Internet2k4

Wednesday Outlook: Commodities, Emerging Markets

Re the market gap up and enthusiasm for Financials, yesterday was the first day back after the summer vacation hiatus, so all the 20-something Suspender Boys and Money Honeys turned up fresh for work with lots of cash at their desks and not a clue what to do with it, and had to kill the hours til lunchtime with the guys who knows what's what. Good day to load up on SKF, may not be too many more chances for a while.

Wednesday Outlook: Commodities, Emerging Markets

Re yesterday's gap up and the Financials pop, of course, Monday the 2nd is the first day after the August vacation/Labour Day hiatus, and the all the hot to trot 20-something Suspender Boys and Money Honeys turn up fresh for work with lots cash and without a clue, having to kill the hours until their lunches with the guys who knows whats what. No surprise. I took the opportunity to load up on SKF.