15 Jan Scooby Doo and the Gold monster AND the Honors Roll of people calling bullish on Equities

the market is really boring, everthing happening as planned. I decided to watch some cartoon. and walla, there is this Scooby Doo cartoon, investingating the Gold Monster. A Gold Monster turned up at Fort Knox where US keeps all its Gold. And the Gold Monster just turned 2 of the army guards into Gold statues.

How I wish I meet the Gold monster.

Remeber we also have the "Fantastics Four and the Silver Surfer" ?

Singapore government is investing into CitiBank (6.9b), besides Standard Chartered and Meryll. Soon it would rise to a world financial center, outside of New York. Singapore would displace Tokyo as Asia Financial center, to be on par with London and Frankfurt.

Japan is pondering on a bill to require foreign residents to know their language. And lately, the Japanese realise that having a awfully cheap YEN does not help themselve in acquiring global assets, but turn out to be the acquisition target. Japan is prominantly absent in all these bank acquisitions galore going on. By June, Japan would confirmed be slipping back into its decade long deflation and zero-growth.

Despite all the noise out there, US is already sliding into recession, the Banks (which you read about in the news) are actually bankrupt.

I decide to maintain a roll of insitutions or individuals who are making bullish call for Equities.
i.e. people who are talking about bottoms, cheap valuation, etc to buying into this falling knife. I may have come across such calls on TV, newspaper, websites. So that when everything is over, we can see if they are being earnest or deceptive.

Cozad Asset Management 15 Jan 2008, 9:45 am ET (national TV)

Update 10:50 am ET

I can't believe it. when Bush is in Middleeast calling for OPEC to increase oil output. Crude drops 2 Dollars (out of courtesy, I suppose). By the way, US has been increasing its strategic stockpile incessantly. If the Sheikhs has to lend out their concubine to the Texas ranches, it has to be at a awfully good price.

Business inventories up as expected. Empire manufacturing, retail sales weaker (weaker dollar does not help). DXY at 75.29, blow the H&S neckline of the decade long pattern. Today we are on a historic juncture. The slow gring of DXY to 40.

Update 10:10 am ET

One subscriber asks: "more often than not I tend to agree with you and I have made money from your calls but I do wonder why so many have the complete opposite opinion so often?? "

My answer: obviously they are always on the wrong forum.

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