tag:blogger.com,1999:blog-7585635149883470944.post2702667470888001259..comments2023-12-01T14:09:28.947+00:00Comments on Polemic's Pains: In the Psychiatrist's Chair. Polemichttp://www.blogger.com/profile/05985506596290073453noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-7585635149883470944.post-35644051804128806662015-02-09T00:34:43.095+00:002015-02-09T00:34:43.095+00:00Hope this helps
a) I know a weatherman - he's ...Hope this helps<br />a) I know a weatherman - he's off skiing shortly, so might have to wait for a report<br />b) Ok short DAX - so far so good - been waiting for a decent oppo to look in<br />c) I've been thinking along the lines of 40 year cycles, give or take - any time soon<br />d) I hate it that Osborne stole your ructionsntwscnoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-80134426965742656432015-02-06T19:58:34.626+00:002015-02-06T19:58:34.626+00:00Bamboo when you have ADHD thats a toughie. Miracul...Bamboo when you have ADHD thats a toughie. Miraculously the short dax short bund is performing on both fronts<br /><br />Nick TBH i hadnt thought about grains. But as I think that a lot of agro is turning oil into food via teansport, machinery and fertiliser costs, a collapsing energy price should dramatically cut costs. So on a cost base push prices down.But as you say, weather drives all. Costs only come into play if marginal production dynamic changes. But if its weather and land availability and lagged then that is secondary.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-73632646703262078032015-02-05T00:30:04.822+00:002015-02-05T00:30:04.822+00:00Sounds like u need to be flat & waitSounds like u need to be flat & waitBamboohttps://www.blogger.com/profile/01640523602875662992noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-74385174279293670502015-02-04T14:29:48.963+00:002015-02-04T14:29:48.963+00:00With respect to commodities super cycle: grains ar...With respect to commodities super cycle: grains are down part of it and down a lot but S&D considerations are slightly different to other products in the complex. Provided there is no weather event the trend is still lower, China as a driver of demand is levelling off, there is not going to be 50% increase in meat consumption over the next 10 years, or the level will be above developed markets. Nicknoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-1989191261555538842015-02-04T11:56:42.056+00:002015-02-04T11:56:42.056+00:00cig, probably.
As for JGB's I normally say t...cig, probably. <br /><br />As for JGB's I normally say that if you fail on on trade don't refuse to ever trade that asset ever again. HOWEVER shorting JGBs should be renamed 'JGB Abattoirs, established 1990' <br /><br />As my grandfather would have said 'There is many a man walking around the markets without a shirt on his back because he shorted JGBs'Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-21049390030951477322015-02-04T11:12:27.631+00:002015-02-04T11:12:27.631+00:00Isn't it a bit early for the short Bund trade?...Isn't it a bit early for the short Bund trade? Not enough bodies on the side of the road... JGBs though... cighttp://commentisglee.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-77484212379441755432015-02-04T10:50:59.474+00:002015-02-04T10:50:59.474+00:00My neighbor brought me some moonshine distilled wi...My neighbor brought me some moonshine distilled with honey the other day. Excellent for reconciling dissonant time horizons. Otherwise, you're make perfect sense.PatrickGnoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-66850183750738084722015-02-04T10:48:57.754+00:002015-02-04T10:48:57.754+00:00Buy Aust gold miners. You're welcome.Buy Aust gold miners. You're welcome.Anonymousnoreply@blogger.com