QE mania!! Where is all the Excess liquadity go?

Hi Guy,



With all the QE  and stimulus going worldwide.. where is the excess fund go?

Oil did not doing as well as it should, should it be quite bullish for oil with middle east problem hmm...!!! but oild still continuously in correcting mode , do not be surprise if it correct more to about 80... stay tune. 






It seem like the gold is getting stall big time... it is a bullish or bearish.

after analyst the situation it seem like the gold might need to rest another years.

there will be argument on this from the bull side. Gold it good when there is a system risk in US dollar but it seem like the crisis will be further delay.

Oil production is rising and oil and gas in US soil is adding value to the US dollar. which I see the strength of the dollar going forward.

This situation does not bode well for gold holder for a while to come.



Althought there is alot of liquidaity pump ito the market but people right be is more focus of tracking trade stock like future and EFT.

Which is not link to the individual stock or commodity it is just a follow trade . (i am referring to majority future and eft worldwide not only in USA)

Come to think carefully unlike in the past where excess liquidity have limited place to invest right now we have lot of investment vechicle to absorb the excess liquditiy.

The reboom of US housing market, will be another strong force behind the foreseenable future . which the cycle is already start to spin.

US economy is looking good going forward. so i see lower risk in holding us asset.

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Trading outlook.

Oil short on strength
Gold short on strength

Stock should be in correction mode but it seem like there is still alot of bear who waiting to take advantage of the correct  but Stay on short side of the trade is better ...

it will be a frustration bear market, so drink lot of kool aid and sleeping pill if you want to enter the short... be confident in the trade before take one, and waiting until the situation change into your favour.

Patient is the key to future and derivative success.


Cheer Guy