willydo

Positioning for 2010: 10 Seeking Alpha Contributors Ready Their Portfolios

Uh, you need to click on the blue thingy to read the logic behind the comments.

Yen, Gold and the Perfect Desert Storm

Thanks Bob.....

www.economist.com/busi...

I read this article and it does seem to explain a bit about why the yen is rising even though just about everything else about Japan is negative. Lucky those citizens keep buying their own country's debt.
Willydo

Yen, Gold and the Perfect Desert Storm

Why is the yen high? Maybe someone could explain it to me. Today, these is an article saying that Japan is the ONE country to totally avoid (stock mkt) in the opinion of the writer. Also, the CDS has spiked recently amid concerns of Japan's huge debt. It it the highest of the rich countries and something like 145% (?) of their GDP. Their economy is going down (exporters hit by high yen) and their market is about 2% lower than it was at the beginning of this year unlike almost every other country that has had a nice run up in the markets.
So why is the yen so high not just against the $ but others as well???
Thanks,
Willydo

Market Outlooks by Sector: Part 1

Very informative article. I get my information visually so this appeals to me and it is instructive as well because of the technical analysis of each sector as well as a higher level view of the affects on the total market. Thanks

Willydo

Market Outlook: Time to Assume a Defensive Position

I thought this was an excellent article. Not a lot of wiggle room, just the facts and straight forward prediction. I think Prieur is right on with this analysis. Thanks for following and cutting through the BS.
It is somewhat hard to imagine that the markets will turn down just as all of them have crossed their 200 MA and the ECRI is definitely pointing to the end of the recession in a few months. But I guess the market got ahead of itself; that's what I make of it.
Willydo
Tucson Arizona

Monetary Policy Response to Inflation Is a Fool's Journey

Steve,
As always, a great pragmatic article. You say you think the bottom for industrial production looks like 4-6 months out and we see the ECRI and other indicators are starting to point up. Although none of us knows if this is a real bottom or if inflation will pick up, it seems to me that this is the time to be buying some things.
I have been buying high dividend paying stuff like muni etfs, mlps, residential reit etc. so that if the market goes sideways for a while, they are still spinning off 6.5-10% while keeping stops in place.
I would be interested to know when you think it is prudent to buy into a market and what part of the trend could be captured.
Thanks,
Willydo

Market Headed to Retest Lows?

I just bring up a 2 or 3 year chart of anything I'm interested in. It is plain to see the trend from there. Look at S&P.. you can see that last 2-3 weeks was way too steep..