Who else is getting jumpy (investments)
Discussion
First quarter more of less over. There have been a series of events that have occured but the markets have continued to grow. Asia slowed a bit but has just picked up again.
Money is still flowing into funds like nothing is wrong.
USA inflation is not as bad as UK (yet) but they frig with the basket a bit here unlike UK
So who thinks interest rates will go up enough to stall the market.
Who has increased their cash. This is with regard to cash that would normally be invested, not disaster/reserve cash.
I'm normally 5 - 8%, considering 30 !
Lastly, improving unemployment figures, assuming they are true.
Good.... bad? Obviously good for the poor buggers looking for work, but will they have a greater effect on inflation than growth. I can't get my head round this, the more I think about the more confused I get.
The political media are always quick to state improved unemployment as postive, I'm not so sure.
Am I overthinking this, should I just go and put new channel rubbers in my car to stop the windows rattling.
That was very verbose.
How about Dow over 12, FTSE back to 6, China back to 29, India back over 19
Waddaya think, Wocha gonna do
Much better.
Money is still flowing into funds like nothing is wrong.
USA inflation is not as bad as UK (yet) but they frig with the basket a bit here unlike UK
So who thinks interest rates will go up enough to stall the market.
Who has increased their cash. This is with regard to cash that would normally be invested, not disaster/reserve cash.
I'm normally 5 - 8%, considering 30 !
Lastly, improving unemployment figures, assuming they are true
.Good.... bad? Obviously good for the poor buggers looking for work, but will they have a greater effect on inflation than growth. I can't get my head round this, the more I think about the more confused I get.
The political media are always quick to state improved unemployment as postive, I'm not so sure.
Am I overthinking this, should I just go and put new channel rubbers in my car to stop the windows rattling.
That was very verbose.
How about Dow over 12, FTSE back to 6, China back to 29, India back over 19
Waddaya think, Wocha gonna do
Much better.
End of QE2 in June states side will be the biggest determinant IMO.
Till then the fed is out there spraying newly printed cash around perfoming POMO etc
After some thought I agree with Merv on inflation. I suspect it only picked up here more than other developed nations because spanker team labour was spraying unfunded entitlements and general waste around the place. Thereby causing inflation by pumping too much fiscal cum around. Thats all been swallowed now, so with the new crowd zipping up cash should start becoming more hard to come by putting downward pressure on prices etc.
So maybe Posen isn't just a retard after all. Plenty of savvy types are still into bonds.
Any dips I see as a good time to load up on commodity producers and ag industries etc. Malthusian endpoints have to arrive eventually.
Till then the fed is out there spraying newly printed cash around perfoming POMO etc
After some thought I agree with Merv on inflation. I suspect it only picked up here more than other developed nations because spanker team labour was spraying unfunded entitlements and general waste around the place. Thereby causing inflation by pumping too much fiscal cum around. Thats all been swallowed now, so with the new crowd zipping up cash should start becoming more hard to come by putting downward pressure on prices etc.
So maybe Posen isn't just a retard after all. Plenty of savvy types are still into bonds.
Any dips I see as a good time to load up on commodity producers and ag industries etc. Malthusian endpoints have to arrive eventually.
You git. You know what I meant.Gassing Station | Finance | Top of Page | What's New | My Stuff