Headline - Sharing of Resources
I trust everyone had a relaxing and peaceful Holiday & New Year. I have decided to share some of the best reports that I pay for and some of the fund managers worth checking out so that after some time you will be able to analyze the markets yourselves with help from the best Gurus. I have already shared the trend mining software from Gecko with all subscribers and if you are interested to try and find trades yourself it is a very accurate tool for finding cyclical trends. It works for stocks, futures and forex.
Euro
Trademiner software indicates that there is a trend for the Euro to drop form the 5th January to the 9th February. The accuracy of this trade is 91.7% dating back to 1999. Therefore traders may want to sell the Euro.
Reports
I would also like to include Marc Faber's Gloom Boom Doom report which goes out to most of the financial institutions around the world. Marc is one of the best analysts I know. He lives in Chiang Mai, Thailand and understands the need to spend time away from the busy marketpalce to get clear perspective.
I agree with Marc's conclsion that Gold & Silver are likely at a bottom and therefore good value.
The latest portfolio is here:
Commodities
Cocoa & Copper have both spiked up in january. Cocoa from 2100 to 2300 and copper from 3.3 to 3.6. Both are up 10% so far.
Here is an article on some ETF's that track the copper price.
Here is an article on Cocoa ETF's.
For 2012 I anticipate that commodities will move more into favour among fund managers andinvestors. Real assets will become more and more important as complex financial products are exposed for what they are weapons of mass financial destruction.
If you haven't seen Wall Street 2 I highly recommend it. Oliver Stone has a good handle on the markets and how greed is the destructive characteristic that you need to keep an eye on.
With this in mind let's make 2012 the year of real assets, commodities, property, low leverage, low margin, low risk. It's back to basics.
"Whatever happens commodities win"
Best,
Robert McManus

