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Showing posts from January, 2011

Weekly review on 2011 Jan 30

One month has passed. The market is pointing downward as expected. The Dow dip the most on Friday and VIX jumped from 16 - 20 in single day. Reviewing the chart and the Cairo problem, I assume the market would have some adjustment. Feb HSI figure seems be on downward size more than upward size. I believe Feb is the best time for buy in 2011 year. The dollar index is 78.14 and RSI is 38.09 and it should be the time for rebound. The Gold rebound to 1335 from 1310 because of the conflict in Eqypt. The HSI momentum has reduced ahead of Chinese New Year. The dimension of Feb will be clear after Chinese New Year holiday. Based on the review on the above data, I intend to do some hedging on USD equity by buying some DXD. the ultra double short of Dow

2011 Investment strategy

Review the 2010 investment result, the growth has came after Aug, when QE2 announced. Most of the commodity is rocket climbing. However according to the history of 1930, after the depression, the commodity will start a very long time of uptrend. The economy is not on right track on both US and Europe. However the emerging market became the focus for the global investment. Based on the review of the history and the money supply. I still believe, the biggest return will come from commodity: GOLD, SILVER, Food etc. The reason are 1. High inflation 2. Right now, the US and EU economy is not on track but the inflation is on uptrend and it is hard to control. When the US and EU economy will come better, the demand of industry commodity should be increase. Thus, that come the real growth of commodity 3. China government can control its own economy and equity international. However commodity market is a global investment vehicle. The ownership of the commodity is both political and economic...