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paddlepip commented Apr 10, 2015Maybe, if they're diversified (geographically and commodity wise), have manageable debt etc etc. Lots of pain being felt here in Aus amongst the junior iron ore miners atm. This new tax break will hurt even more.
China to cut iron ore tax in new blow to glut-hit prices
- paddlepip commented Apr 6, 2015
For those interested, this is called the term spread which is generally the difference b/w 3m and 10yr yields. There's a heap of literature about it going back a fair way (Fama and Bliss had some good things on this). What it means is that the long ...
There has never been a recession without the yield curve first inverting
- paddlepip replied Mar 27, 2015
Crazy round trip. Can imagine Kuroda's expressions: image
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip commented Mar 26, 2015
Soo.. Money printing and manic consumerism are what we hold most dear to our hearts. That's refreshing.
Fortune Magazine says Mario Draghi is the world's second-best leader
- paddlepip replied Mar 25, 2015
Like it D1, good job on the stats
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 18, 2015
I've yet to hear a risk off appraisal regarding incoming news.. it's all risk on here.. DAX will hit 13, 14k in time.. but c'mon.. I'm seeing completely bullish bias when risk off could be likely. C'mon people.
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 18, 2015
Forward PE's are relevant here too.. As D1 was alluding to the other day, payout ratios are increasing... We generally don't see this at the beginning of the growth cycle but rather the middle / middle end. Will provide literature if needed / asked. ...
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 18, 2015
Not at all in my imo. I don't think we're talking bearish selling, but the next few fed meetings might dictate whether investors go risk on or off. With the prevalence of risk on in the last few weeks.. this was a given imo. Just a humble opinion ...
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 18, 2015
Out at 11,970. happy with that. can put the lube away now. Edit: figured the overnight risk was weighted to the downside considering fed news coming up, paid off i guess.
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip commented Mar 18, 2015
1.4bn is only 2.3% of their planned monthly QE purchases. The plebs should be grateful. Terrorising a modest and wonderfully timed ECB HQ opening.... ungrateful plebs! Get back to work!
ECB's Celebration of Its New $1.4 Billion Tower Is Spoiled by Protesters
- paddlepip replied Mar 17, 2015
Got the lube ready... short at 12164... Bears come out of hibernation in spring? right?
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip commented Mar 16, 2015
Should read *IMF: Seizing India.* Go on Lagarde, give 'em a loan with shitty conditions... you know you want to.
IMF Lagarde: Seizing India’s Moment
- paddlepip replied Mar 16, 2015
Well, having a shot at a short from 12020... Pure insanity. Small position, SL-20 TP no idea as it'll probably plough right through my SL anyway heh. Does seem to be banging its head on something though... maybe the BRN will settle her down a bit.. ...
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 11, 2015
Well that went well.. lol. lucky was only a very small possie "DAX the widow maker" movie 2015. Coming to a cinema near you. It's basically an hour and 20 minutes of short sellers screaming non-stop whilst being burnt alive by an evil villain called ...
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip replied Mar 11, 2015
Short 11699, reduced position size (due to wine intake.. wide stop (80 points)). tp 11580 Great run up. Here's hoping for a retrace.
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip commented Mar 10, 2015
No need yun. AUD heading in the 'right' direction. People underestimate how conservative the RBA is.
Australia Housing Finance
- paddlepip commented Mar 6, 2015
And now for something completely different: video
Greek PM Tsipras says ECB still has "rope round our neck"
- paddlepip replied Mar 6, 2015
It's a tough time to be a bear for sure. I'm bearish (I don't think ECB buying bonds will help earnings or free cash flow, that comes later I guess), but all I can do is buy the dip or wait for extreme spikes north and cover asap like a mouse hiding ...
Carpe diem: Intraday tactics for Dax and Dow
- paddlepip commented Mar 6, 2015
That's going too far probably Mac.
Where the most millionaires are moving -- and fleeing
- paddlepip commented Mar 5, 2015
Well, early last year a Chinese consortium/syndicate was trying to buy the street where I live.. yep, the whole street lol. They called up every house and offered above market prices. They managed to get one. It sits empty to this day. We've had a ...
Where the most millionaires are moving -- and fleeing