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50% Off Sale Ends in 3 Days: 3 Ways to Profit

Sam Subramanian — Mon, 15 Nov 2010 23:19:00 EST

In my last letter, I wrote to you about educational services stocks and Apollo Group as my best contrarian investing idea.

With AlphaProfit's no-load fund portfolio being repositioned with new mutual fund recommendations later this week, I thought it would be timely to tell you more about AlphaProfit�s Premium Service.

Treasury Note Futures looking Toppy

Rick Alexander — Mon, 15 Nov 2010 18:58:00 EST

FINANCIALS: 11/15/10 Higher closes Friday for the eurodollars while lower for the notes and bonds.. The eurodollar still has a double top while pretty much going nowhere at this time while the notes look toppy and are now close to a sell signal.

Bulls In Control, But Stock Market Has QE Fatigue

Ciovacco Capital Management — Fri, 29 Oct 2010 19:35:00 EST

The quantitative easing (QE) talk on the street this week has been along the lines of (a) is quantitative easing baked into asset prices?, (b) will the Fed�s announcement on November 3rd trigger a �sell the news� event, (c) the perception of too much QE could spark inflation fears and push interest rates up, and (d) too little QE could result in a �disappointment sell-off� in stocks and commodities.

What is Quantitative Easing? Fed�s Perspective & Writings

Ciovacco Capital Management — Wed, 27 Oct 2010 19:32:00 EST

A Wall Street Journal article (10/27/10) on quantitative easing (QE) hints the Fed will take a middle of the road approach in terms of the size and duration of QE2. As we would expect, the stock and commodity markets� initial reaction is negative. A middle of the road approach to QE seems counter intuitive to the Fed�s own historical analysis of why quantitative easing was ineffective in Japan. In CCM�s July 2010 review of James Bullard�s Seven Faces of �The Peril�, our read between the lines interpretation of Bullard�s take on QE included:

Video: Quantitative Easing Targets Asset Prices, Not Bank Reserves

Ciovacco Capital Management — Tue, 26 Oct 2010 22:54:00 EST

With markets coming off of overbought levels, bullish sentiment high, and gold backing off a vertical ascent, we believe investors need to be ready for a quantitative easing (QE) disappointment pullback. A �buy the QE rumor, sell the QE news� event needs to be considered from a portfolio management perspective. Having said that we also believe most investors and many financial professionals do not fully understand how QE works in the real world and that one of QE�s primary objectives is to inflate asset prices.

5 Ways You Can Generate Income and Best Inflation

Sam Subramanian — Tue, 12 Oct 2010 23:25:00 EST

Short-term investments already yield next to nothing. Now, yields on long-term income investments are falling.

Financial Futures contines with a strong uptrend

Rick Alexander — Thu, 07 Oct 2010 18:26:00 EST

FINANCIALS: 10/07/10 Higher for the eurodollars, notes and bonds. The financials continued their strong uptrends with new CONTRACT HIGHS AND CLOSES for the eurodollar and notes while the bonds settled close to their highs. The flight to quality continues! BUY SIGNAL FOR THE EURODOLLARS AND NOTES. CALL FOR DETAILS!

Copper May Provide Leadership for Stocks

Ciovacco Capital Management — Thu, 07 Oct 2010 18:22:00 EST

Since copper is used in all types of electrical wiring, integrated circuits, chips, transformers, motors, generators, cell phones, radiators, and TVs, it often serves as a way to monitor the health of the global economy. Today, copper may also give us an early read on how the markets are reacting to the Fed�s second round of quantitative easing, which is widely expected to begin before the end of the year.

Japan, U.S. Prepare For More Money Printing

Ciovacco Capital Management — Thu, 07 Oct 2010 18:21:00 EST

Stalling economies around the globe have prompted central bankers to increase their asset purchase or quantitative easing programs. As central banks print money to purchase assets, they increase the amount of paper dollars in the economy, which is often referred to as �inflating the money supply� or �debasing a currency�.

