Monday, August 13, 2012

DailyMarkets.com - Sector Rotation Begin On QE Hope

DailyMarkets.com - Sector Rotation Begin On QE Hope


Sector Rotation Begin On QE Hope

Posted: 13 Aug 2012 12:11 AM PDT

The SP500 rally from June 4th 2012 was led by (believe it or not) Utilities. Or a defensive allocation of capital. This ended after ECB Presidents statements of ‘it will be enough’ and then funds moved out of defensive to aggressive sectors.

But or is it simply profit taking on the defensive rally, or a trend change. The @RTDEF::@RTPRD cycle suggest that a ‘risk on’ period is due, and this correlates with the expected bullish trend during a presidential cycle. Risk is on until the angry bear … [visit site to read more] or compare Best Mortgage Rates, Credit Card Rewards or Best Credit Cards


Tombstone Needs A Sheriff

Posted: 12 Aug 2012 11:25 PM PDT

Contrast between points of view here, apply the law, or don.t apply the law. In the end its the tax paying mortgage belt of USA that gets handed the bill over generations.

Bill Black, go you good thing. Pretty ladies go back to make up room. Its seems the Attorney General is out to … [visit site to read more] or compare Best Mortgage Rates, Credit Card Rewards or Best Credit Cards


Don’t Get Greedy

Posted: 08 Aug 2012 12:04 AM PDT

In my last post, I wrote that (see What to do for the rest of 2012?):
The most likely scenario is that US stocks will follow the election cycle and continue to grind upward, though in a highly choppy fashion.
While I still believe that equities will continue to grind upward, stocks appear to be a little extended in the short-run. My inner trader tells me to pull in my horns, raise a little cash and wait for a better entry level. This is strictly a tactical trading call with a time horizon … [visit site to read more] or compare Best Mortgage Rates, Credit Card Rewards or Best Credit Cards


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