The Saturday Report and the WIR are combined this week. There is only so much a two-finger typist sitting in a crowded Starbucks can do in an hour. An hour btw on a Saturday evening, and on my birthday.

At least the Starbucks Harbour Bay staff tells me this is “my” table. It is the one next to the power outlet. The staff is terrific; I will have to take a photo one day.

On Sunday, I shall try to complete this report with RSI momentum data from David. As I had to keep today’s report rather brief, I may add some market commentary tomorrow. Then again, I might spent the day on and in the ocean.

Let me repeat the big picture perspective I laid out a week ago:

On a relative basis, it is actually the best time to buy the stocks of the high quality (of those still fairly-priced) microcap manufacturing, service and R&D companies and the speculative resource exploration and development companies. Trades could be funded via sales of large caps that may presently be enjoying long-term cycle-ending spike tops or from those that appear to have finished their 2002-2007 Bull phase and are headed south.

As the global economy appears to continue its rapid growth based on expansion of the BRIC economies (Brazil, Russia, India and China), and the US economy staves off recession due to continued growth of the money supply, the conditions are now right for a final blow-off and commencement of a secular Bear, possibly September-October.

The driver for change from Bull to Bear will likely be interest rates, which must go up to combat the rise in commodity prices. As the USD falls, inflation is being imported into the US. So the Dollar must be supported. The Fed has been taking action because the yield on three-month T-Bills has rallied in three weeks from +4.56 pct to +4.82 pct. As the cost of money increases, there will be some more credit bubbles popping.

West Texas Intermediate Crude is up to $74.13 (well above the 65 comfort level), the $CRB is now up to 325.09 (above the 320 comfort level), and gold/silver bullion and share prices are rising, looking like a break-out is imminent. The Treasury must continue to raise $12 billion a month for Iraq and Afghanistan in addition to needing funds to meet the rest of the deficit spending by Congress. If the Fed doesn’t take action now, we’ll soon see $80 oil and $750 gold.

I’m not so sure the Fed and Treasury are not already cooked… Yes, the monetary conditions are ripe for higher equity prices, but don’t miss note of the fact that commodity prices are rising faster. This week, for instance, traders were agog over the S&P 500 lifting +1.52 pct in a single week, but oil (1.81 pct), gold (+1.91 pct), silver (+2.77 pct) and gold stocks ($XAU +4.19 pct) far out-performed. Moreover, in the last major rally in the equity market five weeks ago, when the S&P 500 jumped +2.07 pct, commodities ($CRB +3.83 pct), oil (+5.84 pct), gold (just +0.74 pct), silver (+1.52 pct) and gold stocks ($XAU +3.97 pct) fared better in total. Two weeks before that there was another rally in the S&P 500 of major proportions (+2.22 pct), but oil (+1.67 pct on that Friday), gold (+2.34 pct), silver (+5.69 pct) and gold stocks ($XAU +4.87 pct) did much better.

The point I am making here is that, like other things, this equity market is being pulled up by inflation, but the true inflation beneficiaries are beating the paper-backed equities and currencies hands-down. As you can see how I categorized the sectors into three parts, the commodity price beneficiaries are winning, and the interest-sensitive and economy-sensitive beneficiaries are, on a relative basis, losing.

…What the US Admin (including the Treasury) and the Fed are hoping for here is (i) that interest rates do not rise to the point of having knock-out power, and (ii) economic growth – surely the authorities have paved the road with enough money – that can right the foundering ship (inflation, ie, prices, rising faster than real wealth). But, war costs a lot of money, and always causes inflation to pick up. And the US economy is not doing well, either on trend or compared to the long-term norm.

So what do we call the period of time that the economy is stagnating when at the same time it is inflating? We call that stag-flation. And as you know from reading this blog, stagflation is a killer of financial assets (like stocks, bonds and paper money). Obviously, stagflation has not held back the stock prices, so how do I see this scenario playing out?

I think we are quickly reaching – over the next eight to twelve weeks – the cycle peak for stocks. We, some time ago, reached the peak for bonds. What is left is for commodity prices to spike to their final cycle high. That will complete the cycle.

Traders can still protect their assets by eliminating debt, buying puts, writing calls or just plain selling the (highest performing stocks of the past four years), and as an absolute minimum raising their protective stops across the equity portfolio.

On Friday, all major market indices in the US were down. The Dow 30 dropped -149 points and the S&P 500 and Nasdaq Composite were worse on a percentage basis.

Missed earnings and investors’ flight to quality were given as the reasons. Profit-taking is the major reason. Caterpillar (CAT) and Google (GOOG) were hammered on Friday because of lower-than-expected earnings. Citibank (C) was down on sub-prime concerns despite reporting record revenues last quarter.

The US Treasury market dropped yields below the 5.00 pct mark for the 2-and-10-year notes. That usually happens when equity prices drop sharply as traders are switching from higher-risk equity to debt.

European markets could not shake off the early morning US market decline, finishing lower in Germany and the UK. Trading in Europe next week will be affected by the Chrysler deal.

