We are one week further in the investors competition and I already dropped to position 20000 with my emerging market stocks and turbo gold which is dropping. You can follow me at "katchum", but following my positions seems not to be a good idea lately...
A lot of the investors from the previous week have dropped out of the top 10 too with the exception of VanLooy, Fidelski and Houtten.
1) Nass: Credit Agricole, Harmony, Infineon
2) VanLooy: Ageas, Commerzbank, gold, ING
3) gdelabassee: banks, Harmony, Inbev, Siemens, gold
4) Houtten: long stocks, Belgacom, GDF Suez, PostNL
5) Drache: long stocks, Heineken, Kinepolis
6) Dr Evil: long stocks
7) Fidelski: Umicore, Gold fields, gold, Japan, BASF
8) KVK1: Banks, Umicore, China
9) driesbe: China, Russia, stocks, K+S, Deutsche telecom
10) jpah: Societe general, gold, Michelin, Mobistar
It looks like everyone is bullish on banks now, still holding gold and Umicore seems to have a special place because it has dropped a lot lately.
Keep your eyes on VanLooy, Houtten and Fidelski.
- List of Correlations
- Gold Checklist
- Copper Checklist
- Gold Forecaster
- Oil Forecaster
- Stock Forecaster
- Bond Forecaster
- USD Forecaster
- Poo Forecaster
- Bitcoin Checklist
- Q Ratio
- Stock Valuation
- Leading/Coincident Indicator
- Misery Index
- Junk Bonds Vs. Stocks
- Currency Vs. Bonds
- Yield Curve Vs. Fed Funds Rate
- U.S. Bond Yields
- Dividend Yield Vs. Bond Yield
- QE Vs. Bond Yields
- Money Supply
- Dow Theory
- Excess Reserves
- Central Bank Balance Sheets
- Fed Balance Sheet Vs. Dow Jones
- Credit Spread Vs S&P
- Total credit Vs. Dow Jones
- Debt
- Debt Vs. Delinquency
- % Debt Held by Foreigners
- Interest Payment on Government Debt
- Disposable Income Vs. Housing
- Retail Sales Vs. Disposable Income
- Tax Revenue Vs. Stocks
- Tax Revenue Vs. Savings Rate
- NIIP Vs. Currency
- Trade Balance Vs. Currency
- Deficit
- Deficit to Outlay Ratio
- China Power Consumption Vs. China GDP
- Freight Vs. GDP
- Inventory Vs. GDP
- PCE Vs. GDP
- GDP Vs. Trade Balance
- GDP Vs. 10 Year Bond Yield
- GDP Vs. PMI
- Profits Vs. Employment
- Employment-Population Ratio Vs. Wages
- Employment-Population Ratio Vs. GDP per Capita
- Unemployment Vs. GDP
- Part-time Employment
- Productivity Vs. CPI
- Output Gap Vs. CPI
- Taylor Rule Rate Vs. Gold
- PPI/CPI/PCE
- Retail Sales Vs. CPI
- 2 Year Vs. LIBOR/SOFR Vs. Fed Funds Rate
- Loan Growth Vs. Fed Funds Rate
- Fed Funds Rate Vs. CPI
- Fed Funds Rate Vs. Unemployment
- Delinquencies Vs. Unemployment
- Delinquency Vs. Fed Funds Rate
- Labor Force Vs. Unemployment
- Non-Farm Payrolls Vs. Unemployment
- Quits Rate Vs. Wage Inflation
- Wage Inflation Vs. Unemployment
- Wage Inflation Vs. CPI
- M1 Vs. CPI
- Capacity Utilization Vs. CPI
- Capacity Utilization Vs. Unemployment
- New Homes Vs. Rents
- Lumber Vs. Housing
- Savings Vs. Housing
- Housing Starts Vs. Unemployment
- Initial Jobless Claims Vs. S&P
- Consumer Sentiment Vs. S&P
- Durable Goods Orders Vs. S&P
- Building Permit Vs. Housing
- Construction Vs. Housing
- Adjustable Mortgage Vs. Fed Funds Rate
- Fixed Mortgage Rates Vs. 30 Year Bond Yield
- MZM Vs. 10 Year Bond Yield
- Gold Vs. 10 Year Bond Yield
- Dow/Gold Ratio
- GOFO Vs. Gold
- Gold/Silver COMEX
woensdag 13 februari 2013
Abonneren op:
Reacties posten (Atom)
Geen opmerkingen:
Een reactie posten