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Russia 'makes 1 bln dlrs' on Fannie Mae, Freddie Mac bonds: reports just in...

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  • #31
    Re: Russia 'makes 1 bln dlrs' on Fannie Mae, Freddie Mac bonds: reports just in...

    $#*,

    Sorry, the oil bubble thing - you're on your own.

    I merely contributed that the price rise we saw in the early summer was far too fast and consistent to be due to pure supply and demand.

    While the ETN thing hasn't been viscerally accepted in iTulip, at least there are other public credible voices saying that there were non-supply related inputs into commodity, hence oil prices.

    Now that the mechanism is identified and fixed - it is very likely that we're past the bulk of the price drops.

    As for your thoughts on my pro-Russia stance - I have publicly always been very clear that the danger in a strongman state such as Putin has formed is not necessarily the strongman himself, it is what happens either after the initial problems are fixed and/or after the strongman kicks the bucket.

    I can understand why you have your views given your experience in Tiraspol. You should note, however, that the worst abuses of Jews by "Russians" actually happened in the area of the Ukraine and Moldova.

    If your views on Russian society are formed by experiences there, I am unsurprised as anti-Semitism has a long and ugly history in that area - from the Chmielnicki massacre, through to Babi Yar and the Ukrainian nationalists working with Nazi einsatzgruppen, through to the modern "anti-Zionist" MAUP.

    But this is the Ukraine; future NATO member and friend of the West, and Moldova, wanna-be member of the future NATO group.

    Not Russia.

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    • #32
      Re: Russia 'makes 1 bln dlrs' on Fannie Mae, Freddie Mac bonds: reports just in...

      Originally posted by c1ue View Post
      $#*,

      Sorry, the oil bubble thing - you're on your own.

      I merely contributed that the price rise we saw in the early summer was far too fast and consistent to be due to pure supply and demand.

      While the ETN thing hasn't been viscerally accepted in iTulip, at least there are other public credible voices saying that there were non-supply related inputs into commodity, hence oil prices.

      Now that the mechanism is identified and fixed - it is very likely that we're past the bulk of the price drops.

      As for your thoughts on my pro-Russia stance - I have publicly always been very clear that the danger in a strongman state such as Putin has formed is not necessarily the strongman himself, it is what happens either after the initial problems are fixed and/or after the strongman kicks the bucket.

      I can understand why you have your views given your experience in Tiraspol. You should note, however, that the worst abuses of Jews by "Russians" actually happened in the area of the Ukraine and Moldova.

      If your views on Russian society are formed by experiences there, I am unsurprised as anti-Semitism has a long and ugly history in that area - from the Chmielnicki massacre, through to Babi Yar and the Ukrainian nationalists working with Nazi einsatzgruppen, through to the modern "anti-Zionist" MAUP.

      But this is the Ukraine; future NATO member and friend of the West, and Moldova, wanna-be member of the future NATO group.

      Not Russia.
      For the record, the iTulip position is that the long-term commodity trade since 2001 is weak dollar, which is structural. The short-term trades within the weak dollar trade is pushed up and down by funds. As explained in the context of Gold Update: The small trade within the big trade. The same principle applies to oil, silver, platinum, wheat, corn, etc., albeit with differing demand factors, and the instruments used to affect the short-term trades, whether ETNs for oil or ETFs for gold, is incidental.

      Bubbles are mean reverting. There is no mean price for the dollar, or oil, or gold, or any commodity.
      Ed.

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