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Weekly Roundup – “Clouds on Horizon” But Positive “Structural Drivers Intact”
by on Sep 28, 2012 •SC’s weekly roundup and recommendations below. An excellent report as usual without any major changes to their stance from last week. They sight “many clouds on the horizon” and a short term risk of a correction in asset markets. They would use the opportunity of a decent correction to buy more of their preferred assets...
An Extraordinary Precious Metals Report – “A Government Dominated System, Gold $2000 By Q1 2013”
by on Sep 27, 2012 •Deutsche have released a very lucid and frank report on the global economy, precious metals and new global phenomena of ‘consumerism”. Their findings are unsurprising to the contributors of this website. Of more surprise is the fact that these views are becoming wide spread. Even the most optimistic of investment bank analyst teams is now...
Weekly Bullion Technical Comments – Gold & Silver Near Term Correction, Medium Term Neutral..
by on Sep 27, 2012 •The German team remain bearish the precious metals.With targets of 1690 or so for Gold and 32.5 or so for Silver. I’m struggling to understand the detail of their call though as the only evidence provided is bearish price divergence to RSI. The RSI is one of the weakest price indicators and should be used...
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Weekly Technical Comments – “S&P500 Constructive Consolidation, China Still Weak”
by on Sep 25, 2012 •The Swiss team’s latest report is out early this week. They are sticking to their call that this is a consolidation before a another push higher in major equity indexes. The S&P500 to target 1490 1520 and Europe to out perform. The concern remains the material, cyclical sectors which rely on the China story. All...
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Weekly Round Up – “Short Term Pull Back But Equity Markets Offer Great Value”
by on Sep 24, 2012 •The weekly SC report wasn’t published last week due to holidays in the team. In stead I post up their monthly report. SC remain bullish on the markets though under weight materials and cyclical stocks in general. They debate the low vix vs the bullish erp reading with the summary being for a short term...
Weekly Bullion Technical & Macro Comments – “1791 to 1803 To Provoke A Sell Off – Medium Term View Neutral”
by on Sep 23, 2012 •The German team are increasingly concerned the recent spike up in gold prices has been over done. Technically the metals are over bought and approaching some key resistance zones. Gold short term could extend to 1791 and even to 1803 but this area should provoke profit taking and short sellers to emerge. Gold is over...
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Weekly Technical Comments – “A Break of 1470 Would Call For 1490”
by on Sep 18, 2012 •The Swiss team are torn between near term mild over bought indicators suggesting some profit taking and the strong bullish internal technicals of increasing new 52 week highs and increasing volumes. Sector wise they are pro cyclical stocks advocating material themes. “We see any near-term weakness only as a temporary pause, so that we would...
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Weekly Roundup – “Risk On Rally Likely to Continue”
by on Sep 14, 2012 •Another excellent report, in my view, from the guys at SC. Breakouts for the DOW, SP500 & Nas100 is positive US equities. Many emerging market indexes have also bounced up a long way and the Shanghai significantly stepping back from a continuation of breakdown through her support levels producing a possible failed breakdown which always...
Weekly Bullion Technical Comments – Medium Term Model Bullish – Near Term Gold Target $1791 & Silver $35.7
by on Sep 12, 2012 •I’m very glad to report the German team have radically shifted their models. They stood very firmly for a continuation of the bear trend from last year to sustain through q3 and q4 of this year. They were short term bearish, medium term bearish and long term bullish. But the price action has increasingly pressured...
Weekly Technical Comments – “Break of 1422 S&P Opens Targets 1470 & 1520”
by on Sep 11, 2012 •After a two week vacation the Swiss technical team are back on duty and although reporting over bought conditions for risk assets are seeing any pull backs as top up opportunities. Indeed their analysis across fx and individual asset classes is super bullish, a Q4 pull back aside. Ill update this note later when i’ve...
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Weekly Roundup – “ECB’s ‘Unlimited Action Changes the Risk Reward Dynamics”
by on Sep 7, 2012 •Ive been following SC’s (high net worth private client) wealth management weekly report for a while. To my mind its been accurate and timely in its recommendations and insights. It nicely brings together the key fundamental and technical strands of world asset markets, monetary and fiscal policy all in one weekly report. The ECB’s unlimited...
Weekly Bullion Technical Comments – Bullish Outlook for the Precious Metal Complex
by on Sep 6, 2012 •The German team have thrown in the towel and have now turned bullish on the precious metals ‘pms’. They did so with great fan fair but their medium term model seems to have been over turned right across the precious metal complex. I’ll leave the detail of their report to them to explain. I’m personally...