QIV SHORT-TERM SENTIMENTS

rffrydr · Posted: Mon Oct 03, 2011 5:38 am Post subject: QIV SHORT-TERM SENTIMENTS

Chrysler starts the day, sales up 27%.... In the old days, truck sales were a good forward indicator of post-recessions:

http://www.cnbc.com/id/44756100

rffrydr · Posted: Tue Jan 03, 2012 9:33 am Post subject:

We end as we began: Chrysler, a "zombie" company selling reworked crap (excepting the jeep line, esp Grand Cherokee loaded) looking at 35% YOY increases for december.

70 million echo-boomers will fight family formation everyway they can--but finally, no beating mother nature. Morningstar even picked Fiat this year! Once this space gets its dividend, watch out. US GDP, prejudiced toward widgets, will be flattered for many years to come by this trend as america gets used to its "jobless recovery."

http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2012/01/03/bloomberg_articlesLX1GDS1A1I4H.DTL
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rffrydr · Posted: Wed Dec 28, 2011 6:29 pm Post subject:

Credit market outperforming stocks
By Tom Graff | Dec 28, 2011 | 1:13 PM EST

HenryTo · Posted: Thu Dec 15, 2011 2:08 pm Post subject:

Folks heading home for the holidays--need to get their rest before the big 2012. Spain's debt sale this morning was the last major event. Don't expect much to happen until January.

rffrydr · Posted: Thu Dec 15, 2011 5:21 am Post subject:

Well that little number e1.30 turned out to be pretty big.
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rffrydr · Posted: Wed Dec 14, 2011 9:50 am Post subject:

GLD number number-1 "buying on weakness" this morning....CAT number two. Looks like inst. are out for year.
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rffrydr · Posted: Tue Dec 13, 2011 11:17 am Post subject:

Finally we're gonna get down in the 120's on the euro where we belong (as long as we stop in there!)...which I'll count as a positive. Rate cut is getting the media credit but I'd like to think eurobanks have exhausted dollar asset selling. .....In the fullness of time.

Germans continue to not only refuse, but reject any market "help." --Brinkmanship in high-style. Merkel is starting to carry her power well. She's already mastered Sarko's "press0shoot pointing game." Wink

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rffrydr · Posted: Mon Dec 12, 2011 9:26 pm Post subject:

Fridays, fridays....fridays. And every euro-confab has been bought...then sold down. It's getting to be thing. Don't think the market is about punishing europe now..it wants an out, any out. The US is another question.
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rffrydr · Posted: Fri Dec 09, 2011 8:38 am Post subject:

They can also lend to strongly deleveraging govts (eg PIIGS), which by its very nature is deflationary...really deflationary, not imagined. Yes gold is up, and the bugs are still chirping but we're still waiting for the dam to burst.
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diesel · Posted: Fri Dec 09, 2011 2:43 am Post subject:

The ECB as the issuer of the Euro can always set yields at any point on the curve as long as they target a price rather than a fixed quantity of bond purchases. This wouldn't be inflationary as it is an asset swap (no net cash added) i.e. a bond for bank reserves. Only increased deficit spending in conjunction with ECB purchases (to control yields) would be inflationary.
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rffrydr · Posted: Thu Dec 08, 2011 7:06 pm Post subject:

What happened to japan, man? Can't have it both ways.
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Ven · Senior Poster Joined: 30 Dec 2009 Posts: 115

Except that "to print" actually means HIGHER bond yields.

If the ECB were to give in and start the monetization, after an initial drop in sovereign yields, the charts reverse, and the real panic begins ...

The need becomes to monetize ever more, and the EU quickly devolves into a banana republic.

rffrydr · Posted: Thu Dec 08, 2011 9:43 am Post subject:

http://macro-man.blogspot.com/2011/12/europe-and-bomb.html Twisted Evil

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rffrydr · Posted: Mon Dec 05, 2011 8:57 am Post subject:

Apple this morning, and more than once last week, leading "Selling on Weakness"....probably Job's estate sales....but still.
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rffrydr · Posted: Mon Dec 05, 2011 8:00 am Post subject:

We rose 7% on the S&P last week and nary a tick on the McClellan OSC. Indexing drives its own decoupling? Looking for a catch-up week.
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rffrydr · Posted: Sun Dec 04, 2011 8:08 am Post subject:

The winner of that should be interesting. I'm sure he'll mirror NOTHING of CNBC's "model viewer." Kerviel will probably snag it!

We're now back up to the bottom of the bullish triangle the whole world saw,...that we broke down from.

We were up SP 15 before and wall after jobs numbers. They're all-too-willing to sell fridays these days anyway. Three days of fear for the price of one--even if europe wasn't there to make them look like geniuses.
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