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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...
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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...
Weekly Bullion Technical Comments – Neutral Stance But Breaks of $1606 and $1700 Will Show The Way.
by on Aug 30, 2012 •The German team stick to their preference for the medium term bearish trend to resume soon enough but they remain officially neutral open to both a northward and southward breaks of key levels. Their short term call is a mild retracement of the recent bullish moves. Like everyone else they are fence sitting here and...
Weekly Bullion Technical Comments – “Medium Term Outlook Neutralized”
by on Aug 23, 2012 •The German team are shifting their technical stance but are not willing to go bullish yet. Below 1700 US$ gold price they remain of the view that this move could simply be a false rally and the whole move could reverse in the next two weeks especially as we are still in Aug. A move...
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Weekly Technical Comments – “A Break of 1422 Opens The Door to 1470”
by on Aug 21, 2012 •This week’s report from the Swiss team follows on from last week’s whereby they are shifting their medium term technical projections towards a bullish scenario. They have moved back their timeline to mid end Sept for a correction. They now expect 1422 to be broken to the upside in the near term. They state an...
Weekly Bullion Technical Comments – “Below 1623 to 1648 Bearish & Above 1674 Bullish”
by on Aug 15, 2012 •The German team re-affirm their bearish analysis of last week. They remain wedded to the view that gold will see a swift decline by the end of August. A break of the long term uptrend line at 1572 currently must be achieved to provide momentum to the move. They repeat the 1325 target with 1299...