Barack Obama is the new president of the United States! Now we will see, whether change comes Hope dies last John McCain was only … IMHO … one time convincing … as he conceded defeat. So back to business … we bought the “rumour” … will we sell the “fact”?

Markets … after the huge BOUNCE back … seemingly are dead in the water before the U.S. election … BUT WHY??? The outcome seems clear … Barack Obama … We know, that it will be January until he will take over … So … as fundamental news gets BLEAKER every day … why are the [...]

The decision, who will get the ticket, gets closer … Republicans will start with McCain, but who will run for Vice President? Interesting question as the Democrats seemingly will see Barack Obama as a frontrunner … Most people think, that a Clinton-Obama ticket could win, but recent speculation and Clinton mistakes could clear the air [...]

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 lower) [...]