Proud Member Of
Random Roger
© 2009 | Gadget Theme Blogger Template
Original WPtheme By Blogger Template | Converted By Gadget Lover
| Distributed by eFree Blogger Help
Original WPtheme By Blogger Template | Converted By Gadget Lover
| Distributed by eFree Blogger Help
5 comments:
Roger....your loyal reader(s) here in Thailand can't access YouTube due to government filters. By any chance, can you post the video to one of the other (any of them) video sites?
If it's too much trouble, I completely understand.
CHEERS!
(my IP address will confirm that I am indeed here in the Land of Smiles...Thailand)
Models this week
Timing Model = 3.5
100% long
Global Allocation of long positions
MSCI EAFE Index 40
MCCI Emerging Markets Index 30
Russell 3000 Index - U.S. 30
US Sector Ranks
U.S. Oil Equipment, Services & Distribution 3.5
U.S. Utilities 3.5
U.S. Oil & Gas 3.0
U.S. Telecommunications 3.0
Mid Cap Value 3.0
Composite Internet 2.5
U.S. Leisure Goods 2.5
U.S. Basic Materials 2.0
U.S. Real Estate 2.0
Intl ETF Ranks
MSCI Malaysia Index Fund 3
MSCI Germany Index Fund 3
S&P Latin America 40 Index Fund 3
MSCI Sweden Index Fund 3
MSCI Netherlands Index Fund 3
MSCI Singapore Index Fund 3
MSCI Australia Index Fund 3
MSCI Brazil Index Fund 3
MSCI Mexico Index Fund 3
By timing model is still very bullish but 2 of Goefert's sentiment models are on the edge of creeping into OB territory. Also, a number of sectors are short term OB. I'm concerned that we are very near a significant short term correction and may take a small position in UCPIX to hedge against a big move down (if we don't get slammed tomorrow).
I'll try to post changes in my timing model this week. It's very possible my long positions % will start to fall.
China's $3 billion investment in the Blackstone Group has to be a positive market indicator.
http://www.bloomberg.com/apps/news?pid=20601087&sid=a6P2_c.RSIII&refer=home
This bull has a bit more life.
I'm not sure how a $3 billion investment by the government related to the behavior of retail investors participating in the Shanghai market?
I will say that no outcome would surprise me.
Not sure how any joe blow avg moron can't see the obvious top in the next 30 days.
May you enjoy your freedom of speech right, as many others are trampled.
Rule by the GD rich for the GD rich benefit only; and no-one else. Too late to fix. Shameful and disgusting... Nauseous, disgusting.
May you puke in honor.
D
Post a Comment