with Oli | Strategies


Posts Tagged ‘inflation’

H1 or killing me softly :)

Montag, Juni 30th, 2008

Market seems still to be in denial as there is still discussion going on, whether we are in a BEAR MARKET
At least no discussion about that in Germany or France … both indices lost 20+ % in H1 …
Here some of the DIAMONDS of the american market … with one question …
If this […]

ECB takes the lead …

Donnerstag, Juni 5th, 2008

ECB today made clear, that there is NO CHANCE for a rate cut …
Due to the current inflation picture, most of the ECB council members see a case for a RATE HIKE …
Trichet sees the possibility for a JULY “small” rate hike …
So … this means NO MORE RATE CUTS … neither from the […]

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 […]

Now even the core inflation rises …

Dienstag, Mai 20th, 2008

… even the reported one biggest rise in 17(!!!) years …
Now you might ask: “Are there more than ONE inflation rate?”
My answer: “Looking into my pockets YES!”
Now even the public starts getting into it … So … please read the article below!!!

Copyright by www.marketwatch.com