This is your market

Is there anyone out there who still doesn't understand what artificially depressing volatility does?   OK.  Last time.

 This is your market volumes when you promise low rates forever:




This is your market volumes on talk of a possible rate hike.


Any questions?
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13 comments

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Anonymous
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June 16, 2014 at 1:28 PM ×

Just one question... why are Central Banks so stupid?

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Anonymous
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June 16, 2014 at 2:01 PM ×

Rent seekers and grifters getting their heads handed to them in Japan. Zero volatility will crush all of us...


http://www.bloomberg.com/news/2014-06-15/boj-s-bond-paralysis-seen-spreading-across-markets-japan-credit.html

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Anonymous
admin
June 16, 2014 at 2:19 PM ×

New lows never again..

http://imgur.com/i8kqAP4

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amplitudeinthehouse
admin
June 16, 2014 at 3:32 PM ×

Nice call,Anon 2:19

Yep, we've seen the lows and the market bulls will live by the sword of..You can take the kid out of play , but you can never take the play out of the kid!

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amplitudeinthehouse
admin
June 16, 2014 at 3:40 PM ×

It's a zen riddle , just like this red and white strip packs Macro Man keeps posting on about.

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abee crombie
admin
June 16, 2014 at 7:42 PM ×

lol amp, I guess you arent trading the greens or golds either ...EDSF GO for those with a bloomy

Time to sell those cheap oil stocks? Perhaps I started trimming a little early but this is setting up like a classic equity rotation coming near the end

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Leftback
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June 16, 2014 at 8:31 PM ×

NEVER never sell oil stocks if you did in fact buy them cheap. They will keep on giving, unless they are the drilling and exploration kind with no yield.

Iraq turned out to be another Yugoslavia after all, just like we though it would. Not so much a country, more a collection of sand dunes, oil wells and desert with a few oases. The Kurds might end up with their own little country at last and can make a go of it if they can hold on to some oil. What a bloody mess.

Iraq went pear-shaped just as the VIX slipped below 11. Who knew anything could go wrong? Another mini oil shock might be in the offing if the speculators decide to run with this.

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Retail Chump
admin
June 16, 2014 at 10:20 PM ×

Not to worry folks, I read in the FT that Central Banks are one of the biggest buyers of equities out there, with 400 public institutions having deployed $29 trillion into market investments. What could possibly go wrong?

http://www.ft.com/cms/s/0/d9dfad02-f462-11e3-a143-00144feabdc0.html#axzz34nWfd9Wr

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abee crombie
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June 16, 2014 at 10:27 PM ×

LB, look at the RSI on XLE. I think I'll buy em back cheaper in a few months.

what was a 7-8% yield is now 5-6%, yes still pretty good, that why i still have some. but price action in many canadian names today didnt look good. US was better but I think the headline surge might be in

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Polemic
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June 16, 2014 at 10:42 PM ×

ah. the old when is a central bank not a central bank q. the answer is when its a fed. sry damn space bar.. when it SAFEd it's reserves..

yes the wall of big boy equity buying has been the tide preventing the dips from becoming troughs. good idea too. if there is anyone who should know that sov bonds are kaka it should be the issuers.

btw retail chump. think most of that nice big headline 29 trln has always been in market investments. just different ones.

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Leftback
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June 17, 2014 at 5:38 PM ×

Abee, agree with your views on XLE. In fact, all of our oil stock longs are of the non-US variety, and were picked up during a variety of panic sales. TOT, Gazprom, Repsol etc....

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dysfunction
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November 25, 2020 at 3:15 PM ×

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November 25, 2020 at 3:25 PM ×

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