Re: tsptalk's Market Talk
Quote:
Originally Posted by
sniper
dollar is up big right now, hmmm..
We could be going through a rotation where the dollar & the markets are aligned.
Re: tsptalk's Market Talk
Quote:
Originally Posted by
JTH
We could be going through a rotation where the dollar & the markets are aligned.
fed made an announcement saying that QE should end 'well before' the end of 2013, makes sense the dollar would spike on that news
Re: tsptalk's Market Talk
Wait a minute! How can the market go up if the Fed isn't artificially supporting it anymore?
(Questions we didn't have to ask 15 years ago. :) )
Re: tsptalk's Market Talk
Quote:
Originally Posted by
tsptalk
Wait a minute! How can the market go up if the Fed isn't artificially supporting it anymore?
(Questions we didn't have to ask 15 years ago. :) )
Fed thinking of the possibility of yanking QE is a good sign that the economy is recovering I'd think. Or am I wrong here?
Re: tsptalk's Market Talk
Quote:
Originally Posted by
sniper
Fed thinking of the possibility of yanking QE is a good sign that the economy is recovering I'd think. Or am I wrong here?
Market doesn't care...
Re: tsptalk's Market Talk
Quote:
Originally Posted by
RealMoneyIssues
Market doesn't care...
that is true.
Re: tsptalk's Market Talk
Quote:
Originally Posted by
sniper
Fed thinking of the possibility of yanking QE is a good sign that the economy is recovering I'd think. Or am I wrong here?
Good point. But it's like trying to tell a 25 year 'child' that they'd be better off in the long run if you don't keep giving them money to bail them out of financial problems. They'll throw a fit in the short-term, but benefit down the road. :)
Re: tsptalk's Market Talk
In the 1990s equity markets in the US rallied as the US dollar rallied as well. JTH is correct in his assumption of a realignment. The main idea is do not let currency movements trick you into thinking that a strong dollar is bearish for equities. Valuations are setting the market up for a strong 3 to 5 years.
Re: tsptalk's Market Talk
Agree. Find the trends / divergences, but when it's over, it's over. The dollar and the U.S. market don't always move counter to each other, but the divergence has been pretty strong for a few years. The international markets are however, much more influenced by the dollar.
Re: tsptalk's Market Talk
VIX under 14, this makes me nervous. it seems like whenever it gets that low, another spike is coming
Re: tsptalk's Market Talk
VIX currently at 13.66 -0.90 - put on your sticky pants. If your don't own a pair I'm sure Nnuut will lend you a pair of his. The coming consolidation may not happen until March.
Re: tsptalk's Market Talk