Vido, at that webinar, i said US 10- bond yields would go above 4% and much more. I still think they will but AFTER we see more declines towards 3.10-3.10%. I was wrong in expecting equities to come down they obviously did not. But im still bearish GBP and OIL (as per this week's piece) which is MORE UPDATED.
Good point Qin, Canadian banks are indeed healthier and have better regulations. How much do you invest in commodities (% of portfolio)? How about the emerging markets? I think we may have similar views of the market. Talking about Jim Rogers yes he is now defensive but when the time comes he will short the market. Let's see what happens in September? I could imagine another $$$ injection for the stock market by Bernanke for the next wave of crisis.
houram, I think if FED give me 2 trillion USD, I can show you much bigger rally in the market than Ben..... Jim Rogers is a very defensive investor now.....maybe his age.......he is doing everything he can to protect his wealth now...... Obama let Ben keep his job, because Ben really obeys every words from Obama and congress. FED is not independent anymore....
I was very bullish on CAD, because not only Canada has so many natural resource, but also the banks in Canada are very health then others in G7.........when bloomberg news said that Canada will QE, I was shocked, I couldn't understand why bloomberg used a report from a college teacher in order to prove BoC want to QE.....it is a shame for Bloomberg......
Don't worry about your country's export.......2 decades ago, USD/YEN was 360......now it is 95......Japan still keep trading balance surplus...........
FED will keep debase USD, but it is helpless........
Try publishing this in the UK weekend papers: Traders bet BankofEngland will raise rates to 6.25% --highest since 1… https://t.co/GWXrTEAk4R(2 years ago)
Poor start to a slow market day as Ezone PMIs disappoint. Im still keeping an eye on the rare (-2%) USD-GOLD combo,… https://t.co/UyRzWsRbs7(2 years ago)
-5% YTD is not good, while -7% from the year highs can be tough. Gold traders have their eyes fixated on this for n… https://t.co/NV5UMKsfNo(2 years ago)
ما وراء هبوط الدولار مع الذهب و من منهما يتمكن الارتداد؟
موعدنا الآن في غرفة شركة إكس أم لجلسة الأسواق
https://t.co/Y7tD0RxCS2
@XM_COM (2 years ago)
Jobless claims > 300k before next FOMC meeting would be ideal for Fed to make up for any CPI upside surprise (2 years ago)
"Cook & Eat at Home" scheme may come next to defeat UK inflation... (2 years ago)
Earlier in the week gold selloff was attributed to smaller than exp China EASING. Metal is now holding v well despi… https://t.co/ZW9cmXTPWW(2 years ago)
i agree with ashraf best short oil followed by pound.
Ashraf
I only have 5% on natural gas now.....I may add to 10% before this winter.....
I like Jim Rogers a lot......he is a very honesty person and investor......
Talking about Jim Rogers yes he is now defensive but when the time comes he will short the market. Let's see what happens in September? I could imagine another $$$ injection for the stock market by Bernanke for the next wave of crisis.
Hey, guys .....let take a break...
http://news.bbc.co.uk/2/hi/asia-pacific/8218534.stm
Check this....a guy killed his dog.....what a shame.......
Very thorough analysis on Ben keeping his job & QE in Canada. Good!
I think if FED give me 2 trillion USD, I can show you much bigger rally in the market than Ben.....
Jim Rogers is a very defensive investor now.....maybe his age.......he is doing everything he can to protect his wealth now......
Obama let Ben keep his job, because Ben really obeys every words from Obama and congress. FED is not independent anymore....
I was very bullish on CAD, because not only Canada has so many natural resource, but also the banks in Canada are very health then others in G7.........when bloomberg news said that Canada will QE, I was shocked, I couldn't understand why bloomberg used a report from a college teacher in order to prove BoC want to QE.....it is a shame for Bloomberg......
Don't worry about your country's export.......2 decades ago, USD/YEN was 360......now it is 95......Japan still keep trading balance surplus...........
FED will keep debase USD, but it is helpless........