Thursday, October 9, 2014

Wow

Another big down day.    What will the bottom of the correction look like?   

Friday, October 3, 2014

Starting To Shake the Bull

If we all just concentrate on the glass being half empty maybe we can create a real buying opportunity:
  • Ebola cases exploding in africa and starting to become an issue in the developing world.
  • the banks no longer paying the debt service on China's empty cities.
  • When will the emerging markets hit bottom
  • Russia's winter invasion of the rest of Ukraine (1930s Nazi Czech invasion of Sudatenland Part II)
  •  ISIS gone international
  • Alqaeda feeling the pressure to do something before they loose the headlines to ISIS
  • West Africa economic collapse after travel restrictions 
  • Argentina Default sets of financial crisis in South America.
Sorry for my sarcasm gets away with me on Fridays, but this seems like how the market rolls back and forth.    Stay turned for continued market correction and a good buying opportunity for Tech stocks, Biotech, Hospital, Regional Banks, and Construction.      

Thursday, September 4, 2014

Are We Starting to See Cracks in the International Markets?

Will GE, DAL, GM and other internationals start to be reduced by analysts based on increased risk being added to the market by international events like:

  1. Ebola - Communication, Food Shortages, and Transportation Shutdowns.
  2. ISIS - Televised Evil
  3. Syria Revolution - Shiite vs. Sunni Islam between Iran and Saudi Arabia
  4. Ukraine - Escalating Sanctions, EU energy and economy risk,
  5. Chinese Oil and Land Seizures in the South China Sea

Friday, August 29, 2014

Sold 125 EEM

Market seems high and the Emerging Markets have had a good time for a while.    Additionally, I am just concerned with ISIS, Ukraine, Libya etc.      The Geopolitical Issues seem to be staking up with no end in sight.    Eventually, these will become a problem for stocks like BP in Russia etc. 

Thursday, August 21, 2014

Libya, Syria, Iraq, ISIS, Chechnia, North Korea, Ebola, EU Banking Issues, Argentina Default and of course Ukraine / Russia ....

Well, quite honestly there a many reasons for the market to go down.   The underlying US Stock Market must just be the best place to park money right now even given the current risks.

Sold 100 KO

Still a good stock with proven management.     However, one has to have caution when there are still not very good options on the healthy alternatives to pop the core business.    The younger generation will just leave these options behind if nothing happens for healthy options.

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