with Oli | Strategies


Posts Tagged ‘outlook’

The “Bear-Train” is about to leave the station …

Mittwoch, Januar 14th, 2009

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 [...]

Be(a)rnanke shows you the way …

Dienstag, Januar 13th, 2009

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? [...]

12th of January … back to start :)

Montag, Januar 12th, 2009

We are back to start … all the gains gone again … Next days will prove whether the earnings are even worse than feared … I think YES … The OUTLOOK can’t be good … It could soon get quite UGLY … STAY TUNED PS … I might put on some charts soon … IMHO [...]

The U.S. budget is even SCARIER…

Mittwoch, Januar 7th, 2009

If you … after reading “The Budget and Economic Outlook:Fiscal Years 2009 to 2019“, the official estimate of CONGRESSIONAL BUDGET OFFICE … STILL think, that the equitiy market can go up, that interest rates will not rise soon and the US$ can sustain that … PLEASE start reducing your medication NOW To be honest … [...]

Fade the Rallye :)

Dienstag, Januar 6th, 2009

All fundamentals coming in are rather worse than one might have guessed … BUT … we are up around 25% from the low and around 10% from after X-mas … on low volume … So … who wants to buy here??? I started the year with the 2008 approach … sell the rallies … gravity [...]

Goldman 2009 target …

Dienstag, Dezember 9th, 2008

Goldman sees end of 2009 an S&P of 1100 points … GS are looking for S&P to be 26% higher at the end of 2009 once the Q1 fiscal package is passed, impoved access to credit, home price stabilization and and Financial writedowns decline……. They wish, we wish, everybody wishes … X-mas time

EURO and OIL … REVISITED

Dienstag, November 25th, 2008

We had BULL markets in both … an UGLY overshooting in OIL … a nailing the top in EURO … Now a superb correction … TIME TO LOOK TO THE UPSIDE(!!!) again!!! Here is the post … 18th of APRIL 2008 Post 18.April 2008 Now … here the charts … and the explanation … First [...]

The Hedge Fund Riddle …

Dienstag, November 18th, 2008

The hedge fund industry is beaten down, locking in horror performances and running away from equities … so … What will happen now??? First some quotes out of a Bloomberg article … to get a feeling, how bad it is – Hedge-fund manager David Tepper entered the third quarter with $3.1 billion of U.S. stocks [...]