Hedge Funds

Weekly Markets Thoughts - August 12, 2007

The Fed reserved again the awareness charge unchanged. Is there any other span? Well, not very and pending it is doable the charge will be reserved at these levels. The catch is that it is already very suicidal not to expansion them as the inflation is accelerating more and more. On the other boundary, rising awareness charge will check the not so robust American thrift and will drive it to a slump maybe never seen before…It is a no win condition and the only thing to do for now is to postpone the calamity as long as doable, not to stop it. And this is closely what the central preserve and its Chairman Ben Bernanke are liability.

The big falsehood for the precedent week was that American Home advance Investment filed for section 11. Hey, everyone is looking staggered. Are you very? With all those advances given to people who have disorder to pay their grocery bills, is it surprising that they are not able to make their advances payments? And the absurdity of generous a 40 time advance to a 55-60 old year borrower? We have been to the zealous for sometime now and the bankruptcy of AHMI is just a little marker of what is false before of us. It is a little counsel wave. The tsunami is not here yet but it is approaching closer than most of us can presume. As I said in one of my earlier commentaries, we are not there yet. Those of you who are overloaded with advances of two, hierarchy or more properties, you still have the time to reposition and better vary your investments. For another 12-18 months we have the opportunity to alter our investment portfolios and protect our assets cherish.

The carry advertises are still in a correction approach but nothing markerificant. Most of them crossed scaffold levels and are departing down promote. It is still inside the expectations. There is area for a promote descend but no place for doubts. Not for now. The descend will drive them back up and 2008 is estimated to be a very profitable year. And maybe the last one for a long, long time.

The currencies are conhardating and preparing for the next move up. The US buck directory is staying around 80.50 and is departing to enhance a little bit. Nothing chief!

The commodities are the only committed place to be now and for the time to come. They will be your salvation - the only protect against inflation and pecuniary collapses. Gold and silver are shop a very hard scaffold and the next move up should be very impressive. Crude oil is correcting from its modern highs but has area to arise promote. The descend time is commonly very good for commodities and this descend will not be an exclusion. Do your study or ask your pecuniary advisor for help.

Best regards and good investing,

Stefan Penkov

http://www.investinghelptoday.com

Disclaimer: Stefan Penkov is not a registered investment advisor.The attitudes and statements made in the above publication are the findings of large study and are thought to be accurate and from steadfast sources. The filling are my modern attitude only, promote more conditions may instigate my attitudes to change lacking discern. The insights here available are made only for international and educational purposes. The filling in this publication are not to be construed as solicitation or recommendation to be worn for formulation of investment choices in any lettering of advertise whatsoever. notice assign advertise investment or speculation is a high chance activity. Investors insert such activity at their own chance and must conduct their own due industry to study and verify all aspects of any investment choice, if essential seeking competent professional assistance.

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Posted on March 8th, 2008 by admin
Filed under: Hedge Fund