Friday 31 July 2009

Gold

$GLD (U$)

Thursday 30 July 2009

South East Asian Funds

--- Malaysia ---

EWM (U$)



--- Indonesia ---

IDX (U$)


IF(U$)


--- Thailand ---

TTF (U$)

Wednesday 29 July 2009

Dr. Copper


SCOP.LON (£)
Copper futures (U$)

JJC (U$)
After the free fall of Chinese market today (29 July, 2009), waiting for confirmation before short Dr. Copper.

Monday 27 July 2009

US Natural Gas


Well, the same question as before, how long will it take before a lower low, again?

Q&A: UK Retailers?

MKS:


SBRY:
TSCO:
NXT:MRW:
Current view: Market is in favour of MRK and NXT. MRW has just joined the club after positive earning results.
All are above 200D SMA.
Worth waiting before buy the dip? just before the Sales signs all gone?

Q&A: UK Banks

HSBA:


LLOY:





BARC:





RBS:



Current view:
Market is in favour of BARC then HSBA for their "broad geographic and business diversification".
For all 4 banks, the half year earning results next week might shed lights on questions of loan losses and requirements for further capital raising.



Q&A: Platinum?

PTM (U$)


PHPT.LON (£)



PHPT.MIL (Euro)



Current view: Speculative buy. Will it be easier and cheaper to simply short the U$?


Q&A: Switch from GBP to EUR?



Will 0.88 become resistance? It is yet to be tested. The current view is neutral.

Q&A: Switch from Oil to Gold ?


The breakout in June seemed to be short-lived. The current view is neutral.

Equities: Asia Pacific Ex-China/Japan

EPP (in U$)

XPXJ.LON (in £)
XPXJ.MIL (in Euro)

From now, which region will be the most promising in the years to come? Asia Pacific Ex-China/Japan ???

Note: waiting for a pullback before initiate positions

Monday 20 July 2009

Q&A: Gold?

GLD (U$)


BULL.LON (£)

GOLD.AX (A$)




BULL (Euro)



Current view: Neutral


Tuesday 14 July 2009

Q & A: Switch from EUR to GBP?


How long before the currency cross shows its true colour? No choice but to wait. Patience is a virtue, at least for now.

Q&A: Switch from Oil to Gold

Zoom in a little bit, here's what a 4-week breakout (?) is like. It is yet to be confirmed.

UNG on fire, where's the door, please?


After billions into the fund by June, what a firework once into July! "I'm a Gas man, get me out of here"?

Saturday 4 July 2009

Q&A: Switch from GBP to EUR ?




Still a waiting game ... high time enjoying the summer

Q&A: Switch from Oil to Gold




A breakout? Seemed genuine in the past 3 weeks.



And ? Test the water with tactical adjustment from Oil to Gold first?





Natural Gas Later Rather Than Sooner


The price dropped like a stone.
A loss has been cut...paid the price of a pack of beer. What else more valuable in the heat wave of London ?
Excess shorts mentioned in COT report have won! What's next? What about starting with following @SellPuts ?