Sunday 7 August 2011

GLOBAL EQUITY MKT - CHART UPDATE


SAMEER SAYS

THIS IS GREECE

ALREADY BELOW 2008 LEVELS SINCE A LONG TIME

THIS IS THE ROAD MAP THAT REST OF EUROPE WILL TAKE

GIVE ME 3-5 YEARS AND WE WILL SEE ALL EUROPEAN MKTS LOOK LIKE THESE

A GREAT SHORT OPPORTUNITY EXISTS - ON THE 3 -5 YEAR HORIZON


BRAZIL

FOR ALL THE IDIOTS WHO TALK ABT EMG MKTS WILL DRIVE GROWTH - BLA BLA BLA

THEY WILL ALL MOVE UP AND DOWN IN SYNC



FRANCE

THIS HAS A LOT OF RISK

IT IS HIGHLY VULNERABLE TO THE AFTER EFFECTS OF THE PIIGS DEFAULT

LOOK AT THIS CHART

ITS CLOSE TO MAY 09 LEVELS NOW

WHERE IS THE GROWTH AND THE RECOVERY AND THE GREEN SHOOTS AND OTHER CRAP

I CANT SEE ANY!!!!


CHINA
I SEE HARD LANDING AND THEN A RISE
THIS WILL BE THE RISE OF CHINA
THERE IS NO STOPPING FOR CHINA
THE NEW SUPER POWER NATION
THE BALANCE OF POWER SHIFTED FROM US TO CHINA IN 2000 AND NOT NOW


GEMMANY
FELL OFF A CLIFF
ONE OF THE BRIGHT SPOTS IN EUROPE
NO HOUSING BUBBLE HERE
BUT ON THE HOOK FOR A LARGE LOSS ONCE PIIGS DEFAULTS

CAN STILL CRASH 50%
2008 IS A SAMPLE


SPAIN
THIS WILL FOLLOW GREECE
YOU WILL SEE IBEX BELOW 2009 LOWS
LOOK HOW WEAK LAST 2 YEARS HAVE BEEN
BANKS ARE GOING TO GET HURT
A GREAT SHORT EXISTS HERE

IRELAND
WOW!!! LOOK AT THIS CHART
FLAT AS A PANCAKE
THIS WILL ALSO DROP BELOW 2009 LEVELS
ECB CAN KID THEMSELVES
LOT OF PAIN FOR THE ECONOMY
I SEE A LOST DECADE HERE
I AM SURE THE IRISH WILL LEAVE IRELAND AND EMIGRATE ELSEWHERE

THERE IS NOTHING TO DO IN IRELAND

ECB SMOKES DOPE - SAYING THEY WILL SEE GROWTH AFTER AUSTERITY


ITALY
THIS IS THE BIG WHITE ELEPHANT IN THE ROOM
NO WAY OUT FOR ITALY TOO - EVENTUALLY
MIB TO HEAD T0 2009 LOWS
EXPECT A 50% EASY CRASH HERE

NASDAQ
FELL OFF A CLIFF
THE IPO BOOM IS OVER
THE NASDAQ HAS PEAKED
NO LOOKING UP NOW

THE 2000 PEAK AND 2007 PEAK WONT BE SEEN ATLEAST FOR A DECADE


US SMALL CAP
MUTUAL FUNDS INVEST HERE
ITS TIME TO GET OUT
SMALL CAP IS DONE FOR NOW


SPX
LOOKS LIKE WE MAY HAVE SEEN A PEAK AT 1370
HIGH PROBABILITY OF A PEAK HERE

IF WAVE 3 HAS BEGUN - LOOK FOR SPX AT 666 IN LESS THAN 2 YEARS

SPX
LONG TERM SUPPORT LINE BROKEN
RELIEF RALLY WILL COME
IT WILL TEST THE WHITE LINE
BUT IT WILL FAIL


EUROPE
JUST WEAK
LOOK AT LAST 2 YEARS
THIS MKT IS DYING A SLOW DEATH

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