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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (221)4/2/2017 4:23:09 PM
From: John Pitera1 Recommendation

Recommended By
3bar

  Read Replies (1) | Respond to of 13783
 
Copper Update.....

The 18 month chart looks constructive over the intermediate term.....



The 10 year Monthly chart..... it should be party days to the upside.....when Copper takes out and can consistently close above it's 200 Week MA. The Moving average crossover system on the RSI and the Money Flow are at a point where the bulls would like to see some positive price action occurring over the next several weeks....... the bottom line is what is going on with the re inflation trade and what is going on with these bond yields way down here in the cellar...... is Chip going to be presciently correct and equities have made a price high for the year in early march ( albeit..... the NDX and stocks like FB, NFLX, GOOGL are still holding things in place).



The Long Term 40 Year Monthly Copper chart ---- Notice how the 50 month Moving average is roughly paralleling the the 200 WEEK MA on the weekly chart..... The RSI Moving average cross over system is in a solid long term buy on the monthly.



what is the May daily Contract looking like..... May copper has been consolidating for since the 2.82 high on Feb 13th.... looking at the chart I was thinking that we a move lower over the coming week back to the 38.2% retracement or even a little lower.....



Here is the May contract Globex hourly chart....... and the one model and portfolio that GFA is running is actually pretty short considering that the longer term charts have some potential bullish viability.....

We are just really disappointed in the re inflation trade on a real trading basis and now I am talking really short term TRADING>>>>>>



first thing is that the stop on the short is very tight..... at this point the mechanics of short
term trading..... some of which are algorithmic-ally established make to much discussion of the
real short term and not seeing the overall structure of this portfolio because this particular
portfolio is weighted with some currencies, grains, stock index positions, Bond and natural gas...

and yes... I did go to the beach this morning.....

JP



To: Haim R. Branisteanu who wrote (221)4/2/2017 4:39:24 PM
From: ggersh  Read Replies (1) | Respond to of 13783
 
One cannot think that China/India will ever reach full urbanization

the world has reached peak humans



To: Haim R. Branisteanu who wrote (221)4/3/2017 6:16:51 AM
From: elmatador  Read Replies (2) | Respond to of 13783
 
Bubble down under: Australian homes

Figures released today show that the number of new homes approved to be built rose 8.3% in February, further sign of frothiness in a market that already looked a little too lively. Prices rose by 7.7% in the year to December, and particularly rapidly in Melbourne and Sydney, where they have doubled over the past ten years. Earning power has not kept up: the price-to-income ratio is higher than in most other rich countries (see chart). Household debt to income, at about 180%, is at a historic high. No wonder the OECD is nervous about the risk of a “rout”. National regulators are worried too. Measures they introduced in 2014 have not cooled the market; on Friday they slapped restrictions on banks’ issuance of interest-only mortgages, and say they are ready to do more if needed. Australia has not had a recession for 25 years. If that streak is to continue, regulators must not break out the champagne yet.



espresso.economist.com