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Financial Assets & Markets Expertise
Financial Assets & Markets Expertise
My Blog
Blog
Global Market Thoughts (GMT)
Posted on December 5, 2012 at 10:33 PM |
Still Testing - Second Post 1. Sell Levels on UST 10yr ... 1.55% to 1.60% Target is 2% in Q1-13, post the US Cliffhanger 2. Traditional US Tech looks attractive esp as Biz Cycle (short term) turns .. Attractive Beaten down valuations on : CSCO, DELL, INTC - in that order 3. Many hate this sector - but i think will see reversal (in stock prices) as seen in US ... Which Sector - European Banks ! but gotta be selective - like Barc & Unicredito All these are only short term plays (looking for 10% returns in 3-months) ! |
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