with Oli | Strategies


Archive for März 11th, 2008

Fading the FED …

Dienstag, März 11th, 2008

Ben Bernanke prescribed medicine … but starts end of month only. Whatever these funny puppets do … TOO LATE and NOT ENOUGH!!! DOOMED TO FAIL … A pop at the open and selling off again … all the bounces create opportunities … TO SELL As long as there is NO STRUCTURAL CHANGE, there is no [...]

FED about to strike …

Dienstag, März 11th, 2008

If you don’t understand, why equity markets hesitate to fall … here comes the explanation The FED is expected to STRIKE any time soon!!! Not a simple emergency cut … as it does not make sense … 2yr paper is trading at or even below 1.5% … FED cuts are not passed on to clients [...]

Beware of the Germans …

Dienstag, März 11th, 2008

Looking at Axel Weber’s comments, telling the world, that there is NO possibility of an ECB rate cut in current inflationary surroundings, yes, he is reliable, but who does remind him, that 1987 the German Bundesbank triggered the crash by hiking rates??? Sometimes you need flexibility Even worse in its long term implications could prove, [...]