with Oli | Strategies


Archive for Mai, 2008

Lehman to be the 2nd “Bear Stearns”?

Montag, Mai 26th, 2008

As Bear Stearns went belly up, Lehman was following close …
but saved themselves due to a “better than expected” Q1 report …
Now … pressure mounts again … and this time … we don’t talk rumours … we talk alleged facts.
Have a look on the speech by downloading it below:
David Einhorn speech … highlighting Lehman […]

Why Crude Oil should correct NOW … (chart)

Freitag, Mai 23rd, 2008

- OPEC insists, that we should all have sufficient oil …
- fundamentally demand is contracting in the U.S. the first time in 15 years …
- even China has lowered its imports …
- every bullish study and story is told …
So let’s look at the chart … as we know … the trend is your friend […]

MAY … end of Q2 for Goldman

Donnerstag, Mai 22nd, 2008

Please be aware, that Goldman finishes its Q2 end of the month … and if I’m not mistaken, Lehman and Morgan Stanley as well …
SO … in the case you wonder, why Oil is flying and stocks are leaking …
Think about, who could be behind the move?
Guessed it?
You said GOLDMAN???
You win the price … […]

S&P … start of downwave? (chart)

Donnerstag, Mai 22nd, 2008

As I got loads of requests for the Chart picture of the S&P after yesterday’s DAX Analysis.
Here we go:
Picture is quite similiar … that is “globalization of markets”
As the DAX, the S&P completed recently a bearish Gartley-Pattern …
the corresponding extension targets are:
1300 (bullish case) 1170 (neutral expectation) and 1045 (bearish case)
See CHART […]

More pain to come … (part 5) … the CHART

Mittwoch, Mai 21st, 2008

The fundamental picture is clear … what about the chart???
When will it be played out???
I think NOW(!!!) … Bears have NOW the chance to crack this market …
IMHO …
From the top, we had ONE move down … many times shortened and stopped by black magic of Ben, Hank and the boys … read: MANIPULATION
Now […]

More pain to come … (part 4)

Mittwoch, Mai 21st, 2008

Bondinsurers … the neverending story … we all seem to know the outcome
Here 2 things from today … trying to tip the scale … whatever Mr Paulson and Mr Bernanke will say
1. Moody’s Cuts CIFG Ratings to Junk …
reflecting the “high likelihood” that it will fall below minimum capital requirements in […]

More pain to come … (part 3)

Mittwoch, Mai 21st, 2008

WSJ has an article today, highlighting the not effective hedges of the financial industry due to use of uneffective hedging instruments as the ABX Indices.
Lehman is said to be the biggest victim … up to 2bln$ losses on bad hedges …
Another shoe to drop …
All these big-headed investment bankers need to go […]

More pain to come … (part 2)

Dienstag, Mai 20th, 2008

Elections in the U.S. come closer … so the threat of terror attacks and/or military actions rises unproportionally.
Bin Laden would not for the first time try to influence an election … and George Bush and his friends as well are capable of everything to save their fate …
Especially in the countries “closer” to the action […]