Thursday, March 31, 2011

Newest House of Cards

The EU is great. The nations are raising interest rates and the Euro is going up! Superb.

How much money are EU nations indebted with?

Because NONE of it will be paid back. Of course, this will not be made fully evident until later.

Who paid for the WWII European war debt? (The US taxpayer alone?)

We all better have the right financial positions when that shoe falls on the existing house of cards...!

There is a US junk bond market too. These markets can be considered for near term exploitation.

Jobs Report

It's kind of a joke and can be manipulated by Benny as in the prior post.

If it's good, one could say that the economy is super! -OR- that QE2 will end early!!

If it's bad, one could say the world sucks -OR- that QE3 is a certainty!

Do you know what is real? It all depends on what Benny wants to be real for now.

If Benny has ever stolen some of your money, you may need help and guidance in this case...

The Wall Street Organization - of Benny the Jetster

From past posts, Benny is probably busy in council this evening before April Fools Day.

After the March-end financial reports for the folks who provide Benny money to play with, what does Benny have in mind for the month of April?

He in fact has until 4/4 to get conscensus and decide in this case because either Friday or Monday would be OK to start executing the April plan. In fact, this is great for Benny because he can also play Friday against Monday!

Will Benny think "lets see if we can make upward gains in April and then take it down in May since everyone on TV will follow instructions and say - sell in May and go away"?? -OR- will Benny decide that it's now time to switch TV from the "everything is great" strategy to the "6-nuclear reactor radiation cloud and war in the rest of world/oil price problem news" strategy?

Even Benny can't get timing wrong or some of his folks could get upset.  :)

We should know by Mon. or Tues. latest.

If you don't understand consolidation and distribution, do not trade alone!

We understand everything.

Thursday, March 17, 2011

Likelihood of NVDA pre-announcement

No one knows (we hope!) but one reason a CFO would resign immediately is if he felt he could be breaking the law by not communicating something...

Wednesday, March 16, 2011

Relief of Tensions...

...Will occur at the exact moment all the "spent-fuel" has been recovered from the sites. Right then you should be buying.

Fuel Rods

In an ill-timed event, a satellite photo showed a spent-fuel-pond with no water covering the "spent fuel rods" from at least one reactor.

Ooops. What do we suppose is part of the "spent-fuel-rods?" Where might it go?

This is a wider view of the market. We should pay attention.

Supply chains can sometimes be dangerous

Question: What does one need to construct a nuclear weapon and where does it come from?

Answer: Sell before the supply chain is cut in half... it takes time to rebuild... lots of time.

Trading Japan

To help technical traders who may not be technical in the Silicon Valley sense, the Japan nuclear situation can be likened to a MACD chart for 1 day/5-minutes:

Once you see a movement of the black line and red line approaching, and once you realize both lines are below zero on the chart, you could watch the price move up a little and mostly sideways prior to a drop.

But the drop usually comes. No one wants to get confused in no-man's land.

Japan is the 3rd largest economy in the world. If you thought you were concerned about Europe (and you still should be,) Japan is a size 9.0 while the Euro is simply a 4.5.

Know how to trade? We do.

Tuesday, March 15, 2011

Another Local Semi Problem

When a CFO is suddenly missing without a plan, it's usually because there's a large financial problem. Watch out!

Monday, March 14, 2011

A Little Mis-Direction Regarding Japan and Equities

3 Nuclear reactors were in operation at the time but 4 reactors have problems.

The US doesn't send the Red Cross (not really) it sends an entire US Navy battle group instead.

?

What is going on and how will it affect the market?

We know, do you?

This is no time to believe the reporters...