Tuesday, March 10, 2009

DOW INDU General markets at Buy from Oversold - Bear Market rally. FXI, HAU.to, DIA, SPX, QQQQ, CZX.v, LUN.to, CUU.v,

This is why we did not like to short the last leg down and preferred to accumulate Rally plays like China FXI, Zinc CZX.v, Zinc/Copper LUNto, CUU.v, Grains HAU.to. Now the chances are that US Dollar will go finally down on fundamentals, markets will rally and then US Corp should prey that Oil will stay below 75, our Lithum ideas will be handy as well now. Commodities is the place to be for us again: base metals Juniors are sold into the ground - for China play and Gold and Silver for "Bet against Central Banks", it is a new fashion among Hedge Funds when they are buying gold.

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