The Equities have been out performing the other markets in last 3 months and have taken many aback. The Left outs have been sort of blaming on ' Liquidity Tap' in US and European Banks and faulting markets for playing this ' CLiff Hanger'.
While, Commodities and particularly Oil has fully recovered the ' Paralysis ' Much faster than thought by any one. Gold and Silver not falling in sympathy, While ' Equities' running ' blind Fold' action. The USD still remains a suspect. And, lastly bonds in US and Europe are ' dead wood'
Indian markets struggling from the brink and remains as suspect.
Will this ' contrariness ' sustain itself..? Many think Yes and more think and lurk on the background to enter.
However, the discipline investor should wait for the last episode of this Play and keep waiting for the next day till .. Markets scale a new peak. Markets are going up for end of ' selling ' season in June and likely to test the virtue of being patient But, the upcoming FOMC meeting shall be the end of the ' Game of Waiting' and shall be the decider.
Fundselect is to empower investors/readers with Information and References. The Inferences and views are being attempted to gauge the mood of the market in short term. Fundselect, has firm belief (own experience) in the book, ' The Intelligent Investor;' By Graham and is not a associated with any Brokerages, Banks or particular investment idea.This is more of a Investor Dialogue. Fundselect is Independent and author bears the responsibility of his posts.
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The Financial Development Report 2012
Latest FOMC Minutes
World Economic Forum ' Transparency for Inclusive Governance'
Alan Greenspan ' Fiscal Cliff is Painful '
Showing posts with label Equities. Show all posts
Showing posts with label Equities. Show all posts
Friday, August 17, 2012
Wednesday, February 22, 2012
Stock Sweetness and bitter pill
Unlike, in 70s to early this century commodities hardly tracked and coyed the equities. But, with the continuous Money injections and abetting by the US FED the co relation seems to be getting entrenched and creating trading pattern. The Equity-commodity unison seems to be obvious and reasonable and most importantly acting as proxies for various currencies like Canadian $, US $, Euro and lately developing world and special reference to Asian Currencies. The Cocktail tastes good and healthy now, and it seems the indicators have started showing divergences and likely to break sooner than ever. The Early indicator seems to be Gold..
Next question lies Who will loose and break the tempo and momentum...?
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