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Thursday, April 9, 2015

Where to from here?

Hi readers

With the profits season on the way one should not get to excited at what's to come.
Reason I say this is because it's my view the market has already priced in reasonable numbers.
Maybe I'm looking through bear glasses but the fact is at current levels market has facted in lower profits.
So where to invest many have asked!

Germany, Germany Germany.
Spread rate
12/1/2015 ...7859
9/4/2015......5792

Don't freak out if the DAX next year surpasses the DOW JONES.
There are a number of things going right for Germany at the present time.
While the public is witnessing the bailout help to weak EU countries there is a lot more which isn't seen.
The real reason Germany is doing what it does is PROTECTION.
It's very smart, and while the Americans know it they can't do a thing about it.

Then you have the QE crap which is just inflating the market.

With the cream on the cake is the lower euro.

Many will dispute this but it's the facts your not being told that are the real essence of the rise in the German economy.
German should knight Angela Merkel.

Just wait and see once Russia comes back online with trade where the German economy will go.
Astrologically country still has another 3 years of huge growth, before Saturn bring some realisation back.
But until then watch the spread between the DAX/DOW come in .



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