The Best One can do Now !

  The best one can do now is hold onto sections of stocks one knows are going to be needed in future to supply the needs of the world popula...

About Me

Retired but always looking for new challenges.

Friday, December 2, 2011

December Updates and Comments

Days that updates shown below ,on this blog,in December thus =(2)
A.1  Go to second wind shares for latest update (see above) (3),(7)

 A.2a  Autumn Comment  page 5  (6)
    2b  Summer comment update (19)

A.3  NEW ALERT (7),(13),(14)

A.4  SMALL,MID CAP SHARES 2012 (8)(14)(19)(20)(21)
A.5 SMALL CAP SHARES 2011 (15)

B Naomi has entered her first Stoch report (2) and second report (15)

Also check Naomi's resource update for GOLD page two (12)

Go to :
                 http://2010plusstocktrends.blogspot.com/

                            ALSO CHECK.....

                      OUR.....LIFESTYLE ,FOR A LIGHTER LOOK AT LIFE !
                http://bnlifestyle10.blogspot.com/
                             and
if you love your pet
                http://paws2012.blogspot.com/
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Saturday, October 1, 2011

October Comment

2.16/Oct
Well we are in a MIGHTY BEAR MARKET and have been there for four years already.We can only reach this conclusion with hindsight.No wonder it has been so difficult to automatically make a profit!Taking the top 40 since November 2007,the capital loss on Anglo is -27% Amplats -42%,Billiton a measly 13% gain.Most of the other top 40 and second teir shares outside these showed a loss,dividends were cut or reduced to token amounts.Of course there have been mini runs in this time and some shares defied these circumstances such as Exxaro +80%,Kumba+100% SAB +56%. For a change to really occur countries will have to find answers to remaining really solvent and create growth opportunities.

1.1/Oct
WELL RESOURCE SHARES SEEMED TO TUMBLE  IN THE LAST FORTNIGHT ALONG WITH THE DOW.SURELY ONE MUST ASK WHY DID GOLD AND PLATINUM SEEMINGLY JOIN THIS TREND? AFTER ALL THEY ARE SUPPOSED BE A STORE OF WEALTH !
BOTH WENT DOWN BY ABOUT 20% IN VALUE!

THE ANSWER IS ACTUALLY THEY DID NOT FALL THAT FAR AS THE 
U S $  STRENGTHENED AGAINST THE EURO BY ABOUT 12% AS MOSTLY ALL RESOURCES ARE QUOTED IN U S  DOLLARS. THAT STILL LEAVES A FALL OF 8% OVER THAT PERIOD AS ORDINARY PEOPLE PANICKED,NOT UNDERSTANDING THE MECHANICS AND SOLD PUTTING DOWNWARD PRESSURE ON PRICES.THIS IS THE SECOND TIME THIS YEAR THAT PHENOMINON HAS PLAYED OUT.AS LONG AS NOT ENOUGH IS DONE TO STABILISE EUROPE THIS SITUATION MIGHT CONTINUE

GOLD IS LIKELY TO START INCREASING AGAIN SOON AS TREASURIES YEILD IS LOW AND NOT THAT SAFE.PLATINUM MIGHT TAKE A WHILE LONGER TO INCREASE IN PRICEAS DURING A RECESSION THERE MIGHT  NOT BE SUCH A GREAT DEMAND .

I must add that the South African Rand closely follows the Euro as these countries are our main trading partners.

Thursday, September 1, 2011

September Update

Nouriel Roubini on Thursday 1 September issued a statement that the United States  won't be able to avoid a second recession,also that gold is in a bubble.
The markets that were wobbly then fell further on this  observation .I agree with the first obsevation as their politicians are proving that they are spineless and are only interested in re-election.As Ben Bernanke said their reserve bank can do so much more if the Fed had support from their government.Their polititians must be prepared to "bite the bullet" and do whats best for their country by increasing taxes whilst cutting social services,except for the very poorest.This is one weakness of democracy.I hope our own government will also take steps in the same direction.Socialism in any form has proved a failure so taxes should be broad based such as sales taxes.
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Gold, Platinum
So gold might be in a bubble,according to
Roubini.So what!I have been a trader for a long time and gold and platinum is the only thing the ordinary person can buy and keep to offset  the inflationary environment at the moment as governments try to get out of their messes by printing paper money with little or no backing!
 This is not a bubble that will break any time soon as gold has only kept up with inflation over the last twenty years.A good sign that it is not overvalued is the physical Indian marraige season now in full swing as they scramble to buy as much gold jewellery as they can.In the past when they don't buy and rely on heirlooms then we know it is overpriced as has happened in the past.They are very canny gold traders.
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Gold and Platinum prices are going up in tandem at the moment
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   UPDATES FOR SEPTEMBER 
ALERT NO 1 and 2 
SPRING COMMENT PAGE 3 
SUMMER COMMENT PAGE 4 (NEW LIST)                              

ALSO
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Naomi has updated her Stoch mid month blog
Naomi has updated her first Stochastic Analysis for September ,see links to other  sites above for a direct link and her resource blog on her second page

AND SEE OUR LIFESTYLE LATEST BOOK OFFERINGS FOR A HEALTHY BETTER LIFE .LINK ON LINK PAGE