with Oli | Strategies


Q3 end looms …

Markets wait for the bailout package … especially the TIMING

End of Q3 comes closer and seemingly, market still is long and has to deleverage …

First 2 weeks of October might set the tone for the remainder of 2008.

Be aware, that during the last days of Q3 we might see some winding down of positions as HF’s are hit with redemptions.

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5 Responses to “Q3 end looms …”

  1. matttt Says:

    Just ten days ago, Bush & co.were saying that USA economy is not in recession, fundamentals are strong, robust economy and very resilient. Tax payers money will never be used for any bailouts.
    What has happened sudden of all yesterday?
    There are two explanation, either his is a moronn, or he is totally a liar.
    Is there any third explanation?
    They want the plan money!
    Have you another?

  2. Oli Says:

    I think, that in the case of Bush, it is a sure bet to think, he might be both ;)

    3rd explanation? His advisor made him aware quite late :)

  3. matttt Says:

    hello Oly!
    but you never sleep!
    what time is it at your home?
    for me is 11,45 am
    what you think (with fundamental’s regarding)
    inflation, debt growth, etc….
    about this graph?
    http://en.wikipedia.org/wiki/Image:Longtermdowgoldlogtr1800.png
    thanks
    matt

  4. Eric Says:

    I feel like the bailout package is a cure being sold to us by…. snake oil salesmen.

  5. Oli Says:

    @Matt … I never sleep ;) … looking at your chart … hmmm … to be honest … this band is toooooo wide for me … it tells me nothing about what to do :)

    But tell me, what you think …

    @ Eric … good comparison … but … I think, snake oil salesmen are honest people with a lot of values … ;) … if I look at today’s policy makers

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