As the situation IMHO is absolutely clear … We will hit new lows in equities I try to think up a scenario, which could prove me wrong … I found one … and only ONE!!! As we could read over the weekend, the big industrial nations … thanks for the hint Mrs Merkel … agreed [...]

Wait to fall I mean The only reason is … market fears to be betrayed again … So they wait for the announcements … Stimulus package and bail-out plan And then we will sell off … why? – The stimulus needs longer than everybody thinks and is smaller than the pure number shows – Bail-out [...]

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, [...]

It is quite unbelievable … investors still are in denial about the facts … They still live the dream, that after a bad 2008 … things HAVE TO become better … Unfortunately … we are at the BEGINNING of the downfall … not the end … EVERYTHING was built on LEVERAGE … and now … [...]

To explain the unexplainable … the FED issued the LONGEST statement on record … AUTSCH!!! They keep buying time … needing always more words … and they still have NO CLUE … – The Committee anticipates that a gradual recovery in economic activity will begin later this year, but the downside risks to that outlook [...]

Nice bounce for equities … as always towards the monthend … Talk – suported … GOOD TIMES ARE JUST AROUND THE CORNER Let’s see, how we fare this week and next week … Still no(!) sign for a paradigm change … Just to keep you posted … For investors it still pays, NOT to be [...]

Centralbanks and Governments are desperately trying to turn the tide … With the interest option out of question and the Governments’ pockets already showing some holes … The ultimate weapon is about to be used … JUST PRINT MONEY!!!! Let the printing machine run all day and solve it that way … AUTSCH!!! After the [...]

Barack Obama made it happen … he is president of the U.S.A. The market reacted … “YES, WE CAN” … and sold off … Now we will see, how Obama will make the CHANGE happen … It will be an even BIGGER MIRACLE, if during his presidency we will trade new all-time-highs for the equities [...]