Nemo_Confidat

Nemo_Confidat P Updated 

This should be self explanatory. The Loonie should also benefit - including for the long run! - from the global re-centralization toward NAFTA.

Nemo_Confidat P Updated 

The Pound found itself rather unimpressed on the heels of the recent inflation data prints. Speculation abound whether there is one more rate hike left in the BoE, before long? (Likely.) Even so, everything (including the kitchen sink) has already been factored into the Pound crosses thus, any short fall in inflation prints from here on out are likely to have...

Nemo_Confidat P Updated 

This is a no-holds-bared, unmitigated, lock-and-load - and do it now! -, scenario. It does not get any easier than this, not even in the EUR/USD. The Hungarian Forint is staring at a massacre, with immediate effect. (... despite the fact that I applaud Victor Orban, the Hungarian Prime. Nevertheless, he has nothing left to work with. Simultaneously, he (still)...

Nemo_Confidat P

This is very much in the same boat as Coffee - out of season, increasingly negative fundamentals, etc.. (Now, even cocoa brokers are entertaining each other tall tales, trying to pass the time and in an attempt to reinvigorate the business. Yeah, how could that not work?! ... ;-) A resumption of a U NYSE:D rally, at any point, will put a further lid on this one...

Nemo_Confidat P Updated 

Seasonal tendencies are working against this, paired with U$D pressures as those continue to build. Beyond that, world production is in steady decline with visible crisis levels looming on the horizon (within a decade). This is mostly due to radically increased UV levels in coffee growing regions, paired with a rapidly declining global work force.

Nemo_Confidat P Updated 

This is worth a try here - LONG; Overall environment is a mixed bag, with a strong deflationary bias at the moment. Rates (and the $) is sitting smack in the middle of all possible ranges thus, anything can happen here - and most likely will. If this doesn't turn here (quickly!) then it's no good. (Gotta watch it closely, with narrow stops.)

Nemo_Confidat P Updated 

Probably one (in not "The") best long term Shorts out there. Here is the Long Term;

Nemo_Confidat P Updated 

The chart ought to be self explanatory. (Should have cleared already that +400 pips to which the previous post - attached - eluded. :-)

Nemo_Confidat P Updated 

I fail to grasp the general consensus where the overall impression seems to be that "bad technicals" but "a very pretty fundamental picture"? LME stocks jumped +45% just since January alone! - How is that a "good" fundamental picture? (I must be missing something, especially with China not coming back, in any way resembling past demand.) Long(er) term, one could...

Nemo_Confidat P Updated 

This is the point where this pair becomes a monetary appliance - i.e., a cash machine -, much like a George Foreman Grill; "Just set it and forget it!" (Here, the levels are accurate enough to be tradeable.) "Just SELL it and forget it!" It doesn't get any easier than this.

Nemo_Confidat P Updated 

This thing is taking off here, as expected. Load up! The chart ought to be self explanatory. (March is usually bad for equities, just keep that in mind.) USD strength is major factor here which should keep a nice strong lid on this, later on. Here is a closeup;

Nemo_Confidat P Updated 

This pair is about to hit major support where it's likely not only to hold but turn and then go on a tear to the upside. The indication is for a +20% run here, from the buy zone, making it well worth the wait - and then a major Buy.

Nemo_Confidat P Updated 

Globalization is dead. The fat lady has sang, the dirt is piled high next to the hole in the ground, obituaries read, notices had been long mailed to all the parties concerned. All there is left to do now is to show up at the funeral - provided you are not too busy starving or freezing to death, or otherwise engaged with similarly pressing diversions. This IS...

Nemo_Confidat P Updated 

... and it is about to roll over. E.g. Sell it ALL!! This is the year (2023) to start the Long March (a familiar theme in Chinese history), to gain full stride, right into oblivion. Namely, the Chinese demographic implosion which has been gathering speed for quite a while now, will hit that country with undeniable force, essentially halving the population in...

Nemo_Confidat P Updated 

Germany decided to systematically destroy their (and the EU's) economy, in a consistent and spectacular fashion. This is a no-brainer!! (I have been shorting this, with everything I've got, for the past week.) The only thing that kept this thing afloat, so far, is the underlying currency (EUR/USD) push-pull. I believe that is now over and full capitulation is at...

Nemo_Confidat P Updated 

Sure, it is winter in the northern hemisphere so why even bother with the grains at all? ... ... Because cheap Ukrainian wheat had absolutely flooded European markets, so much so that very soon they will have to start dumping some of it into the ocean! (Right now, they are trying to air out these mountains of grain, so it wouldn't mold, but that will go only so...

Nemo_Confidat P Updated 

This is a no-brainer to SELL it right here. Especially with the DXY about to bottom! (... which will very likely turn out to be an extremely long-term bottom - i.e., "for good" - as the U NYSE:D is about to go on a historic tear (+50%))

Nemo_Confidat P Updated 

The recent Nikkei rally is bringing it ever closer to that "magical" 30,000 level which it hasn't touched since the late '80s collapse. IFF a breakout occurs, expect a collapse in all XYZ/JPY pairs - since, true to form, every equity/hedge fund in the world is expected to pile in. Internal Chinese (export/import) numbers are showing a fair pick up in exports -...