U.S. Dollar Crushed . . . .

[errolanderson]

Realize this may stir-the-pot, but U.S. equities may be in for quite a rough ride in 2018. Inflationary worries are the least of U.S. concerns (despite recent media hype). Walmart fallout today is a huge warning for retail (IMO). JP Morgan has downgraded U.S. GDP to just 2.5 percent.

This is just the beginning of volatility . . . .

[farming101]

That's enough negative waves out of you 101.

Those are ugly charts.

I wonder if it's a partial result of current government ineptitude. I know the "circus" rolled into town Oct 2015, but maybe it took a year and a half for them to prove just how bad their circus performance was going to be..... when our markets parted ways on or about Feb 2017.

Is it all oil's fault?

A major contributor. Crude alone went from being 19% of total Canadian exports by value to 10% in 2 years

[errolanderson]

Amazing comeback since Dow plunged mid-Feb. Dow now within 3 percent of its all time highs. Talk of massive Corp purchases and heavily margined investors fueling recovery as 10 year treasury yields fall back. Fed Powell testimony this week may offer direction of further Fed rate hikes this spring.

Expecting more excessive stock market volatilty heading toward spring. Mid-Feb plunge wasn’t a one-off event (IMO) . . . .

[malleefarmer]

Sell the rumour imending fall, buy the fact it did, go the dow

[farming101]

Expecting more excessive stock market volatilty heading toward spring. Mid-Feb plunge wasn’t a one-off event (IMO) . . . .

And today might just be the day (or not...)

The DOW open today will be very interesting

[ajl]

Hard to see the US markets selling off much under current conditions. All who though that were proven wrong again for the thousandth time. The US is the worlds largest oil producer today, and the chumps at OPEC are keeping prices up for them. With that kind of new wealth swelling the coffers, the US can service the debt for a while. As Warren Buffet says: never bet against the US. Did make money on two of three minor shorts in the US market the past month.

[macdon02]

March high and May low in Dow imo. The elephant in the room is 30yr bonds and the exposure pension funds have had to zirp. Calpers is needing a bailout and there's $10 of blue sky under 147. Interesting alignment in beans and Dow. The sell off on Jan 29 in Dow and the bounce Feb 6 is alluding to something big, again imo. Add in Italian election and German coalition, shit is gonna happen in March.

[ajl]

The good news for the US is that most of the pension bankruptcies will be contained as they are not able to come back to the taxpayer. Here in Canuckistan, almost all pension fund bankruptcies will come back to the taxpayer until he/she is also bankrupt. Some provinces, like Ontario have a pension guarantee fund which make up shortfalls. Problem is Ontario is bankrupt and we all know who is bailing that out.

[agstar77]

That's what happens when you have a snake in the whitehouse! L.O.L. Re: speech at CPAC.

[Rareearth]

Aji, your not your average farmer, congrats on the ability to see and make trades!

Maybe there’s a opportunity to deploy spread strategies on the indexes of commodities and Dow or others.

With the commodities in general mid or bottom bouncing and the equities at...extreme highs spreading these would seem to make sense, play on volatility, money flows, hedging, cycles etc.

You likely have the black boxes, ( software) to annalize and optimize such a trade.

I don’t have a trading account, did once and the wife didn’t think it was a hedge at all