Weekend Thoughts …
As X-mas comes closer, it gets more difficult to be interested in the markets …
Even more as the main themes are still the same … NO CHANGE … and it seemingly won’t change for some time down the road …
Housing, subprime and recession on one side … Asian growth, splendid tech earnings and the FED on the other side …
Fundamentals and too much money fight for the direction.
Everything seems to be different this time … usually the stockmarket is ahead of the fundamentals … this time he seems to try to ignore it … now the fundamentals get better … see Citibank which had 87bln$ subprime/CDO exposure in August, now is down to “only” 49bln$ exposure … and others were even quicker than them … which was not that difficult 
But now the technical picture of the market looks weaker … maybe as the market was propped up only artificially as a selling wave could have meant real desaster … now … market participants are regaining strenghth … the hot air can now slowly(?) leave the balloon …
The interesting thing … you now get the truth far quicker and easier on the net … than from the official sources … sad … but true …
The only explanation which makes sense to me regarding the question … why are these markets not falling???
ONE BUBBLE EATS THE OTHER 
The inflated Asian and Arab accounts are buying knowledge and influence before others become aware … Thanks to inflated unreal oil prices (how many times we had to read that there was enough oil and they sold it FAR below market prices) and thanks to unreal production prices in China (currency and working conditions) … we now get the bill …
MERRY CHRISTMAS
