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!

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...

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.