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by Ashraf Laidi
Posted: Aug 22, 2009 3:37
Comments: 852
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VIX, Oil, BRICS & Sterling's Sell-Appeal

BRICS equity indices fail at key fib retracements, VIX and oil near major trend lines and sterling's sell-appeal hasn't looked this good in a while.
 
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speculator
Posted Anonymously
15 years ago
Oct 5, 2009 20:17
gunjack i was wondering that too. i hope qin didnt take a loss on a short USD and throw himself over a cliff in sweden!
Gunjack
London, UK
Posts: 1184
15 years ago
Oct 5, 2009 18:46
Never see any posts by Qin or Asad anymore...Hope they didn't hire assassins to gun each other down ( judging by their previous posts against each other)

Ashraf thanks for your advice.
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Oct 5, 2009 0:15
Thanks everyone, glad you found it interestin

jack, USO is the most famous oil ETF

Stone, short term yen weakness could also drive up gbpjpy temporarily to 144.80 (dont just focus on gbp weakness)

Ashraf
redstone
bristol, UK
Posted Anonymously
15 years ago
Oct 4, 2009 16:10
Hi Ashraf congrats on great webseminar. You mention GPB/JPY could bounce upwards before yen strength returns . do you think it could go as high as 145 even with lots of neg sterling comment ? Many thanks
poborsky
Torrevieja, Spain
Posts: 7
15 years ago
Oct 4, 2009 3:39
Hi Ashraf, many thanks for your reply. I will keep what you say in mind and carefully watch goldmans revisions to the figures.
Gunjack
London, UK
Posts: 1184
15 years ago
Oct 4, 2009 1:31
Ashraf what do you think is the best ETF to play long oil ? ( timeframe of 2-3yrs ) - Hope the webinar was a great success.

Thx
Gunjack
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Oct 3, 2009 18:00
bockdharma, yes that would be a fair inference to make, preferring GBPJPY shorts to GBPUSD shorts, but the payoff and margin requirements are different for both. Also, while i expect more YEN strength, careful from the shapr rebounds in GBPJPY as a result of yen-related jawbonin.

Ashraf
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Oct 3, 2009 17:57
poborsky, yes GS has been very accurate in predicting the jobs report over the last few months. It could be they got lucky but it is important to also say that the latest payrolls figures have also been in line with the general consensus.

Ashraf
bockdharma
Indiana, United States
Posts: 3
15 years ago
Oct 3, 2009 16:22
alaidi--in the second segment in today's webinar you reviewed COT data regarding cable net shorts. given relative yen strength (maybe 80 in play USDJPY), wouldn't GBPJPY shorts or EURGBP longs be slightly preferable to GBPUSD shorts--since it seems JPY and EUR should outperform USD (slides 1, 2, and 3 in the workbook). thanks--
poborsky
Torrevieja, Spain
Posts: 7
15 years ago
Oct 3, 2009 8:33
Hi, regarding the US non farm employment change numbers. I have been keeping a close eye on the Goldman Sachs revision for the numbers over the past few months and they seem to be giving the true figures out a day or so early. Could be a fluke or a pattern emerging maybe? I would be interested to hear views on this.
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