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, that NOW … […]

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 … the leverage option […]

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 are significant.
READS: NO GROWTH […]

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 long …
DAX bounced […]

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 U.S., today the UK […]

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 […]

One day before the ECB meets, markets sell off as news about the financial sectors scare buyers away and bring sellers back as markets trade in the RED for 2009 …
Today, Deutsche Bank surprised the markets with an early earnings report … record loss for Q4 … stock plummeted and still they are talking about […]

No ‘lasting’ recovery without more bank aid … STILL!!!
Remember … yesterday, a big US Bank told us … 33% of the problem is solved … ONLY 33% … of the KNOWN problem AUTSCH!!!
And as always … Ben Boy talks soothing BS … stabilization later in the year … YEAH RIGHT 2010? 2011? Later?
WHEN??? will […]