October_12th_2011.mp3 Shipping in Confidence    Confidence? It is hard to muster confidence in the economy when the fate of the World is in the hands of the Slovakian parliament. But facts are building for an upward turn in Global Equities despite the disarray reported by the media. Baltic Dry Shipping Index - Ten Year (Click For Larger Picture) Baltic Dry Shipping Index - Six Month (Click For Larger Picture) With 24 hour round the clock media reports highlighting European bailout woes for Greece with 16 of 17 countries voting and only the Slovakian parliament voting no. Along with daily accounts of the diverse polar split in the U.S. political arena, unlikely to let up before the November 2012 Presidential elections. The public is becoming very concerned over the financial situation globally with protesters in the streets. Worries soar that the U.S. economy is in a much worse condition than stated. Many feel credit will be too restrictive to support economic growth. Near panic emotions for some followers and market pundits are sensationalized by media coverage. With all the commotion in the world the U.S. is still the safe harbor, the Worlds main currency is still the U.S. Dollar. One of the key indicators in Global trade is the Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, it rose to its highest level in ten months yesterday helped by firm iron ore and coal cargo interest from China, with further near-term gains contracted. The 10 year and 6 month chart of the Baltic Dry Shipping Index shows the explosive recent upward movement which has potential to move up rapidly adding confidence in Global trade. Once confidence and trust improves a shockingly quick series of events will take place improving the economy and attitudes. Pessimism is currently rampant but the market is a trading environment and requires active management it is paramount to think outside the box and apply risk/reward analysis to your investments. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

September_28th_2011.mp3 Fact or Fiction?    Fact or Fiction. Is the glass half empty or half full?  I will be back after these messages with a discussion. Durable Goods Orders (Click For Larger Picture) Media and market pundits have been finding every negative story to sensationalize events even if they have to go around the globe to find them. A cascading wall of worry lead by the distraught concerns of European unity, a bankrupt Greece along with unemployment, the housing crisis, mortgage foreclosures, bank failures, too big to fail bailouts U.S. debt off it's AAA status, along with the political fallout from ridiculous political wrangling as Democrats and Republicans prepare for Presidential elections in 2012 along with Chinese accounting practices, Russian corruption and the inevitable economic recession even though we have not had even one quarter of negative growth let alone the two negative quarters needed to have a recession. Durable Good Orders now running at a 12.3% year over year pace, showing real Economic strength not recessionary weakness. We should be aware the glass is often half full not half empty. It is yet another flag in the overall markets that warns us to be nimble and assess our current positions. Now is the time to carefully choose individual stocks based on their merit. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

September_21st_2011.mp3 Growth?    Media reports on current popular themes of events and often carries views to extremes overstating the negatives and positives and fails to recognize when a change occurs until well after the fact. Indeed if it's up it's going up and if it's down it's going to fall further. A dangerous assumption when investing. U.S. GDP (Click For Larger Picture) Greed and fear rule when investing and current events are reported in a millisecond all over the world. When investing it is important to realize we have a market of stocks not a stock market. Most mutual funds and exchange traded funds attempt to diversify and aim to match a stock market index rather than dissect the actual growth patterns evident in today's economy. Stock indexes over the last decade have gone nowhere, buy and hold strategies have not worked and most mutual funds have shown negative results as management fees and trailer fees compounded the losses. Media reports have suggested we are already in a recession which would be two quarters of negative GDP growth. The recession ended in 2009 current growth is positive and the recent activity although slow is influenced by businesses aggressively slashing stocks of unsold goods to cope with weak domestic demand, weighing down sharply on GDP results in the past. These events along with reasonable reported earning reflect future growth and must be analyzed as to how it affects individual stocks that will benefit from this ever changing economy with incredible potential. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

September_14th_2011.mp3 Interesting Inflation    Interest rates are low but inflation is rising. Inflation is described as too many dollars chasing too few goods; inversely Deflation is too many goods for too few dollars. Interest Rates and Inflation (Click For Larger Picture) Which environment would you like to be in? If you have the goods people are rushing to buy like oil or gold or I-Pads your O.K. If on the other hand you are flush with real estate in Florida; not so good. Many analysts warn that the current easy money policy by global central banks will devalue currency and push commodities including food stocks to levels unaffordable by many already unemployed. Cotton prices soared to levels not seen since the U.S. Civil War. Gold has hit record highs; Gasoline remains high. Food prices are rising, forcing your grocery bill higher. Is inflation a problem? From 1914 until 2011, the average inflation rate in United States was 3.38 percent reaching an historical high of 23.70 percent in June of 1920 and a record low of -15.80 percent in June of 1921. The inflation rate in United States is currently 3.6 percent close to the normal historic rate. Market pundits suggest Bernanke and the Fed will ultimately raise rates from current low levels starting an inflationary spiral. The liquidity crisis had us in a deflationary spiral; recent global government spending has successfully turned the trend back to an inflationary bent. Inflation at this point should not be feared but embraced as the economy gets a spark in the depths of low growth / low inflation. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

