• solo invest : What do you think crude is going to do?

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• SpyderCall楼主 solo invest: Some people are calling for the end of the commodities rally, including oil. If the commodities bull @iamiam is feeling bearish on oil then im on board also. Because he charts show weakness in the oil uptrend

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• SpyderCall楼主 solo invest: But oil should remain at a high level for some time i think.

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• solo invest SpyderCall楼主: So should I short oil companies??

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• SpyderCall楼主 solo invest: not necessarily. they should keep having good earnings as long as oil remains at elevated levels.

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• LuckyPiggie : wow ... thats hell alot . What will be the impact to the US ? Those in Euro got to tighten belt really hard

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• SpyderCall楼主 : we are suffering here in US a tiny bit. less affluent  people are hurting a lot though.  But when demand gets affected by inflation then the US will spend lots of money to combat inflation. And the Fed meeting next month will not kill the market if its way down.
  But if we are too far in the green then i would worry about the meeting

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• LuckyPiggie SpyderCall楼主: Good Evening ( or early morning over midnite)
  Fed with the QT probably end up less money to spend. Up the INT even w 50bp , not sure how much it will help in inflation.  May even drive up cost (-> inflation) . Then unemployment will go up .... the cycle repeats.

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• LuckyPiggie : the 2 yr bond yield is high . up INT will get the new 2yr bond go even higher yield. actuallythe high inflation are reducing the real yield of the 2 yr bond indirectly good for the current bond.
  ...  fed need to find a way to up the 10yr bond yield .

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• SpyderCall楼主 LuckyPiggie: its midnight. i just made it home....
  you are absolutely right. But im not thinking that it will happen right away. US doesnt want to lose their grip over world markets. if we increase rates during an inverted curve it would be devastating. It might effect world markets. They want confidence with foreign investments going to US.  So they might instill more false confidence for a little bit longer. that is what has happened in the past. But i dont know what will happen. it just makes more sense. anything can happen though. especially when the whole market is thinking the oposite

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