Monday, September 12, 2011

Buckle your safety belts

     I am up late watching the futures and it is not looking good out there.  Europe has opened sharply lower on what else is new...European Debt worries.  The French CAC is down 4% and the DAX is down 3%.  Call me crazy but I think it almost may be time to nibble on some European stocks.  Markets crashing may give the politcos some cover to stop waffling and get something done.  I wouldn't be backing up the truck here however.
     Hang Seng is down 800 pts and the Nikkei was seen lower by 235.  Gold is lower as well by 24 bucks as of 12:37 AM PST.  Dow futures are lower by 175.

7:00 AM Update
     Well, it looks like Merkel and company might be finally facing up to the reality that Greece cannot be saved and is preparing her banks for such an eventuality.

     "Officials in Merkel’s government are debating how to shore up German banks in the event that Greece fails to meet the budget-cutting terms of its aid package and is unable to get a bailout-loan payment..." said a Yahoo article.

     Also, French banks may get their credit ratings cut by Moody's.  This is exacerbating the French CAC's decline.

    "BNP Paribas SA, Societe Generale SA and Credit Agricole SA, France’s largest banks by market value, may have their credit ratings cut by Moody’s Investors Service as soon as this week because of their Greek holdings," according to Yahoo.

     Stocks are recovering however from overnight lows as bargain hunters swooped in looking for deals.  It looks like we made a nice bounce from the lows overnight and could be headed back up to 1200 as this trading range continues.

    The Dow is down 24 pts, the tech heavy NASDAQ is up 17 pts and the SNP 500 is up 3 pts.  Gold is down 20 dollars and oil is down 60 cents.  The French CAC is down 3% and the DAX is down 2% but are well off their overnight lows.

Stocks I'm Watching
     Gold- Gold is down almost 3% as it once again pulls back from resistance.  The baby is getting thrown out with the bathwater here as stocks are down as well.  Dennis Gartman speculates that with stocks dropping, people are getting margin calls and so are selling their winners which includes gold. I am still long Gold and will stay that way.

     IWM- Small caps are outperforming today which could signal a rally coming up.  I have been watching small caps as a sign of risk appetite returning.

     Goldman Sachs- GS dropped below 100 for the first time since 2009.  Financials are performing horribly again.  The market can't go anywhere unless the financials get their act together.

     Euro- The Euro is up today after crashing last week.  It got up to 1.37 vs the dollar before selling off.  Greece is likely to default and take the Euro down with it.  EUO is a levereged way to short the Euro.

    I am not too confident on the short term direction of the market right now, so I will just sit back and observe.

6:58 PM PST Edit
     We had a huge surge into the close on good volume.  Apparently, China is negotiating with Italy to buy some of their bonds.  It seems China does not want the Eurozone and the Euro to fail either.  China had been buying Euro's and european bonds earlier in the year in an effort to stabilize the currency and the economic situation.  This bodes well for stocks tomorrow and we could rally from here.  I went ahead and purchased a small amount of large cap European stocks for my long term portfolio today via HIINX. 

19 comments:

  1. Maybe our economic problems are beyond the capabilities of our current governments. Honestly buddy, when it comes to Europe, the Euro needs either scrapped or drastically changed, it's not debatable, countries need in control of their own currency, it's a simple fact. Sure we'll take a hit initially but honestly, the Euro needs to end or be changed.

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  2. Really not into this but can't you make a profit because of these changes?

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  3. @Ashlyyy

    yes you can, in markets like these where there is lots of turmoil profit opportunities abound for good traders.

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  4. thanks for keeping all of us updated! :]

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  5. Its also a good way to make a bad bet and lose your money too though

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  6. @Yeamie Waffles

    I tend to agree with you. A currency union with no central authority was doomed to fail. The 2008 financial crisis exposed all the flaws and I fear there is no good solution to this problem...only less bad solutions.

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  7. Finally they are accepting that Greece is fcked regardless of what they do. Best thing that Greece could do is default and somehow manage to get back on their feet slowly.
    Getting more money from the french and german banks wouldn't be the best that could happen to them.

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  8. I'm not liking it either. Both the gold mines I have stocks in have dropped a lot.

    Here's to hoping they both recover.

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  9. seems we must be more serious about these things lately, who knows what might happen tomorrow or in future xD

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  10. @hasidic plumber

    I agree. I think they should leave the euro as well so they can devalue their currency to make themselves more competitive. I read an article though that said it would be very costly to leave the euro.

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  11. So assuming gold recovers eventually, it's a great idea to just buy now that it's down a bunch. brb buying gold.

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  12. AuRico and Primero a few weeks ago when they dropped. Unfortunately Primero took a massive dip last week and both have been suffering. Sold the stock I had in AuRico yesterday which may have been good as it took another dip today.

    Probably should have kept it though, it was doing a lot better than Primero.

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  13. @heddin

    I don't want to make any recommendations to anyone regarding stocks in my blog as I would hate for anyone to lose money if they took my advice. I just try to tell you all what I'm doing, it is not a recommendation!

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  14. @dwei

    Wow man you like those junior gold miners! I never even heard of those companies. Good luck to you man.

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