KLSE Truth Revealed :)- martin_tf_wong@hotmail.com


Market Report – Feb 8-12, 2010

February 08, 2010 By: martinwo Category: Market Report

Dear Traders,
Our high quality shares strategy with dividends/ heavy cash position has protected us in the current correction. Remember that these shares are supported by professional players as they offer higher income in a low Bill picture - 8 Febyield environment of 2 % fixed deposit rates.
Our capital losses from the KLSE 1308 high are less than 2 % but since JTI recently paid a 2.5 % dividend we are in profit.

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Market Report for Feb 2-5, 2010 by Bill Wermine !

February 02, 2010 By: martinwo Category: Market Report

Dear Traders,

The ruling elite of China have decided to reign in the explosive growth of the money supply to keep the inflation genie in the bottle. This should cause corrections in major stock markets/ commodities/ gold as players china dragonwithdraw from the US Dollar/ Yen carry trade which fueled the stockmarket and commodity rally.

Once the speculators are washed out China will resume their purchase of commodities to fuel their explosive growth. This is positive for our investments in the months ahead.
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Market Report for Dec 28-31, 2009 by Bill Wermine

December 28, 2009 By: martinwo Category: Market Report

Dear Traders,

My conclusions for 2010 are:

Long term interest rates in most all countries are headed higher. The shape of the yield curve in the US is the steepest in over 30 years. This is a recovery signal. But it is an uncertain recovery like a sand castle on the beach. The big Tsunami wave can wipe away the castle at any time. toward 2010

By the 2nd quarter central banks around the world will be forced to exit their ultra easy monetary policies.

Bond prices in most markets will tumble- this is true for government bonds as well as corporate bonds.

As bond prices drop stocks will move ahead. Commodities, crude oil, gold will rise as inflation increases.

At some point when interest rates on bonds exceed dividends on stocks the Dow will experience a steep correction and pull down markets world wide.

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Market Report for Dec 21-24, 2009 by Bill Wermine

December 21, 2009 By: martinwo Category: General

Dear Traders,

Expect a quiet KLSE to the end of the year. Volume is drying up, institutions are closing their books. Avoid new positions. Keep your quality dividend shares.

I am raising more cash in my managed accounts to take advantage of any steep corrections in January.
quiet stock market

I expect a steep new year correction in the S & P/ Dow . PE ratios in the major US markets are at 22 times earnings, far above the historical average of 15. The US Dollar carry trade is unwinding which will force margin call selling in stocks worldwide.

Malaysia is well insulated as foreign ownership of our quality shares which we hold in our managed portfolios is low. Foreign funds can not sell what they do not own.

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US Market ETF Sessions for Graduates Only !

December 21, 2009 By: martinwo Category: General

Dear Graduates of our 3 day program,
We are holding our US market ETF session on Tuesday, Dec 22, 2009 from 7 30 to 8 30 PM at my office.This session is the way I trade US markets with Ameritrade On Line platform. We will go over selection criteria, charting service and research service to select opportunities.
Trading US ETFs can get you exposure to virtually any financial instrument/currency and commodity in the world either long or short for a low commission . You do need to know how to manage your risks.
Let me know if interested to come.
Have a good day
Bill
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