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ALSI Trades


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#1 Hemel

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Posted 28 April 2017 - 04:31 PM

one swallow does not make a summer.....

Too true... but  I find it interesting that the ZAR is weakening...


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#2 pointbreak

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Posted 28 April 2017 - 03:01 PM

I just read that Morgan Stanley has opened a short position on the ZAR...

If indeed they have and are not lying...

Does that mean they expect the ZAR to weaken???

one swallow does not make a summer.....


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#3 Hemel

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Posted 28 April 2017 - 02:06 PM

I just read that Morgan Stanley has opened a short position on the ZAR...

If indeed they have and are not lying...

Does that mean they expect the ZAR to weaken???


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#4 pointbreak

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Posted 28 April 2017 - 01:00 PM

The fireworks to be started :o


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#5 Ninja

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Posted 26 April 2017 - 05:40 PM

My alsi charts still bearish...
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#6 Hemel

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Posted 26 April 2017 - 05:29 PM

S+P500 getting its  all time high soon...

Perhaps that  will be the triple top...

Trump will then doom it!!!


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#7 Mostlyabear

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Posted 26 April 2017 - 04:46 PM

Thoughts?


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#8 Mostlyabear

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Posted 26 April 2017 - 03:38 PM

Sorry... more like a second, third or fourth bond... oh but wait they don't have to pay it back.... they can just print more....

Yup. and with that time to ramp up the US market. No need to worry about any of the risks. This time the market can truly only go up.


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#9 Ninja

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Posted 26 April 2017 - 03:28 PM

Sorry... more like a second, third or fourth bond... oh but wait they don't have to pay it back.... they can just print more....
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#10 Ninja

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Posted 26 April 2017 - 03:13 PM

Mnuchin says cutting tax rates to 15% and no concern that congress won't raise debt ceiling... simply borrow your way out of your sorrows...
Like me taking a pay cut and a second bond hoping things will pan out...
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#11 Mostlyabear

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Posted 26 April 2017 - 02:39 PM

Mnuchin just vomited some meaningless words. Time to buy


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#12 Mostlyabear

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Posted 26 April 2017 - 02:04 PM

It's the PPI figure. Its increases the change of rate cuts and undermines the carry trade. Not great for bears I will have to admit. Market ignoring Oil but it's starting to signal weakness in the global economy.

Although the 10yr is actually moving higher so perhaps this rand weakness will reverse a bit


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#13 Mostlyabear

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Posted 26 April 2017 - 01:57 PM

Strange to me but ZAR is still weakening...

When is Trump going to speak about TAXES...

Is our market closed tomorrow???

It's the PPI figure. Its increases the change of rate cuts and undermines the carry trade. Not great for bears I will have to admit. Market ignoring Oil but it's starting to signal weakness in the global economy.


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#14 pointbreak

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Posted 26 April 2017 - 01:16 PM

I still prefer to be short and always have. There's something inherently satisfying about those long, sharp red candles. The psychology of trading is the hardest part!

Refreshing view. I think the macro view is definitely that the world has problems in the long run; debt overhang, big governments, resource scarcity. However in the shorter term ( 3-6 months view), the markets has a life of their own and can be utterly counter trending at times, however in the longer run you can always wheel them in.


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#15 Hemel

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Posted 26 April 2017 - 12:18 PM

Strange to me but ZAR is still weakening...

When is Trump going to speak about TAXES...

Is our market closed tomorrow???


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#16 Mostlyabear

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Posted 26 April 2017 - 11:43 AM

More good news if nuclear deal is off...

That was going to bankrupt this country...

 

TOP40 will probably like that and go higher...

Fading this trend up is a losing game...

Good for the Rand perhaps?


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#17 Hemel

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Posted 26 April 2017 - 11:19 AM

More good news if nuclear deal is off...

That was going to bankrupt this country...

 

TOP40 will probably like that and go higher...

Fading this trend up is a losing game...


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#18 Mostlyabear

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Posted 26 April 2017 - 08:49 AM

Another Rand rally today. Tax reform will never happen in States. It's amazing that the market is still believing this nonsense. Massive bull trap in my opinion. This entire week has been nothing but a massive bull trap with the 'relief' rally from the French elections which weren't priced in at all with a base case outcome.

 

Rand seems to be collapsing. Should help Naspers push that for that 100 P/E.


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#19 Ninja

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Posted 25 April 2017 - 03:48 PM

Weekly macds on both US markets and ftse have bearish crosses in place ... patience is key
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#20 TraderGirl

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Posted 25 April 2017 - 03:30 PM

My negative outlook to this market only started this year. I just can't bring myself to go long anymore. Wish I had a more neutral view but those long term charts and basic fundamentals pull me the other way. You are correct though to be more neutral. Trying to build a short is definitely the hardest and most painful thing I've ever done.

 

I still prefer to be short and always have. There's something inherently satisfying about those long, sharp red candles. The psychology of trading is the hardest part!


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