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<p class="MsoNormal"><b style=""><i style=""><u>Marcs' Notes:</u></i></b><br>
Well, at least a total meltdown did not occur Friday. The FEDS were in
buying
from the get go as they saw what every trader saw Friday morning before
the open.<br>
A LIMIT DOWN market. <br>
This would have been another horrible day, not just a bad one, if the
FEDS had
not propped it all day. As a result, instead of a quick death, we are
destined to a "death by a thousand cuts".<br>
Our contrary funds like BEARX are up big time percentage wise since
last week.
Anyone shorting (betting on a FALLING price) made a killing this week
and the
past 2 weeks.<br>
Our treasury funds help up fine, some actually moving up. Quite an
accomplishment in this market.<br>
<br>
</p>
<p class="MsoNormal">
Here is what is interesting:<br>
<br>
1) The markets continue to look sicker and sicker with each passing
day. This
will lead to a massive sell off soon, but rallies orchestrated by the
FEDS will
"fake" out the <br>
"buy and hold for the long term" lemmings. Don’t be one of them. An
all out collapse is possible.<br>
<br>
2)<span style=""> </span>The US dollar is still remarkably
holding up -That’s the only good news. A collapsing dollar will CRUSH
everyone
not holding gold or silver or money offshore. For now, I suspect the US
dollar
will hold up, long term I am not so confident.<br>
<br>
3) Oil was down but SOME of our energy dividend payers (at least some
of them)
moved UP today, showing a "tangible" intrinsic value that may
continue. This is why I bought some dividend payers on Monday. They
COULD
continue down in a major sell off, but the bump UP today could be a
sign the US
dollar may now start down and investors MAY start fleeing to tangibles,
like
companies that own energy in the ground. We will see.<br>
<br>
4) Gold moved UP today in this otherwise massive sell off! The
"intrinsic" value we may be seeing in the energy stocks above may also
be confirming in this MOVE UP in gold.<br>
As I said, eventually investors will flock to the metals as everything
else
"paper" tanks. Remember, the PHYSICAL gold and silver market is
without supply. (You cant get coins easily).<br>
This is contradicted in the paper market (Official gold price). This
reeks of
manipulation when this type of dichotomy exists. When the paper market
implodes
due to the contradictions in the actual supply of physical metal, gold
stocks
and gold should blast off! That is why we continue to buy it. Today
was
an encouraging sign, the one we may have been waiting for. We will see.
(Remember,
you have to look for the "signs" of movements to come, and small
indications of the markets internal gyrations, albeit slight. They dont
make
themselves known to everyone tramping around in the corn field, only to
those
who are really looking for clues). It may be tomorrow or next year when
gold
and silver explode to the upside. Since we cant tell WHEN, we buy now
for that
day.<br>
<br>
5) The YEN is moving UP quite nicely as the "carry trade" we talked
about is unwinding. The move in the YEN helps offset your losses in FXA
and FXC
and FXE somewhat, which is why I asked you to hold the YEN with the
others. The
others are still paying you a dividend to help out a declining price
and that’s
a good thing.<br>
<br style="">
<!--[if !supportLineBreakNewLine]--><br style="">
<!--[endif]-->6) Home sales increased in the latest period spurred on
by
falling prices, most sales being foreclosures. They would like you to
believe this
was good news. Fire sales at lower prices is not a sign of a GOOD
market but a
sign of a BAD one getting worse. DA!! With the latest stock market
plunges, buyers
will be even more scared and that will show up in about 6 month or so
on the
real estate figures.</p>
<p class="MsoNormal">RESULT?<span style=""> </span>Expect FEB,
MARCH, APRIL 2009<span style=""> </span><u><i>real estate sales
figures</i></u> to be DISMAL, reflecting an <u><i>acceleration </i></u>of
the real estate plunge. </p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><u>NOTE: The “real” cause this bubble.<o:p></o:p></u></p>
<p class="MsoNormal">Affirmative housing from the left and the
socialistic wings
of our society pushed for home ownership for “everyone”. The Democrats
pushed
it, the Republicans didn’t stop it. They are both equally responsible.</p>
<p class="MsoNormal">FHA and ACORN and every other socialistic,
bleeding heart
group insisted everyone have the “joys” of home ownership. Selling
homes to
people that couldn’t afford them, making anyone who protested this bad
practice
feel like a bloody racist. So the “right” crumpled under pressure from
the “left”
and allowed this shenanigan to morph into the largest asset bubble in
history,
threatening our very way of life and our system itself.</p>
<p class="MsoNormal">It’s not CAPITALISM that failed us folks, it’s the
SOCIALISM
forced upon it that caused this problem. Capitalism WORKS and would
have worked
if the “left” hadn’t messed with it, establishing low income programs,
down
payment assistance, and minority quotas for banks. The administration
SHOULD
have held true to its values and not allowed this socialistic
“assistance” to
permeate the housing industry. But the “right” is not “right” anymore,
they are
ALL left. And the result of “left” policies is what you are seeing now.</p>
<p class="MsoNormal">Anyone doubt that socialism doesn’t work? You now
have your
proof. And with the elections of EITHER party, both will implement MORE
SOCIALISM to try and solve a SOCIALISTIC problem. We never seem to
learn from
history.</p>
<p class="MsoNormal">Capitalism, allowed to function, would have fairly
priced
risk and these low income loans would never have been made in the first
place.
And the problem would never have existed. </p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><u>NOTE: On a dividend payer.</u><br>
Our Super dividend payer<span style=""> </span>IFN - <span style=""> </span>India
fund just paid its 6.00 / share
dividend. Those holding it in your Dividend Payers List, check your
balances
today. You have a big check in there you can spend!<br>
<br>
<br>
Next week will be ANOTHER critical week. (Are you getting a little
fatigued
with all this? So am I.)<br>
But fortune favors the well prepared. <br>
If you still own a basket of mutuals, in my opinion, YOU ARE AT GRAVE
RISK. (is
there any other kind?).<br>
I know, I know, you still think this will all "work out" and you will
hold thru the long term. Ok.. See you on the other side. <br>
Take my
word for it. YOU WILL SELL!<br>
When you are down 70 or 80 % YOU WILL SELL.. and you will be
doing so with everyone else.<br>
<br>
So one more time:<br>
HEDGE HEDGE HEDGE Get contrary
funds, keep most your money in FDIC accounts or a T BILL or the T
BILL FUND mix we list in our DREAM PORTFOLIO or the SUPER HIGH DIVIDEND
PAYERS
LIST. <br>
BEARX is up almost 30 % from our buy in price. ( your buy in price will
be
different then mine, but everyone’s buy in is in the green as of today).<br>
<br>
HOLD: DBC, CGMFX OBCHX OIH nd the other mutuals we have on our
list. They are way down but should
be only a small part of your assets. <br>
DBC and the rest should rebound with the inflation that
is coming due to all this money they are giving away but it may have to
get thru this massive correction. You can add more in small amounts to
'average" down like I am doing over the next 3 months or so.<br>
<br>
Pledge drive was a great success with over $22,000.00 raised.<br>
THANK YOU ALL WHO PARTICIPATED.<br>
<br>
All for now,<br>
Marc</p>
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