September_7th_2011.mp3 Breaking Parity    Hope you enjoyed a strong Canadian Dollar, we are about to break parity. Canadian Dollar - U.S. Dollar (Click For Larger Picture) In the last 3 ½ years we have seen the Canadian against the U.S. dollar trade as high as 1.1038 and as low as .7656. Recent high of 1.0630 failed to test the 1.1038 record high and established a lower high downtread. A key uptrend has been broken leaving resistance at 1.0554. The chart shows the Canadian Dollar over the last 5 years. Currently 1.0120 a test of last month's low of .9991is in store. Failure to hold would put the Canadian currency under par in the .97 to .99 area. Global markets operate 24/7; the most active is the currency market which affects the price of everyday purchases and investments. To realize the absolute value of currency exchange rates consider this; a $25,000 U.S. car; the post war low on the Canadian dollar was .6179 in 2002 and reached a premium high against the U.S. of 1.1038 in 2007. The $25,000 U.S. car would have cost $40,460 in 2002 but only would have cost only $22,649 in 2007 a 78.6% change. Getting the currency right can make or break ones investment return, even a losing purchase could turn positive when conversions are made. It is paramount that investments are considered and evaluated for upside potential reward measured against potential downside risk. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

August_31st_2011.mp3 2011 Not 1929    The death of stocks has been greatly exaggerated. S&P/TSX Composite Index (Click For Larger Picture) Despite hurricanes, tornadoes, and floods. The downgrade of U.S. debt off it's AAA status , along with the political fallout of the U.S. debt ceiling which adds to recent distraught worries of unemployment, European unity, a bankrupt Greece. Mid East unrest and revolution, Oil supplies uncertainty, housing crisis, mortgage foreclosures, bank failures, too big to fail bailouts, Japanese earthquakes and tsunamis, nuclear meltdowns, Chinese accounting, Russian corruption and now ridiculous political wrangling as Democrats and Republicans prepare for Presidential elections in 2012. Many investors have been burnt in the recent market decline and many pundits talk of stocks crashing once again. In the 2000 to 2002 decline the Canadian stocks fell 50.2%. In the 2008 to 2009 decline the Toronto Stock Exchange fell 50.4%. So far in the 2011 turmoil we lost 18.9% and have now bounced 9.9%. This is not 2008 not 2000 and certainly not 1929 despite media and distraught pessimists. This is a trading environment and requires active management. It is paramount to think outside the box and apply risk/reward analysis to your investments. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

August_24th_2011.mp3 Parabolic Correction    Remember when Oil & Gas prices are the talk of the town, in the elevators, at the dinner table in the markets, the flavor of the month. It reached 147.27 a barrel it is now $85.64 42% lower. Gold recently traded $1,917.90 an ounce it is currently $1781.30 off 7% a 42% decline would be $1,112 not impossible. Crude Oil Light Sweet (Click For Larger Picture) Gold, 100 Troy Oz. COMEX (Click For Larger Picture) Investors often act like lemmings mythically following lock step till they fall off a cliff. The recent euphoria in Oil & Gas pump prices is a rerun of the past few years. In early 2007 a barrel of oil was $49.50 by mid 2008 it reached $147.27 a $97.77 advance, by early 2009 it had fallen to $32.20 a decline of $114.77. This time we reached $114.83 a barrel almost as much as oil fell last time, Crude Oil today is $85.64 In late 2008 Gold traded at $ 681 an ounce this week we reached $1917.90 an ounce a 280% advance in three years a fibonacci retracement of .618 is possible suggesting the $1100 area. The second chart shows the parabolic run-up in Gold setting up for a dangerous retracement. The key to investing is best explained by one of the top traders in the world George Soros; "Economic history is a never-ending series of episodes based on falsehoods and lies, not truths. It represents the path to big money. The object is to recognize the trend whose premise is false, ride that trend, and step off before it is discredited." Perhaps a bit cynical but it is important to differentiate yourself when investing. It is paramount to think outside the box and apply risk/reward analysis to your investments. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

