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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.96-1.8%Nov 14 4:00 PM EST
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To: carranza2 who wrote (75884)7/2/2011 4:05:10 PM
From: 2MAR$  Read Replies (5) of 217825
 
It is as if the following have already taken place or are sure things;
1. Eurozone fixed;
2. Debt ceiling fixed;
3. Medicare and Social Security fixed;
4. Manufacturing is back;
5. Oil is in the 40s;
6. Unemployment is at 5%;
7. Housing is back;
8. Out of control military spending has been curtailed;

Our market is still the best little Casino in town ....end of QE2 has knocked down the comodities especially corn & grains suffered big drops last 2wks and they're off on another earnings run like last Qtr where Consumers still showed signs of holding up regardless of sentiment numbers , though still weak in some sectors no matter , there's many others they can bid up . Less risk percieved with Greeks cowtowing and they know there will be a last minute settlement upcoming on the debt cieling . Also winding down the wars in Affy & resolution perhaps around the corner for Libya .
( let Kadaffi have his swiss or french chalet & live out his days)

Japan will get rebuilt bringing lots of new orders in for materials and services , China has cooled her inflation lessening some demand on Oil , or percieved as that and the Fed showed they can still ply a QE3 with releases oil reserve & cooperation of the Saudis .Have more research to do this week but anticipated this rally going into the 4th, its the same bull run pulled last earnings season & stocks had got very cheap on the pullback .....and a little thing that happens at the end of a month right before earnings begins called---> "Window Dressing" motivated by "Bonuses" !! ;o)

One would think that Defense be one area that would be peaking right now , with winding down opps in Affy etc, though this year will be another record year for Int'l sales of arms defense related toys & services . Many companies have diversified themselves well Int'l in the emerging markets and have enjoyed all the benefits of QE2 & the weak dollar and the surge in those markets ....like CAT DD FCX & JOYG etc .

Defense sector looking splendid and just tippy top in here right now, look at it go...but ? <g



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