Weekly Markets Thoughts - August 05, 2007

By: Stefan Penkov

Another week to forget… We had a strong start on Monday and a meltdown of these gains trough the remaining 4 sessions. By Friday, the week ended where it did start and even a bit lower for most of the stock markets. This is just the beginning of several weeks with a strong volatility. The markets need to find a solid ground before launching another attack on their historical peaks.

Nothing has changed on the side of the stock market indexes. Most of them are still on their support levels. These support levels for the S&P 500, NASDAQ, the TSX Composite and the FTSE 100 are 1450, 2525, 13710 and 6170 respectively. Dow has more downside room to go but is holding well for now. Everything is depending on the interest rates and for now they are remaining stable. This in turn reassures the markets and the present volatility is due mostly on the profit taking actions and portfolio rebalancing than on a foreseeing of a dramatic fall down in the near future.

The commodities are the best part of the investment options these days. The summer doesn’t usually show excellent runs (with a few exceptions) but we are still witnessing a solid performance from Crude Oil and more and more obvious preparation of an imminent precious metals run. Gold and silver are sitting around their respective break through points. It is not yet the time to heavily invest in them but you should definitely start intensively studying the eventual options as the intermediate run can start any moment now. For those of you who are not familiar with the individual stocks good alternatives are the mutual funds, the ETFs and the gold & silver certificates. Ask your financial advisor to provide you with this information!

The currencies are still in a consolidation move. A day up and then a day down… It becomes boring to watch them. The US dollar is trying to resist its fall down but the rest is temporary. Soon we are going to witness a further down move. Best currencies to stick with remain the resource currencies – the Canadian dollar, the Australian dollar and the New Zealand dollar. The British pound is the leader for now and eventually for the next 12 months. Stay tuned!

Best regards and good investing,

Stefan Penkov

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About the Author:

With more than 15 years of professional experience coupled with a strong academic background, Stefan Penkov is an excellent reference in the investing field. He kindly accepted to share his markets opinion on a weekly basis. The InvestingHelpToday team is very pleased to have his valuable contribution to the site. You can contact him by clicking

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