QE Arrives

Hello All

If you had asked me 6 months ago whether the US federal reserve would of implemented QE2. I would of taken that bet and said NO WAY after the abject failure of QE1, how wrong I was. As a trader I am delighted they have gone this path it makes life pretty simple and predictable.

1. USD will be come weak
2. Risk on for AUD, EUR, GBP and all the rest against the USD
3. Commodities will rise
4. Companies that are forced to buy commodities will see their share price drop
5. Companies selling commodities will see their share price rise
6. Lots and lots of jawboning from Asia about the US artificially using QE to weaken the dollar and make their exports more competitive
7. Lots of moaning from the economic 3rd world from Europe (Greece, Spain) about a strong Euro hurting their already battered economy.

All in all the BIG WINNER

THE US Banks borrowing more and more cheap money from the US Federal reserve and you guessed it sticking it straight into risk for maximum return on investment.

As a trader the last 3 months have been some of the best of my life I love this stuff, keep pumping it in Ben, my share portfolio just looks better everyday, cause the big wall street guys are gonna keep using it to make their wallets fatter and its a no brainer to follow that round the block.

The santa claus rally I am calling it locked in.