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Market Timing and Moving Averages

-Dugald Malcolm, Montreal, Canada.

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Dell, HP – Something You Won’t Hear Me Say Anytime Soon

“I want to buy Dell and HP stock.”

Apart from the breathless announcements from CNBC flashing on my screen regarding the bidding war between Dell and HP for 3Par – a company that makes data storage equipment – I have only tangentially been following this farce. 

Frankly, I will proclaim my ignorance.  This may be The Greatest Acquisition in the History of Mankind.  But I am skeptical.

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WBwso closes door to new sign ups…

A recent announcement from WBwso means that they are no longer actively seeking new members. Their announcement says that they have grown to a size where they believe they can manage member numbers efficiently.

Over the last few days they report that support responses have been slowing down due to holidays and the like. This has spurred them into making the decision to shut up shop to new sign ups.

For those who joined but have yet to make a deposit then it looks as though you are still able to as no restrictions have been announced.

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Paris Based Carmignac #1 for EUR Investors

Montreal, Canada

If you invest or live in the eurozone, then look no further than Paris based Gestion Carmignac for a portion of your assets. There isn’t a better risk adjusted product for your EUR.

Carmignac ranks as one of France’s largest investment management companies and also holds the title to many performance awards since 1989, including its flagship stock and bond fund called Carmignac Patrimoine A.

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Is Something Bad Coming?

Frankly, I do not know.  I do not make big, grand predictions.  I am loathe to make such prognostications.  But I have been wondering if something bad is soon coming in the market.

Everyone is biased by their own portfolio, including me. You must understand that my positioning may be affecting my state of mind.  Thus, this is my personal portfolio:

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Canadian Housing Bubble, er "Market" Update

In our never-ending quest to profit from the works of others, we here at Running of the Bulls present to you two papers on the Canadian housing market, which is a bubble, or kinda bubble-like, at least in some places.

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Correction, Big Advance and then a Crash

Montreal, Canada

Forecasting global markets is probably one of the hardest professions. Some think it’s a total waste of time. Predicting what lies ahead is almost impossible yet many analysts and pundits are paid hefty sums to forecast the future.

Only one economist, Nouriel Roubini, accurately called the credit crisis three years ago; everyone else had no idea it was coming – myself included.

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Market Action, September 2 2010 - Melt-Up

That is what the past few days have been.  Clearly, the market had gotten too pessimistic, including yours truly. 

The catalyst for the melt-up was Wednesday's ISM survey, coming in at a surprising 56.3, handily beating estimates of under 53.  This contradicted several of the regional surveys – Empire Manufacturing, Philly Fed, Chicago Fed – which were more bearish. 

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Time to Reduce Long Bond Exposure

Montreal, Canada

Though I’m still bullish on bonds heading into the last four months of the year, I reduced my exposure to 30-year Treasury’s by 50% last night. I’ve banked some nice profits since earlier this summer and I think we’re seriously overbought at these levels.

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Current-Account Deficits Rise in Some BRICs

Montreal, Canada

Though still small compared to bulging deficits in the industrialized economies, some BRICs (Brazil, Russia, India and China) have started to amass current-account deficits. India and Brazil have now entered current-account deficit territory this year on the heels of rapid economic growth and rising demand for imported goods.

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Loonie Heading back Down to Earth

Montreal, Canada

Canada has been red-hot. Foreign direct investment, international purchases of securities, a soaring real estate market and a commodity export boom have all provided a solid hedge against global financial turmoil since 2008. And the envy of the world, her banks withstood the bear market of the credit crisis with only limited losses on bank balance sheets.

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Pair-Trading Gains Appeal in 2010

Montreal, Canada

With global stock markets increasingly in a downtrend and possibly poised to decline even further, I’ve begun to initiate pair-trades in my Commodity Trend Alert VIP service. Stocks might tank from current levels but several stocks are worth buying even amid high volatility because prices have come crashing down.

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