Monday, October 29, 2007

Surfing the Liquidity Wave

excerpts from this week's report:

"Summer may have ended but not so for the liquidity boys. The boards remain well waxed and the investment/trading surfers continue to seek the perfect wave.

With MZM growth now averaging 20% (see report)..."

Investment Strategy Implications

"The global macro crisis in progress will lead to a day of reckoning but that day has been forestalled time and again thanks to the bounty of liquidity and easy money. Hedge funds and private equity have not witnessed a reduction in their collective $2.5 trillion. And that money, like the excess liquidity the Fed has pumped into the real economy, has to go somewhere. Where that capital is deployed should be the focus of equity investors regardless of their justifiable concerns over a debasing US dollar and emerging market bubbles.

Until such time when the technical indicators warn of a mega trend change, financial assets that are not tainted with..."

also in this week's report:

* Valuation Model
* Model Growth Portfolio
* Investor Sentiment Data
* Chart Focus: Dollar versus Euro - The Crowded Trade Rally
* Sectors and Styles Market Monitor
* Key Economic Indicators

To gain access to this and all reports, click on the subscription info link to your left.

No comments: