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jonna
#3021 Posted : Friday, February 08, 2013 7:25:04 AM
Rank: Member

Joined: 11/16/2011
Posts: 196
Location: united states of africa
hisah wrote:
ChessMaster wrote:
murchr wrote:
ChessMaster wrote:
murchr wrote:
hisah wrote:
murchr wrote:

This sideshow is taking too long... Boring. Nothing to see here. This is a distraction, what are we not seeing...


I wonder too, who is more dangerous? Iran or N.Korea?


Iran



Come on think, the NK's have sent a rocket into space...clearly they can take anyone down now


That is true but Iran has backing from China and Russia.They could effectively destabilize the middle-east and that would shake the world. If N.Korea struck one nation,I doubt it would get a chance to strike another one.

Iran is still bartering oil fully bypassing the petrodollar hegemony. Its euro oil bourse is still around. These are BS sanctions.


The Iran issue imo will be solved in two years or so. For now, let these developed countries increase their reserves in oil then Iran invasion. It baffles me sometimes that Iran is more ahead in terms of clean energy [can't remember the name] compared to developed countries. Iran's oil is one of the main reasons but there is the issue of gold and also ancient artifacts. As for North Korea, its business as usual with the west.
Energy.
hisah
#3022 Posted : Saturday, February 09, 2013 7:31:12 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Venezuela devalues its currency by 32% - http://www.bloomberg.com...olivars-per-dollar.html

Currency wars continue...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#3023 Posted : Saturday, February 09, 2013 11:39:38 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Google chairman to sell 3 million shares worth $2.5B - http://www.marketwatch.c...-08?mod=wsj_share_tweet

Google stock around all time highs, exit at the top...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#3024 Posted : Saturday, February 09, 2013 5:16:32 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
A huge bet by someone that the SPDR ETF will tank. The put option expires in April - http://online.barrons.co...578287852685209978.html

SPDR ETF tracks banking stocks and such a giant bet is quite something and that trader is quite confident that the ETF will tank!

Another options trader has bet 11M on VIX calls that expires in 60 days - http://www.businessinsid...n-on-big-vix-bet-2013-2

These 2 option trades are massive. With US equity indices (Dow and S&P) scaling pre GFC levels, such bets hint at near term selloff. Caution...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#3025 Posted : Sunday, February 10, 2013 5:35:48 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Informative documentary about wars and banks - https://www.youtube.com/...Aeo4&feature=related
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#3026 Posted : Sunday, February 10, 2013 10:04:48 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Btw, @hisah what's the take on the Fiscal Cliff after the Fiscal Cliff (deal) w.e.f March 1. I saw the US went -ve GDP Q4 '12, I expect a deeper one Q1 '13. So, will they drop the bomb this time or kick the can again? Seeing B.O on the charm offensive again *bored* Oil? Gold? What say ye?
Cde Monomotapa
#3027 Posted : Sunday, February 10, 2013 10:09:14 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@hisah In addition, B.O & the Dems seem keen on shaking the Top of the tree hoping fruits will drop to the Middle class. Can we expect a Capital-strike similar to France?
hisah
#3028 Posted : Sunday, February 10, 2013 11:06:58 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
@hisah In addition, B.O & the Dems seem keen on shaking the Top of the tree hoping fruits will drop to the Middle class. Can we expect a Capital-strike similar to France?

Most likely there will be a capital strike looking at the pattern of corporates shifting outside US.


Top U.S. Firms Are Cash Rich Abroad, cash poor at home - http://reut.rs/TA2zmV

Senate launches attack on Microsoft and HP for 'avoiding billions in taxes' as it is revealed big firms have $1.5TRILLION stashed overseas - http://bit.ly/YOd3mn

Quote:
U.S.-based companies can avoid taxes on much money earned abroad by asserting that they have invested those funds offshore or plan to do so

Executives of both Microsoft and HP said they have complied with American tax laws


This will intensify.

Also as I pointed out yesterday with some investors betting large contract size put options on SPDR ETF as well as large contract size call options on VIX with a strike out in April 2013, someone is hoping for a sizable selloff! Will it be triggered by that March 1st decision?

I'm also keenly following how the rating agencies are now taking the kicking. EJ was barred from rating US sovereign debt until 2015. DoJ is now suing S&P rating agency for GFC causes. At the same time Moody's is not off the hook. Will this trigger a market event?

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#3029 Posted : Sunday, February 10, 2013 11:28:28 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Interesting, very interesting & for those reasons I trust private capital more than govts/politicos. Now, my scenario is the gap btwn lower Recession revenues & high taxes being avoided will continue to be filled by the Fed Printers & I think then Oil will finally decouple downwards (I'm biased) & Gold hits the roof (no-brainer). Btw, stacking cash post-08 is also a phenomena in RSA but as we've seen in 2012, M&A bonanza in SSA c/o RSA capital. Angola's awash with RSA & Sino capital, it's also banging the door in Zim, Zam, TZ, RW, UG, NAM, RSA-KE relations have since expanded greatly, Naija is just the new RSA haven. So, where will part of all that jobless Western capital go? Your guess is as good as mine & why I emphasis VOTE PEACEFULLY & we'll take these crisises to the bank!
Cde Monomotapa
#3030 Posted : Sunday, February 10, 2013 10:59:33 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
When America sneezes, the world catches gold http://www.sundaymail.co...:business&Itemid=133
543 Pages«<301302303304305>»
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