Australia Caught in the Headlights

rffrydr · Posted: Mon Mar 10, 2008 6:17 am Post subject:

Here's the inflation case-study:

http://www.economist.com/finance/displaystory.cfm?story_id=10809492

Looks like Gross is hedging his bets.
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rffrydr · Posted: Sun Mar 30, 2008 7:46 am Post subject:

Mortgages pushing 10%

http://www.news.com.au/business/story/0,23636,23450218-462,00.html
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rffrydr · Posted: Tue Apr 01, 2008 10:00 am Post subject:

Manufacturing down...how is that possible?

http://money.cnn.com/news/newsfeeds/articles/newstex/AFX-0013-24158828.htm
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diesel · Posted: Tue Apr 22, 2008 9:22 pm Post subject:

AUD/USD just made a new high above 0.95 on the latest inflation report. Shocked

http://www.bloomberg.com/apps/news?pid=20601087&sid=au9jKis.H_N0&refer=home
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rffrydr · Posted: Tue Apr 22, 2008 11:10 pm Post subject:

Oil vs. Ore: will be interesting.
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diesel · Posted: Wed Apr 23, 2008 12:27 am Post subject:

Yep, got me glued to the edge of my seat. Maybe it should be oil & ore?

Im currently 1/2 cent in the red on my euro, aussie and nzd shorts. Embarassed

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Out of clutter, find simplicity. From discord, find harmony. In the middle of difficulty, lies opportunity. - Albert Einstein

rffrydr · Posted: Wed Apr 23, 2008 8:13 am Post subject:

Shows that costs are outrunning profits which should dampen FDI in context of ramping current account deficit (also outrunning profits). Use XOM as loose role-model. Cannuck buck will haunt this rally. And dramatic move in Yen will cull japanese risk appetite. Watch the media for burst of "parity" stories.

I goofed on the LTD crude. Was last night. Euro getting talked down. Now if crude can come off we can get something going.
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rffrydr · Posted: Thu Apr 24, 2008 6:22 am Post subject:

Is parity the "contrarian play" on the aussie--or does everyone just know that it doesn't belong where its at:

http://www.businessday.com.au/aussies-greenback-parity-paradox/20080424-28c9.html
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rffrydr · Posted: Wed May 21, 2008 9:55 pm Post subject:

I'll be waiting:

http://www.dailyfx.com/story/topheadline/Will_the_Australian_Dollar_Hit_1211396993077.html
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rffrydr · Posted: Mon May 26, 2008 9:37 am Post subject:

Marginal new high after distribution and failed comeback. Divergences. We'll have to see if crude can bring down the iron giant:

http://stockcharts.com/h-sc/ui?s=BHP&p=W&b=5&g=0&id=p92934424868
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rffrydr · Posted: Mon May 26, 2008 5:00 pm Post subject:

GE is loosing the bloom:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aVloNHjB63l0&refer=home
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rffrydr · Posted: Fri Jun 20, 2008 12:21 pm Post subject:

Westpac ACCI Q2 Survey of Industrial Trends: Index stays near lowest level in three years on higher borrowing costs
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diesel · Posted: Tue Jul 15, 2008 5:17 am Post subject:

Parity beckons just like you said rffrydr. Shocked

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Out of clutter, find simplicity. From discord, find harmony. In the middle of difficulty, lies opportunity. - Albert Einstein

Sean Judd · Newbie Joined: 17 Jul 2008 Posts: 1

hello from oz

on the AUD not sure if any of you are technically oriented however fib targets sit just over parity and the 50% level from pre issue was tested a couple of nights ago.

Most likely scenario is a bit of consolidation before a final move higher (at this stage)

Regards

rffrydr · Posted: Thu Jul 17, 2008 10:20 am Post subject:

I wanna short this again; bearish on sky-high coal and iron ore--neither of which could ever be described as "peak." But this is one of the last carry-trades. Mrs. Wannabee keeps buying. May have topped on upthrust after distribution. Post if you see an opp. For now watching Cleveland Cliffs.

http://futuresource.quote.com/charts/charts.jsp?s=QAD%20U8

If it's not the prices that drive new supply...it's merger mania:

http://d2cft.volantis.net/d2c/0.0?feed-article-id=9c69aede-5399-11dd-8dd2-000077b07658
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