Currency Trades Now with Nasdaq

Nasdaq trades quicker with US$ concerns than other exchanges... even quicker than Forex!

The Fed has been trying to sink the $ for nearly a year.

Oil is traded in US dollars.

Inflation caused around the world by US monetary policy is now coming right back at the US.

The two most common consequences of trashing the US$ have been:

1. Foreign entities do not want to invest and help to curb the rising US debt.
2. Dollar based commodities rise in proportion to $ falls and thereby destroy forward momentum.

Protectionism does not work in 2011 because the world is too intertwined. Case in point is the price of the US oil dependency.

Know how to trade? We do.

Rabbit

Our recommendation is to pay extreme attention to insiders selling next week, especially Tuesday.

Just as the new year of the rabbit, things can be seen easily and simple actions can lead to large gains without much work.

February 2011

As most of you know, we have been too busy making money in US markets to make comment. This is mostly thanks to Ben Bernanke.  :)

We sense the power of the equities "floor" may be waining from pressures of inflation. We don't think this is justified, but it seems to be true. We are carefully looking at the market technicals for now.

After all, the only way to beat deflation is to try to inflate(!)

But it's hard to inflate prices while wages deflate. So we need to pay attention.

Brave New World of Tech Stocks, etc.!

The market is going UP and there is no such thing as down...

So we need to ride the UP.

Once the retailers get scared later, then we will short.

For now, buy buy buy!

See what the jobs report says prior to the open Friday. Retailers react quickly to news...  :)  :)

Don't get left in a pool of retailers taking diabetes medication... !!  :)

Semi winners and losers for Dec.

We have been buying Nvidia aggressively for now.

We will sell by sometime in January and then we will short prior to the Q1 announcement and Q2 debacle again.

Even TV cannot change the future for this one with the design wins in the loser phones and the design misses in the internet future. But the lookout is good at the present time in our opinion!

Cisco is under-valued for now... we intend to buy it.

Tech Stocks for 2010 - Buy or Sell?

What are you buying for Christmas? Here’s what I’m buying and why.
Why? Because the family pretty much asked and even specified what to buy. J
What? for 6 people:
For two hard core gamers, we need to purchase two XBOX systems, either new or upgraded, with that “hands-free” deal.
For two social networking experts, two new I-phone 4’s. Doesn’t matter if they already have an I-phone 3 or 4, they just want a new one.
For two mostly ordinary folks, we don’t care but one IPAD is a good idea for keeping out of trouble. J
PCs? No.
New chips for PCs? No.
New processors for PCs? No.
Game cards for PCs? No.
Probably this family is not too different from the rest of the world. J
For me? I don’t want anything. I just pay for things!
What CNBC says about make believe chips for phones and things that will never be made or sold?
Very funny.
Good luck with your holiday buying and with your stock purchases for this year! J

The perfect Yen/US-SPI may have broken down, and so did US/Euro

The reason is the expectation that no matter how high the US$ might become, the Fed will be able to whack it back down below the other currencies. We don't believe the Fed can in fact do that without dire consequence to the world economy and without even a worse impact on the US economy.

But the algorithms are starting to differ - shake up - this is a great opportunity during Wall Street confusion. Take advantage of in-between-algorithm confusion... during that time, the supercoms are 'off.'