wealth skill’s club today’s discussion: market overview: global, local and sector market...

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WEALTH SKILL’S CLUB WEALTH SKILL’S CLUB TODAY’S DISCUSSION: TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS ON PRICE RELATIVE SECTORS TO FOCUS ON VIEWS ON COMMODITIES: GOLD, OIL AND VIEWS ON COMMODITIES: GOLD, OIL AND PLATINUM PLATINUM TOP DOWN APPROACH TOP DOWN APPROACH © 2010 Wealth Skills | www.wealthskills.co.za presents

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S&P 500 ST © 2010 Wealth Skills | presents

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Page 1: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

WEALTH SKILL’S CLUBWEALTH SKILL’S CLUBTODAY’S DISCUSSION:TODAY’S DISCUSSION:

MARKET OVERVIEW: GLOBAL, LOCAL AND MARKET OVERVIEW: GLOBAL, LOCAL AND SECTORSECTOR

PRICE RELATIVE SECTORS TO FOCUS ONPRICE RELATIVE SECTORS TO FOCUS ON VIEWS ON COMMODITIES: GOLD, OIL AND VIEWS ON COMMODITIES: GOLD, OIL AND

PLATINUMPLATINUM TOP DOWN APPROACHTOP DOWN APPROACH

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 2: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

S&P 500 MT

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 3: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

S&P 500 ST

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 4: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

S&P 500 ST

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 5: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

DJ

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 6: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

30yr LONG TERM

Page 7: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

30 YEAR TBOND

Page 8: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

All SHARE

Page 9: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

SHANGHAI LT

3-day chart

Page 10: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

SHANGHAI

Page 11: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

DAX

Page 12: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

RESI Long term

Page 13: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

RESI

Page 14: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

FINDI

Page 15: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

FINI

Page 16: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

INDI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 17: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

PLAT

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 18: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Plat Price

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 19: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

GOLD

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 20: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Gold Price

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 21: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Baltic Dry Index

Page 22: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

GND

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 23: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

OIL

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 24: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: PHARM

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 25: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: GENI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 26: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: INDE

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 27: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: INDT

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 28: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: SUPS

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 29: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: RESI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 30: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: BASM

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 31: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: IINDI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 32: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: FOOR

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 33: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: CONG

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 34: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: CONS

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 35: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: MEDI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 36: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: TRAV

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 37: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: GERE

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 38: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: BANKS Poor!

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 39: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: LIFE Poor!

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 40: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: INDI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 41: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: MINI

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 42: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: HOUS

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 43: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: AUTM

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 44: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: FOOD Poor

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 45: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Daily PR: GOLD

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 46: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: PERG

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 47: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: HEES

© 2010 Wealth Skills | www.wealthskills.co.za presents

Page 48: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long term PR: PHARM

Page 49: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: GENI/INDE

Page 50: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: INDE/INDT

Page 51: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: SUPS/IIND

Page 52: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: CONG/FOOR

Page 53: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: CONS

Page 54: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: MEDI/GERE

Page 55: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: NLIFE

Page 56: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: IIND

Page 57: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Long Term PR: AUTM

Page 58: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

EXECUTIVE SUMMARY FINDI – weak but watch Stalwart GERE – bullish Gold price at support of $1332 Dollar retracement into strength RESI 4EMA convergence but inclined to

retrace to 52000 50ema support Shanghai at 89ema Swing from FINDI to RESI Price Relative Markets retrace to support levels Watch bond yields and 20|50emas

www.wealthskills.co.za presents

Page 59: WEALTH SKILL’S CLUB TODAY’S DISCUSSION: MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR MARKET OVERVIEW: GLOBAL, LOCAL AND SECTOR PRICE RELATIVE SECTORS TO FOCUS

Watch ListNovember 2010 Merafe – EMAs converging @140c PPC – medium – long term potential (DIV) ESR – at 2009 low P:E 4 DY 8 Medium term

– long term play **December 2010

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