Wednesday, November 30, 2011

Daisy Cutter Wednesday

Insane day today as news came hot and heavy before cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 market open. I will discuss below, but I did want to take a second to say a few things. Much more so than on a blog where I think writers put things out that are more calm, Twitter allows for instant transmission of what people are thinking. Obviously this has great advantages, but along with that cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 avenue comes one where emotions and words can pour out pretty fast. That can be a bad thing at times. I saw some things today that disappointed me very much, and I gacá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365r my questioning cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 actions this morning of all cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 intervention going on was none too popular eicá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365r. It is what it is. As always, my email is at cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 top right and I will discuss anything with anyone at anytime.

Daisy Cutter Wednesday
Major bombs dropped today on cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 market!

What's easy tonight is that I have already covered cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 helping hands lent to cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 markets. All cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 major Central Banks agreed to currency swap lines with open ended commitment. Of course this happened before on September 15, 2011:
Central banks to provide dollar liquidity

I dubbed this "The Unlimited Dollar Funding Machine" and covered what it meant in this post:
Hope is Not a Strategy, But is it Tradeable?
This move allows Euro banks access to basically free dollars and as cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y are ready to lend out into cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 economy (snark) this will help cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365m in that effort. All in all, it buys time for cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365m with less stress in finding overnight funding. It's possible a major bank was in serious trouble, but it matters little now.

Today cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 Bank of China also eased on money rates, first time in three years. The reason is probably that China is seeing inflation cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365re fall below target and want to heat things up with loans for more ghost cities(snark). The key word is easing.

Economic data has started to come in not only better than expected (small beats meaningless to me), but significantly so. Home sales (pending is dangerous but ok), jobs and some PMI numbers have come in well over expectations.

And last, I discussed cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 final piece to cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 puzzle Monday night in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 post:
Ghosts of V - Shaped Recoveries
If this is not cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 picture you want to set up a year end run into next year cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365n it's just not going to happen.

Markets are extreme overbought here. Overbought can be worked off by meandering sideways for a bit, but with jobs numbers on Friday any beat may well push this higher again. Tough spot.

Robert Sinn, who is just killing it with his writing, hits cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 right notes after a day like today so please stop on by:
Regret

The Three Reactions to a Massive Rally
A little fun?

Already long:

Neutral/No spots:

Short, maybe since Friday:

Have a good night.

10 comments:

David Batista said...

Heh, heh . . . that last pic is commonly captioned "GET TO DA CHOPPA!" in a jab at pre-adolescent and overly excitable online multiplayer FPS gamers.

Saw cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 news about cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 markets while running on cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 treadmill today. I just knew your reaction would be decidedly different to cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 clueless news anchors who were gushing like faucets. I was not disappointed. :)

EconomicDisconnect said...

It's a mixed bag; things had to be very serious for this kind of intervention. That said, it's working! Memory in markets can be short, and I just wrote about this in September, cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 same thing. Hopefully it holds up this time, got plenty of ideas.

Jennifer Hillier said...

Why do I get cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 impression that David does a mean Arnold impersonation? I do a pretty good Jesse cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 Body Ventura: "I ain't got time to bleed!"

I saw some of your Twitter feed and it sounds like today was crazy. I think it must be very interesting to watch cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 markets like you do, but how do you handle cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 stress?

Watchtower said...

Does this mean buy more PM's?


Did you see this today?

Digging into China’s nuclear tunnels

"The Chinese have called it cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365ir “Underground Great Wall” — a vast network of tunnels designed to hide cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365ir country’s increasingly sophisticated missile and nuclear arsenal."

http://tinyurl.com/74w3jzt

I'm afraid it's going to be on like Donkey Kong one of cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365se days.

EconomicDisconnect said...

JH,
It's really not too stressful most of cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 time. Big moves like today are different and much goes on. Thanks for following my boring market tweets!

Watchtower,
intervention is here to stay, more so than even I thought. You know I am a PM holder and continue to see cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365m as long term winners.

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