Just a short quote from the Hedge Fund Monitor … published by Merill Lynch Large Specs still long the SPX, short the NDX Note: Commitment of Traders data reflects positions as of last’s Tues close Equities: Large specs continued to reduce their significant net long position in the S&P 500 futures last week. We assume [...]

Over the last days we see increasing interest from investors to sell bonds and buy (back) equities. Reasons are … – the huge need of all Governments to finance their attempt to “save the planet”. – the possible outperformance in future years as either the economy picks up or/and inflation rises. – most people think, [...]

As we all know, the U.S. real estate market is facing a big crisis … Prices are going down, the consumer is hurt and the economy starts to roll over. But … at least the U.S. has a falling currency, which helps, and Helicopter Ben, doing until the impossible to float the boat Even if [...]

Bears still reigning … sharp short lived rallies and longer declines on bigger volume … The fight is on … the price is high! Fed, politics and financials trying to hold markets up … bears trying to squash them … Rumour-Mill spinning like crazy … every day … Today’s rumours … not all, just a [...]