11/23 Daily Markets

Please add updates@feedmyinbox.com to your address book to make sure you receive these messages in the future. Daily Markets - Your Views Make News China Owns The Heavy Stone November 22, 2009 at 8:01 pm It’s pretty clear that without tungsten, a lot of things in this world will - literally - grind to a halt. Now let’s ask, where’s the world’s tungsten? Here’s a recent pie chart of world tungsten reserves. In addition to its large reserve base (57%), China presently controls about 75% of the world’s output of tungsten. Characteristically, China’s national resource policy is to ensure that the long-term needs of its own industrial base are satisfied. In the past three years, the … [visit site to read more] I've Noticed A Profitable Pattern November 22, 2009 at 7:10 pm I have noticed a profitable pattern.  I am going to cast this from the bearish perspective, but in theory it could work either way.  I have a few other historical examples, but let us focus on the present. Background Investors have many time frames, and so do those managing money.  When you see someone interviewed on CNBC it could be a mutual fund manager, a hedge fund manager, or a trader.  It is natural for everyone to talk his book, but the time frame is relevant. A mutual … [visit site to read more] Contrary To Conventional Wisdom, When China Drops Its Currency Peg, The Immediate Benefits Will Flow To The Chinese, Not Americans November 22, 2009 at 7:05 pm During President Obama’s high profile visit to China this week, the most frequently discussed, yet least understood, topic was how currency valuations are affecting the economic relationship between the United States and China. The focal problem is the Chinese government’s policy of fixing the value of the renminbi against the U.S. dollar. While many correctly perceive that this ‘peg’ has contributed greatly to the current global imbalances, few fully comprehend the ramifications … [visit site to read more] Societe Generale Tells Investors How To Prepare For Potential "Global Collapse" November 22, 2009 at 5:49 am In a report entitled “Worst-case debt scenario”, the bank’s asset team said state rescue packages over the last year have merely transferred private liabilities onto sagging sovereign shoulders, creating a fresh set of problems. Overall debt is still far too high in almost all rich economies as a share of GDP (350pc in the US), whether public or private. It must be reduced by the hard slog of “deleveraging”, for years. “As yet, nobody can say with any certainty whether we have in … [visit site to read more] Month To Date Review Of The Market November 22, 2009 at 5:08 am America is unimpressed by the rebound in the equity markets. Why? The economic data, no matter how heavily massaged, indicate many consumers and businesses are increasingly strapped and insecure. In light of that, the average American neither trusts the markets nor the public officials overseeing them. I make that statement with no sense of malice. I view that as reality. Lack of trust and credibility is ultimately nothing more than a measure of increased risk. Let’s factor that in … [visit site to read more] Stock Picks For Monday: Nanometrics, Melco Crown Entertainment, MetroPCS Communications And Cell Therapeutics November 22, 2009 at 3:04 am ( click to enlarge ) Nanometrics (NANO) is a very volatile stock, but can be a very lucrative one if traded correctly. The stock hit 52-week highs of $13.34 on November 17th, but it was extremely volatile that day as well. With no news on the tape in recent days, the stock has lost some momentum, falling from a November 17th close of $13.34 to a close of $10,90 on Friday. The stock looks like it might have found support at its 10 day MA. I’m buyer of NANO once it breaks $11.50 … [visit site to read more]   This email was sent to gatdemit001@gmail.com.  Create Your Account Don't want to receive this feed any longer? Unsubscribe here.