Aussie 1990 Highs

rffrydr · Posted: Sun Apr 22, 2007 9:17 pm Post subject: Aussie 1990 Highs

Coincidently, the last great Japanese outflow into world real assets. The land on which sits the Imperial Palace was worth more than all the real estate in California.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Sat Oct 06, 2007 6:43 am Post subject:

The new paradigm:

http://www.theaustralian.news.com.au/story/0,25197,22538386-31478,00.html

Supposing we are going to parity in the context of this new paradigm--china purchases of BHP the spark. We're still talking about a national economy. Economies can work with high or low currencies; what they can't work with is rapidly changing values in their currency.

It wasn't all that long ago that the "Asian Tigers" proved the deficit theory. We'll see if Australia can be the new US.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Oct 04, 2007 9:00 am Post subject:

Once more into the breach: Sold Dec AD bought Dec 92 call. (one too many times in this trade)

"Parity" is now on all lips and Canada is the role model.

China has been the ace for the aussie and limited any sustained payoff so far. Can trade unleveraged on the SP as FXA.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Aug 16, 2007 8:39 am Post subject:

Thar she blows:

http://futuresource.quote.com/charts/charts.jsp?s=QAD%20U7
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Aug 09, 2007 7:11 am Post subject:

This is for you, Goodfella:

http://futuresource.quote.com/charts/charts.jsp?s=AUDJPY%20A0-FX
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Jun 07, 2007 6:27 am Post subject:

18yr highs overview:

http://www.dailyfx.com/story/topheadline/Australian_Dollar____Heading_Towards_1181166502887.html

China sovereign fund has changed my tune on leaning against this move despite heavy longs in COT trade.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu May 10, 2007 7:58 am Post subject:

Aussie/Yen just striking "parity."

http://www.futuresource.com/charts/charts.jsp?s=ADJYY

So much for Asia's "reserve currency."
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Tue May 08, 2007 7:45 am Post subject:

It doesn't get any better than this:

http://www.fxstreet.com/news/forex-news/article.aspx?StoryId=d26f01b8-5a35-4a8e-a920-250eb7f2467c

http://www.bloomberg.com/apps/news?pid=20601080&sid=a5Sf.KBsaYGs&refer=asia

Big tax cuts going into staid election (the australian king, Howard), big infrastructure spending, including solar. And star Retail Sales last night. Looking to double up Ausse short.
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Today is the Tomorrow you worried about Yesterday!