Party like it?s 1999?

Running out of time is now the prevalent state of mind of many caught on the wrong side. Time will fix the matter so they say. In this case time will bring forward more liquidity pressure events constituting an unwind of truly massive proportion. True it will not be in a straight line and will create many whiplashes. We have closed successfully our short nasdaq position and are open to play this market from both sides.Terrific value play are starting to appear. Some of our indicators namely thrust analysis are at screaming buy levels. The liquidity tap is open and the Fed is there to act. A trading bottom will probably be at hand. We recently added to banks and on the first drop of the discount window shorts ran for cover. I turn my attention to longer term issue this week with the following graph. One of the problem we had to face was the lack of return from traditional assets namely bonds. Asia with massive savings would have had to contribute to this low yielding environment.

What if Asian markets go down severely. What impact is expected. I would contend that it adds to the liquidity implosion problems.

Interestingly every 1,000 points move in the Shanghai Index is done faster than the previous one.

It took approximately 67 weeks to move from 1,000 to 2,000. It took about 9 weeks from 2,000 to 3,000 and about 8 weeks from 3,000 to 4,000. I hope you get the picture by now , the market is taking on an exponential path.The last move from 4,000 to 5,000 took only 6 weeks.

So tonight I?m gonna party like its 1999 !

Yves Lamoureux, Investment Strategist, Blackmont Capital



" When your hairdresser starts giving you stock tips, get out quick and wait..." mvh SPX 970

chinese e värre. ´tycker jag. finansblogg gjorde denna för nån dag sen 

tror att du kan lägga in Nikkei frå 1990 o åren däromkring och få samma utseende...intressant

mvh
Bankir Vresig 

Liten grej här bara.

första 1000p (100%) tog 67 veckor

sista 1000p (20%) tog 6 veckor, visst ökande takt men...

Mvh Corpsee

MegaBullish Kina 

Mvh Stefano

nas - kina

nikkei

:-))

" When your hairdresser starts giving you stock tips, get out quick and wait..." mvh SPX 970

 Nikkei

" When your hairdresser starts giving you stock tips, get out quick and wait..." mvh SPX 970

Kina 

" When your hairdresser starts giving you stock tips, get out quick and wait..." mvh SPX 970

Mycket kan bli mer. Blanka en sån bubbla och du är urfattig och bortblåst på någon vecka.

Det roliga med just Kina-bubblan är ju att samma bolag handlas till halva priset i Hong Kong. Roligt när "ring fence" runt locals släpper. Short locals, long Hong Kong? 

|StRY| "Caveat emptor. Buyer beware."

Är intressantare att se ett chart på Hang-Seng i så fall

// Sandmark