This is intended to be a forum for me to post chart ideas and hopefully receive feedback and stimulate discussion.It is not intended to constitute investment advice.
I've been calling for a disconnect between commodities and equities for some time now. I believe that is the direction the world's CBs want to go, that is to say, promote and back PRODUCTIVE assets while casting PASSIVE assets to the wolves (the buy miners, sell bullion trade I mentioned here a while back being a good example of one way to benefit). In any event, I think it will be a long term and gradual shift (no sigma 3 style moves).
Anyhoo, just some thought (again) on that subject.
Here's that SOX chart I posted a couple of days ago on Daneric's site.
I've been calling for a disconnect between commodities and equities for some time now. I believe that is the direction the world's CBs want to go, that is to say, promote and back PRODUCTIVE assets while casting PASSIVE assets to the wolves (the buy miners, sell bullion trade I mentioned here a while back being a good example of one way to benefit). In any event, I think it will be a long term and gradual shift (no sigma 3 style moves).
ReplyDeleteAnyhoo, just some thought (again) on that subject.
Here's that SOX chart I posted a couple of days ago on Daneric's site.
http://img215.imageshack.us/img215/9569/sox130911.png
Thanks Highrev,will check it out
ReplyDelete