May 15th, 2011 Richard
Japanese economy has a lot of problems which should arrange much weaker JPY in long term.
But it is not happening yet. JPY is strengthening for a while. Earthquake and disaster in Fukushima indicated possible start of weakening process. But it was not confirmed.
And current technical situation points to further strength in JPY against USD. Break under 80 could move JPY much lower with first target near 74-75 level.
If you plan to trade it do not forget to use stop loss!
Posted in Forex, Global macro | Comments Off
April 28th, 2011 Richard
April 2011 issue of our Global macro newsletter is available. Content of issue:
- INFLATION AND UNIT LABOR COSTS
- HOW LONG WILL ECB KEEP HIKING AND WHEN DOES EURIBOR GET TOO EXPENSIVE?
- WHEN TO GO SHORT VOLATILITY?
- EXPENSIVE OIL AND LONG TERM IMPLICATIONS OF ELECTRIC CAR CONCEPT
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Posted in Global macro | Comments Off
March 30th, 2011 Richard
We (ATWEL Global Macro) published our global macro trading idea with title : Entering Era of Natural Gas.
It is available for free download .
We welcome your comments. Feel free to contact us with your comments and questions.
Posted in Global macro | Comments Off
March 7th, 2011 Richard
Feb 2011 issue of our Global macro newsletter is available. Content of issue:
- AFRICA ON THE RISE
- IMPORTANCE OF WATER
- JAPANESE HOUSEWIFES LAUGHING OFF
- DM/EM
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Posted in Global macro, simple stock trading web | Comments Off
January 30th, 2011 Richard
January 2011 issue of our Global macro newsletter is available. Content of issue:
- SINGAPORE DOLLAR
- DEAN FOODS BONDS
- REVISING REITS THESIS
- ASIAN INFRASTRUCTURE BOOM
- BANCO SANTANDER OUTPERFORMING BANCO POPULAR
The newsletter is paid service for our clients. It has 3months free trial available.
Posted in Global macro | Comments Off
January 25th, 2011 Richard
10Y T-Note interest rate is now in bullish chart pattern. If it will break up then we can see move in the yield much higher. This is good tradable global macro theme.
Posted in Global macro, Stock chart analysis, Stock market chart analysis, Stock market comment | Comments Off
January 14th, 2011 Richard
As we noted in our latest issue of ATWEL Global Macro newsletter, gold and silver are looking weak these days.
I have noticed possible short setup in Gold ETF GLD. I am going to trade it in our ATWEL Global Macro fund.
Posted in ETF analysis, ETF trade setup, Global macro, Stock chart analysis | Comments Off
January 3rd, 2011 Richard
December 2010 issue of our Global macro newsletter is available. Content of issue:
- SEARCHING FOR YIELD INTO 2011
Couple of ideas on corporate bonds.
- INTERESTING DIVERGENCE ON GOLD
Not sure whether to sell, but definitely holds us from being big buyers.
- ETF PREMIUMS
Perfect hedge, unfortunately in two time zones.
- WHEN SUM OF PARTS IS MORE THAN THE WHOLE
Yahoo is grossly undervalued company.
- INDIAN SMALL CAPS
Worst hit Asian market.
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Posted in Global macro | Comments Off
December 21st, 2010 Richard
As noted here China has problem with its price levels. They are not good and trained to fight inflation. They know how to boost growth trough providing cheap money and using low exchange rate. But how they will act in this situation? It looks that they are not doing correct things yet. It will affect world economy a lot. I am going to trade several ideas based on this in our fund.
Posted in Global macro, Stock market comment | Comments Off
December 13th, 2010 Richard
Chart of Chinese ETF FXI is bearish for me. China has huge inflation problem and it has to push brakes hard to cool overheated economy. We now see more opportunities for our fund on different markets as we noted in our global macro newsletter.
Posted in ETF analysis, Global macro | Comments Off
