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WELL WHAT DO YOU KNOW

THE REAL VALUATION

STOCK MARKET V. CURRENCY MARKET

Good day

The August job numbers were not as convincing as foercasted. Infact the number relects a revision of an earlier miss. The stock market may began to see mnore volatilty that is facxtored in the near term trade. The concern is how the currency has reacted to this specific peice of economic data. The QE Programs ending or not are a realization that something has the attention of the stock market. The currency markets reacted normally to today's data. This is the actuality of emerging markets and the increase of the knowledge being transfered and proceessed. One could still have an argument that is valid that if or when and for whatever reason the "tapering" of Federal Goverment Stimulus takes place the stock markets will react in way that will make many investors nervous.

The value is found in emerging markets through the currency markets. Expextations when not met will cause an increase in awareness and the volatility will be above normal. This is truth to investors for the real fact pertaing evaluations will appear. This concept has nothing to do with a stock market that is on training wheels. Curious.

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in FNSR, CXO, NFLX, MPWR over the next 72 hours.