Predictions

March 31, 2009

Predictions: a universal principle in the operation of the human brain
Moshe Bar Harvard University  Read


Monday SELL OFF- Think again

March 31, 2009

Headlines are scary …Biggest sell off in 3 three weeks …but looking at the charts the picture is a bit different 🙂  Correction is under way on declining volume …..MEDIAS ARE NOT YOUR FRIEND !!!

We stick to our BUYING WEAKNESS MENTALITY !!!

sp5004

Identical picture @ DOW

dow

MSCI Emerging market – same picture 🙂

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IB


BILL DUNN is UP 80-100% last year OMG

March 30, 2009

DUNN Capital Management is one of my favorites and they are up 80-100% for 2008 i can’t beleive it.

http://www.cnbc.com/id/15840232?video=1072093452&play=1


S&P Composite

March 30, 2009

Regression to the Trend


Real Estate Trends – Reality check

March 30, 2009

Real Estate trends and DB’s presentation was so hot that this provoke me to write few words about this topic.

So let’s take a look of the charts first.

First NAHB Housing Index – Main housing index showing little hope for  RE stabilization.

housing

Philadelphia Housing Index – Consolidation mode … No sign for trend change IMO

hgx

HGX- 2005 was the PEAK do not listen to experts calling 2006 or 2007 was Peak of RE ..Where is the bottom ?

hgx2

UK Real Estate  – PAIN MODE is ON

ukre

Real Estate is main cause of problems for banking sector asRE is main reason for Asset deflation which directly hit Banks balance sheets.

I am wondering why everybody expects to see  V shape recovery in REAL ESTATE? I am leaning to L-Shape scenario !!!

I do not know the future of Real Estate but  is not the my favorite investment neither in the past or now. Real Estate in long run yeilds no more than inflation.

IB


EURUSD on H1 diverging

March 30, 2009

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I will try small long here @1.3189 target open , stop as MM rules


Intraday DAX

March 30, 2009

Bought DAX @4041 target open, MM rules intact