Henrique Simoes's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/315180/comments http://seekingalpha.com/article/179346-gold-price-continues-its-descent?source=feed#comment-818504 818504
I will not touch it either way.]]> Wed, 23 Dec 2009 08:34:06 -0500
I will not touch it either way.]]> http://seekingalpha.com/article/179289-cramer-s-mad-money-3-safe-dividend-stocks-12-21-09?source=feed#comment-818500 818500
Have a great trading day]]> Wed, 23 Dec 2009 08:33:06 -0500
Have a great trading day]]> http://seekingalpha.com/article/179450-marc-faber-s-2010-investment-outlook?source=feed#comment-818495 818495
marcfaberblog.blogspot.../

Merry Christmas to all]]> Wed, 23 Dec 2009 08:32:23 -0500
marcfaberblog.blogspot.../

Merry Christmas to all]]> http://seekingalpha.com/article/178938-potash-comes-crashing-off-its-high?source=feed#comment-815044 815044
Probably its a good time to scale in]]> Sun, 20 Dec 2009 19:02:40 -0500
Probably its a good time to scale in]]> http://seekingalpha.com/article/178909-4-22-citi-shares-for-each-person-in-the-world?source=feed#comment-815042 815042 Sun, 20 Dec 2009 19:01:20 -0500 http://seekingalpha.com/news/market_currents/post/38573?source=feed#comment-813737 813737
decodingwallstreet.blo.../

Have a great weekend]]> Sat, 19 Dec 2009 16:25:29 -0500
decodingwallstreet.blo.../

Have a great weekend]]> http://seekingalpha.com/article/178252-the-next-leg-of-the-crisis-unavoidable-catastrophe?source=feed#comment-812448 812448
I had not read such a bearish article in a long time...

Good writing]]> Fri, 18 Dec 2009 12:41:35 -0500
I had not read such a bearish article in a long time...

Good writing]]> http://seekingalpha.com/article/178581-cramer-lightning-round-don-t-make-a-move-on-research-in-motion-12-16-09?source=feed#comment-812445 812445
Hey, you`re right

Cheers]]> Fri, 18 Dec 2009 12:40:21 -0500
Hey, you`re right

Cheers]]> http://seekingalpha.com/article/178581-cramer-lightning-round-don-t-make-a-move-on-research-in-motion-12-16-09?source=feed#comment-812443 812443
:)]]> Fri, 18 Dec 2009 12:39:32 -0500
:)]]> http://seekingalpha.com/article/178647-indian-markets-thursday-wrap-up-marginally-down-on-a-lackluster-day?source=feed#comment-812439 812439

He sees a 20 to 30% correction,

marcfaberblog.blogspot.../

But after a decent correction I would be a potential buyer

Have a good trading day]]> Fri, 18 Dec 2009 12:37:57 -0500

He sees a 20 to 30% correction,

marcfaberblog.blogspot.../

But after a decent correction I would be a potential buyer

Have a good trading day]]> http://seekingalpha.com/article/178875-commodities-outlook-for-2010-goldman-sachs-edition?source=feed#comment-812434 812434
GS thinks that Gold has the biggest profit potential?

I disagree. I think Ag commodities will do better]]> Fri, 18 Dec 2009 12:33:06 -0500
GS thinks that Gold has the biggest profit potential?

I disagree. I think Ag commodities will do better]]> http://seekingalpha.com/article/178881-friday-fx-interest-rate-monitor?source=feed#comment-812424 812424
decodingwallstreet.blo.../

Have a good trading day]]> Fri, 18 Dec 2009 12:26:23 -0500
decodingwallstreet.blo.../

Have a good trading day]]> http://seekingalpha.com/article/160048-ung-trading-101?source=feed#comment-664198 664198
More on this:

oiltradersblog.blogspo...

Have a nice weekend]]> Sun, 06 Sep 2009 13:45:56 -0400
More on this:

oiltradersblog.blogspo...

Have a nice weekend]]> http://seekingalpha.com/article/139632-s-p-500-volume?source=feed#comment-518180 518180
Once they feel the next move is down, volume will come in.

