Kommentare zu: No more upside left??? http://www.ridingthedax.com/2008/04/08/no-more-upside-left/ Wed, 07 Jan 2009 19:11:14 +0000 http://wordpress.org/?v=2.3.1 Von: Oli http://www.ridingthedax.com/2008/04/08/no-more-upside-left/#comment-172 Oli Wed, 09 Apr 2008 06:43:20 +0000 http://www.ridingthedax.com/2008/04/08/no-more-upside-left/#comment-172 Agreed ... BUT the ECB won't cut ... NEVER :) ... If they did now, panic would come into play ... Agreed … BUT the ECB won’t cut … NEVER :) … If they did now, panic would come into play …

]]> Von: Noble http://www.ridingthedax.com/2008/04/08/no-more-upside-left/#comment-171 Noble Wed, 09 Apr 2008 00:36:41 +0000 http://www.ridingthedax.com/2008/04/08/no-more-upside-left/#comment-171 Oli, Dollar is at the bottom of a range on its long term downtrend.... Likely the dollar will stage a recovery here... for a bit i would think. I wouldnt be surprised if the catalyst for the next move here is an ECB rate cut. Financials (US) are in a long term writeoff scenario... Make rate differential profits, write off, make profits, write off, borrow some more, write off, etc But with the Paulson Put in play - no large or medium organizations will be allowed to fail. Total worldwide eventual losses will likely be in 1.2 T range. But over half maybe outside the US. So far, over 50% has been in banks and corporations outside the US. US Employment is about to get ugly so are March consumer numbers. Oli,

Dollar is at the bottom of a range on its long term downtrend…. Likely the dollar will stage a recovery here… for a bit i would think. I wouldnt be surprised if the catalyst for the next move here is an ECB rate cut.

Financials (US) are in a long term writeoff scenario… Make rate differential profits, write off, make profits, write off, borrow some more, write off, etc But with the Paulson Put in play - no large or medium organizations will be allowed to fail. Total worldwide eventual losses will likely be in 1.2 T range. But over half maybe outside the US. So far, over 50% has been in banks and corporations outside the US.

US Employment is about to get ugly so are March consumer numbers.

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