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tinecu

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Everything posted by tinecu

  1. could be ripe for a bounce...
  2. tinecu

    Shanghai SE 50

    http://newsvote.bbc.co.uk/1/shared/fds/hi/...welve_month.stm No pull-back whatsoever. China in recession? Not evident. WTF?
  3. tinecu

    Shanghai SE 50

    Indeed Nov08 was the kick-off see: http://newsvote.bbc.co.uk/1/shared/fds/hi/...welve_month.stm Note this is also the time the HK dollar stopped appreciating against the dollar (I think the same goes for the Yuan) So what are we seeing here really (in the Shanghai SE 50)? THE COLLAPSE OF THE DOLLAR. ie. as the Dollar is tied to the Yuan/HK Dollar then as it falls the price of assets in China must rise. in effect....HYPERINFLATION?
  4. tinecu

    Shanghai SE 50

    Up up and away... China's economy going berserk... http://www.bloomberg.com/apps/news?pid=206...id=aacBmb4Ckix4
  5. tinecu

    GOLD

    Nice analysis here: http://seekingalpha.com/article/146132-no-...cle_lb_articles
  6. Love it Steve! get yourself a cold beer and a directors chair.
  7. tinecu

    Invisible hands of PPT

    OMG. Its all smoke and mirrors. Isn't it? When will the steroids bottle be empty?
  8. Thanks...what a horror show. Comments are fun though.
  9. I have a suspicion that at the G20 in london it was secretly agreed to stabilise the currency markets using huge currency swaps behind the scenes. Hence all we are seeing is smoke and mirrors...no true market.
  10. tinecu

    Shanghai SE 50

    Nice thanks. Any ETFs follow the Yellow bull?
  11. And there lies the rub.
  12. tinecu

    Shanghai SE 50

    In the short term perhaps but looking at the bigger picture I'm seeing the ability of the consumer countries ability to create wealth diminishing and the same ability of the BRIC countries increasing. I'm seeing supply destruction in the consumer countries which will make them even more reliant on imports from China. The price of which will slowly edge up (or quickly in the case of currency collapse). The Chinese market share in manufactured goods must be increasing faster than ever before. Deficit spending will increase in the consumer nations thereby weakening their currencies further also leading to inflation. All roads lead to inflation IMO. Sure we are still seeing deflation in things bought with debt, and may still for some time. But those items bought with cash are going up. E.g. fuel and food.
  13. tinecu

    Shanghai SE 50

    Ah so! China is soaking up the global stimulus money....(not sure the Chinese banks are to blame entirely) To be expected really...i.e. where would global investors expect growth/recovery first? The highly credit worthy chinese economy. Interestingly this is perhaps how the massive global stimulus money will end up getting into Gold. i.e. via Chinese investment banks/the state. Will China export its inflation? (the 'boom' of Ka-Boom theory). Anecdotally I've heard this is already happening in manufactured goods.
  14. I'm an avid fan of this site. Thanks to everyone for contributing (except the Free Electricity Forever thread...oh deary me). Dr Bubb: Don't worry about the numbers....it will grow. Patience is a virtue.
  15. I'm not convinced that the trading volumes are representative of the whole Gold market. These reports, a week apart, show a large increase in futures contracts. http://www.cmegroup.com/trading/energy-met...opint061809.pdf http://www.cmegroup.com/trading/energy-met...opint062409.pdf
  16. tinecu

    MAJOR DERIVATIVE MELTDOWN ALERT

    I wonder what they will spend it on? Bonds-safe and tidy little earner. Stocks-not now surely? Real estate-no we might have to pay it back. Gold...hmm there's a thought.
  17. tinecu

    MAJOR DERIVATIVE MELTDOWN ALERT

    http://money.cnn.com/2009/06/24/news/compa...sion=2009062404 oh dear here we go again. NEW YORK (Fortune) -- Betting against the banks is back in fashion. A key market measure of the health of the biggest global financial institutions has deteriorated this month, after showing sharp improvement in April and May. The price of betting that big banks will default on their debt -- made via derivatives known as credit default swaps -- has risen 17% in June, according to data from New York-based Credit Derivatives Research.
  18. tinecu

    GOLD

    Strange indeed... ten bucks down to $923
  19. tinecu

    HYPERINFLATION

    AIG?
  20. tinecu

    GOLD

    Friday smack down to 937$... does this male a handle for the 'cup and handle' or is it the start of an exodus from the yellow stuff as the world markets are on steroids for now.
  21. Is that the double top at $1.66 vs. £?
  22. tinecu

    UK House prices: News & Views

    http://www.home.co.uk/asking_price_index/HAPIndex_JUNE09.pdf Bull trap awash with supply.
  23. I wonder what will kill the stock rally? Rising interest rates should do it but that won't happen until Gilts collapse....2010? Edit on second thoughts: the US stocks have rallied also. I see it due mainly to the weakness of the dollar. The UK patient is infected with the same disease except it doesn't have the complication of 'reserve currency-itis' but is definitely in the earlier stages of the same malady. We could see a double top forming at 1.66, but it may blast through if the Dollar dies faster. The current rally in UK housing will also help support sterling.
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