aussiebear Posted March 4, 2015 Report Share Posted March 4, 2015 Early openers sinking into the red: Kiwis -0.2%, Aussies -0.4%, Nikkei -1% and Sth Korea -0.1%.Aussie sectors mixed and muddled: IT +0.9% down to Miners -1.2%. Link to comment Share on other sites More sharing options...
aussiebear Posted March 4, 2015 Author Report Share Posted March 4, 2015 http://finance.yahoo...lindices?e=asia Link to comment Share on other sites More sharing options...
aussiebear Posted March 4, 2015 Author Report Share Posted March 4, 2015 http://money.cnn.com...s/morning_call/http://www.kitco.comhttp://www.kitconet....ase_metals.html http://finance.yahoo.com/q?s=CLJ15.NYM Link to comment Share on other sites More sharing options...
aussiebear Posted March 4, 2015 Author Report Share Posted March 4, 2015 http://www.engrish.com/2014/12/thats-the-wrong-kind-of-attaintion/ Found in China. Link to comment Share on other sites More sharing options...
DrStool Posted March 4, 2015 Report Share Posted March 4, 2015 LATEST POSTS Macro Liquidity Still On Trend Cycle Screening Measures Did Not Confirm Market High S&P500 Index Continues To Climb As World GDP Forecast Plunges And Atlanta Fed Says Q1 Real GDP Grew At 1.2 Percent Down Phase Spells Consolidation So Far The Secret Behind Shah Gilani’s Hedge Fund Trade on Housing Nasdaq 5,000 Is Different This Time……But Not In A Good Way! Link to comment Share on other sites More sharing options...
BreakOut Posted March 4, 2015 Report Share Posted March 4, 2015 More thoughts on the GDP ten-year average article posted the other day...(originally from November, 2014) http://www.economist.com/blogs/buttonwood/2014/11/secular-stagnation Jim Rogers was correct about the commodity super-cycle ("Hot Commodities), only he didn't see the CB - induced financial bubble superimposed. It was supposed to follow sequentially. We were supposed to ride BHP to prosperity until 2016 or, followed by JP Morgan for another dozen years. Maybe it all got compressed - the Commodity cycle ended 5 five years prematurely, and the CB's crammed the entire Financial cycle into the remaining time. Maybe all they did was to bring it forward.. The deceleration in GDP going on almost from the 1950's is like a bullet fired straight up. On a rolling ten year average, the bullet is reaching its apex. All we observed was the speeding bullet going ever higher on an average basis. Still do. Demographics is the gravity. Japan is the laboratory. It all fits. We can't predict year to year, or even 5 years, but from the trend we have a pretty good idea what the next decade or two will average out to, barring a GDP re-acceleration due to technology or immigration. But as the linked article suggests, a lot of that is already baked in. Link to comment Share on other sites More sharing options...
aussiebear Posted March 4, 2015 Author Report Share Posted March 4, 2015 All Ords declined steadily to finish -0.5%. Most sectors closed down led by Miners -1.4%, Consumer Staples and Materials both -1%.Asia mixed: China +0.5%, Hong Kong -0.8%, India +0.8% and Nikkei -0.3%. On to UK/Europe: Link to comment Share on other sites More sharing options...
Jetlag Posted March 4, 2015 Report Share Posted March 4, 2015 More thoughts on the GDP ten-year average article posted the other day...(originally from November, 2014) http://www.economist.com/blogs/buttonwood/2014/11/secular-stagnation Jim Rogers was correct about the commodity super-cycle ("Hot Commodities), only he didn't see the CB - induced financial bubble superimposed. It was supposed to follow sequentially. We were supposed to ride BHP to prosperity until 2016 or, followed by JP Morgan for another dozen years. Maybe it all got compressed - the Commodity cycle ended 5 five years prematurely, and the CB's crammed the entire Financial cycle into the remaining time. Maybe all they did was to bring it forward.. The deceleration in GDP going on almost from the 1950's is like a bullet fired straight up. On a rolling ten year average, the bullet is reaching its apex. All we observed was the speeding bullet going ever higher on an average basis. Still do. Demographics is the gravity. Japan is the laboratory. It all fits. We can't predict year to year, or even 5 years, but from the trend we have a pretty good idea what the next decade or two will average out to, barring a GDP re-acceleration due to technology or immigration. But as the linked article suggests, a lot of that is already baked in. Market pricing in biotech making baby boomers live forever or just the rich ones that can pay body snatchers to find a healthy involuntary body donor. http://www.iflscience.com/health-and-medicine/human-head-transplants-could-become-reality-2017 Link to comment Share on other sites More sharing options...
Jetlag Posted March 4, 2015 Report Share Posted March 4, 2015 http://www.capitalstool.com/forums/index.php?showtopic=12410&p=913189 They're a day late and a yuan short, hard landing just picking up steam... Link to comment Share on other sites More sharing options...
JonLaw Posted March 4, 2015 Report Share Posted March 4, 2015 http://www.capitalstool.com/forums/index.php?showtopic=12410&p=913189 They're a day late and a yuan short, hard landing just picking up steam... Yes, but it's going to be a hard landing with Chinese characteristics. Not like our Western hard landings. Link to comment Share on other sites More sharing options...
DrStool Posted March 4, 2015 Report Share Posted March 4, 2015 SPX 5 day cycle projection 2076. Link to comment Share on other sites More sharing options...
Jetlag Posted March 4, 2015 Report Share Posted March 4, 2015 Do you mean they'll only grow at 1% or something like that? I think there's a good chance it'll be a real hard landing, government overthrowing included. They're bringing in SNL to save them, situation must be desperate. http://www.vulture.com/2015/03/snl-is-coming-to-china.html panem et circenses Link to comment Share on other sites More sharing options...
DrStool Posted March 4, 2015 Report Share Posted March 4, 2015 $spx 3 day cycle projection 2083. 2 day cycle projection 2085-87. Link to comment Share on other sites More sharing options...
DrStool Posted March 4, 2015 Report Share Posted March 4, 2015 SPX 5 day cycle projection 2076. 5 day cycle projection moderates to around 2081. Link to comment Share on other sites More sharing options...
DrStool Posted March 4, 2015 Report Share Posted March 4, 2015 2 day cycle projection pulled up to 2088. That's done. Link to comment Share on other sites More sharing options...
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