The Great Silver Manipulation – 29th of Feb 2012

Yesterday those involved in the silver futures markets were witness to one of the greatest market manipulations of recent years. There have been so many different market manipulations that it takes some doing to claim this accolade. At just before 10am US Est some participants started dumping paper silver on to the US futures market. …

Macro Monetary, Economic & Market Comments..

We remain a little overbought here but equities have rotated and worked off a little of the over bought momentum. Here the main SP500 index: We have come a long very quickly so logic tells you a correction should occur here. We (inc many commentators) have been expecting a minor pull back for the last …

Land of the Rising Sun..

Japan is complex story. From the eyes of a western investor a surreal world where valuations seem entirely out of step with western metrics. Imagine a world where the yield you recieve for lending your capital to your government (A very indebted government with 200% debt to gdp) is less than 0.95% per annum for …

Emerging Market Report Blitz & Some Comments..

Some excellent reports on emerging markets and related issues such as inflation here: Capital-Flows-to-Emerging-Market UB-emerging-markets-120711 DanskeInflation02082011 The multi trillion dollar issue is how the capital inflow issue is affected by the inflation issue. I suggest emerging market (EM) economies (generally) have more levers at their disposal to deal with inflation than do the highly indebted …

Weekly Technical Update – ‘Risk On Trade Losing Momentum’

The Swiss team are pretty much where they were last week.Short term very overbought. Increasing divergences with selectiveness increasing as the broad based rally breaks down.  A pull back before the final leg up to 1370 (and change)  into end q1 early q2 before the cyclical bear resumes. The JPY and Nikkie very interesting and …

Macro View – The Developed Nation Two Tier Monetary System To Directly Enfranchise Emerging Market Consumers

The Post Developed Market Debt Explosion..  2008 to 2012 ‘A Two Tier Monetary System’ From 2008 to now, those in the developed world have experienced a two tier financial system. Capital has been abundant and cheap for banks and governments. But it has been scarce and expensive for consumers and small and medium sized firms. …

Weekly Technical Analysis – Near Term Remains Overbought..

The Swiss team sight the ‘momentum of the January bull leg is unsustainable.  They also point out that, ‘a classic price top is still missing in any one of the major indexes’ so too early for selling or shorting. They believe any kind of near-term weakness as the beginning of a top building process that …

Chart Blitz – (A Purely Price Analysis)..

Here we see the Dow cash which on Friday met her prior high set April 2011.. Its not a breakout yet on the dow cash but its very close now.. The wider S&P500 isn’t performing as well as the DOW for obvious reasons.. ie that large multinational cos are greatly prefered at present due to …