tag:blogger.com,1999:blog-6630104052002496191.post1740426554705033248..comments2024-02-25T08:33:45.942+00:00Comments on Reality Lenses: Perspective on the USD: Trying to Make Sense Of the Dollarpejhttp://www.blogger.com/profile/10958133367017526690noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6630104052002496191.post-84550033305983021012012-01-21T09:30:36.862+00:002012-01-21T09:30:36.862+00:00You're right, I missed the bull on the AUD. Bu...You're right, I missed the bull on the AUD. But I don't regret it, you can't be positioned on all the markets.<br /><br />Did you buy NetFlix and benefit from the 1000%+ rally? Do you have regrets about it?pejhttps://www.blogger.com/profile/10958133367017526690noreply@blogger.comtag:blogger.com,1999:blog-6630104052002496191.post-3875601706156842272012-01-16T12:06:43.812+00:002012-01-16T12:06:43.812+00:00Bad luck buddy!
You know what is true? if you ke...Bad luck buddy! <br /><br />You know what is true? if you keep making the same call over and over again, like in 2009, 2010, 2011 and now in 2012 - eventually you will be right in say 2013 or something.<br /><br />Too bad you missed the biggest bull market of all time in the Aussie Dollar!Tihohttps://www.blogger.com/profile/10336666083094327126noreply@blogger.comtag:blogger.com,1999:blog-6630104052002496191.post-35130249370140364922011-11-27T02:58:41.623+00:002011-11-27T02:58:41.623+00:00Yes, still short.
The AUD is back at 0.97xx and ...Yes, still short. <br /><br />The AUD is back at 0.97xx and the EUR at 1.32xx.<br />Unfortunately, I had to roll some positions and I just closed some of my EUR options at the US close on Friday as they were set to expire in a few days.<br /><br />I hope it will bounce a bit so that I can reopen them at a higher level :-)pejhttps://www.blogger.com/profile/10958133367017526690noreply@blogger.comtag:blogger.com,1999:blog-6630104052002496191.post-59606210531452690742011-10-27T07:04:07.442+01:002011-10-27T07:04:07.442+01:00Well... Euro is now at $1.40 and Aussie is approac...Well... Euro is now at $1.40 and Aussie is approaching $1.05. We have had heaps of time expiry since you posted this, so that together with a huge short squeeze would have eaten all your profit...<br /><br />Are you still short? Or did you closer earlier? <br /><br />I still do not see the 2008 crash in the Aussie?Tihohttps://www.blogger.com/profile/10336666083094327126noreply@blogger.comtag:blogger.com,1999:blog-6630104052002496191.post-16800227274247569862011-09-06T14:15:55.344+01:002011-09-06T14:15:55.344+01:00Let's see dude :-)
I'm positioned anyway, ...Let's see dude :-)<br />I'm positioned anyway, and rolled my options to the 21st of Decpejhttps://www.blogger.com/profile/10958133367017526690noreply@blogger.comtag:blogger.com,1999:blog-6630104052002496191.post-41222424084582466482011-09-06T09:30:59.527+01:002011-09-06T09:30:59.527+01:00Hey man, nice to see you put your money where your...Hey man, nice to see you put your money where your mouth is. I wish you good luck with those trades!<br /><br />My own opinion is still the same. I have feeling that you are betting on a repeat of 2008, and there just won't be one. This was actually obvious to me long time ago, as I predicted everyone would be yelling "It's Lehman 2!" and they have been since the start of August. Soon it will be obvious to majority of investors that it isn't. <br /><br />I am not saying we cannot sell off more from here, but only Treasury yields are sinking, not risk assets. Of course that is because phoney crook cheater banker are buying bonds as Bernanke promised to buy them back through QE3 at higher price. You see Bernanke is actually bailing out banks "under everyones nose" - there is no deflation actually!<br /><br />Australian Dollar investors aren't as easily shaken out of the commodity bull market this time around, as they were before. We are going to need more worrying stuff than "EU break up" or "Greece is bust" which is the main story week after week. If China implodes tomorrow, than that is a different story altogether and even I might short the Aussie for a trade.<br /><br />On top of that, the market is actually net short the Euro as of last Tuesday and I think even more so since than, so you might get squeezed sooner rather than later. Who knows... <br /><br />Market will decide in the end. Good luck buddy!Tihohttps://www.blogger.com/profile/10336666083094327126noreply@blogger.com