Airelon's Market Tactics 14.2

I finished the last newsletter by mentioning that I would release another issue of "Airelon's Market Tactics" this morning.   And no, it's not because I wanted to stop writing and watch the Superbowl (Whichever side you were pulling for, it was a great game).  I had already written much of that issue of Airelon's Market Tactics on Saturday.

It's just that there were a few markets I wanted to watch overnight before I wrote my concluding thoughts on the trading route.  So here are my concluding thoughts, which basically encapsulates my trading thoughts for this week, as of this Monday morning ...

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Airelon's Market Tactics #14

As I discussed in the last issue of "Airelon's Market Tactics", as well as in my "Week in Review" video entry, I believe that we just experienced an unwind within the current carry trade (notice that I did not say 'the' unwind). So that's all well and good Dan, but on Friday afternoon, the equities markets rallied strongly into the close.  Is now the time to average down on dividend bearing stocks being held?  Is it time to hold off?  Are there any commodity trades, or is it time to wait?  And by the way ... why is Dan 'day trading' lately, rather than swing trading?

I discuss those thoughts in this issue of "Airelon's Market Tactics".

Oh, and I almost forgot ... Go Saints!

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Airelon's Market Tactics 13.6

Uhhh ... ok ... what just happened?  The DOW sank 268 points.  Commodities fell through the floor.  The U.S. Dollar is soaring.  Why is this happening?  What is next?  Well, when it comes to 'what is next', I hope everyone remembers my typical response when I am asked what I think the market will do next ...

"I don't know, and I don't care"

However, I will offer my thoughts on the matter, as well as my 'tactics' or plans for the next 24 hours so that I can react when I feel the market is speaking ...

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ANF sales recap

ANF sure is tough to hold, but it's clear that things are improving.  I wonder why no one on the street knows how to do simple math.  What I mean is, why can't anyone "normalize" sales to account for gift cards properly? 

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Airelon's Market Tactics 13.5

I just wanted to send out a brief note here folks. I wanted to keep my subscribers informed, as market events have changed quickly enough so that my outlook has sort of 'flipped' since I wrote Sunday's newsletter.  Much will depend on the markets reaction to the number at these levels, 45 minutes after the release.

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V earnings recap

Visa had another great quarter. I'm hard pressed to think of a business I'd rather own than Visa.  They've been able to grow their revenue 14.7% annually even during the worst recession since the advent of credit cards.  The real story is the amazing growth of debit card usage.  Look at the graphs on the second page of this one-page summary to see the next big leg up.  Not only is the revenue growing, but the company is steadily improving its margins.  Visa: It's everywhere you want to be...? 

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Macau Gaming Numbers for Jan 2010

Macau gaming numbers and commentary.  Wow!

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Airelon's Market Tactics #13

Well, we've experienced a big down move in equities.  The U.S. Dollar is surging.  We talked about this possibiity and scenario back on the December 13th, 2009 issue of this newsletter.  At the same time, I'm hearing from more and more traders that they have been having an extremely tough time for the last three weeks. All of these factors are tell-tale indications of a markets that could, possibly ... begin to turn over from recent trends. So what am I going to do?  How will I control risk, especially after the loss I experienced in the Silver market last week?  What are my own personal investing and trading thoughts?  I discuss those in this issue of "Airelon's Market Tactics" ...

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DRAM, NAND and SD card pricing and commentary

DRAM and NAND pricing trends.  We are entering the seasonally weakest period for pricing.  Geeky tech analysts all know how much the tech industry grinds to a halt for Chinese New Year, which is only a few days away.  If you want evidence of this, look at the SD card chart - SD cards are very sensitive to this seasonality.

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