Wednesday, September 26, 2007

Araound the World in 80 Days: Russia

Good morning Blog's People!
Second appointment with our “personal” around the world in 80 days, today our trip stops in Russia.
Also this market comes us “supported” from the most fervent commentators of our italian blog as good investment for the future. We go to see what (at the moment) the world of the “managed” offers.
Making a search on morningstar it seems thet the Russian market doesn't have excessive estimators among the banks of investment. Perhaps it shall be considered a market for “pioneers.”
The first 3 funds (on 7……) are:



They are all funds very young but, at a first analysis, the JPM's fund seems to give greater guarantees, in fact with a lower “volatility” (Standard Deviation) it has got an excellent alpha.
Before deciding to invest in it you must be extremely carefull becouse the russian market has an high volatility and it's not ok for an investor with risk's profile medium or low.
Dott. Moretti




Hi, I want to make a graphic analysis using the "good sense". The russian market is surely an interesting market, there is a beautiful trend but, in the last phase, the volatility increased and there is a consistent "loss" of momnetum. Although, from an energetic point of view, the Russia is the only country completely self-sufficient . Before catch the "train" I think is better waiting for the last correction, down correction.
Ing. Bertolino

Thursday, September 20, 2007

Around the World in 80 Days: China

Good morning Blog's People!

With today's post we would like to begin to “to see” what the World of managed offers us to invest in the various markets (geographical). My analysis will happen through the use of the indicators (That you should know to memory) and with the aid of the data that they will be withdrawn by the site www.morningstar.it, but I think they are the same in www.funds.morningstar.com.

I premise that I will never allow me of “to recommend” the purchase of a fund rather than another, but I will look for only to show the offer and to notice you how you can be limited the possibilities to effect the wrong investment.

The first run country is China. The motives for the choice are manifold, first of all because that is a market in great expansion and, it could be, a great choice for the long period.

The selected funds (output to 3 with at least rating 3 stars, category stock China) are:


The comparison shows that the “winner is” the fund of Fidelity (what it also has 4 stars morningstar). The fund shows, however, that, also having a smaller volatility (Standard deviation), he brings behind an highest Beta and an highest Alpha than the others So we can say that the manager is more efficient.

Before greeting you I pass the word to the “Guru” for an analysis on the Chinese market in the brief and in the long period.

With affection yours adorable promoter of district.

Dott. Moretti



To the question “to invest on China” I answer with a question: why China? The unanimous answer is because it is the economy of the future, but I observe only my unquestionable law: a graph is a graph. I don't know how much Elliott can be applied to the index of a country where everything is “checked”, whatever I try it. My worse scenery it individualizes the Shanghai Composite in his last rising leg , I don't know if the rise will end tomorrow or in 8 months and therefore on the brief term the “optimist wave” would advise to invest in this country. However the graph “says” another thing too: the oscillations bears are increased of ampleness in the last correction, it's evident therefore that volatility is increased and the risk for investment becomes larger, but, above all, what is the sense to invest on an asset that has already earned 400% without a break??? Perhaps this last is the best analysis that can be done.

Ing.Bertolino

Tuesday, September 18, 2007

Dax Future.

Hi, the Dax Future seems to confirm the DowJones expectation for a new bullish campaign. There are two strong support area near the actual prices. The green trend line ( representative of all the Bull Market started in 2003) and the blue&red canalization are both undamaged and give the natural support for a bounce. Will be a "dead cat bounce"? The DowJones seems to tell us another hystory but we will mantain a close look to the markets!
Thanks all folks!

Monday, September 17, 2007

Dow Jones View.

Hi to all and Welcome in this blog! My English is not a "perfect English" but i hope my market's analysis will be better! Here my long term Elliott view referred to the Dow Jones Industrial Average. I think there's the opportunity to reach new high ground but i think that will be the last new high. Of course this isn't the only possible view on the DJIndustrial, very quickly and before the Wall Street's intention we will valuate the actual view and, if necessary, put here a valid alternate count.
Thanks all Folks!

Friday, September 14, 2007

Why this blog?

Yesterday I called at phone my friend Hypertrader (alias Bertolino) and I said to him: "Hallo guy, have you seen that a lots of contacts to our blog came from N.Y. and London? Do you think that they unterstand something about that we write? We write in italian and, I think, they don't understand italian".
The only solution that we have found is this: a blog in english language. It's a challenge. Our english is a strange english. Please, don't lose your patience if you'll find wrong phrases inside the posts, we are learning.....please help us to reach the goal.
Thanks a lots in advance.