Tuesday, December 27, 2005

4 Year Presidential Cycle

The Big Picture: 4 Year Presidential Cycle
The theory behind this is that U.S. markets have a tendency to make a high in the 4 year, and a low in the 2nd year of a president's term.

Saturday, December 24, 2005

Bill Cara rules

Bill Cara: The Bill Cara Rules, Sat., Dec. 24, 2005, 10:53 AM

Rule #1: Be passionate
Rule #3: Get a telescope, a wide-angle lens and a microscope: Create a lifetime trading plan that allows you to manage risks and see opportunities from the big picture, but also helps you focus on quantity and percentage details of building portfolio wealth one day at a time.

Friday, December 02, 2005

Idle time


Thursday, December 01, 2005

The Kirk Report : How Markets Really Work

The Kirk Report : How Markets Really Work
Contrary to popular wisdom, it is not better to be a buyer after the market has been strong and has made multiple days of higher highs

Likewise, it is not better to be a seller after the market has shown signs of weakness and has made multiple days of lower lows

The notion that short-term market strength follows through with more market strength appears to be wrong. In fact, historical results show that short-term weakness is followed by short-term strength and short-term strength is followed by short-term underperformance

This seems to be just an stochastics

Monday, November 28, 2005

Sell Copper

Our Brave New World, Part Two : "Frontlinethoughts.com"
China is massively short of copper, on the order of hundreds of thousands of tons. The exact amount it still subject to rumor. Why would China, who needs more and more copper each month, be so short?

Thursday, November 24, 2005



Sunday, November 20, 2005

China numbers

The Big Picture: China by the Numbers
China has about $1 trillion in personal savings and a savings rate of close to 50%. The U.S. has about $158 billion in personal savings and an average savings rate of only about 2%.