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fxmaven » StockTalks

  • Trend is your friend - Oil, Gold, International, US Multintls all looking good. Still bearish on USD, Retail, Consumer Discr., Housing
    6 days ago
  • Rally+ Bad Earnings = Market Top. Consumer staples & utilities are good places to hide.
    Thu, Jul 23, 2009
  • Nothing. waiting to see some real improvement in economy. WFC shows many problems lurking, CRE will collpase, employment=disaster
    Wed, Jul 22, 2009
  • Counter rally is the latest bubble. CRE and Opt-A mortgages are ticking, wait until they blow up the banks, housing, and consumer.
    Thu, Jul 16, 2009
  • Marking time until earnngs season. Nothing seems to be moving the markets. Black swan = California bankruptcy, maybe Bear Stearns / AIG 2
    Sat, Jun 27, 2009
  • Beginning of the correction. All depends on the Fed and if they continue buying treasuries with printed money. We'll see.
    Mon, Jun 22, 2009
  • Nothing. Range bound market, probably nothing will happen until earnings come out. Don't think there will be alot of good news.
    Thu, Jun 18, 2009
  • I own SH = being short, BTW
    Tue, Jun 16, 2009
  • Staying short SH, Long GLD & CVX, short USD. Picking up some Ultilities and Tobacco stocks for income.
    Tue, Jun 16, 2009
  • Enjoying my short position, finally.
    Mon, Jun 15, 2009
  • Surprising Jobs numbers. I do think still stock market is ahead of itself, maybe sell on the not so bad news?
    Fri, Jun 05, 2009
  • I'm afraid we are all too optimistic going into jobs report tomorrow. Money printing based rally stands on shaky legs, methinks
    Thu, Jun 04, 2009
  • Job numbers= predictably bad. Expect more of the same for the rest of the week. Green shoots? None that I can see
    Wed, Jun 03, 2009
  • Also, time to short the banks again. ROE will be awful in Q2, especially with the dilution of equity (warrants).
    Tue, Jun 02, 2009
  • Well, tomorrow we start to get job numbers, through Fri. S&P > 940 means an improvement is baked in the cake. I'll be short SH.
    Tue, Jun 02, 2009
  • Stopped out on SH today. Will go short again if S&P hits 1000+ ahead of job figures this Friday.
    Mon, Jun 01, 2009
  • Gold, Gold, Gold. I feel vindicated. If we hit $1,000 /oz., the sky is the limit.
    Thu, May 28, 2009
  • The U.S. debt burden will take 3-5 years to unwind. If ever. So the U.S. consumer is dead money for same period.
    Wed, May 27, 2009
  • What a nonsense rally, home prices worse than ever, no end to job losses. I'm sure we are lower at the close as "da boyz" take profits.
    Tue, May 26, 2009
  • Well cash IS trash. 0% interest rates, QE, manufactured inflation. I would do the same if I owed trillions & could print my own money.
    Fri, May 22, 2009
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