It is a sea of red out there! As we sell of hard in all risk assets, Treasuries and the US Dollar (Article: Currencies: Is The Dollar Rally Real?) seem to be the only gainers. Silver is down the most out of any asset class (Article: Portfolio Update: Short Silver), at one point almost 9%!
Palladium, Copper, Crude Oil and Sugar (Article: Commodities: Sugar Futures Tumble, But Long Term Prospects Great!) are not too far behind - all down at least 5%!
you got the dollar, gold and silver trades spot on. how come you didn't buy bonds?
ReplyDeletecosta
Hi !
ReplyDeleteCan you please tell where you get this screen from ?
http://www.creditwritedowns.com/2011/09/total-private-market-debts-decline-should-be-a-glaring-warning-sign.html
ReplyDeletehttp://humblestudentofthemarkets.blogspot.com/2011/09/encouraging-action-for-bond-bulls.html
http://www.ritholtz.com/blog/2011/09/pushing-on-a-string-2/
http://www.nakedcapitalism.com/2011/09/german-banks-need-127-billion-euros-more-capital-report.html
http://globaleconomicanalysis.blogspot.com/2011/09/misleading-indicators-chinas-growth.html
http://www.newnotnormal.com/2011/02/trading-the-myth-of-inflation.html
http://blog.mises.org/16817/the-great-myth-of-the-inflation-cure/
http://www.financialsense.com/contributors/dock-treece/the-inflation-myth
http://alephblog.com/2011/09/21/please-sell-your-treasury-bonds-china/
Post 1 - thank you. The reason I didn't buy bonds is because they have been going up in a bull market for 30 years and now they are going vertically higher without good fundamentals - meaning they are in a huge bubble.
ReplyDeleteI like to buy things with good fundamentals, like Agricultrue, Precious Metals and Energy, and I like to buy it when it sell off hard. Im still waiting to short bonds.
Post 2 - www.finviz.com
Wsm - thank you! I plan to read all of them.