PC Stocks like INTC, AMD, NVDA

Dinosaurs for now. Do you plan to buy the family a brand new large desktop PC for the holidays? Even a laptop? Probably not. That doesn't mean the stocks cannot go up, they will just fall relative to the dollar's valuation relative to other more successful companies.

That rascal Benny

Once the momentum shifts in the way Benny wants, then the rest is simple. He just waits a little while for the move to slow down - until it's about to come to a stop and later change directions. Then he just "buys" or "sells" in order to make money on whichever way he sent the price. :)

The only problem is that one fund makes money while the other fund effectively loses money. But it doesn't matter for Benny because he makes money both ways.

The fund "owners"/"clients"? Even better. Check in on Benny's story tomorrow!

Algorithm

xP=xCexp( - the rest is obvious after today) divided by the usual.

Worldwide Currency War - Round 5

After disengaging for a short time, BOJ has today re-engaged with a massive frontal attack on all currencies. Huge move by Japan, the world's number three economy.

ROW says: "We have just begun to fight!"

This could "inflate" things for a while. But only until ROW puts everything back to even, which is exactly what happens in a currency war. Don't get left out of this one, this one could make you a fortune. Have you figured out the algorithm between the US dollar valuation and the US dollar-based equities? We have.

No reason to go up... except for that BOJ surprise move :)

Spot currency trade today. As you already know, there has been an algorithm for relating the Euro/US to the SP. Now there's a new algorithm for relating currency to the SP, etc. We already have it correlated and into our trading machines. This one is even simpler than the last one. You need to know the algorithm for the Wall Street super-com 's. They are already fast enough to beat anyone, but if you don't even know the algorithm they are running then you should not be trading for now.

Tues. for NASDAQ?

We suppose Benny could do anything he wants for a little while, but there is no reason for U.S. stocks to go up and especially not tech. We do not see Tues. as a jump day and especially not a high volume day. Of course, we haven't checked Europe overnight, but we will soon.

Semiconductors and tech in general - Silicon Valley

As we recently reminded, the lead time for semi products is long, even if they are simple analog products these days - because simple analog products, these days, have to be smart analog products.

If the tech volume ramps up, the semi's (run mostly by not the brightest business folks in the world) are then forced to ramp. If the economy changes within the 6 months of their big ramp, then it's kind of an "oops!" More so than in any other industry.

So if outlooks go up and down relatively fast, and if the chip fellows knee-jerk react to it, and also the products can be obsolete in 6-mo., then what is the inventory situation? Pretty ugly? Probably you should call us before you invest.