Dollar Rally is Ending Part 2
Courtesy of the Short Side of Long Last week we covered Equities outlook, mainly focusing on S&P 500 from both short term and medium / long term. This week I have been following up on Currencies outlook in a two part post. The first part was posted at the start of the week (Article: Dollar [...]
This post comes from the Short Side of Long Blog Portfolio Update Before I get into the Swiss Franc post, I would like to update the funds performance as well as short term issues we have been constantly emailed about. Majority of the funds cash in now deployed in investments, which means the opposite of [...]
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Last week we covered Equities outlook, mainly focusing on S&P 500 from both short term and medium / long term. This week I will touch up on Currencies outlook in a two part post. I hope you enjoy what I have to say here, because currently this is the market I am following the most [...]
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This chart from Short Side of Long shows the 2 year yield in Spain and Italy, two problem nations. Rates have declined considerably. Is the panic over?
Continue reading …All I can tell you is that the commercial traders were heavily short and the large spec’s were heavily long into the upside blow off at the end of April. So, as of May 1st the spec’s were really dumb money running from the USD. Are they any smarter now? Or did the commercial traders [...]
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Today’s chart of the day shows speculator positioning on the Euro Dollar exchange rate by the CFTC Commitment of Traders report released yesterday. As we can see, the overall net short position has now hit a new record high of -127,879 net shorts. On top of that Small Trader position is also net short at [...]
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Note: Apologies for the lack of posts. It is holiday season and I have been taking some time of from the blog. But that does not mean posts will stop completely. Lets have a look at the European credit situation. European bureaucrats recently left for end of year holidays, leaving the financial markets in turmoil [...]
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