Rainer's Investment Insights

Most commentators' spiel aims at convincing you one way or another to buy something. Some take the trouble to explain why you should. I tend to only comment when I see a real potential for change, change that you can follow and trade at some point - with a positive outcome. Today, I want to highlight a few potentials and how they are related. A change usually comes with a comrade or two. It does not mean you need to get ready to jump in straight away, but the signs are accumulating. The most important assets to watch are commodities, including oil and precious metals equities bonds I would say that at least in two the of three asset classes major change is breaking. To evaluate how these changes are coming about, here a brief overview of the important/ most watched indices. USD 1-month view, rising dramatically ever since the election results. Source; chartnexus But before all that, one acute BREAK in the pattern of GOLD PRICES is really important now: Prices h...

STOCKS RUNNING OUT OF STEAM... Investors keep telling me that their portfolios did not perform, while markets seem to have run up to new highs month after month.  Is that a fair assessment? Just a reminder to the reader: My investment strategy is medium term say 3-6 months, i.e. short term (days or less) consideration are really only important to me when I look to make changes to a portfolio. Anything said in this blog, be it outlook or forecast does not refer to tomorrow or end of the week. I only talk about the next 6-12 weeks' financial market probabilities and how I intend to trade. For more on my strategy please go to this page. Global Indices To check what happened over the last 12 months or more, I'd like you to take a look at the sample charts from the US, Europe and Asia in their respective currencies. US indices S&P 500, 1-year view, 2 major corrective moves; source: chartnexus S&P500: The large caps were favourites for many years but i...