Get into the tech sector avoid the companies with international exposure
Fred Day
Apr. 20, 2008

Things will not be the same as before. A major trend change is happening in dollar. The US dollar will surprise everyone as it makes spike in the next tweleve months.

The dollar's plunge helped boost first-quarter earnings at Coca-Cola Co., International Business Machines Corp. and Google Inc. and may continue to shield American companies from a slowdown in the U.S. economy.

But these are the same companies you should avoid now as US dollar rise will hurt their earnings. The domestic tech sector is booming and will continue to boom. The biotech sector will be the best performer.

The global economy is going a fundamental shift. If Democrats grab the Whitehouse and control legislative branch, the changes will far more severe. US will negotiate better trade deals stopping dumping on US markets by the Asians and others.

The trade deficit will improve. The US Dollar will rise to new high. In the middle of all these the least performing sector will be those exposed to international markets like Coca-Cola, IBM and so on.

Get into the tech sector avoid the companies with international exposure
Fred Day
But these are the same companies you should avoid now as US dollar rise will hurt their earnings. The domestic tech sector is booming and will continue to boom. The biotech sector will be the best performer.
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A rise in April Confidence Index bullish for dollar, real estate and stocks
Kirsten McLauren
April U of Michigan Conf. Index will move close to 70 from 63.3. A 10% jump in the index will mark the start of the new bull market in dollar, stocks and real estate.
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US manufacturing recovers with weaker dollar, home sales downward momentum subsiding – in the middle of gloom and doom a bull look up
John Abelson
The bull is looking up again. US Dollar is forming a base as Federal Reserve is very close to pause the rate cuts. US Manufacturing is helped by overseas orders.
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A pause in interest-rate cuts by Federal Reserve ready to lift US Dollar and bearish for precious metals
Teddy Carlos
According to many interest rate and Fed watchers, Fed will stop for the rest of the year after a half-point reduction to 1.75 percent this month. The market is already predicting the chance of a quarter-point move instead of the half-point reduction.
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UK central bank ready to replicate US Federal reserve move – seeks $200 billion infusion into restore confidence in mortgage market – a bullish trend
Jeff Cantor
The UK central bank Bank of England is ready to infuse $200 billion to revive the confidence in mortgage markets and the real estate investments.
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Citi Group results, libor rates, stock market optimism and commodity inflation sing bond market trouble
Sam Adelton
Citi Group results, libor rates, stock market optimism and commodity inflation is setting the tone for the markets and the trends. Bond market faces real trouble if this trend persists.
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Citi Group results show the bull is ready to roll again in dollar, stocks and real estate
Teddy Carlos
The bubble now is in oil, gold, grains and other commodities. A reverse bubble exists in stocks, dollar, real estate and mortgage securities. Smart hedge fund and private equity fund managers are moving into subprime mortgage markets now.
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