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Skip to main content. X6b;ontakt@strategen.finance. In München sind Sie in der Nymphenburgerstraße 4 herzlich willkommen bei den Finanzstrategen. Ihr Berater erwartet Sie mit bunten Vitaminen, einem frischen Espresso und einer Ladung Energie für Ihr Smartphone. Erleben Sie jetzt effiziente, kompetente und zielgerichtete Beratung im Herzen von München. Es ist ganz einfach. Bitte klicken Sie auf Ihre Wunschbank. Sie werden sofort zu Ihrem Depot-Login weitergeleitet. Lesen Sie hier den Winternewsletter 2015...

situational-awareness.blogspot.com

Situational Awareness: Short the Euro into Failure

http://situational-awareness.blogspot.com/2010/11/short-euro-into-failure.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Monday, November 29, 2010. Short the Euro into Failure. Can use EUO as a double short in order to also play on the weakness in Europe. However, need to be careful this isn't an overlap with the EPV trade on the developed mkt equities trade. Could be a 15% upside type trade possibly. Subscribe to: Post Comments (Atom). The Mess That Greenspan Made. Yahoo - Mkt Feeds. Short the Euro into Failure.

situational-awareness.blogspot.com

Situational Awareness: David Rosenberg - Early 2011 Predictions

http://situational-awareness.blogspot.com/2010/12/david-rosenberg-early-2011-predictions.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Friday, December 10, 2010. David Rosenberg - Early 2011 Predictions. SOME SCATTERED THOUGHTS FOR 2011 AS WE FLESH OUT OUR THEMES FOR THE YEAR AHEAD:. Our preferred "buy list" are out-of-favour groups that are not priced for accelerating growth: Utilities, pipelines, oil income, pharmaceuticals (dividend focus as well as being out of favour), food products, and grocery stores. Deflation remains the primary int...

situational-awareness.blogspot.com

Situational Awareness: November 2010

http://situational-awareness.blogspot.com/2010_11_01_archive.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Tuesday, November 30, 2010. Good points over at Macro Man. What if the europeans pull another rabbit out of a hat and kick the can down the road. Could the spanish stock market rally here? If so are the high yielding stocks like TEF, STD, REP or BBVA a good buy while we wait. Will the country take all the companies down with it? Monday, November 29, 2010. Short the Euro into Failure. Friday, November 26, 2010.

situational-awareness.blogspot.com

Situational Awareness: Rosie’s 10 reasons to be cautious about markets in 2011

http://situational-awareness.blogspot.com/2010/12/rosies-10-reasons-to-be-cautious-about.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Monday, December 27, 2010. Rosie’s 10 reasons to be cautious about markets in 2011. The 2011 series of lists would not be complete with the views of David Rosenberg, Chief Economist and Strategist of Gluskin Sheff and Associates. As you might have guessed, it is a bearish scenario. Here goes:. 3 Investors Intelligence now shows the bull share heading up to 58.8% from 55.8% a week ago, and the bear sha...4 It ...

situational-awareness.blogspot.com

Situational Awareness: Mish: Ten economic and investment themes for 2011

http://situational-awareness.blogspot.com/2010/12/mish-ten-economic-and-investment-themes.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Monday, December 27, 2010. Mish: Ten economic and investment themes for 2011. The comments below come courtesy of Mish Shedlock, investment advisor with Sitka Pacific Capital Management. And writer of Mish’s Global Economic Trend Analysis. 1 US Municipal Bankruptcies Head to Center Stage. 2 Sovereign Debt Crisis Hits Europe. 3 Cutbacks in US Cities and States. 4 Public Unions Under Intense Attack. China, ever...

situational-awareness.blogspot.com

Situational Awareness: CitiGroup Prediction

http://situational-awareness.blogspot.com/2010/12/citigroup-prediction.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Monday, December 27, 2010. At last a contrarian view! The report below comes from Pragmatic Capitalist. 8226; Over the course of this year we have constantly referred to what are the only three overlays that we think fit with the present price action in the equity market. 8226; Our favourite for some time has been the “spooky chart” of 1929–1939, which we have been watching since 2003. 8226; We will see an in...

situational-awareness.blogspot.com

Situational Awareness: 2011 Plays from BeSpoke RoundTable

http://situational-awareness.blogspot.com/2010/12/2011-plays-from-bespoke-roundtable.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Sunday, December 19, 2010. 2011 Plays from BeSpoke RoundTable. Other top emerging markets in 2011:. Latin America – Peru, Chile, Brazil, Colombia. Asia – Indonesia, Malaysia, Vietnam, South Korea (which is more emerged than emerging). Europe – Turkey, Poland. Africa and Middle East – South Africa, Egypt. DBA (ag commodity fund), MOO (Ag stock ETF). FRN (Guggenheim Frontier Markets ETF). Yahoo - Mkt Feeds.

situational-awareness.blogspot.com

Situational Awareness: SIRP

http://situational-awareness.blogspot.com/2010/12/sirp.html

An attempt to document some thoughts that I have been having and organize a whole mess of stuff. Friday, December 10, 2010. Focus on yeild (high quality corporates, companies with cash, minimum financing needs and good balance sheets). Equity with quality dividends and perferreds. Hard assets with an income stream (REITS, Oil and Gas Trusts, etc.). Alternative assets not connected to equity markets. Subscribe to: Post Comments (Atom). The Mess That Greenspan Made. Yahoo - Mkt Feeds.