with Oli | Strategies


Posts Tagged ‘Bonds’

Emerging (markets) problems …

Montag, Juni 2nd, 2008

UK Telegraph has a interesting bit about emerging market bonds … one could even say about all bonds
Read below … AUTSCH!!!

Copyright by UK Telegraph
Another problem … caused by the same machanisms … GREED, STUPIDITY, DENIAL …

Some “HOT” wisdoms …

Sonntag, Juni 1st, 2008

Fortune Magazine’s Titel Story …
About the hottest Investor of our time … Ken Heebner …
24% annual return over the last decade … means 20% OUTPERFORMANCE
Her some of his wisdoms … INTERESTING
- He is a CONTRARIAN … feeling best, when everybody thinks, he’s nuts
- Jumps on trends as early as possible and with size.
- Jumps off […]

2008 Main Investment Themes

Dienstag, Januar 1st, 2008

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 […]

Day 19

Donnerstag, Dezember 13th, 2007

Situation:
U.S. Markets: Markets sold off again after the huge gap, caused by the moves on liquidity by the centralbanks. We traded down to new lows before recovering 20 S&P points into the close on rollover … NEW FRONTMONTH on the US equities from TODAY on … MARCH 2008 … so S&P is 10 points “higher”, […]