August_17th_2011.mp3 Hold 'em, Fold 'em, Sold 'em?    You got to know when to hold `em, know when to fold `em, Know when to walk away and know when to run. Dow Jones Industrial Average (Click For Larger Picture) Buy and hold has not been a successful strategy but beats selling and running like hell when the masses panic. The Dow Jones Industrial Average fell 18% over the last few weeks as investors panicked in a media hyped decline as the World came to an end. This was a time to hold em and buy more as we get set to challenge 2011 highs of 12,876.00 this fall and the all time high of 14,198.10 in 2012. We have retraced 35% of the huge upward move of 2009 to 2011 which doubled equity prices. Support stands at recent low of 10,604.07 which is also near the 200 week moving average. Currently 11,442.30 up 8% from last weeks low, overhead initially at 12,000. Timing is everything! This is a trading environment and requires active management it is paramount to think outside the box and apply risk/reward analysis to your investments. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

August_10th_2011.mp3 Crisis of Confidence    If you think you can you can; If you think you can't you're right. Global equity markets have lost their mo-jo. Market Emotion Cycle (Click For Larger Picture) With confidence, you can reach truly amazing heights; without confidence, even the simplest accomplishments are beyond ones grasp. Global markets have lost confidence, the recent downgrade of U.S. debt off it's AAA status was the latest in a series of events to zap the bulls and open the floodgates for the bears. The debt ceiling fiasco of political wrangling as Democrats and Republicans dug in like idiots was an embarrassment to mankind. The political fall out of budget negotiations will last right through the 2012 Presidential elections, which adds to recent distraught worries of serious unemployment. On top of this European unity is being tested, Mid East unrest and revolutions spread, Oil supplies interrupted, housing crisis continues, mortgage foreclosures, bank failures, too big to fail bailouts, Japanese earthquakes and tsunamis, nuclear meltdowns, Chinese accounting, Russian corruption all add to the lack of confidence. Fear and Greed tend to rule at market tops and bottoms. The market has a tendency to scare people out at the bottom and suck them in at the top. The market emotion cycle sees "Greed" slipping to anxiety, fear followed by desperation panic, despondency, depression, disgust and doubt. Globalization is upon us with what happens half way around the globe reported immediately and reflected in equity and bond market prices with virtually no delay. The problem is the global attitude influenced by events turns with every movement. The international investor attitudes changes in sync with yesterday's news reports. The World of investments has become 24/7 with no down time to reflect on issues before human emotion has reacted. Now is the time to carefully choose individual stocks based on their merit. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.

August_3rd_2011.mp3 U.S. Dollar Confidence?    Politics robbed equity performance with wrangling over the debt ceiling. Earnings of 75% of stocks was impressive but not to markets in disarray. U.S. Dollar Index (Click For Larger Picture) Global markets are in disarray, uncertainty and fear rules with global 24 hour a day media reports highlighting the diverse polar split in the U.S. political arena. The public is becoming very concerned over the financial situation in the United States. Worries soar that the U.S. economy is in a much worse condition than stated. Many feel credit will be too restrictive to support economic growth. The value of the U.S. dollar is falling and has near panic emotions for some followers and market pundits. What people do not realize that the U.S. dollar currently 74.25 was lower in May at 72.86, and down at 71.05 in 2008. With all the commotion in the world the U.S. is the safe harbor. Money supply is at an all time high while the rate of turnover of currency has slowed to a third of normal activity. What can occur with the multiplier of money which is the turnover of a dollar is an explosion of economic activity as the rate of turn for a dollar moves from once a day to historic norms of 3 times a day. The Worlds main currency is still the U.S. Dollar. Once confidence and trust improves a shockingly quick series of events will take place improving the economy and attitudes. Pessimism is currently ramped but the market is a trading environment and requires active management it is paramount to think outside the box and apply risk/reward analysis to your investments. There are many opportunities to make money but it requires action on your part, each stock selected must show risk/reward of at least 2:1. Make the call - let me provide you with a unique perspective on your investments through a no-obligation consultation. Contact me by filling out the 'Unique Perspective' form on the Contact page, or by calling at 1-204-982-0633. Before trading, please contact an investment professional.