Enquiring Minds

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Fri, Oct 24, 2014 - 1:05pm
FJ
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Checking out

Quick trip to Caribbean - business calls again. See ya all next week, peace and have a great weekend everyone~!

Sat, Oct 25, 2014 - 9:56pm
FJ
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Adios Bahamas

Quick hop from Georgetowne to Miami, then an all nighter to New Mexico. Few years back we moved a wee bit of Silver to the Exhumas, managed to dodge a few things. All sold + a split on Island prems, working out well so far, as long as Silver doesn't rise above $20, be back in and ahead stateside.

The best laid plans as they say... even when they backfire you win a little :~)

Sun, Oct 26, 2014 - 10:02am
FJ
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Come on in, the waters fine...

Sun, Oct 26, 2014 - 10:15am
FJ
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Swiss Au Imports

Sun, Oct 26, 2014 - 10:16am
FJ
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Swiss Au Exports

Sun, Oct 26, 2014 - 10:19am
FJ
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Updates to LBMA

LBMA top teir committee members are same five market makers present on the LBMA Silver teir participants:

1. HSBC

2. Scotia

3. Mitsui

4. UBS

5. JPMorgan

*** ScoGen bailed... BoE remains the shadiest Shadow Member off the registry, even though the House of Rothschild bailed... tentacles remain.

Sun, Oct 26, 2014 - 10:27am
FJ
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Dr Doom & Dr GOLD & Economic Freedom converge AND Agree

https://postimg.org/image/7amkiqc7t/

Q: When asked Where will GOLD be in 5 years?

A: Alan Greenspan: Higher.

Q: How much?

A: Alan Greenspan: Measurably.

Sun, Oct 26, 2014 - 10:34am
FJ
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I swear I did not have "Sex" with that Microphone

Kelly Clarkson catches short eyes attention - https://postimg.org/image/h4cn1rdln/

If only Glass Steagle has looked so enticing...

Sun, Oct 26, 2014 - 10:39am
FJ
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CME MDS 10242014

Sun, Oct 26, 2014 - 11:09am
FJ
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XLY - Consumer Discretionary

One amazing run - https://postimg.org/image/yakvozxtp/ - 'tis the season'

Sun, Oct 26, 2014 - 4:13pm
FJ
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Switzerland’s Center for Risk Management

*Note: France - https://postimg.org/image/z4xx4r2y9/

*** The EBA stress tests involve running banks’ books through shocks like a 14% drop in house prices from current predictions.

They do not involve deflation, or a sustained period with higher or lower prices for commodities such as oil - obvious potential hazards and well within the scope of possibilities...

Sun, Oct 26, 2014 - 4:15pm FJ
FJ
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Simply put

25 EU banks failed stress test - what say you Mad Monk Mario?

Twaddle while ROME literally burns again...

Sun, Oct 26, 2014 - 4:29pm FJ
FJ
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Big Al @ Cresscent

Big Al @ Cresscent Conference - (Effusive diatribe distilled) the market will force hand of Federal Reserve to move rates higher...

*** Thank you Master of the obvious - since the majority of Debt roll-over is short end, where the FED has/had control - something wicked this way comes. Thank Timothy Botsberger for the move down the curve and the eventual implosion of ZIRP - take note Jim Willie, you could not be more wrong.

Sun, Oct 26, 2014 - 4:29pm FJ
FJ
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Big Al @ Cresscent

Big Al @ Cresscent Conference - (Effusive diatribe distilled) the market will force hand of Federal Reserve to move rates higher...

*** Thank you Master of the obvious - since the majority of Debt roll-over is short end, where the FED has/had control - something wicked this way comes. Thank Timothy Botsberger for the move down the curve and the eventual implosion of ZIRP - take note Jim Willie, you could not be more wrong.

Sun, Oct 26, 2014 - 7:06pm
FJ
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Currency Carry

Not looking healthy - https://postimg.org/image/vk6mz98cd/

Sun, Oct 26, 2014 - 7:12pm FJ
FJ
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ICI Clue - Emerging Markets

1. End QE

2. Hoist DX

3. Raise ST Rates

and Boom goes the dyamite.

Sun, Oct 26, 2014 - 7:19pm
FJ
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Word Cloud Funk

Sun, Oct 26, 2014 - 8:07pm
FJ
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Russia's PetroDollar

Vlad, join us or suffer the consequences - https://postimg.org/image/3ssy4trx5/

In what should raise important questions - The House of Saud's largest customer cut their imports 2.72% while China tossed a extremely meaty bone to Gazprom by increasing imports 56.8%.

Columbia also benefited from the most recent decline in prices, China the net recipient again.

Energy, a huge game of chess afoot and possibly the best trade of 2015 setting up.

Petrobras and Ecopetrol are increasingly making stratetgic moves East.

Sun, Oct 26, 2014 - 9:37pm
FJ
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80.85 level on CL important this evening

Doesn't stick and it's back to and through the lows.

Mon, Oct 27, 2014 - 9:15am FJ
Au15xAg
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GSux and "Downgrade"

Looks like your lower target fo CL coming down... or is this a GS setup to suck in the Sheep before they blow it upside?

https://www.zerohedge.com/news/2014-10-27/wti-crude-tumbles-under-80-following-goldman-downgrade

Thoughts?