Friday, November 9, 2007

Mole Appeared On Nipple?#

not forget from the old FuW spending

From time to look back and I read the old FuW spending by another, or the marked locations. Here is a selection:

Who liquid, can be later when the markets have stabilized, seize opportunities. On the buy list will be issued by companies, are the least good to have presented very good figures, but were recently also detected by Baissesog. ... These titles, it is kept in mind.
11:08:07, Dear Investor

Wahrnehmng the investor has finally reduced to narrow tunnel vision, naturally increases the risk that unexpected events, and they are unfounded in fact, cause a violent reaction.

The hot and fast money leave the stock market has largely left, and has flowed instead into a vehicle for financing acquisitions and PE-HF. ... Also it is seen that the exchanges are not pumped full of speculative money. Otherwise, the downward pressure would be considerably greater.

corrections act that is often almost as a catalyst for subsequent strong price advances.
08:08:07, S 15

The 2008 presidential election could well be the catalyst for the dollar.
11:08:07, Dear Investor, S 13

Except for the U.S. housing market, prices have reached their low point, probably goes by another nine months .
Hendrik Leber, Value Investor, 4:08:07, S 39

Patience is a bitter plant, but the fruit is sweet.
Chinese proverb

Not the loss of money causes poverty, but the fear vor dem Verlust
Bodo Schäfer, dt. Geldberater

Privatanleger bleiben der Börse nach wie vor weitgehend fern... Aktien sind nicht teuer. Der S&P-500 weist für 2007 ein KGV con 16.3 auf, das KGV des DAX beträgt weniger als 15.
21.07.07 (DJIA schloss über 14'000), S 2

Die Fondsverwalter beurteilen die Wachstumsaussichten für Wirtschaft und Unternehmen so zuversichtlich wie seit über einem Jahr nicht mehr.
21.07.07 (DJIA schloss über 14'000), S 11

Eine Krise ist ein produktiver Zustand. Man muss ihr nur den Beigeschmack der Katastrophe nehmen.
Max Frisch

All crises were salutary self-cleaning processes ... Stay out of political action threatened, possibly similar hardships as in August 1998 in the wake of the LTCM collapse and the Asian crisis. At that time, the S & P 500 in a month 15% - all other indices significantly more. After that he did indeed to March 2000 by 62% ... If any a blow, it would be wrong to take it as an occasion to be defensive. If history is a guide to right conduct, must be preferred to a possible rate shock the same cyclical sectors. That evolves from today's basic constitution of the U.S. stock market sustained bear market, is highly unlikely.
Alfons Cortés, 25.07.2007, S 31

to be continued ....

Friday, October 26, 2007

Black And Ivory Themed Wedding Centerpieces

emotional discussions

Analysts argue whether there is an interest rate cut in the U.S. or not. This dispute is run very controversial, the battle lines seem hard. The emotional these discussions take place, are usually less secure both sides.

I'm not different, I just do not know. I can not currently assess Ben Bernanke. That was when Alan Greenspan, very different.

I also see these high fundamental disagreement between key data, which in recent days also have led to clampdowns Tumbling markets and led to the apparently bullish mood, which meant that was acquired in spite of these warning signs of any such decrease. This fits my view do not coincide.

Pay attention to the charts
In such a situation I am relying on the charts. Fundamental factors need to do is often too long to take hold.

is important to recognize that a lot of charts are still extremely important decisions.
  • The S & P near the all-time high.
  • The NASDAQ100 at the upper limit of the old trend.
  • Euro / dollar: on the outbreak of the long sideways movement, that is the old highs.
  • Dax is also just below its all-time high.

This shows how important will be the next Fed rate decision for the markets. Will most likely occur in the course of the next Fed meeting fall in any charts on the decisions. Since I do not know if the Fed cuts or not and how the market reacts to it, nothing else can, than wait for the technical chart signals and the Fed meeting.

Author: Jochen Steffens

Thursday, October 25, 2007

Turkish Cotton Vs Cotton

lecture Alfons Cortés

Last Monday I was - as announced - at the presentation by Alfons Cortés (AC) in Küsnacht / ZH. The event was organized by the FuW propenvoll and can be seen as successful. AC presented its processes, how to lay the right shares to the depot and brought many examples. An actual trader tip did not exist.

As shown repeatedly in his column, he uses mainly the Bollinger bands and the relative strength index for comparison. For AC, the S & P 500 of the index that is to beat.



his principles: his
1) invests only in primary uptrend in stocks.
2) trends will be made until further notice from the NYSE. (Replacement by Shanghai possible, but not now)

selection process of elimination:
3) Only values, sector and country indices are stronger than the S & P500 to be taken into the portfolio.
4) You will only invest in securities and markets that are liquid and legally secure. (Austria is illiquid, Russia uncertain)
5) shares, not less than the index of countries (performing sector index), kicked out.

6) All positions are equally weighted

is the end, a small number übrigt stocks in which to invest. Each item is weighted at 2%. The markets tend to be weak and the relative strength is removed, the cash-share increases automatically. Alternatively, instead of cash and the S & P500 Yet. They would then have at least the best index in the depot.


The Bull Market
The bull market goes through three phases:
a) accumulation
b) the rational environment
c) the irrational environment

indicator of the phases
a) high daily volatility, lack of trend (Trader market), high sensitivity news, extrapolating the past into the future (everything is from the stream!), skepticism vs. trend.
asked> visionaries, which detect new trends and buy stocks. Intermediate: Technical analysis as a basis (no rotten eggs analyzed), fundamental analysis as a selection criterion

b) the shape of Courses following the course of the profit growth (almost all promises profit)
> STAY THERE! NEVER FOLD, because you sure missed out after a small decline the next upturn. Often enough, buying the index of passive investment vehicles (ETF).

c) repressed problems come to the surface divergence to the price increase, dissent on optimal central bank policy because ambiguity sold over inflation, recession, very good runaway values are (wrongly), increased cash portion, diverging sectors
> Now you have to again buy those shares, which have pushed the bull market and have now been sold, for here lurks the big win. Caution: propensity for exaggeration in the assessment. Important: NO FUNDAMENTAL ANALYSIS, purely technical analysis! The valuation seems high only to the first moment. The fruits of the changes found in Phase 1 (Vision) is only now ripe for glory.

Examples:
a) 2002/2003
b) 2003-2007
c) since March 2007, 1998


According to AC are we at the beginning of Phase III. His tips (selection):
+ + NASDAQ 100, energy stocks, raw materials, IT, Telecom (the benefits of new technologies is always underestimated and is rarely assessed correctly by the analysts), Daimler, NESN,
+ DAX, Euro Stoxx 50, KOSPI
- CAC40, Nikkei 225, SMI / SMIM, Financials, Health Care


Finally:
- decreases the relative strength of the index, sell, regardless of the cost price.
- In any bad sectors there is a pearl.


Conclusion:
I compare his ideas with our comments in the forum, things fit together very well. To position themselves now in the + + ideas can be very lucrative. Check our depots and we throw out the rotten eggs!

Friday, October 19, 2007

Red Spots On Dogs Tongue

exchanges Blog Forum

The stock market blog forum is - almost as an extract - for a few days for freely accessible open in read mode.

Have fun!

The days of Open house were on 23.10.2007/18: finished 46th

greetings economist

makes something out of it, but maketh guet ...