Here we go …
SEC’s “short rule”, Wells Fargo’s dividend hike, chart supports, small VIX spike, down manipulated oil, margin calls, Friday’s expiration and the soon to be released earnings reports …
Take whatever you want … believe the talking heads or have your own plan
Nothing changed … it is still Benanke & friends […]

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 […]

Bonds are selling off as June contracts are close to expire …
WHY???
Inflation is ramping, credit crunch seems managable … so the Hedges are SOLD.
And now the speculation starts … WHAT’s NEXT???
Interest rates HAVE TO RISE!!! Next step of FED and ECB will be UP … a rate HIKE!!!
This is reflected first in selling of long […]

The real reason behind the firmness in selected commodities is …
Index speculation … as too much money floats around, looking for yield.
As currencies are quite stable … compared to the 80’s …
and neither bond markets nor equity markets look promising …
especially after the collapse of the real estate markets …
MONEY looks for other fields […]

- OPEC’s 13 members, especially core Gulf producers, are taking their output cues from global oil demand rather than sticking to production targets.
- “Whenever there is demand it will be met by OPEC,” he said. “The majority of OPEC producers definitely don’t like this high oil price because it is neither in their interest nor […]

As Oil drops a bit … as expected, if you are a reader of my blog …
RUMOURS FLY … to find an explanation for the move
Newest rumour … coming from an U.S. investment bank …
U.S. Senate to propose limits / curbs for “speculative” oil trading … some even think, it could prohibit […]

Please be aware, that Goldman finishes its Q2 end of the month … and if I’m not mistaken, Lehman and Morgan Stanley as well …
SO … in the case you wonder, why Oil is flying and stocks are leaking …
Think about, who could be behind the move?
Guessed it?
You said GOLDMAN???
You win the price … […]

Goldman hikes their forecast for the average price of crude oil for H2 2008 …
from 107 to 141(!!!) $ …
If they are right … equity markets should suffer BIG time …
Even if retail sales rise … on gasoline sales
Reason for the Goldman action is higher demand from China due to the earthquake, […]