India’s Bubble
no responses - Posted 07.28.10
Disclaimer: We are short NIFTY, so our views and thoughts may be bias Whilst every economist featured on mainstream news has a view on China's real estate bubble, little attention has been given to India. We wrote about high inflation in India and its relationship with equity markets (conclusion still open for ...continue

1937 versus 2007 Bear Market Comparison Update: 27 July 2010
no responses - Posted 07.27.10
For new readers, we posted this in Dec  2009 (Please note our targets for DJIA in BOLD underlined below): The uncanny resemblance continues (we cannot believe how this works!) By request an updated chart below - all the best navigating this treacherous market ------------ 1937 vs 2007 fibonacci correlation by www.theinflationist.com 1937 vs 2007 fibonacci correlation ...continue

Dax Listed Companies
1 response - Posted 07.24.10
The German Dax is one of the leaders of the rally, closing at 6200 post stress test. There are so many "reasons" to explain this - a weak Euro (increasing exports), the Chinese flaunting their wealth by buying luxury german products, etc. Yet the FTSE was relatively dead few weeks ago ...continue

Amazon Crash
no responses - Posted 07.23.10
We have been writing about Amazon since Feb 2010 and shorting from 110 to 150 and have amassed ALOT of Amazon shorts. It is down 10% tonight , now at $107. Easily hit $80 (both technically and fundamentally), so more room to fall. For those who went in with us ...continue

India - The Last Man Standing
1 response - Posted 07.20.10
We have been championing the bear cause for India for a while now - our timing is never perfect, we don't expect it to be - and are holding our shorts and sleeping well. We said before that German's Dax was also on steroids, but at the time of writing ...continue

Short NIFTY
no responses - Posted 07.19.10
Short NIFTY 5380 $5/point. Brace for 5520 (target for bulls). We will update our thoughts on India soon. continue