19
Nov
2008
Never Try To Catch A “Falling Knife”
Posted by John as Market Action
As many investors (Warren Buffet included) have been attempting to pick a bottom in this bear market over the last few months they are learning that this is a poor risk/reward proposition.
Mainstream and traditional investors have a great fear of missing a bottom in the stock market. This (among other things) creates bear market rallies [...]
24
Oct
2008
Thoughts on near term action in equities
Posted by John as Market Action
Many people have been telling me “we’ve hit bottom.” My usual reply is “well, were getting there but were not there yet….” Rallies will continue to be sold, they are just short term rallies against the dominant bear trend. The rest of October will continue to be down for equities, generally speaking, but there is [...]
06
Oct
2008
The collapse of the EURO
Posted by John as forex
On June 1 when the EUR/USD was trading near its peak I wrote the following in a post titled “Has the EUR’s long term bull market ended?”:
The EUR has been in a bull market since 2002 but the economic and political fundamentals of Europe are not looking too good these days…and there are some dark [...]
07
Sep
2008
What will the bailouts do for the stock market?
Posted by John as Investing & Trading
The Fannie & Freddie bailouts will help with sentiment in the short run, much like the Bear Stearns bailout, as we will likely see a general rally in equities on Monday and for a few days after that. This short term correction (rally) against the long term trend may take some of the indices [...]
01
Jun
2008
Has the EUR’s long term bull market ended?
Posted by John as forex
The EUR has been in a bull market since 2002 but the economic and political fundamentals of Europe are not looking too good these days…and there are some dark clouds on the horizon for this currency when you consider the broader global socioeconomic framework.
Of course, the EUR was a flawed currency from the start (as [...]
16
Apr
2008
10 Reasons To Like US Stocks
Posted by John as Market Action
LONDON (Reuters) - BlackRock, the giant U.S. investment fund with some $1.36 trillion in assets under management, reckons the banking crisis is not over and companies are delaying expansion plans and in some case cutting spending.
But in a note, Bob Doll, the firm’s global chief investment officer for equities, says there are nonetheless 10 positive [...]
27
Mar
2008
The best strategy for profitable trading in any market
Posted by John as Investing & Trading, strategy and tactics
It’s basically the “old style” hedge fund strategy, and many modern day hedge funds follow the equity long short or “equity hedge” strategy. But don’t let the name fool you… even though this strategy plays both long and short sides it should not