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Re: XAO Analysis

I don't want to be around if it falls to 300 but then that may not be an issue.

A fall of that magnitude globally would require such a serious setback to civilisation as to significantly reduce the global human population.
 
Re: XAO Analysis

Hire one for a month or so.

Cheaper and you'll eventually get over it.

I agree "Wise words". Cars, houses, boats are just that and only that. They can become distractions to valuing family, relationships, health and the plight of so many millions of others.

I have no answers but often have to remind myself of how fortunate I already am.
 
Re: XAO Analysis

They can become distractions to valuing family, relationships, health and the plight of so many millions of others.

Buy one for your son, your girlfriend(don't yell your wife), push it up your drive way everyday and let anyone have a drive.

Simple

Nothing wrong with having a hobby/interest or two, not much point trying to please everyone, that has an even higher failure rate than traders. IMO ofcourse

BTW, pfffft it aint no race car, go by the Nissan dealership and pick up a new GTR if you want a decent race car with a sound that gives you shivers : About the same money too, suck the doors clean off the M3.
 
Re: XAO Analysis

Excuse me fellas if I could interrupt you conversation,

I think the Bears are in trouble here. Its very possible that we are going straight up with the talk of not letting up on the stimulus from the monkeys at the G20 over the weekend.

Thats a big green light to assets inflation. The Currencies are certainly taking it that way this morn.
 
Re: XAO Analysis

still, the US keeps loosing jobs... whens that going to stop?!... and they cheered on friday when they ONLY lost 216,000 in August because it was the lowest monthly fall in a year!
 
Re: XAO Analysis

still, the US keeps loosing jobs... whens that going to stop?!... and they cheered on friday when they ONLY lost 216,000 in August because it was the lowest monthly fall in a year!

point being? .....you expect jobs to be created before any recovery starts?
 
Re: XAO Analysis

still, the US keeps loosing jobs... whens that going to stop?!... and they cheered on friday when they ONLY lost 216,000 in August because it was the lowest monthly fall in a year!
I suppose the question the stock market is asking is: 'is this as bad as it gets?'

If so, then it's a potential near term bottom. Buy, buy, buy!

Or, unemployment goes to 50% and nothing is factored in.

 
Re: XAO Analysis


I know which way the USD is going to be taking it, just a matter of time for parity for the AU, and the consequences for exporters?

point being? .....you expect jobs to be created before any recovery starts?

If you look at the figures within the figures, I would like to actually see some sort of genuine job creation, not just a lower level of job destruction due to government subsidised job creation. The underemployed rate is still 17% - the US is still in a depression - the focus is now on prime loans going sour, ie the second dip down is imminent?

As for the XAO, a big pffft this morning so far after the US window dressing effort. Come on fellas, you can do better than that

If P/E ratio's are your thing, then looks like getting back to trend, perhaps even overbought already. Or maybe Mr Market is factoring in Mr Rudds 4%+ growth rates to bump up the E part, going forward
 

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Re: XAO Analysis

I'm going to let someone else do the heavy lifting. The yanks are properly back from holidays this week. I reckon we'll see some direction then.
 
Re: XAO Analysis


In through the back door.....spooky......
 
Re: XAO Analysis

From Crikey, something's got to give surely.

 
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point being? .....you expect jobs to be created before any recovery starts?

i'd like to see the job losses stop at least. unemployment is now at 9.7%!

the market is factoring in a decline in the number of job losses as meaning a slowing of the rate of losses which it believes to mean it will eventually stop.

because of that its not factoring in what the job losses are creating - a lack of production capacity.

Add to that the fact that the number of people now working part time or less hours than they usually would and what have we got?

a hugely under-employed country who is STILL losing jobs at a phenominal rate.

how many people are going to the welfare office and cashing dole cheques?

And they're STILL rolling out the stimulus and printing MORE money.

granted the unemployment data is the laggingest of the lagging indicators... but its as though the market hears the figures and ignores them!

check out what's happened to gold in the last week - thats got to tell you something... and if it isnt why isnt oil or industrial metals outperforming it???
 
Re: XAO Analysis

I suppose the question the stock market is asking is: 'is this as bad as it gets?'

If so, then it's a potential near term bottom. Buy, buy, buy!

Or, unemployment goes to 50% and nothing is factored in.


i think thats why at the moment the market is hovering in a "wait and see" pattern... if we dont see REAL positive data coming out those FY11 guidance figures the market is pricing in (not the FY10!!!) are going to seem REAL thin!

i think this rally has been on the back of the herds fear of missing out.

TH - i know you love the "looks overbought, due for a XXXX etc etc"

but i just cant see reliable REAL bullish data.

with that said, i'm not 100% bear.... my holdings arent 0... but i'm only buying things i see with real potential in FY10 or PURE long term growth plays
 
Re: XAO Analysis

check out what's happened to gold in the last week - thats got to tell you something... and if it isnt why isnt oil or industrial metals outperforming it???
Well the tin hat brigade will tell you this is the big one and the USD is about to COLLAPSE.

A more likely cause, IMHO, is risk money playing the "what has to catch up game".
 
Re: XAO Analysis

Well the tin hat brigade will tell you this is the big one and the USD is about to COLLAPSE.

A more likely cause, IMHO, is risk money playing the "what has to catch up game".

i totally agree that the risk money is switching to laggards. you can see that in the BHP price on a slow decline after being overbought... as traders are realising that being underweight BHP isnt such a bad thing... given that to be overweight BHP you now need the size of a small countries economy.

Plus, you can buy BHP and RIO in the UK at a substantial discount to here... for the same companies.

USD will never collapse while countries like China and Japan have their donkey bonds!
 
Re: XAO Analysis

Well the tin hat brigade will tell you this is the big one and the USD is about to COLLAPSE.

A more likely cause, IMHO, is risk money playing the "what has to catch up game".

personally I cant see the USD collapsing in the medium term... would be catastrophic to world exporters, the world still needs the US till another consumer steps into its place
 
Re: XAO Analysis

Heres what I'm looking at.

It's interesting, all this doom and gloom, everything pointing to a tank back to the march lows ANY day now....but theres just one thing? It isn't happening. Yet anyway. Seems things are being supported at this stage. I think its important to be trading the now.

Would like to see a wide push up through the 4535 I have marked on strong volume, only thing that worries me now is the current volume, would have liked to see todays bar on stronger volume...but as I say, its still going up, despite how much negativity there is. Take what I say with a grain of salt though, still learning, thought I might as well keep this thread on track.

...more on my blog for those interested.(sig)
 

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