As I posted in my blog, I am short S&P Futures again at 905. Its been pretty easy to grab a few dozen points on the short side.]]> Tue, 26 May 2009 13:43:30 -0400
Once they feel the next move is down, volume will come in.

As I posted in my blog, I am short S&P Futures again at 905. Its been pretty easy to grab a few dozen points on the short side.]]> http://seekingalpha.com/article/138915-sell-in-may-indeed?source=feed#comment-512939 512939 Thu, 21 May 2009 11:34:04 -0400 http://seekingalpha.com/article/138864-not-buying-this-rally?source=feed#comment-512937 512937
As I been posting in my blog, patience pays.]]> Thu, 21 May 2009 11:33:24 -0400
As I been posting in my blog, patience pays.]]> http://seekingalpha.com/article/138864-not-buying-this-rally?source=feed#comment-512932 512932 Thu, 21 May 2009 11:31:46 -0400 http://seekingalpha.com/article/138494-strategists-keep-2009-s-p-500-price-target-at-949-just-4-away?source=feed#comment-512431 512431
It will end the year at 850.]]> Thu, 21 May 2009 05:59:30 -0400
It will end the year at 850.]]> http://seekingalpha.com/article/138662-djia-daily-intraday-range?source=feed#comment-512429 512429
Increasing volatility is bearish and I am shorting the S&P Futures all the way from 915.

I think we will test 850.]]> Thu, 21 May 2009 05:57:47 -0400
Increasing volatility is bearish and I am shorting the S&P Futures all the way from 915.

I think we will test 850.]]> http://seekingalpha.com/article/138226-john-paulson-piles-into-gold-george-soros-sells-petrobras-and-potash?source=feed#comment-509931 509931
I think a long SLV / short GLD position would be a very good one. I am going to write a piece about that in the Oil Trader`s Blog.

The historical ratio between Gold and Silver is near an all time high. ]]> Tue, 19 May 2009 13:19:17 -0400
I think a long SLV / short GLD position would be a very good one. I am going to write a piece about that in the Oil Trader`s Blog.

The historical ratio between Gold and Silver is near an all time high. ]]> http://seekingalpha.com/article/138226-john-paulson-piles-into-gold-george-soros-sells-petrobras-and-potash?source=feed#comment-509898 509898
Doug Casey is also very bullish on gold stocks.

I think the way to go is to short Oil and S&P Futures as I have been doing. By the way, I am doing an experiment and posting my real time trading decisions on my website.

Regards]]> Tue, 19 May 2009 13:06:42 -0400
Doug Casey is also very bullish on gold stocks.

I think the way to go is to short Oil and S&P Futures as I have been doing. By the way, I am doing an experiment and posting my real time trading decisions on my website.

Regards]]> http://seekingalpha.com/article/138258-oil-seasonalities?source=feed#comment-508575 508575
Underlying conditions are not supportive of higher oil prices and the market is way overbought.

I have been posting my trades in real time in my blog,

oiltradersblog.blogspo...

Have a good trading day.]]> Mon, 18 May 2009 14:30:44 -0400
Underlying conditions are not supportive of higher oil prices and the market is way overbought.

I have been posting my trades in real time in my blog,

oiltradersblog.blogspo...

Have a good trading day.]]> http://seekingalpha.com/instablog/28412-jack-haddad/4557-macd-has-turned-bearish-for-all-major-indexes-dow-nasdaq-and-s-p500?source=feed#comment-507107 507107
I trade mostly Oil Futures and S&P Futures but I always like to read your posts.

From trader to trader.

Regards,]]> Sun, 17 May 2009 10:32:09 -0400
I trade mostly Oil Futures and S&P Futures but I always like to read your posts.

From trader to trader.

Regards,]]> http://seekingalpha.com/article/137948-s-p-500-financial-sector-at-key-inflection-point?source=feed#comment-507098 507098 Sun, 17 May 2009 10:23:46 -0400 http://seekingalpha.com/article/137950-book-review-soros-the-world-s-most-influential-investor-by-robert-slater?source=feed#comment-507094 507094
But I like to follow his former partner (Jim Rogers) trading activity, in his blog.

