From Fedpulation to Yenpulation
Fundies be damned.

Credit Suisse caught napping in a junk bond liquidity trap. I still have this one as the next in line after Deutsche Bank in terms of risk for the mega banks. http://www.bloomberg.com...ity-death-spiral-in-debt

Hello all

As we proceed more into uncharted CB waters, do & don't become clearer.

Perfect conditions for;
1. Eternal dovishness
2. Heli drops
3. Accumulation & warehousing as CBs go on a commodo shopping spree

Now, with sample surveys, I coin a concept, The Rise of Mainstream Political Extremism.

This is a unquantifiable, infinite multiples scenario whose only upside is a 1.5yr time frame. Exit should be horrid as things stand.

I see extreme Leftism & Rightism. Spurred by US elections, Brexit, the migrant EU situation.

Plenty of room for political opportunism and terror factor feeding off leadership vacuums with glee.

Get a bunker, ear plugs. It will be nasty. That should also be impetus to see gold smash 2,000.

END.

http://www.capitalfm.co....-plays-hands-jihadists/

http://www.bloomberg.com...ive-beleaguered-leaders

*sizzling* Ikulu grade!!

Right on cue. Sub $20 to finally set up the real bottom.

@hisah any superstitious comments on the 'coincidental' Sino, HK downgrade with the + Indo meet in the US?

Certainly others are 'protected' by the Yanks, currently. ahem...

@lochaz would be vindicated, or not surprised at all *flight to safety*

Indo gets the VIP, fair & balanced press treatment. Must be courting them for NATO. New ally to the East.

Nil consensus around oil. Stirring waters.

Doha looks like a no-show. Markets will have sort it out.

Stick with the BP Cpt guidance.

Sure enough, June-July period was looking like a torrid time anyway you looked at it. The manipulators are getting too comfy at their game probably out of spite for the minions.

Brexit was a sure thing despite the fear mongering by the pro-EU crowd(establishment). Good to know the puppeteers are also betting their houses on a Brexit...what with the steel industry going down the tubes, record CAD since WWII, refugees crisis and increased terrorist attacks. Not a good outlook for the UK and GBP.

Q1 2016 felt very rigged all over the place. A lot does not add up. I get the feeling very many skeletons are about to bust out of the woodwork once this show gets rolling.