After a long and relaxing holiday, you guess, what happened?
Yes, I had a very busy last weekend and unfortunately some problems with technical issues
So welcome back to trading. Tomorrow Monday, 7th I will be back on the trading desk. It will be Day 21 in my “quest” to earn the full point value […]

As “everybody” keeps jumping off the cliff and sells, many people are still enjoying their well deserved X-mas break.
It will be highly interesting to see, how the market reacts next week as it will be the real first full week of the year 2008.
We already are in the RED this year around 3 to 6% […]

What we are experiencing now … the first days of 2008 … is exactly that, what we call in a daily sense the “Amateur hour”. The first hour of trading, where all the amateurs buy and sell and wrong positions get closed/stopped out. And as we know, it is the hour, which the professionals use […]

Here the 2008 main investment themes as I see them … as expected … EIGHT of them
1. Housing Sector
The housing sector keeps plummeting and no relief yet to be expected. November figures showed that the seasonally adjusted annual rate of 647.000 new home sales (the number is expected to be revised even […]

2008 will be a great year … in the sense of successful, prosperous year … NO, this has nothing to do, where the markets end up December, 31st 2008
1. In China, the number 8 is seen as THE lucky number. The main reason seemingly comes from the pronunciation of the word for the […]

I wish you all a happy, healthy, successful and peaceful year 2008!!!
Cheers Oli

Another year … another outburst of analyst expectations … the end is often … most of them are plain WRONG
2007 expectations have not been far off the real outcome … AND THIS WITHOUT KNOWING THE SUBPRIME IMPACT … which means … without that, markets would have performed by FAR BETTER than analysts expected […]

All eyes on the FED … but don’t we know already, what they will do?
25bps for the FED funds and maybe even more for the discount rate … the discount rate cut can be bigger as they want to have it USED … fighting against the rising interbank rates.
The outlook of the FED will be […]