Archive for October, 2009

Vince and Oliver discuss the latest Pearlfisher newsletter. Earnings for Q409 will be the driver in 1Q10. Should you be engaged in some investments no matter what the market. Oliver makes the point of be aware of  the risks in the portfolio. It’s your responsibility because it’s your future. (mp3)

Vince will send a CD “Trading as a Business” free by sending email to vrowe at tradingacademy.com. Setting up the appropriate entity can have a major impact on your profits. Signs of equities slipping 3Q10 due to lower earnings. 10000 mark on the Dow is major resistance from previous highs. Watch the new high/new lows. (mp3)

Downside potential is 5 to 10% is nothing major. Commodities have more upside than equities. Easy trades were in April. Take profits on equities. Dollar drives commodities till March 2010. Lumber leads housing about 6 months. If lumber turns up, REITS will be attractive. (mp3)

Oliver discusses DXY which is a basket of currencies versus the dollar using a 25 year chart. Dollar is in dangerous territory. Now at 75 with 71 as low. Usually follows 8 year cycle, last peak in 2002, so low next year. We are near major support for the dollar. Do your homework before investing. (mp3)

Vince and David define “smart people” and the danger they can do to your portfolio.(mp3)

STEC still has growth. The insider are lowering their risk by selling here. When the earnings come in, the price will return.Could double on next test of support. Watch the institutions. Their interest and earnings will drive price over the longer time frames. (mp3)

The secret word is GOLD. Where’s the magic? Jewellery driven from Asia (India, China). Value of dollar could drive commodities prices up. Deflation is from real estate keeping inflation under control. Positive news not moving the market and lack of earnings follow-through. See Pearlfisher newsletter for specifics. Having downside protection is prudent trading. (mp3)

Personal choices lead to our demise 65 % of the time (overeating,smoking, driving, etc.) contrast to 1905 where it was 5%. Personal choices also lead to negative consequences lead to trader’s capital death.Have to be willing to adapt to the market. Don’t let emotions rule your trading plan. (mp3)

10.28.2009

Dr J subs for Vince

Vince has Dr J from Optionsmonster.com fill in. in the first segment, Mosaic(MOS) was recommended as a option play of the agricultural sector.

Guy Adame joins Dr J to discuss how CSX and Burlington Northern are acting as leading indicators. The technicals suggest weakness in the market. Time to take profits? Ideally you want to be selling into the rally.

Karl Eggars joins Dr J discussing SLV(Silver ETF) and GLD(Gold ETF). Can trade these as pairs, selling the weak one and buying the strong one. XME down today may suggest prudent to move to the sidelines. XHB(Homebuilders ETF) isn’t pure homebuilders. Do your research to understand the components inside the ETF. Time to sell out of the money puts?

Is options volume signaling a reversion to mean? Dr J thinks that there is heavy volume because the institutions are going flat to protect gains to the end of the year. Strong resistance at 1090, if your not short you’re in cash. Best way to hedge is get out! Puts are cheap insurance at this point.

10.27.2009

Tuesday with Oliver

Vince and Oliver focused on the dollar today. Oliver felt that the dollar is the driver in the world economy now. He described it as “crazy dollar time”.

In this segment, more discussion on the dollar’s future. Inflation? Does Japan provide a model? Impact on gold prices?

Next up, continuation of the discussion on Japan and potential lessons/remedies that the Fed might use. Is there something different the Fed should do?

Finally, Vince wraps up asking about the recent German elections and potential impact on the DAX. Oliver suggests there might be an imbalance in the non-precious metals.

10.26.2009

E-minis

10.23.2009

Vince Rowe Show

10.22.2009

Vince Rowe Show




© 2006 VinceRowe.com - All Rights Reserved
Site Design and Hosting by Matrixx Design Group