Month: May 2011

The End of Month Rotation – aka: Window Dressing…..

Take a look at the rotation change over the past week or so. Apparently, the weakest sectors are coming up and the strongest are starting to roll over. This is a classic move into month/quarter end. Unless something changes drastically, we would expect that the trend back to the defensive...

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China Economics…Foreshadowing The Next S&P Drop?

Attached is our series on featured economic trends from China (pdf format).   Notice that there has been a slowing in manufacturing as the government is looking to tame the CPI/inflation rate. So far, the policies have had “some” impact.

In addition to the down-loadable report, look at the...

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Silver (SLV): Time to Enter Short Again is Approaching

If you have been following our commentary on Silver, you know that we believe it has been trading in a very solid technical manner. Support points have been both Fibonacci retracement levels as well as the 50 and 100 day moving averages.

More importantly, the recent moves to curtail speculation by...

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Links and Reading for May 25th

Some of the more interesting and important items for May 25th :

LinkedIn investors need to do the math Mark Hulbert – MarketWatch – Here is today’s math quiz:<br />
<br />
How fast must LinkedIn’s earnings grow to justify its current price?<br />
<br />
The answer is a matter...

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