Comments on: The “Recession Trade” Is Over http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/ Trading, Investing, Politics, Whatever Mon, 13 Oct 2008 02:18:03 +0000 http://wordpress.org/?v=2.3.3 By: Bill http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78193 Bill Sun, 11 May 2008 10:49:07 +0000 http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78193 It's more about <strong>what</strong> you're long or short, than it is about <strong>whether</strong> you're long or short. It’s more about what you’re long or short, than it is about whether you’re long or short.

]]> By: Kim http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78171 Kim Sun, 11 May 2008 06:49:51 +0000 http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78171 I can't see the recession trade gently winding down unless you assume that there has NOT been a commodities bubble. I happen to think it is a bubble and have not seen a blow off top yet; panic has not set in. My guess is you will see the momentum shift back again. The dollar is a bit different, perhaps not a bubble there so much as a realistic reaction to our economic situation. Then again, Iran now refuses to trade oil in dollars. Most major stock averages seem to me to be slamming into resistance. I expect we have not yet seen final bottoms. Lebanon is making a US or US backed attack on Iran ever more probable and the Shrub has little to lose; as he said around my parts at a recent fund-raiser (and this didn't go public) he doesn't care what people think of his presidency after hes out "because I'll be dead". Scary times we live in! Yeah, I tend to be short. I can’t see the recession trade gently winding down unless you assume that there has NOT been a commodities bubble. I happen to think it is a bubble and have not seen a blow off top yet; panic has not set in. My guess is you will see the momentum shift back again. The dollar is a bit different, perhaps not a bubble there so much as a realistic reaction to our economic situation. Then again, Iran now refuses to trade oil in dollars. Most major stock averages seem to me to be slamming into resistance. I expect we have not yet seen final bottoms.

Lebanon is making a US or US backed attack on Iran ever more probable and the Shrub has little to lose; as he said around my parts at a recent fund-raiser (and this didn’t go public) he doesn’t care what people think of his presidency after hes out “because I’ll be dead”. Scary times we live in!

Yeah, I tend to be short.

]]> By: Retirement Investmen http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78039 Retirement Investmen Sat, 10 May 2008 13:28:37 +0000 http://www.billakanodoodahs.com/2008/05/the-recession-trade-is-over/#comment-78039 I think we have a commodities bubble now, when prices increase 20%-30% every 6 months, you know dump monies are piling on. I think we have a commodities bubble now, when prices increase 20%-30% every 6 months, you know dump monies are piling on.

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