Weekly Technical Analysis. Equities Overbought But HUI To Continue Breakout..
by on Jan 31, 2012 •The Swiss team continue to look for a shallow pull back in the major equity indexs. They are looking for a sector rotation from high beta stocks (ie copper miners) into low beta/defensive stock like utilities. They show a chart pattern of a potential utility breakout here and now. Also of note, having correctly turned...
No Comment – Chart of the Week..
by on Jan 27, 2012 •Hyper Inflationary End Game Approaches.. Dr.Ben Bernanke, Gideon Gono, Rudolf Von Havenstein..
by on Jan 26, 2012 •I dont want to repeat myself but yesterday provided more signals for the inevitable direction we are on so its correct to stand back and repeat what has said before events overwhelm those unprepared for what is occuring. Yes, the list of arrogant central bankers who have debased their nation’s currencies is long indeed. Before...
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Weekly Technical View & Macro Comments, ‘Near Term Overbought’..
by on Jan 24, 2012 •The Swiss team have changed their stance a little. The recent strength providing evidence that the pull back, when it comes, will be shallow and not severe. From their technical perspective, they judge, this move will likely therefore run to the end of March or early April and score a higher high across the broad...
Weekly Technical Analysis – Near Term Bearish..
by on Jan 17, 2012 •The Swiss team continuing to be bearish. In boiling down the reasons for their view they sight three main reasons. Bearish divergence for the McClellan, AAII bullish sentiment survey and the OSX put call ratio at extremes. They use some sector rotation signals to re-call an interim mtop here for the spx etc. I’m where...
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Chart Blitz.. (A Purely Price Analysis)
by on Jan 13, 2012 •We have many instruments at resistances or supports.. We have had an excellent run and the loan data is coming through more positively for both the US and China. The YM or dow futures having enjoyed a near 20% run up from the Oct lows looking like she needs a breather if merely just to...
A Quick Refresher.. Jobs, Population, USD Reserves & Inflationary Expropriations
by on Jan 12, 2012 •The US population expands yoy by approximately 1.5% (producing a doubling time of about 45 years). The rate of change here has not diminished. Every new entrant needs an auto loan, housing loan, student loan etc. In a world of exponential curves the curve of population growth and debt creation look likely to continue, for...
Euro Farce Becomes a Euro Tragedy – Guns & Butter
by on Jan 11, 2012 •Guns or butter, or better both and debt, has been the choice of those in power of our coinage for centuries. Intervensionst central planners that can debase the currency always do with either guns or butter and in some, desperate cases, both. In contemporary terms nothing has changed. Its a common observation to see an...
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Weekly Technical Comments – Bearish – SP500 Capped between 1292 to 1304 (Target 1158)
by on Jan 10, 2012 •The Swiss team maintain their bearish stance. They are ignoring all the fundamental news re debt growth etc. Purely from the technicals they are calling a near term top. SP500 futures currently at 1290 so getting very close to their sell level. Techweekly10-01-12 As we sit here today it looks a bold call having many...
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2012 Forecasts..
by on Jan 9, 2012 •As attached from MS.. I have to say up front that disagree with the basic premise that stimulus is coming to an end. We have negative interest rates and imo these will widen as inflation rises. Direct QE may not be needed should credit growth expand as the fed, boe, ecb desire but on any...
2011 Investment and Trading Performance Review..
by on Jan 6, 2012 •Apologies for how overdue this document is.. precious precious time is always the problem.. and the older i get the more i realize just how precious it is.. Wrinkles are appearing where there were none before and this has encouraged me to be more careful with my investment of this precious resource. So i hope...
2012 Technical Comments..
by on Jan 3, 2012 •UBS near term bearish but predicting the cyclical bear bottom in 2012. I’m out of time to comment now but here attached the comprehensive technical report. Dont chase the market and a fake breakout is UBS’s nearterm call. All the best for now. Rich UBSTechnicalStrategy2012