Thursday, October 7, 2010

BRIC

Anyone, especially anyone still on TV, that uses the term BRIC is living in the past.

Brazil, Russia, India and China... excuse me?

China is the no. 2 economy in the world. Hello??

Next time you need help, don't watch TV.

Emerging is emerging and dominant is dominant. We understand and so do you. Don't settle for anyone who does not understand.

Someone bought Actel?

I forget who it was. Our first guess is to short them. But wait for the currency wars to establish themselves first.

Friday for NASDAQ

Jobs Report?

If the report is good, prices will knee jerk up? But then later knee-jerk down because there will be no money-printing?

Hmmm.

Unfortunately, the jobs report is/will be overshadowed by the threat of the outcome of the world-wide currency wars.

In case you don't know how to act... we do. And don't think you can just buy gold as a safety net... uh uh.

Who are Benny's Clients?

So one fund effectively loses while another fund effectively wins. That does not mean that both funds can't make money at the same time. For example, if the average market rise in a given period, maybe 2009 or whenever, is say 10%, then Fund A could make 15% and Fund B could make 5%, typically, and everything would just average out. :)

Of course, you can do the math yourself. Fund A would make an extra 5% and Fund B, in return, would lose an extra 5%. That is how the world goes around for Benny.

Tomorrow, we will check on the other end of the scenario, i.e. what happens if the overall market goes down in a given time period as opposed to up. That's a great story!