Sunday, May 30, 2010

CRUSHED IN 2002 DOWN 215 POINTS! WATCH OUT FOR JUNE!


WE ARE IN A DEFLATIONARY YEAR AND JUNE SHOULD BEGIN THE LONG WAVE DOWNWARD.  THE KEY IS TO REMEMBER IF THERE IS A RALLY IT IS THE WEAKESS RALLY IN THE MARKET.  THE INTERNATIONAL CRISIS IS COMING OUT OF EUROPE CREATING A WEAK EURO AND WEAK STOCK AND BOND MARKET.  THIS IS NOT THE TIME TO INVEST IN THE EUROPEAN MARKETS.  THE DEFLATION IS VERY STRONG AND CREATES THE ILLUSION OF A LONG TERM DEFLATION  WE ARE BEGINNING A NEW 30 YEAR INFLATIONARY CYCLE IN 2011-2041.  GOOD MOVE FOR TREASURIES FROM JUNE 2 TO JUNE 16TH.

Monday, May 3, 2010

HIGHWAY TO THE DANGER ZONE!!


THE STOCK MARKET IS ENTERING THE MAY AND JUNE DISASTER AREA!  THIS MEANS THAT THE ODDS THAT THE MARKET WILL BE A MINE FIELDS IS HIGHLY PREDICTABLE WITH  ODDS OF 15 OUT OF 20 DOWNS FROM 1965 TO 1984. THIS SHOULD BE THE WORST SIX MONTHS FROM MAY TO OCTOBER RESULTS IN RECORD LOSSES.  THIS IS THE BEST TIME TO SWITCH INTO A STRONG DEFENSIVE POSTURE. PETROLEUM FUTURES U PS, COFFFE FUTURES DOWN, SUGAR FUTURES SHOULD BE UP.

Monday, March 29, 2010

APRIL TOP DOW MONTH SINCE 1950!


CAN APRIL BE THE LAST MONTH OF THIS BEAR RALLY WINNING STREAK? THE RALLY HAS GONE FOR OVER 1 YEAR AND APRIL TENDS TO BE THE BEST MONTH SINCE 1950!
THE ONLY DANGER OF GOING INTO AN EARLY BEAR IS AFTER APRIL 15TH WHICH COULD START THE COLLAPSE OF THE STOCK MARKET.  GOOD AREAS: COMPUTER TECH, HEALTHCARE PRODUCT, HIGH-TECH AND INTERNET. THESE STOCKS ARE GOOD UNTIL JULY OF 2010.  COMMODITIES PLAY: JUNE CRUDE OIL UP, GOLD DOWN, JULY SILVER UP, JULY SOLYBEANS DOWN, 2ND WORTH MONTH FOR COCOA AND WILD CARD CORN FUTURES.  HOUSING IN THE WORST FOUR STATES: ARIZONA, NEVADA, CALIFORNIA, AND FLORIDA DOWN 25%!

Saturday, February 27, 2010

STOCK'S LUCKY BEFORE THE 17TH OF MARCH!

THIS COULD BE A WILD MONTH WITH HIGHS AND LOWS THAT LEAD TO A EMERGING STAGNANT MARKET FOR MAY.    THIS IS THE END OF THE QUARTER EARNING SEASON THAT MAY HAVE A HIGH DOWN SEASON FOR MAJOR COMPANIES.   THE MAXIMUM DOWN FOR NASDAQ COULD HIT 14%.   GOOD DAYS FOR DOW MARCH 1, 2, 5,6,7, 8, 9, 12, 13, 14, 15, 16, 19, 20, 21, 22, 23,26, 27, 28, 29, 30.
COMMODITY PLAYS: NATURAL GAS AND PETRO: METAL FUTURES  GOLD DOWN AND SILVER UP; COFFEE DOWN; SOYBEAN UP AND LEAN HOGS UP.

