Comment by – February 3, 2008 at 1:32 pm
Archive for February, 2008
Stock Market Strategy Blog Dr. Warren Huang
Sunday, February 3rd, 2008US market tracking Blog Dr. Warren Huang
Sunday, February 3rd, 2008It is premature for US markets to use rate cuts, Microsoft-Yahoo merger, ExxonMobil to bottom fishing for financial, construction stocks.
This housing price slump will continue into summer, despite rate cuts.
Most mega merger at peak of asset bubbles facing burst
and lead to huge loss, repeat 2000 IT bubble burst,
Look at CSCO, Citi, AOL endless lists.
US dollar strength is supported by rising oil, commodities prices and soaring inflation, eventual rate hike, EURO rate cuts due to slowdown, supporting near term dollar weakness.
Global construction demand will be drag by US housing
price slump resulted economic recession and global stock market decline resulted housing bubble bursts in China credit tightening, India, UK.
China recent snow damage will recover easily.
www.osawh.com/fund2008.htm
This housing price slump will continue into summer, despite rate cuts.
Most mega merger at peak of asset bubbles facing burst
and lead to huge loss, repeat 2000 IT bubble burst,
Look at CSCO, Citi, AOL endless lists.
US dollar strength is supported by rising oil, commodities prices and soaring inflation, eventual rate hike, EURO rate cuts due to slowdown, supporting near term dollar weakness.
Global construction demand will be drag by US housing
price slump resulted economic recession and global stock market decline resulted housing bubble bursts in China credit tightening, India, UK.
China recent snow damage will recover easily.
www.osawh.com/fund2008.htm
Comment by on Wall Street Journal Markte Beat Blog- February 2, 2008 at 3:01 pm
Currency Market Blog Dr. Warren Huang
Sunday, February 3rd, 2008Dollar at the cross road, thcross current of soarig oil, commodity prices ,US inflation and recession resulted rate cuts continue.
Dollar will regaining its strength, this summer when current rate cuts series stop, switch to rake hikes fighting inflation
EURO peaking out at 1.59, Yen at 103, most other currency already peaking out
details can be found on
www.osawh.com/currency.html
I predicted on this blog last Sept that US housing price slump continue into summer 2008 drag into recession and global stock market into bear correction, with banking finance, housing stocks plunge 50- 70 %, IT , high flier GOOG, AAPL, PetroChina, GS plunge 50 %.
all US global ETF inlucing BRIC down 30 %, only gold, ultra financial, real estate short fund gain 20- 30 %
details can be found on
www.osawh.com/A130-30wksp.htm
and
www.osaglobalstrategicmanagement.com/blog