sacking

Friday Outlook: Commodities, Global Markets

Above 10% unemployment and it looks like buy on open was a good strategy. Can it hold about 10k? Can oil stay above $80? Inquiring minds want to know! Especially since I'm long EWZ and BRF. Will the passing of the next housing stimulus package help stabilize housing? I'm long VNQ. Thanks for your insights Dave. Have a good weekend.

Friday Outlook: Commodities, Global Markets

Dave
Love your comments and insights. I have been into ILF since last Dec, but added EWZ early this year as it was performing better. Brazil is a great place to invest, and you can choose ILF, EWZ or the new kid on the block BRF.
And Dave, you're right. Many markets are tracking the same. Though my two cents would be to add either JNK or HYG to your bond charts as they are the high-yield variety which could be interesting in relation to the security conscious Treasuries.
Thanks

Tuesday Outlook: Commodities, Emerging Markets

Thanks Manya. I hope you're right. Personally, I think the downturn in Brazil is influencing the US market today. But nobody seems to be commenting on that possibility.
Positive news in US isn't producing positive results. And Brazil has been up sharply this summer. EWZ and BRF can be real winners with World Cup and Olympics bringing positive impact to their economy.
I guess we'll see what the rest of the week brings.


On Oct 20 12:46 PM manya05 wrote:

> Think about it folks, 2% tax in Brazil on capital coming into the
> country. That means Brazilians just got a tax decrease, the economy
> (consumer side) will grow even faster. When a economy has to impose
> a tax to stop foreign capital from entering the country you know
> that something really good must be going on. I say the market goes
> a bit down and sideways, in 2-3 months is rocketing again. Time to
> go in.

Tuesday Outlook: Commodities, Emerging Markets

Interesting how Brazil Bovespa is currently down over 4.5% and I can't find any comments on MW or CNBC correlately it to the weakness of the market today.

www.cnbc.com/id/30032887/

Tuesday Outlook: Commodities, Emerging Markets

Here's the article from bloomberg about new tax in Brazil

www.bloomberg.com/apps...

Personally, I love Brazil and have been buying EWZ and BRF on a regular basis. I do hope this is a temporary blip in an otherwise nice Brazilian recovery.

Any insights would be appreciated.

Tuesday Outlook: Commodities, Emerging Markets

Thanks Dave for your insights. Any insights into the announcement from Brazil? EWZ is down in after-hours over 3%. It's been running up on resources and I've been in since May. Every time it seems like the market is ready to correct, HAL appears and we're off to the races again. It will be an interesting week, with the Four Houseman running with Apple leading the way. Alway apprecaite your perspective.

Wednesday Outlook: Commodities, Global Markets

Dave
Always appreciate your charts and insights. Just wondering if you could look again at either HYG or JNK for the high-yield bond etf. Just wondering about your insights in comparing them to the other bond etfs you follow.
Thanks

Friday Outlook: Commodities, Global Markets

I prefer technical analysis and comments. If I want political comments, I got Fox and MSNBC and CNN to turn to. No one does technical analysis like the Fry guy.

Tuesday Outlook: Commodities, Global Markets

Thanks for your comments and insights. Seems like the dips are still pretty shallow. That the bears are not able to move the market lower on a consistent basis. Are we in a holding pattern until the next leg up?
VNQ continues to act as a nice indicator. And personal experience out in the California real estate market shows that the mid-market (200-500k) is hot in my area. Again, as with the mall, will third quarter figures show things picking up in retail and real estate?
Thanks again.

Wednesday Outlook: Commodities, Global Markets

As I said previously, went to the mall and saw many people shopping at crate and barrel, pottery barn etc. Then home depot was crowded as well. Maybe it's just the people not impacted by the recession that were buying, but with back to school etc, maybe people are tired of being tired, and decided to go shopping. For awhile now, we've heard that we're bottoming, and not falling as much as we were last year. Well, bottoming is better than falling.
Retail sales were better than expected, and the market is moving higher. For a longtime I've used VNQ (real estate etf) as an indicator. If it's going up, the market's going up. It broke through 40 early this week. Thanks Dave for all your insights. I check your commentary first thing in the morning. Of course, being on the west coast, many get here before me.

Friday Roundup: Commodities, Emerging Markets

Thanks for writing in what must be a trying time for you.

I'll tell you, I was at the mall last weekend, and people are buying. Now maybe it's the well-off who aren't feeling the pinch, or back to school and getting the kids what they need, or carry-over from cash for clunkers. But whatever it was, I think 3rd qtr figures are going to be better than expected, and consumer spending is picking up. JMO.

Friday Outlook: Commodities, Global Markets

Thanks for your insights and adding HYG. Seems like nothing can really move in any significant direction these days. Start down, end up, or start up and then trade down. I guess we're just waiting for after Labor Day.

Wednesday Outlook: Commodities, Global Markets

Thanks Dave. I would like to see one of the high-yield bond ETFs such as HYG or JNK to get a better picture of how they are responding in this market. Sure does seem to be ready to rest. Thanks for all you do.

Wednesday Outlook: Commodities, Global Markets

What about that new BRF for Brazil small caps? How is that doing in your book? Less weight to PBR so provides better indicator of Brazil consumer economy. Always appreciate your insights.

Tuesday Outlook: Commodities, Global Markets

cont.
will be more interesting. What happens if the green shoots don't appear? How hard and fast do we fall? If this "recovery" stumbles, the fall could be worse than last October. Let's hope the powers that be know what they're doing and can keep the ship afloat.