March 5, 2012

CHINA SUPER CYCLE IS OVER

The China super cycle is over. China will still grow at a heady pace, but I believe the torrid growth rates of 10% plus are a thing of the past.

In my article, Generate wealth in 2012 and beyond , I described that the last big-picture macro cycle was ending. The last cycle was characterized by high inflation in emerging markets and high gold GLD -0.36%and silver SLV -2.37%prices.

In October of last year, I described that a new cycle was starting. Among several characteristics of the new cycle were two related to emerging markets. First, there was the prediction that inflation in emerging markets would fall.… Please click here or the title below to read more.

March 5, 2012

SMART MOVE IS SELLING APPLE ON IPAD ANNOUNCEMENT

Johnny-come-latelies in Apple (AAPL) stock may be setting themselves up to get their pockets picked by professionals.

Unless one has been hiding under a rock, it has been impossible to hide from the constant bombardment of the same tired news that iPad 3 is coming.

Professionals and individual investors play the much anticipated event very differently.

Professional traders marked on their calendars on March 2, 2011 to start accumulating Apple stock in early January, 2012 subject to overall market conditions. What was so special about March 2, 2011? This was the day when iPad 2 was introduced. Based on past patterns, it was reasonable to assume that Apple will introduce iPad 3 in early March, 2012.… Please click here or the title below to read more.

March 5, 2012

TAKE PARTIAL PROFITS ON ADOBE (ADBE)

The position in Adobe (ADBE) is long with an average price of $25.60. Currently, 30% of the full core position size is held. Previously, profits have been taken at an average price of $28.10.

Consider taking partial profits on a 5% tranche right here at $33.73.

This call is being driven by the big macro call that probability of market correction has arisen.

For your convenience, the following post that was published earlier on ZYX Buy Change Alert is being reproduced below: