[Money-matters] Money Matters Update Jan 20 2009

Tue Jan 20 02:26:34 UTC 2009

Marc's Notes:
The markets looks NEGATIVE tonight on the futures exchange. This is a
SURPRISE to me and goes to show you no one is ever 100 % right!
I anticipate an OBAMA rally tomorrow or at least this week. IF it does not
rally, that bodes for a NEGATIVE bias going into the next few weeks until he
announces his first trillion dollar money shower. We will see if the market
turns UP in the morning. The professionals may be selling into this
expectation of a rally to screw the little guy- nothing new.

News is hitting the wires of more bank problems. No surprise to you'all!
We can expect the next ANNOUNCEMENT being the housing massive bailout and
the creation of a BAD bank ( like the movie "bad santa")

They will create this "Bad" bank funded by the FEDS  ( your tax dollars).
This will be the official graveyard of all the bad bets the banks and Wall
Street made. They will bury them there and pay the banks for them your good
money.
YOUR TAX MONEY. This will be a MASSIVE bailout with no pretense of what it
is. A BAILOUT for the banks, pure and simple.
No loans, no stock, no chance of recovery for the tax payers. Just FREE
money to the banks for their crap paper. And it will be HUMONGOUS.
Another trillion at least. Too bad the banks need like 100 trillion or so.
There just isn't enough money in the world to take all the bad paper off
their hands, but that wont stop them from trying. 
Like I keep saying. "It wont be enough". The markets should rally with both
these housing bailout announcements and the BAD bank announcement. IF it
does not, UH OH..

There are interesting ways to play this for ADVANCED traders. You can buy
SKF the ULTRA SHORT Financials, then SELL the calls which are RICH right
now.
Then HEDGE this by buying calls on UYG, the ULTRA LONG FINANCIAL fund. The
January 2011 are cheap. ( look at the 4's) .This multiple play enables you
to keep the money from the calls on the ULTRA SHORT SKF and protects you
against SKF falling by owning the LONG FINANCIALS UYG  options in case the
financials run. WOW.. quite a strategy.
Remember, advanced traders ONLY~~

The German bank treasury auction failed miserably. This is a hint of what
may come with OUR Treasury auction and the theme of last weeks show. Keep an
eye on our treasury sales.
We will see. So far, there is still no problem for the FEDS selling our
debt. I HOPE that does NOT change, but my fear is it may. (Listen to last
weeks show).

Gold and silver and oil are down again, following the general deflation that
is taking place right now. Obama may be able to prevent this with more free
money but we will see.

Continue to hold SHY   VIPSX TIP and RRPIX. Do not hold SHY  VIPSX OR TIP
without holding RRPIX as a hedge.

Continue to buy the highest paying bank cds for most of your money. Go for
high returns with our dividend payers. Energy dividend payers are still a
sound play and a way to earn some healthy returns while we wait to see what
happens.

Hold tanker stocks for now but do not buy more. The shipping industry is
frozen due to lack of trust for payment.

Obama Plays- PKB   infrastructure gamble      URE   Real estate bailout
gamble       Water stocks    Pipe stocks   pump stocks  equipment stocks
engineering stocks    etc  We may have to hold these to see if the market
buys into the hype.  If it doesn't, we will bail and go short the market.

Retailers: If the market doesn't rally soon, it will be time to short these
prior to their announcements. Look for companies who will post earrings and
buy puts a week before they post. You should catch some " bad earnings" for
a quick buck or 2. SCC is a retailer fund but that just follows the market
and will go down if we get a general market rally.

Contrary stocks-  Hold BEARX but new buyers   DO NOT BUY    it is now a
loaded fund. Look into DOG as an option. This shorts the DOW. There are
others you can choose from.

Banks stocks  USB just paid a dividend. B of A is now in trouble, wouldn't
you know.  They could be the next CITIBANK and the government will step up
and give them more money.
More small banks will flop soon.

Real estate- other then the stocks mentioned above, real estate continues to
hemorrhage and will decline into a slow grind down into the next 5 years or
so, maybe more. Those looking to buy, caveat emptor. Obama's housing bailout
will only prolong the crash into a slow agonizing spiral much like Japan. 20
years later and it is down 80 % from its high. For our realtor friends, you
will be able to make a living selling foreclosures and bank repos so hang in
there and work HARD, harder then the next guy!  

Swiss Annuities- from what we can tell, the bank crisis has not affected
these. As far as we can tell. Continue to add these if you do not have any
and can afford them.
Email me for a FREE Book. I need your ADDRESS.

CGMFX    you should have sold this fund in December. Going down and will
continue with bad banks news as that is what he now holds. SELL

Physical Gold and Silver- ADD anytime to store next to your shotgun.

Offshore money- I am looking into another way to do this besides a Swiss
Annuity and will advise when I know more.

Upcoming shows:
Pledge drive- 2 hours of the best you will hear. Tapes or transcripts of the
show will NOT be available so you must listen or set your recorders.
February 5th  Noon to 2 pm.

Me:
Surgery on the 27 th.  
Yech. not looking forward to it but you play the cards you are dealt. There
are many people that have much greater concerns and problems then I so I
count my blessings.
I may need some of you to DRIVE me for a week or 3 !   I will not be able to
and need to get places!

That's all for now:
If I can somehow manage to type left handed, I will continue to put out
updates so you wont have to sweat the markets.

All the best, God Bless you and yours.
Marc

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