Our Outlook Remains Undeterred
The Money Map AdvantageFriday, October 27, 2006By Horacio Marquez
Email – #64
** Our Outlook Remains Undeterred
Our picks picked up 4% in a couple of weeks; and the Dow seems unstoppable, despite some mild profit taking.
While today we saw preliminary 3rd quarter GDP growth report in at 1.6%, slower than expected, the all-important inflation factor was extremely [...]
China's "Mother of IPOs" Did Very Well
The New China TraderFriday, October 27, 2006By Horacio Marquez
Email – #11
** China’s “Mother of IPOs” Did Very Well
The IPO of ICBC (Industrial & Commercial Bank of China (1398.HK) was very well placed – and, more importantly, traded up some 17% in its first day in Hong Kong.
International players are trampling over each other to gain [...]
More Good News for Our Portfolio
The Money Map AdvantageMonday, October 23, 2006By Horacio Marquez
Email – #63
I was in Detroit this week, presenting to the Oxford Club members. I enjoyed meeting with them and discussing the fate of the U.S. auto industry with some of them.
As we expected, energy made a move last week and the oil index (OIX) broke its [...]
The much-awaited entry point developed
The New China TraderWednesday, October 18, 2006 By Horacio Marquez
Email – #10
** The much-awaited entry point developed and we buy into a telephone equipment manufacturer: Qiao Xing Universal Telephone
It is a great day: I woke up with my largest personal position, a highly speculative Mongolian mining play, up 25% and rallying to 42% and still [...]
Lets Jump on Energy for a Double-Digit Gain Before Year's End
The Money Map AdvantageFriday, October 13, 2006By Horacio Marquez
Email – #62
** Lets Jump on Energy for a Double-Digit Gain Before Year’s End
Pretty much all of the themes we discussed in the last week moved as we expected:
The Fed is NOT moving soon: it is telling us that the U.S. economy is strong, but not overheated, [...]
We pick up more energy in China while waiting for "the mother of global IPOs."
The New China TraderFriday, October 13, 2006By Horacio Marquez
Email – #9
** We pick up more energy in China while waiting for “the mother of global IPOs.”
I am at an Oxford Club editors’ gathering in Providence, Rhode Island, where we are having a very productive discussion on markets and picks worldwide. I presented to the group [...]
Getting Ready To Pull the Trigger… But Not Yet
The Money Map AdvantageMonday, October 2, 2006By Horacio Marquez
Email – #60
** Getting Ready To Press the Trigger… But Not Yet
At some point, probably closer to year-end and continuing into 2007, we are going to see an explosive rally in both U.S. and international equities. The U.S. housing bubble has deflated enough that inflation is surely [...]
On hold for the right parameters – be ready for Monday
The New China TraderFriday, October 6, 2006By Horacio Marquez
Email – #8
** On hold for the right parameters – be ready for Monday
We are on hold mode, looking to properly evaluate “the mother of all IPO’s” (Industrial and Commercial Bank of China), which is hitting the market this month. Right now, it’s not advisable to take [...]
Take Profits in MSCI Austria Fund (AMEX: EWO)
The Money Map AdvantageMonday, October 2, 2006By Horacio Marquez
Email – #60
** Take Profits in MSCI Austria Fund (AMEX: EWO)
For all the good news I discussed last Friday, Germany shows some signs of stalling, Euro inflation is seen dipping and Spanish real estate is correcting.
Given these signs of some cooling off in Europe, the recent appreciation [...]
