Rainer's Investment Insights

As you can see from the model portfolio activity , we actually made a successful exit in early April and have been sitting on the sidelines for most part.  In the meantime, markets orchestrated one of the most deceiving moves off late, initiating a slowly mounting downside momentum in various forms without resorting to outright downward pressure. DJIA till end of summer 2011 These are the most dangerous of market conditions as we move from day to day, sliding down in small steps ( outline in red) , followed by seemingly contraindicating upsides in other regions of the world mixed with a few days of relief bounce every so often.  It lulls many investor into believing that all's well, there is no cause for alarm.  I BEG TO DIFFER! The current setup in this charts is just one example of many other financial markets, showing that the negative momentum is on the increase with each swing extending further down , - creating lower lows followed by reciprocal rebound actio...

If the likes of Roubini and similar bears have their way, the end has come for any stock market advances for a while: The US congress signals the end of the road for higher debt ceilings. QE 2 monies are up for review in August. Europe's credit crisis deepens, with Greece seeking a second bail out. Europe now at the center of a food scare of some magnitude, a mutated e.coli strand we have no cure for and don't know its origins. Is this a European version of SARS? China stocks still mired in consolidation while its government imposes ever tighter controls on the financial system. The Arab spring could deteriorate into civil wars instead of a ripe harvest of new found self confidence and freedom.  Japan still no closer to a satisfactory outcome of the nuclear reactor crisis - and a rebuilding of the tsunami hit coastal regions.  The list is of course incomplete, inconclusive, and superficial.  There are many more areas of  concern, more troubles brewing and mor...