Markets Downside Risk Mitigated By Fed, Economy, and Technicals

Ciovacco Capital Management — Thu, 07 Oct 2010 18:20:00 EST

From current levels, the downside risk in stocks, and risk assets in general, is probably not as significant as many believe. Three factors mitigate the risks relative to a gut-wrenching correction in risk assets: (1) the Fed, (2) the economy, and (3) a significant band of support in the S&P 500.

Pressures Mount on Bank of England (BOE) to Devalue Pound

Ciovacco Capital Management — Thu, 07 Oct 2010 18:17:00 EST

The Bank of England (BOE) is due to make a statement today at noon in London (7:00 a.m. ET U.S.). The BOE�s actions in the next 45 days may be important to investors in the U.S. and global commodity markets.

Readying for a new Decade � Resources and Technology, and a new investment paradigm.

Chris Laird — Wed, 06 Oct 2010 20:27:00 EST

I like to look at old photos to get the idea of change. In that last century since 1908 the world population grew from roughly 1 billion people (the former limit to agrarian society without cheap energy) to now about 7 billion.

Should Should You Fish or Cut Bait After a Good Third Quarter?

Sam Subramanian — Wed, 29 Sep 2010 20:51:00 EST

The third quarter has shaped up to be a good one for stocks. Following a spirited rally in stock prices since the start of September, the S&P 500 is up 11.9% for third quarter and 4.5% for the year.

Now that Summer just ends, the Summer doldrums of inactive markets abates. What is next?

Chris Laird — Tue, 28 Sep 2010 22:01:00 EST

One thing that concerns me is a repeat of quasi bubble peaking behavior in general commodities � as well as gold in my view, as the USD also shows a bit of weakness after a year long rally to the low 80�s on the USDX. Also of a bit of quandary is the Yuan�s strength, and a bit of competitive currency devaluation amidst the other major currencies, with the Yen peaking a bit and foreboding a further unwind of the Yen carry trade?

5 Ways You Can Grow Your Capital and Generate Income

Sam Subramanian — Mon, 13 Sep 2010 21:12:00 EST

The stock market continues its rollercoaster ride. Hints of a double-dip recession cause stock prices to swoon one day. Days later, stock prices head higher when possibility of this grim scenario dims.

Slow Growth or Double Dip - How to Position Your Investments?

Sam Subramanian — Wed, 01 Sep 2010 21:50:00 EST

Housing has been sluggish since homebuyer tax credits expired. With pockets of manufacturing now joining housing in retreat, we have to worry about the future course of the economy.

The War inside us

Chris Laird — Wed, 18 Aug 2010 17:58:00 EST

When times were better, and money was better, when our space we live in was better.

And now there is a war inside us. Disparate voices pulling us either to the past, or to the now, and but hopefully to a better place and a better future, since this one has been polluted by greed fear malice, hatred. How did we all come this far?

Eurodollar in a small bull pennant

Rick Alexander — Tue, 27 Jul 2010 17:14:00 EST

FINANCIALS: 7/27/10 Higher closes Monday for the notes and bonds while unchanged for the eurodollars.. All of the financials are still in uptrends with the notes and bonds maaking their lowest lows in 6 trading sessions but rallying to settle slightly higher in reversal type action off their recent retracements.

Fidelity Makes Exciting Enhancements to its Product Offering

Sam Subramanian — Tue, 20 Jul 2010 21:24:00 EST

Fidelity is now offering an investment vehicle to play a sector that has the potential to become one of the key growth engines of this decade.

Spotlight on the Financials Sector

Rick Alexander — Tue, 13 Jul 2010 14:51:00 EST

FINANCIALS: 7/13/10 Slightly higher close Monday for the bonds while slightly lower for the eurodollars and notes. The eurodollar equaled Friday's high making DOUBLE TOP that probably doesn't mean much but still can't be overlooked while in an uptrend overall.