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Forex Meltdown Intensified by Fears of Recession

posted by trade2win 1206 days ago in Fundamental, Special made popular 1206 days ago

The Forex meltdown took a life of its own in Asian and European trade, reflecting further deleveraging in equity and credit markets, and especially intensified by the fall out in emerging market currencies and prolonged reaction to remarks from B

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First Comes Deflation, Then Comes Inflation

posted by trade2win 1207 days ago in Fundamental, Special made popular 1201 days ago

The key to my fundamental analysis of the markets is money supply: is money supply going up (inflation) or down (deflation)? As I've noted in a previous article I wrote for SeekingAlpha, I'm very much in the inflation camp.

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The Credit Crunch Is the Solution, Not the Problem

posted by trade2win 1209 days ago in USD, Fundamental, Special made popular 1209 days ago

Since roughly October 2007, the world’s financial institutions have trembled, credit markets have seized, and as the government bailouts arrive, a consensus view has developed that the root cause of our recent misery is the greed of over-levered,

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The Euro Has Significant Problems - And They're Likely to Wo

posted by trade2win 1212 days ago in EUR, Fundamental, Special made popular 1207 days ago

Sorry for missing out on such first-in-a-lifetime-headlines like "Eurozone Throws €2.3 TRILLION At Banking Debacle and It Will Not Be Enough" or "Politicians Still Not Realizing What Kind Of Financial Tsunami Is Right Ahead Of Us" due to a stubbo

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This Recession Will Be Anything but Deep

posted by trade2win 1213 days ago in USD, Fundamental

News came out yesterday that Bernanke thinks there'll be a recession. And it's supported by retail sales numbers. The market had a heart attack from not being surprised.

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How'd We Get Into This Mess?

posted by trade2win 1214 days ago in USD, Fundamental, Special

The question I am asked the most lately is, “How on Earth did we get into this mess in the first place?” The answer, plain and simple, is greed. I have stated numerous times that markets worldwide and throughout the centuries are dominated by ind

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Welcome to the Google Economy

posted by trade2win 1215 days ago in USD, Fundamental

In the financial crash, we are seeing two forces at work: first, a corrupt system of unregulated leverage gone mad — virtual value (which is to say, bullsh*t) created in derivatives — but second, a world whose fundamental structure is changing in

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All Eyes on the U.S. Dollar

posted by trade2win 1216 days ago in USD, Fundamental, Daily made popular 1216 days ago

The week past may have been the most wrenching in the history of US equities. From Monday to Friday the Dow lost 18.1%, the S&P 18.2% and the NASDAQ 15.3%. European and Asian bourses had their worst week on record and exchanges in Russia, Indones

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Get-Well Card from Central Banks Doesn't Cure the Underlying

posted by trade2win 1220 days ago in Fundamental, Special made popular 1220 days ago

Today’s coordinated cut in interest rates warmed the cockles of investors’ hearts as though they’d received a personal eCard from the world’s bankers, telling them that they indeed cared about investors’ feelings and that they were doing everythi

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What Is the Fed Waiting For?

posted by trade2win 1221 days ago in USD, Fundamental made popular 1221 days ago

Before the US stock markets opened Tuesday morning, the Federal Reserve announced a plan to buy commercial paper directly from issuers in yet another attempt to unfreeze the credit markets. Although this led to a rally in US stocks, USD/JPY and o

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Big Troubles for the Euro

posted by trade2win 1222 days ago in EUR, Fundamental, Special made popular 1222 days ago

The Euro has been falling recently versus the Dollar. Why? There have been many theories proposed, but I want to offer my own theory this evening. Fiat currencies are political creatures, and are only as strong as the political entity issuing

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Response of Global Markets Indicates Crisis of Confidence

posted by trade2win 1223 days ago in USD, Fundamental made popular 1223 days ago

The US’ $700B bailout plan will not do the trick - at least that’s how the currency market feels Monday morning. Deleveraging, or the liquidation of risk, is happening on a global scale as investors question if guaranteeing funds and bailing out

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