19:40
Unknown
POSITIONING OUR "M" TOP
Layered Megaphone Fractals Emerging
Published 01-07-15
In our 2014 Thesis Paper "The Globalization Trap" we laid out the rationale for our "M TOP" expectations playing out. Over the last year it has been unfolding right on target.
POSITIONING OUR "M" TOP
We
are presently seeing the development of our 'Deflationary Leg' which we
refer to as "Real Deflaltion". This has been evident for some time in
the Commodities Complex and Credit Spreads arena but has become
blatantly obvious to the public with the recent Oil price shock .
We expect the Fed to capitulate soon on its
signals of tightening rates in the spring as deflation becomes an
accelerating problem. Between this deferral and guaranteeing certain
troublesome collapsing collateral values, the markets will subsequently
find support and head to new highs in 2015.
Equity benchmarks extended losses for third consecutive session on Monday, with the Nifty closing below 9150 level amid sluggish trade. Investors remained cautious amid rising geopolitical tensions, weak bank credit growth and muted start to March quarter earnings season by Infosys. capitalstars
ReplyDeleteThis comment has been removed by the author.
ReplyDelete