Over-emphasized Inflation Fears Are Creating Another Buying Opportunity
The Money Moves AlertFriday, January 26, 2007By Horacio Marquez
Email – #75
** Over-emphasized Inflation Fears Are Creating Another Buying Opportunity
Last week, we took advantage of the incredibly oversold natural gas and oil markets and we added Chesapeake Energy (NYSE: CHK) at fire-sale prices.
And we subsequently saw a massive short covering in both markets as we went [...]
Our Shares Bottom Out, And U.S. Treasury Quarterly Refunding Provides Us With A Great Buying Opportunity.
Friday, January 26, 2007By Horacio Marquez
Email – #22
** Our Shares Bottom Out, And U.S. Treasury Quarterly Refunding Provides Us With A Great Buying Opportunity.
This week, as expected, we saw a massive short covering in oil and natural gas markets, leading to higher prices.
Our Petrochina (NYSE: PTR) shares and options briefly touched our entry price and [...]
Oil And Gas Hold Their Supports, And Chesapeake Energy Thrives
The Money Moves AlertFriday, January 19, 2007By Horacio Marquez
Email – #74
** Oil And Gas Hold Their Supports, And Chesapeake Energy Thrives
Since we saw natural gas fall off a cliff in December, we have been patiently waiting for three weeks to make our entry point. With options expiring today in oil and gas futures and frigid [...]
The U.S. Lands Softly, U.S. Stocks Correct A Bit – Yet Are Still Cheap.
Friday, January 19, 2007By Horacio Marquez
Email – #21
** The U.S. Lands Softly, U.S. Stocks Correct A Bit – Yet Are Still Cheap.
This has been quite an active week in terms of news. Will the U.S. markets rollover and bring the other markets down, including our beloved China?
It does not look probable… Let me explain:
To start, [...]
The U.S. soft landing is confirmed, but the markets are responding negatively…
The Money Moves AlertFriday, January 12, 2007By Horacio Marquez
Email – #73
** The U.S. soft landing is confirmed, but the markets are responding negatively…
Once more, we got retail figures this morning confirming that the U.S. economy is alive and well. This is good news to the high-flying electronics firms, on which we based our Silicon Image [...]
We Add To China GrenTech, China Life, And PetroChina Back At "Sale" Prices.
The New China Trader105 West Monument StreetBaltimore, Maryland 21202
Friday, January 12, 2007
Email – #20
We Add To China GrenTech, China Life, And PetroChina Back At “Sale” Prices
By Horacio Marquez
So far, we have been extremely disciplined in China. We have taken profits in:
FXI twice, for 7% and 13.75% gains;
Yanzhou Coal for 14%; and
PetroChina and IShares Malaysia for [...]
The U.S. Soft Landing Is Confirmed, But The Markets Are Responding Negatively.
The Money Moves AlertFriday, January 5, 2007By Horacio Marquez
Email – #71
** The U.S. Soft Landing Is Confirmed, But The Markets Are Responding Negatively.
In my last communication, I indicated that we were getting ready to enter natural gas stocks, since there was an implosion in the sector…
And prices kept crumbling, although they seem to have found [...]
Take Profits in GLD, YZC, and FXI
Friday, January 5, 2007By Horacio Marquez
Email – #19
** Take Profits in GLD, YZC, and FXI
First, StreetTracks Gold Shares (NYSE: GLD) hit out trailing stop, so we are going to sell it for only a 5.5% profit.
We are glad that we got out of Petrochina (NYSE: PTR) earlier, avoiding the recent profit-taking.
But we can take the [...]