Saturday, February 6, 2010

DESIGN THINKING AND NEW SOFTWARE REVOLUTION! HASSO PLATTNER

THE EMERGENCE OF DESIGN THINKING IN THE FIELD OF SOFTWARE DEVELOPMENT AND PUBLISHING WILL CREATE THE NEXT NEW REVOLUTION IN SOFTWARE PRODUCTS.
THE PROCESS OF INNOVATION HAS BEEN CAPTURED BY THE NEW DESIGN THINKING TECHNOLOGY.  HASSO PLATTNER IS A GENIUS IN THAT HE HAS FOUNDED TWO MAJOR INSTITUTES AT STANFORD UNIVERSITY AND IN POTTSDAM, GERMANY.  HASSO HAS SET THE 21ST CENTURY AGENDA FOR SAP.  SAP HAS A NEW AGENDA TO RESDESIGN THE GLOBAL ECONOMY BASED ON DESIGN THINKING APPLICATION TO NEW SOFTWARE PRODUCTS.  THERE IS A GREAT POWER THAT HAS BEEN RELEASED INTO THE FIELD OF SOFTWARE DEVELOPMENT WHICH WILL SHATTER THROUGH CREATIVE DESTRUCTION THE OLD MODELS.  WHAT IS DESIGN THINKING? DESIGN THINKING TEACHES FOR SOFTWARE DEVELOPERS AN AUTOMATED PROCESS OF INNOVATION METHODOLOGIES, NEED FINDING, VISUALIZATION, RAPID PROTOTYPING, TEAM DYNAMICS, DIGITAL STORYTELLING AND PROJECT LEADERSHIP.  SAP HAS THE PROTOTYPE TO MASS SCALE OF DESIGN OPTIONS FOR THE FUTURE!  TRADITIONALLY, THE OLD INVENTORS MONOPOLY HAS BEEN BROKEN AND IS BEEN REPLACED BY DESIGN THINKING THAT LEADS TO DIRECT INNOVATION.  THE ABILITY TO SEIZE THIS MARKET WILL HAMPER MICROSOFT, ORACLE, IBM, GOOGLE, AND OTHER SOFTWARE COMPANIES.  IS IT POSSIBLE FOR FOR SAP TO TAKEOVER MICROSOFT OR GOOGLE?
SAP IS PLANNING A BRILLIANT BLITZKRIEG TO CONTROL THE WORLD MARKETS.

Sunday, January 31, 2010

THE WEAK LINK OF FEBRUARY: BEGINNING OF BEAR MARKET!

Traditionally, February is the weak link in the chain of stock market trading.   The market has been down
between 7.4% to 4.9%: Nasdaq down 22.4%- look for confirmation after Presidents Day. The Commodity Play is usually Natural Gas ; Silver tends to be up, good Market for soybeans, Live Cattle up,  and look for confirmation in Hogs.  Good month to short Wheat futures and good play on KCBT wheat for long contract.
The best days of February 1,2, 6, 12. 15, 21, 26,  x2 , 28.

Sunday, January 10, 2010

THE AMERICAN FRACTAL ECONOMY, 2010-2020

The American Fractal Economy will become the "new normal" for the United States.  This new model of the American Economy is extremely inportant for investors.  We have entered into a
a post-derivatives chaotic economy created by the shadow banking system.  The new normal is  nothing more than the recognition of the emerging fractal creating a new pattern of economic activity.  The new boundaries of the American fractal economy is: (1) the recognition that the Japanese fractal is the prime mover of the American economic spending; (2) there will be two groups invovled in the American economy: (a) 20% of Large Cap. companies who will be accelerating out of the Great Recession and; (b) 80% of the other companies that will be deaccelerating and integrating into the Great Recession; (c) Identification of the companies that will be accelerating out the Great Recession will be the big winners; (3) K waves are the basis for commodity growth will be interrupted for 5 years and great a new downwave in commodities; (4) the American Banking system is deleveraging from the derivates debacle which means contraction of lending for 8 years; (4) Consumers have just started deleveraging for the next 10 years and this is truly a lost decade for the consumer; (5) State Government will be deleveraging for about 10 years and create a massive lost of revenues; (6) Private Industry will be doing like GE looking for cash and cleaning up the balance sheets for 5 years; (7) The Republicans will discover that

Say's law does not work and the supply does not create demand; (8) the Millennial generation will respond to the fractal by creating large democratic party majorities and create new public policies; and finally (9) the American GDP will hoover around 1.7% to 2.3% for the next decade.  This is the time to re-discover Chinese, Indian and Brazilian stock market.