http://www.enziosclock.com/market/time/2009/04/12 Comments for "Macro-Trade:What to do about American financials" en http://www.enziosclock.com/market/time/2009/04/12 <div class="flexinode-body flexinode-8"><div class="flexinode-textarea-35"><div class="form-item"> <label>Intro-Teaser: </label> <p>Welcome to Macro-Trade. We will submit brief short term trading ideas based on our strategic advice. Any feedback is welcome. </p><p>Today  we discuss what to do about American financial stocks, given their stellar performance.  </p><p>&nbsp;</p><p><br /><a href="/advice/tracker/2009/04/12"> </a></p> </div> </div><div class="flexinode-textarea-36"><div class="form-item"> <label>Topics Covered: </label> <p>Look at the ETF that shorts American financials: SKF:US.  </p><p>It currently is trading at 65; its peaks have been 262 (20th November 2008) and 250 (6th March 2009). Thus there is plenty of upside. </p><p><a href="/economic/update/2009/04/08">For our reasoning as to why financials are under threat, and despite the Wells Fargo results, see our recent piece</a> and the <a href="/advice/tracker/2009/04/12">Investment Conclusions in our recent Advice Tracker. </a></p> </div> </div></div><p><a href="http://www.enziosclock.com/market/time/2009/04/12">read more</a></p> http://www.enziosclock.com/market/time/2009/04/12#comment Sun, 12 Apr 2009 19:28:35 +0800 Enzio 1051 at http://www.enziosclock.com