Entering text into the input field will update the search result below

ETF portfolio April 4 th. 2011

Apr. 04, 2011 5:09 AM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.
Markets continue to find strengths in what I would call - "where else can I put it" flow. If you want any chance of a return on capital. Equities seem to be the best pick among a lot of risk. With a Volatility of less than 20, the risk return is attractive. But be wary of the dorment beast.

DAX index have given a bullish signal, but the US indicies are yet to produce a buying signal. I remain long in the energy, materials and consumer dis sectors and will most likely add som SP500 if we break above 133,70 in SPY.

I am short the bund again. Markets seem to discount inflation and even more rate hikes than currently priced in. The danger is, ECB will not be a aggresive as some speculators think. Keeping tight stops on that short.

Gold seem stuck in a range while silver is reaching 31 year highs. I will re-open my long silver on the opening today in (SLV).
Oil is on fire and I continue to be long in that market along with agricultural commotidies the short term seem rosy. However there is a danger that high prices will ultimately kill the growth in emergin markets which the bearish signal in Copper might indicate is happening already. However this could also be due to China thightening money suply.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.