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    • Dec 5, 2012
    • 1 min read

Global Market Thoughts (GMT)


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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