Thursday, June 2, 2011

The Commodities Trade Is Over, Time to Move On: Hilary Kramer

Yahoo Breakout:  Commodities, Gold, Ag Stocks: Buy or Sell
  • Trade over, Rotation, slowdown in China, organic to country, Japan
  •  Short trade out there?  Yes, she says.
  • US Dollar weakened, commodites gain, now buck will strengthen
  • Emotional trade? Right she says.  Commodities, it's bubbles since the tulips.
  • Movement into Gold over, time to move on: out of favor areas ready to run 



Second video is about technical analysis of charts, gold and staples look good, SPY (S&P) and XLF ( financials) don't.



The third video is "Dos Hombres".
  • don't fight the trend
  • defensives outperforming
  • how did you sleep?  the lesson like this, if you didn't sleep last night, overexposed to stocks
  • don't be a hero, look out for yourself, have some cash left over 
  • not in a correction yet
  • don't bargain hunt yet
  • not that bad yet, don't panic 


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