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Tuesday, October 9, 2018

I’VE HEARD IT ALL BEFORE

“Exactly!”

As we gear up our operations to trade gold exclusively, a few thoughts … 1) the 
crude oil market would be a good candidate to concentrate trading efforts, if it 
had any mechanism outside of futures that was balanced and fair … at present, 
only the futures at 1,000 barrels per 1 lot fit that bill … the CME’s mini oil 
contract is a joke at a 2.5 cent spread, with 500 barrels per 1 lot … these 
contracts are too large for most traders, and brokerage house efforts to 
introduce CFD’s in oil trading a complete farce, with very wide spreads, high 
“vig”, and outrageous slippage, the norm … in short, the closest you’ll come 
to a casino slot machine in financial trading. 2) All markets tend to want to 
“correlate” with others … gold is no exception, and to ignore it, is to lose 
money, and 3) over my trading career, I’ve read & heard every single reason in 
the world why gold should be at $5,000 per OZ., or higher … from Jim Dines 
& the Aden sisters back-in-the-day, to current gurus Sprott, Rickards, etc.

Bottom line is always the same: gold is ready to explode, so you better load up 
now … if I took you back 40 years, then 30, then 20, you wouldn’t be able to 
tell the various messages to the public years apart from each other. And so, 
I’ve simply heard it all before.

Gold is the “pariah” of the modern day financial world … the 
“barbarous relic” and all that … our favorite pet yellow rock that sits there 
unencumbered by third party risk, and since the dawn of civilization has had 
value and been used as money … versus today’s alchemy of fiat money, 
fractional reserve banking, & the insidious, wealth destroying FED … “for all 
their combined efforts, it simply won’t go away”.

“There simply is no other market on earth that 1) has the “hold” on people 
[especially outside the U.S.] like the world gold, 2) has almost zero 
fun-der-mentals, and 3) is driven by pure greed & fear in the marketplace … and 
therefore, left to its own devices, is perfect for trading”. Of course, the “key” 
word here is “trading”, and if the central banks can leave it the hell alone, 
which they’ve done recently, then trading gold is about as good as it gets.

Turning to today’s gold market … overnight, USDCNH shows no signs of 
wanting to go lower [Yuan/Reminbi higher], and while Holiday trade 
dominated things yesterday, today the world is back to normal … at some 
point here very soon, it’s “fish or cut bait” time for both the Yuan/Reminbi & 
gold … we’re currently in a tight 8 week range inside the weekly candlestick 
from 8/15/2018 … think of this congestion of price as a “coiling”, and price 
action coming due will/should be explosive.

And at the center of all this is U.S. midterm elections & the U.S. stock market 
… both wild card dynamics that have profound consequences for gold … “cuz 
if the idiots at the FED continue to raise rates, stocks are so overdue for a massive 
fall it isn’t even funny anymore, and a quick glimpse of any of the major indices 
weekly candlesticks should convince anybody that there’s a helluva lot of room on 
the downside that can be had … and if it even looks like the Libtards could gain 
control of either House or Senate, you can kiss stocks goodbye … the 
Yuan/Reminbi gains, and gold soars, especially since retail specs are the most 
short gold futures since 2001 … a recipe for a rally if I’ve ever seen one. Of 
course, you could get exactly the same result if Repubs look safe to win both as 
well … how long does this stock ponzi scheme expect to continue with literally no 
pullbacks”?

At this point, though, the Yuan/Reminbi sits right below [6.93] the “line in the 
sand”, at the 6.9500 - 7.0000 level to the US Dollar … kind of reminds me of the 
infamous EURCHF “line in the sand” pre January 2015, when the Swiss 
government swore up & down the 1.20 level would be defended … and then it 
wasn’t, and we all know how that turned out. It’s a real “cat & mouse” game at 
present, and the future holds some very big winners and very big losers.

“I dunno, do the guys at Nomura follow the blog”? … cuz just hitting the wires 
at ZH, I see the link below.

closer-any-other-currency-market

The case being made is that either 1) it’s a ploy to link the Yuan/Reminbi to a 
major international asset, or 2) it’s dumb luck … EXIT QUESTION: “How 
many of you believe the ChiComs believe in “dumb luck” for policy? … Yea, me 
neither”. In any event, I’m not the only one who’s noticing the correlation, or 
the impact it’s gonna have going forward.

It’s been a frustrating day … take away a couple of M1 spurts out of nowhere, 
and New York’s range today has been about $4.50, a little under 50% of recent 
20 day MA ranges … the Yuan/Reminbi, for it’s part today a complete 
“chopfest shitshow”, that had gold scratching its head and wondering what to 
do … sometimes following tick-for-tick, and at other times going slightly in 
opposite directions … intraday volatility so low at times, you needed a 
microscope to see it … in essence, today was a bullion dealer’s dream; a little 
up, then a little down, rinse and repeat, all the while clicking off MT4 technical 
indicators giving buy/sell signals at exactly the wrong time … a coincidence? 
… hardly, when viewed from the perspective of the dealers, who need customer 
demand to get out of their own positions without upsetting the market.

 So, no trades today in the C2 signal service & the PAMM.

“Sure, I got 3 signals today to buy … all three had volatility levels too low to take 
the signal … add up all 3, and it’s a “toss up” whether I would have made 19 
cents or lost 19 cents, inside a day where the “Flying Wedge of Death” [FWD] 
once again shows its ugly head … there isn’t anything I can do about days where 
there is zero action, except to wait them out and not do “stupid shit”, and then 
regret it afterwards”. It is what it is.

As a side note, it’s a shame USDCNH has a spread during the day that’s all 
over the place … if it was consistently at 2 - 3 PIPS, instead of fluctuating quite 
often between 5 & 30 PIPS, I’d trade it, cuz the range every day is right 
around 400 - 500 PIPS … compare that to the sickly ranges from Europe or 
Japan, where lately, getting 70 PIPs is an F-ing miracle some days … not so the 
Reminbi, which is as wild as soybeans in a drought practically every day 
… throw in important China news, and the range can be as high as 700 - 800+ 
PIPS … during the U.S. day, it’s usually 2 - 3 PIPS, and trades 4 decimals, but 
often goes up to 7 PIPS on stops and other “rips” the scumbag LP banks pull 
off, no doubt front running some corporate order somewhere … right now, it’s 
analogous to gold trading with $40 ranges every day … “oh, if only”!

And while I know it’s frustrating sitting when nothing is going on, it’s the 
nature of the beast these days, and nothing else is happening anywhere else 
anyway [except USDCNH] … it’s better than getting chopped up and handing 
money to the bullion dealer banks … so, tomorrow’s another day, and I’ll pick 
it up again then … until tomorrow mi amigos … Onward & Upward!!

PAMM Spreadsheet directly below.

Have a great day everybody!!

-vegas

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