tag:blogger.com,1999:blog-32841798.post5691585173278765468..comments2024-03-29T13:32:22.201+00:00Comments on Capitalists@Work: Hair of the dog asset bubble fueled by QECityUnslickerhttp://www.blogger.com/profile/15929544047783163175noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-32841798.post-66163000997823552009-10-18T07:18:40.749+01:002009-10-18T07:18:40.749+01:00Have lost a ton over the past couple of months on ...Have lost a ton over the past couple of months on shorts. Have moved out of indices and into fx for the time being.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-12231717721813419732009-10-16T22:26:55.319+01:002009-10-16T22:26:55.319+01:00Those of us who bought barc at seventy and thought...Those of us who bought barc at seventy and thought they were well clever selling at 90 feel a little sillly now.<br /><br />Still, 270% up on the year so far with some big risk plays in place so we'll see how it goes. <br /><br />All my money in barc would have done a little better with less stress though.CityUnslickerhttps://www.blogger.com/profile/15929544047783163175noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-41717395866407231512009-10-16T21:23:10.519+01:002009-10-16T21:23:10.519+01:00GEAB, happy reading for the weekend<a href="http://www.leap2020.eu/GEAB-N-38-is-available!-Global-Systemic-Crisis-The-European-Union-at-a-crossroads-in-2010-an-accomplice-or-a-victim-of_a3885.html" rel="nofollow">GEAB, happy reading for the weekend</a>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-12073789552190738582009-10-16T15:48:27.979+01:002009-10-16T15:48:27.979+01:00Those of us who bought Barclays back at <50p ar...Those of us who bought Barclays back at <50p are feeling somewhat smug right now.Sebastian Weetabixnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-47933330280718504072009-10-16T15:43:28.988+01:002009-10-16T15:43:28.988+01:00Citi and BofA weren't so clever though. looks...Citi and BofA weren't so clever though. looks those Goldman's boys and girls will have deserved those bonuses! anyone know when our lot report? im still waiting for hester to do the business with rbs (wish id bought barc instead)roymhttps://www.blogger.com/profile/11040387761432476794noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-44978389693376587522009-10-16T15:10:27.543+01:002009-10-16T15:10:27.543+01:00Anon - I wonder hwo JP Morgan's gold short pos...Anon - I wonder hwo JP Morgan's gold short position it feeling right now.CityUnslickerhttps://www.blogger.com/profile/15929544047783163175noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-85496627601637491532009-10-16T14:10:15.440+01:002009-10-16T14:10:15.440+01:00That's how crashes occur.That's how crashes occur.James Highamhttps://www.blogger.com/profile/14525082702330365464noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-7870617662225635902009-10-16T09:29:51.324+01:002009-10-16T09:29:51.324+01:00Don't forget that the markets are also reflect...Don't forget that the markets are also reflecting the devaluation of the currencies, - £ and $.<br /><br />The index does NOT tell the whole story, since the majority of currencies in it are also under pressure from QE to monstrous levels.<br /><br />Position levels still show unbelievable capping on PMs, although delivery problems and fraud on Comex and LBMA are increasing exponentially, and will blow (default) soon. Bodies standing for delivery are currently being offered $1,250/oz to walk away from delivery, which tells a significant story!<br /><br />Vaulted gold ingots, marked good, have been discovered hollowed out and filled with tungsten, which places criminality at a very high level. The New York-London axis of suppression has a limited life expectancy. They've got bugger-all physical left!<br /><br />Independent Audits are consequently being carried out, at the insistence of investors! GLD and SLV are under suspicion. GLD as providing customer <b>allocated</b> gold for delivery!<br /><br />Everything is false. <br /><br />The west pays billions to banks, and increases debt levels throughout the rest of their economy. China spends billions on mines, infrastructure, and tech, - whose gonna win?<br /><br />Paper gold exceeds physical gold in the world by 800 times!<br /><br />There's going to be some massive derivative defaults coming soon.<br /><br />Sheesh!<br /><br />China peg to $ has the effect of holding the $.<br /><br />Just watch when the peg is moved.<br /><br />You couldn't make this stuff up!<br /><br />I said a while back that this would play out on Forex.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-4667906201880891512009-10-16T09:15:52.298+01:002009-10-16T09:15:52.298+01:00@RM - I have a hunch the FTSE will hold if there ...@RM - I have a hunch the FTSE will hold if there is more QE announced.<br /><br />@SL - I have been having some success with small oil exploration stocks. I like AST.L who are due news very soon and EME which is really risky. Perhaps a long on the pound to for a short while as although in a downtrend is very over-sold.<br /><br />Houdini - The trick is to get into cash for the shakeout and then back in for me. <br />That is how to rise the rollercoaster of the next few years, buy and hold will make minimal returns.CityUnslickerhttps://www.blogger.com/profile/15929544047783163175noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-48101792710442646662009-10-16T08:54:14.924+01:002009-10-16T08:54:14.924+01:00Well, if there is an adjustment and people take th...Well, if there is an adjustment and people take their profits, where are the y going to put it as an alternative? Most probably think it is as well where it is than anywhere else.Houdinihttps://www.blogger.com/profile/02299827686189026014noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-3408663844538284192009-10-16T03:18:09.150+01:002009-10-16T03:18:09.150+01:00Wish I'd hung onto my long oil cfd's for a...Wish I'd hung onto my long oil cfd's for a few more days now, would have made another $800 or so.<br /><br />I've got some cash sat on the sidelines at the moment, and to be honest, there aren't any mainstream stocks screaming at me to buy so it'll probably stay on the sidelines for a bit.<br /><br />I'd been watching Punch Taverns and they've just announed more writedowns. If you minus goodwill from their balance sheet (and I always would for analysing a pub company) and cash (which can soon change in a loss making situation) they are in the red based on the new valuations of their estate.<br /><br />I'm very glad I didn't buy now, and will keep watching to see if I can pick up some distressed assets to stick under the mattress.Steven_Lhttps://www.blogger.com/profile/05029437876479574883noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-90111827872861918432009-10-15T23:57:00.421+01:002009-10-15T23:57:00.421+01:00One of my thoughts is a 6 month contract shorton t...One of my thoughts is a 6 month contract shorton the ftse. I am not convinced that current levels can be sustained. Just a though, any views?RMnoreply@blogger.com