Saturday, November 21, 2009

SUSI WEEKLY UPDATE


  • We have solid sell signals for the DOW, NASDAQ, OIL STOCKS, AGRO, EMERGING MARKETS, SEMICONDUCTORS, CONSUMER DISC., GOLD
  • SUSI operates like a Thermometer and it tells us that a host of key Sectors are sizzling hot or overheating as we speak
  • The next stop could develop around MID December
  • The PERFECT ALIGNMENT technical Signal from earlier this week seems to have held through the OPX (OPTION EXIRATION) which means sth. in itsself
  • The Dollar seems to try to bottom, if he does it will affect the carry trade, i.e. all risk classes incl. Gold.
  • If Gold can sport relative strength in the correction then you know it's time to buy more....
  • SEMIS and Banks lead the Market down which is bearish for the enxt couple of weeks

Conclusion:

The next weeks will decide on the battle of money printing vs. deleveraging. Anything can happen here!! The overall structure is very fragile. A black swan could emerge but doesn't have to...

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