Posted by sschwahlen on 24th of Apr 2024 at 04:14 am
Hi Matt,
1. I just realized that the KISS STS systems for GLD and GDX are
still long for both the daily and the weekly systems (GDX weekly
actually seems to have gone long again April 19th).
2. However, the high performance system exited GDX almost at
the top, as you let us know. (And so did I. Physical gold I
hedged at the same time.)
GIven the discrepancy, could you please update us on what the
high performance system has (maybe) done since its exit from GDX?
Thanks Matt!
Posted by sschwahlen on 28th of Sep 2022 at 12:05 pm
Be careful. The NS pipelines were not transporting any gas
anymore before the sabotage. NS2 never went online. NS1 was down to
0% already. Markets priced that in weeks ago
Posted by sschwahlen on 28th of Sep 2022 at 11:44 am
There was no gas coming to Germany through these pipelines as it
was (NS2 never went online, NS1 was had zero throughput for weeks
on Putin's command) - so why should prices react?
Posted by sschwahlen on 4th of Jun 2019 at 08:04 am
Dear Matt, just read your comment in the 401K section. PLEASE do
not remove the 401K PaintDry system for good now! Your
original system for many years (S&P500, see picture), which I
always liked most, produced an average return of 11% p.a. over
decades with only 20 trades in 54 years and even including the sell
off in Q4 2018 (my calculation, including transaction cost).
For its specific purpose - very reliable good return for low
turnover accounts - it was a VERY good instrument. Many people need
such an instrument I believe....
Posted by sschwahlen on 2nd of May 2019 at 03:14 am
Matt, you used to show Gold commercial net short very regularly
and it used to be very useful. You don't anymore - has something
changed fundamentally in your opinion?
Posted by sschwahlen on 5th of Mar 2019 at 05:20 am
Paint Dry System (S&P500, EM, International, etc.):
Dear Matt, I am eagerly waiting for the end-of-month update
on these brilliant systems as the majority of my investments
follows it. Key questions thus: 1) As you explained earlier in a
side note, the S&P500 (modified) likely exited last Friday -
which would have been great timing it seems. Can you confirm? 2)
The original version, which exited end of December, has not shown a
new buy signal as time was too short, correct? 3) What about
the other markets (EM, International etc)? PLEASE briefly
update. Thank you so much - I know it's a lot on your plate !
Posted by sschwahlen on 12th of Feb 2019 at 03:32 am
Matt, could you please update us on the status of the other
Paint Dry Systems (especially Emerging Markets, International)?
You commented the other week that the S&P500 system would
not be turning up very quickly after flipping to cash (if at all)
because of the somewhat slow moving nature of the indicators used.
But as EM and International (and Russel etc.) turned down
much earlier in 2018, their situation could be different,
correct?
Posted by sschwahlen on 26th of Jan 2019 at 03:38 am
Matt, could you please update the Paint Dry Systems (US,
Emerging, International) in the weekend newsletter? Is it possible
they go back long? Historically that would be a first time I
believe for the S&P500 (just 1 month out of the market)
but with things (aka central banks) going totally crazy...
Posted by sschwahlen on 6th of May 2008 at 10:25 am
Hi Matt,
I am wondering if and when you will recommend substantial shorts
on the S&P. Haven't we gotten (almost) to the setup that
you talked about for several weeks now? Or am I missing
something important here?
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Hi Matt, 1. I just realized
Posted by sschwahlen on 24th of Apr 2024 at 04:14 am
Hi Matt,
1. I just realized that the KISS STS systems for GLD and GDX are still long for both the daily and the weekly systems (GDX weekly actually seems to have gone long again April 19th).
2. However, the high performance system exited GDX almost at the top, as you let us know. (And so did I. Physical gold I hedged at the same time.)
GIven the discrepancy, could you please update us on what the high performance system has (maybe) done since its exit from GDX? Thanks Matt!
Hi Matt, if you can
Posted by sschwahlen on 15th of Apr 2024 at 09:36 am
Hi Matt, if you can find the time: Has the high performance system exited Gold as well (as it did with GDX)?
Be careful. The NS pipelines
UNG / BOIL ... Looking good fo a possible bounce ...
Posted by sschwahlen on 28th of Sep 2022 at 12:05 pm
Be careful. The NS pipelines were not transporting any gas anymore before the sabotage. NS2 never went online. NS1 was down to 0% already. Markets priced that in weeks ago
There was no gas coming
UNG / BOIL ... Looking good fo a possible bounce ...
Posted by sschwahlen on 28th of Sep 2022 at 11:44 am
There was no gas coming to Germany through these pipelines as it was (NS2 never went online, NS1 was had zero throughput for weeks on Putin's command) - so why should prices react?
Very cool chart goldnice. Do
I don't usually give central banks any credit but even ...
Posted by sschwahlen on 17th of Jun 2020 at 05:04 am
Very cool chart goldnice. Do you have the source at hand? Would like to dig deeper...
Dear Matt, just read your
Posted by sschwahlen on 4th of Jun 2019 at 08:04 am
Dear Matt, just read your comment in the 401K section. PLEASE do not remove the 401K PaintDry system for good now! Your original system for many years (S&P500, see picture), which I always liked most, produced an average return of 11% p.a. over decades with only 20 trades in 54 years and even including the sell off in Q4 2018 (my calculation, including transaction cost). For its specific purpose - very reliable good return for low turnover accounts - it was a VERY good instrument. Many people need such an instrument I believe....
Matt, you used to show
Posted by sschwahlen on 2nd of May 2019 at 03:14 am
Matt, you used to show Gold commercial net short very regularly and it used to be very useful. You don't anymore - has something changed fundamentally in your opinion?
Paint Dry System (S&P500, EM,
Posted by sschwahlen on 5th of Mar 2019 at 05:20 am
Paint Dry System (S&P500, EM, International, etc.): Dear Matt, I am eagerly waiting for the end-of-month update on these brilliant systems as the majority of my investments follows it. Key questions thus: 1) As you explained earlier in a side note, the S&P500 (modified) likely exited last Friday - which would have been great timing it seems. Can you confirm? 2) The original version, which exited end of December, has not shown a new buy signal as time was too short, correct? 3) What about the other markets (EM, International etc)? PLEASE briefly update. Thank you so much - I know it's a lot on your plate !
Matt, could you please update
Posted by sschwahlen on 12th of Feb 2019 at 03:32 am
Matt, could you please update us on the status of the other Paint Dry Systems (especially Emerging Markets, International)? You commented the other week that the S&P500 system would not be turning up very quickly after flipping to cash (if at all) because of the somewhat slow moving nature of the indicators used. But as EM and International (and Russel etc.) turned down much earlier in 2018, their situation could be different, correct?
Matt, could you please update
Market comments
Posted by sschwahlen on 26th of Jan 2019 at 03:38 am
Matt, could you please update the Paint Dry Systems (US, Emerging, International) in the weekend newsletter? Is it possible they go back long? Historically that would be a first time I believe for the S&P500 (just 1 month out of the market) but with things (aka central banks) going totally crazy...
Shorting S&P500
Posted by sschwahlen on 6th of May 2008 at 10:25 am
Hi Matt,
I am wondering if and when you will recommend substantial shorts on the S&P. Haven't we gotten (almost) to the setup that you talked about for several weeks now? Or am I missing something important here?