Over the past months many analysts have been trying to decipher when things are going to turn around. iCapital itself talks about it in its most recent issue. Despite all that is being said, the sad truth is that no one can tell. Of course it’s possible to compare previous recessions as iCapital has done, [...]
Archive for the 'Periodic Outlook' Category
Many articles (especially brokers reports) commenting on the stock market make assumptions about the correlation between the stock market and economic and/or political events. Whilst this is difficult to quantify, an investor must at least be able to separate the strands in order to understand price action.
As you can see from the slide below, the [...]
Buried in another story regarding the provision of credit lines by central banks today, Bloomberg reports:
“As markets seized up this week, central bankers pushed more than $200 billion into markets with those in Japan, Hong Kong, South Korea and Australia doing so again today.”
Woah.
Pumping money into the market in order to artificially prop up prices [...]
Just wanted to say that I’m still around… what with crisis after crisis in the financial industry, the Olympics and all the shenanigans going on in the Malaysian politicial scene I have not had a chance to research any new articles lately.
But here’s a quick note to medium and long-term investors and contrarians: I repeat [...]
Global Outlook: Diversify Into Strength and Stock Pick Into Weakness
Published by January 21st, 2008 in Periodic Outlook. 0 CommentsWhen markets head south, the extent and speed to which it does so can surprise many. In the last 3 months the US and Hong Kong markets have fallen about 15 - 20%. Can you imagine losing 15 - 20% of your net worth over 3 months? Usually it takes even professional money [...]
When Bernanke cut rates last week, the financial community breathed a sigh of relief because that pumped life back into the major stockmarkets. India and China are now hitting new highs off hopes that the sub-prime mess is going to be contained to the US and 3rd quarter financial results from investment banks such as [...]
Firstly - I’d like to apologise for the recent screw up on my blog when an update removed some recent posts. I’ve managed to get them back but not the comments. Rest assured that this is being worked on!
Now last week I was looking at volumes and wondering where the bears were. As you can [...]
Hindsight is always 20/20 and I could write about the many technical signals and reasons behind the sell-off, but that would be disingenuous because there is no way anyone could have predicted when it was going to happen. So apart from offering sympathies to our colleagues in the the financial industry (who are getting worried [...]
Here we go again.. Party like it’s 2006
Published by July 31st, 2007 in Periodic Outlook. 0 CommentsI can see shades of May 2006 returning. Remember how stocks took a beater then only to turn around and leave a consolidation pattern in its wake? Will it happen again this time? More people seem to think so. Don’t bet on it. But don’t bet that it won’t happen either. The best anyone can [...]
Here we go again.. Party like it’s 2006
Published by July 31st, 2007 in Periodic Outlook. 0 CommentsI can see shades of May 2006 returning. Remember how stocks took a beater then only to turn around and leave a consolidation pattern in its wake? Will it happen again this time? More people seem to think so. Don’t bet on it. But don’t bet that it won’t happen either. The best anyone can [...]
