23:49

In Thread: JPY

China-Japan currency warfare is here:
China CASS Researcher Feng Zhaokui: Calls for China to buy more Japan assets to boost JPY as Chinese response to Japan in conflict involving the Senkaku Islands - Nikkei News http://e.nikkei.com/e/ac/tnks/Nni20100923D23JFA12.htm

GaryD

United States

Posted Anonymously

14 years ago

Sep 17, 2010 3:06

In Thread: The QE Case for Gold & Silver

Catch the overnight threat from China's sov wlth fnd CIC about "loose US policy". Might give the Fed something to think about. Delicate US-China dance this week of which is the dog and which is the tail...

BTW... really like your China-Japan theory. My only question is whether China would really risk derailing its own "goldilocks" with a deposit rate hike. Higher rates would only fan their own inflation bubble thru FDI, no?

GaryD

United States

Posted Anonymously

14 years ago

Sep 9, 2010 3:26

In Thread: The QE Case for Gold & Silver

Great insight on the "liquidity connection"... Bullish spurts seem to be most pronounced on risk-off days.

Here's a good reference for GLD etf holdings I use:http://www.exchangetradedgold.com/
BTW, its not primarily retail investors - funds run by Soros and Paulson are huge GLD holders.

GaryD

United States

Posted Anonymously

14 years ago

Sep 9, 2010 3:21

In Thread: GBP

No expansion of 200B QE at this meeting expected then, right?

GaryD

United States

Posted Anonymously

14 years ago

Mar 31, 2010 9:34