tag:blogger.com,1999:blog-2335748440449035592.post2560726710339582172..comments2008-02-28T12:53:58.975-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-72448400695618290632008-02-28T12:53:00.000-05:002008-02-28T12:53:00.000-05:00Thanks, I will review it and don't worry about the commenting. I don't want the site to be a dictatorship so the more I hear or read the more I can absorb - even if I disagree with things or can't get back to every mini-point in detail.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-52715103488132662142008-02-28T11:24:00.000-05:002008-02-28T11:24:00.000-05:00When you get 10 minutes, you might want to look at this, it goes into a bit more detail. And I swear, that's the last comment of the day for me;)<BR/><BR/>http://www.mckinseyquarterly.com/The_new_role_of_oil_wealth_in_the_world_economy_2093cm202bchttp://www.blogger.com/profile/01223048799754759550noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-44312419353017492002008-02-27T17:01:00.000-05:002008-02-27T17:01:00.000-05:00I would describe it like this<BR/><BR/>X amount of shares<BR/><BR/>X*1.3% of fiat money chasing those shares<BR/><BR/>by definition price goes up...<BR/><BR/>I believe that is helping to cause commodities run. <BR/><BR/>As for SWF I've written pieces about them in the past, people call them smart money... I say its simply "fist fulls of money". Not necessarily smart. But if you screw up with this batch of investing every single day we send you another $1 billion+. So you can afford to make mistakes all the time since you get more money from us daily.<BR/><BR/>They don't have to be smart. They just have to invest. It's not all going to be sitting in royal vaults.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-16295378065665730542008-02-27T16:58:00.000-05:002008-02-27T16:58:00.000-05:00I here the liquidity argument but am not sure I understand it or believe it can cause a rise in markets. <BR/><BR/>In a market you have a seller for every buyer or vice versa. When a dollar goes into a market it comes right back out into the hands of a seller. Only in a primary market is the opposite true but in the secondary market more cash has nothing to do with higher stocks. <BR/><BR/>What makes a market go up or down is the optimism or pessimism to buy and sell.<BR/><BR/>The SWF have lost a lot of money with their liquidity pumps lateley.geckojbhttp://openid.aol.com/geckojbnoreply@blogger.com