Commodity run

Hi guy,

Long commodity is quite a profit trade since my previous recommendations.

Especially oil and gold and silver.

This continue a while, with massive easy money float don't find it is surprise if stock , commodities, will fly higher from here.

When money is cheap , thing will get expensive and vice versa if money is expensive thing will be less expensive.

For now , easy money is on the driver so don't get in it way or it will crash you.

Long stock commodity will do you great profit from short to mid term.

Hope you guy will do great with your trade

Cheer and have a great day

Dollar falling off cliff? Something big going to happen soon

Hi guy,

It seem like the dollar is losing ground and it seem like emerging currency is strengthening

I think we will see rally in emerging market soon and gold is about to break out and going higher.

Same as for oil . The is more room to go higher

Long oil gold and emerging etf

Good luck guy

Never short oil below us$30.00

Hi guy,

For your safety never short oil below us$30 even if there chance it will fall below us$25.00

Cause it is very close to major producer production cost.

And the price easy swing up when the producer turn the tap off

The market only short term oversupply

Cheer guy and good luck on your trade

Short term bullish for oil

Hi guy ,

I am back not sure if anyone still check back

It is quite sometime.

For appetitizer

Short term bullish on oil = long position possible target 35-38

Let see how it get from here 

Cheer Guy

It is time to look at gold?

Hi my Friend,

It is quite sometime ...

After lingering in gold price at 1550 - 1600  for a while, if the price fail to break below 1550 - 1525 range in the next few month, i think the bottom for gold is getting near ...


Crossing my finger and watching this range ... at for silver I think at current level is a good buy US$27 - 29 accumulate range for long term play.

Position : - 

Stock - I am on the short side of the trade on 75% on the short (huge position)

Oil - Short Side

Gold - no position

Silver -no position

Short Euro / dollar around  1.31

Long Yen / dollar

Long Yen / Euro

-----------------

Cheer guy and good luck

QE mania!! Where is all the Excess liquadity go?

Hi Guy,



With all the QE  and stimulus going worldwide.. where is the excess fund go?

Oil did not doing as well as it should, should it be quite bullish for oil with middle east problem hmm...!!! but oild still continuously in correcting mode , do not be surprise if it correct more to about 80... stay tune. 






It seem like the gold is getting stall big time... it is a bullish or bearish.

after analyst the situation it seem like the gold might need to rest another years.

there will be argument on this from the bull side. Gold it good when there is a system risk in US dollar but it seem like the crisis will be further delay.

Oil production is rising and oil and gas in US soil is adding value to the US dollar. which I see the strength of the dollar going forward.

This situation does not bode well for gold holder for a while to come.



Althought there is alot of liquidaity pump ito the market but people right be is more focus of tracking trade stock like future and EFT.

Which is not link to the individual stock or commodity it is just a follow trade . (i am referring to majority future and eft worldwide not only in USA)

Come to think carefully unlike in the past where excess liquidity have limited place to invest right now we have lot of investment vechicle to absorb the excess liquditiy.

The reboom of US housing market, will be another strong force behind the foreseenable future . which the cycle is already start to spin.

US economy is looking good going forward. so i see lower risk in holding us asset.

 ==============

Trading outlook.

Oil short on strength
Gold short on strength

Stock should be in correction mode but it seem like there is still alot of bear who waiting to take advantage of the correct  but Stay on short side of the trade is better ...

it will be a frustration bear market, so drink lot of kool aid and sleeping pill if you want to enter the short... be confident in the trade before take one, and waiting until the situation change into your favour.

Patient is the key to future and derivative success.


Cheer Guy

The Down Fall of Yen and Japan

Greeting !!!!

it is quite sometime.... blame this on my laziness ...

Alot of thing have being happen ...... EURO QE, JAPAN QE and EnglishQE and US infinite QE.

So we are living in reflation or de-leverge world?

 This issue i will focus on the down fall of Japanese Yen.. After Japanese economy will start to fall and i will bet it in deep trouble soon.

The strength of Yen is too strong for the Japan economy to grow.

 Japan is now facing both problem at home and exterior fact.
 - trade deficit looming due to higher import fuel bill
- production cost disadvantage
- High Yen value for too extend period of time
- Dangerously high budget deficit when compare to GDP
- The high saving rate which used to be golden egg of japan economy is dwindling
 - Aging population

All this point to downward trend of Yen. The fundamental of Yen is very distort from real economy which is not sustainable.

 I will cover more on the QE it is very intersting

 For now... short Yen as many as possible I think the the reward will be very high.

 Possible long term buy back target for Yen is 125 yen.

 Long gold in term on Yen ( wait for gold correction before taking this play) good luck with your trade