tag:blogger.com,1999:blog-34323687.post6325814235135153259..comments2024-03-29T09:24:42.731+00:00Comments on Macro Man: Scratching a clearer headMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-34323687.post-89666276230292378522010-09-27T00:38:21.308+01:002010-09-27T00:38:21.308+01:00Gday PoLIMEC,yeah interesting finale instore, no d...Gday PoLIMEC,yeah interesting finale instore, no doubt, this is developing into a good form race(rally), don't suppose maybe the powers that be are now in capitulation mode in regard that we've witness only a "Survivorship cycle" and now fingers crossed the "Reflation cycle" is next inline. <br /><br />If QE 2 pulls it off then the powers that be are worthy contenders for an award, that would be a twisted ending.<br /><br />http://www.youtube.com/watch?v=jbqkL2pZR6cUnknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-2434490528930921362010-09-25T16:47:30.098+01:002010-09-25T16:47:30.098+01:00On the Secret Committee to Save the Euro, a Danger...On the Secret Committee to Save the Euro, a Dangerous Divide<br /><br />http://online.wsj.com/article/SB10001424052748703467004575464113605731560.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-92019720981950221202010-09-25T14:51:44.751+01:002010-09-25T14:51:44.751+01:00abee crombie..... I sold my NFLX on Friday. That r...abee crombie..... I sold my NFLX on Friday. That really has gone from being a borderline religious short to a fanatical long over 1 year. Quite wacky to see how the analyst price targets have whipped around on that. <br /><br />And yes, it does have the momentum blow off top feel. Always good to move to the more liquid stuff (ie, not Philippines).Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18702905732804328632010-09-25T12:52:39.435+01:002010-09-25T12:52:39.435+01:00Agree with the em bonds. They even got a shout out...Agree with the em bonds. They even got a shout out in last quarters bis market review <br /><br />Too much momo in these markets and everyone is jumping aboard the few markets that still have it, whether in Indonesia em bonds netflix or gold. <br /><br />Oh and the double dip is over bc the stock market rallied and durable goods retraced last months decline<br /><br />Just set your google finance screen to find momentum and go with it no matter how much sense it doesn't make. It always ends up wellabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-51090135887029566702010-09-24T19:24:11.676+01:002010-09-24T19:24:11.676+01:00Emerging market bonds are yet another example of a...Emerging market bonds are yet another example of a massive ramp job, as liquidity continues finds a home and the great game of global chicken continues....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.com