Trading Markets

Traders View for 2008

The 2008 spin by some portfolio strategists is for the financials to lead in 2008, in addition to overweighting healthcare, defensive stocks and utilities.

The Early Warning Signs for 2008

We will start 2008 with an expanding housing bust, rising oil prices, tighter credit, and sinking consumer confidence, all of which will most likely lead to a sharp decline in corporate profits in the first half of 2008.

Key Strategies and Year End Wrap Up

The focus into year end for traders is the top big-cap SPX 2007 percentage leaders that are also major holdings of the Generals, which certainly includes the energy sector.

Key Time Period Strategy

The rubber band snapped for a day on the Fed rate cut, but technically, it was also short-term overbought.

Short Term Market Strategy

The focus on the General’s big cap leading percentage gainers for 2007 has been spot on for this rally, and that will continue into year end.

Time Symmetry and Year-End Markup

Any Fed rate cut next week will not solve the current subprime and related problems, and there are certainly more negative events/news on the near horizon.

Traders Strategy Through Year-End

The subprime writedowns continue to expand, as we get a higher estimate each day from different pundits about the extent of it. The most recent is the Goldman Sachs chief economist who said he estimated credit losses to now be around $400 billion dollars.