Regards]]> Sun, 17 May 2009 10:22:12 -0400
But I like to follow his former partner (Jim Rogers) trading activity, in his blog.

Regards]]> http://seekingalpha.com/article/137373-an-etf-for-whipping-inflation?source=feed#comment-504471 504471
We will be trapped in deflation for years to come.

I am short oil and I have been posting my real time trading decisions in my blog explaining why I think commodities will roll over. Underlying conditions will prevail, and oil will trade back down to the forties.]]> Thu, 14 May 2009 18:38:48 -0400
We will be trapped in deflation for years to come.

I am short oil and I have been posting my real time trading decisions in my blog explaining why I think commodities will roll over. Underlying conditions will prevail, and oil will trade back down to the forties.]]> http://seekingalpha.com/article/137562-time-for-the-commodities-contrarian-contango-with-precious-metals-and-energy?source=feed#comment-504459 504459
I am short oil and I have been posting my real time trading decisions in my blog.

Basically and in a simplistic way, I am short because underlying conditions will prevail. Oil will trade back down to the low fifities in a jifty. ]]> Thu, 14 May 2009 18:31:36 -0400
I am short oil and I have been posting my real time trading decisions in my blog.

Basically and in a simplistic way, I am short because underlying conditions will prevail. Oil will trade back down to the low fifities in a jifty. ]]> http://seekingalpha.com/article/137668-oil-drawdown-takes-traders-by-surprise?source=feed#comment-504454 504454
I am short oil and I have been posting my real time trading decisions in my blog.

Underlying conditions will prevail, and oil will trade back down to the low fifities in a jifty.

Regards]]> Thu, 14 May 2009 18:26:49 -0400
I am short oil and I have been posting my real time trading decisions in my blog.

Underlying conditions will prevail, and oil will trade back down to the low fifities in a jifty.

Regards]]> http://seekingalpha.com/article/137324-jim-rogers-u-s-about-to-have-a-currency-crisis?source=feed#comment-502285 502285
Cheers


On May 13 10:26 AM RiskReturnOptimizer wrote:

> Agree with Henrique.
>
> Unfortunately, after Lehman collapse, there are two macro asset classes:
> risk and "risk free."
>
> Stocks, corp bonds, commodities, currencies (except Yen), ... are
> part of risk group and highly correlated.
>
> Risk free is treasuries, TIP, FDIC-backed bonds, Yen, and perhaps
> Muni (was in first category until last two months) and Agency paper.
>
>
> Undecided: gold.
>
> The only risk-managed way is to time your purchases and be aggressive
> in sector rotation looking at undervalued countries (e.g., EWT),
> sectors (e.g., XLV), and asset class arbitrage (e.g., long convertibles/preferred,
> short common stock as hedge).]]> Wed, 13 May 2009 13:04:48 -0400
Cheers


On May 13 10:26 AM RiskReturnOptimizer wrote:

> Agree with Henrique.
>
> Unfortunately, after Lehman collapse, there are two macro asset classes:
> risk and "risk free."
>
> Stocks, corp bonds, commodities, currencies (except Yen), ... are
> part of risk group and highly correlated.
>
> Risk free is treasuries, TIP, FDIC-backed bonds, Yen, and perhaps
> Muni (was in first category until last two months) and Agency paper.
>
>
> Undecided: gold.
>
> The only risk-managed way is to time your purchases and be aggressive
> in sector rotation looking at undervalued countries (e.g., EWT),
> sectors (e.g., XLV), and asset class arbitrage (e.g., long convertibles/preferred,
> short common stock as hedge).]]> http://seekingalpha.com/article/137317-this-rally-is-sustainable?source=feed#comment-501970 501970
Markets are being pushed up by hope and when fear reappers, and we can already see some fear back in the market, your longs positions will obviously be stopped. Probably they have been stopped already by now.

Regards]]> Wed, 13 May 2009 10:13:51 -0400
Markets are being pushed up by hope and when fear reappers, and we can already see some fear back in the market, your longs positions will obviously be stopped. Probably they have been stopped already by now.

Regards]]>