This week, the precious metal bullion and miners finally made a move of significance, gaining as the $USD weakened. I could not be happier for you. But you must also be aware that the final 2002-2007 cyclical Bull market peaking process is well underway.

When gold prices spike to new highs, you can take it as a sign the obese lady has entered the stage. If you prefer the modern classical genre of Andreas Bocelli and Sarah Brightman, “It’s time to say goodbye.”

At least the auditorium crowd will start heading to the exit as interest rates move into new high territory to put a stop to the long-run decline of the $USD and the accompanying move into precious metals and other inflation hedges.

My main concern is that the hyped excesses of today’s market will soon be replaced by the opposite picture. Today’s sell-off is the sign of a nervous market, despite a rising bond market (lower yields), which should have been a help.

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The Cara Global 100 Stockwatch

This data is supplied every day by the folks at KNOBIAS, Inc.

Here are the Wednesday session Cara 100 gainers.

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Here are Wednesday’s Cara 100 losers.

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Here are the Cara 100 stocks that hit 52-week intra-day highs or lows in yesterday’s session.

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Here are the Cara 100 stocks that had extreme volume changes in Tuesday’s session. This is a good list to watch anytime markets start trending in the extreme. It pays to watch the price and volume extremes. That btw is called Money Flow.

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In Focus

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Here is the Relative Strength Index (RSI) analysis of the Cara 100 company stocks .

Here, from “Chris,” using BillCara2.com data that is unsmoothed, unlike David’s data from Worden, are the charts of up to a dozen stocks with RSI-7 above 70 and below 30, from Wednesday:

RSI > 70 (12 of 17)

RSI < 30 (10)

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When they are available from David, and I’m in a position to upload them, here are the Cara 100 stocks trading with the highest and lowest RSI-7, sorted by (i) daily and (ii) monthly values, for Wednesday. (The table will be blank until I upload it)

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Industry and Cara 100 “Impulse” Review

The “impulse system” considers price “inertia” versus a moving average, and price “momentum” via the rate at which shorter moving averages are converging or diverging. Applied weekly to major industry groups, this gives a sense of market internals. When both indicators (EMA and MACD-H) tick up for the week, the reading is green; when both decline, it is red.

“Jock” reports:

Remarkable deterioration in the market internals, even as the DOW hit its “record”.

This week saw 10 industries “net green” compared to last week’s 28. This week, Real Estate and Specialty Retail turned red, while none were red last week. Wednesday, the DJIA’s own daily impulse fell from green to neutral, and remained there for Thursday’s “record” 14,000 close and for Friday.

Precious metals fans: the gold and silver “sub-industry groups” strengthened in a 3rd straight week of “green” readings.

Of the Cara 100 components, 36 are green (62 last week) , and 22 are red (12 last week).

Components of major industries, on weekly basis, were (green/red):

• DJIA – 10/8 (last week: 18/3)
• Dow65 (indu&transport&utility) – 26/10 (last week:40/4)
• SP500 – 134/188 (last week: 218/96)
• NDX – 42/19 (last week: 58/15)
• RUT – 321/997 (last week: 597/714).

The following major indices themselves are green on their weekly charts: Dow, NDX, and CRB. The S&P500, Nasdaq Comp, Russell 2000, and the Wilshire 4500 have slipped to neutral. The US Dollar index continues to plunge, and is RED for the 4th straight week!

/Jock

Cara 100 “Greens”

Cara 100 “Reds”

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International Economics Review

Econoday Weekly International Report

US Economic Calendar for next week

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US Equity Markets Review

DJIA (interactive) chart

The Dow Jones Industrial Average (DJIA) has moved to a new trading range, apparently centered around 14000. There is a lot of technical support in the 12750-12800 area (May-June-07 trading). There is even more support down at about the 12050 level of March-07.

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NASDAQ Composite (interactive) chart

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Sector ETF Summary

The tables I show are for ten (GICS) Sector Index Funds (ETF’s) only.

Table 1: Cara ETF List is sorted by price performance Week over Week (W/W), i.e. 1W%N.

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
XLI	40.90	-0.59	-1.42%	0.42%	2.76%	3.86%	16.09%	11.08%	14.82%	27.73%
XLE	74.00	-0.35	-0.47%	0.07%	3.44%	5.11%	30.79%	17.27%	30.74%	33.99%
XLU	40.70	-0.45	-1.09%	-0.12%	2.11%	3.14%	10.54%	-2.09%	12.90%	21.93%
IYZ	34.72	-0.31	-0.88%	-0.29%	0.12%	2.18%	17.06%	7.59%	17.38%	39.55%
XLB	42.80	-0.40	-0.93%	-0.40%	2.88%	4.36%	23.66%	9.52%	19.65%	40.56%
SMH	39.88	-0.54	-1.34%	-0.77%	1.66%	2.65%	18.80%	10.07%	19.40%	32.67%
XLP	27.40	-0.19	-0.69%	-0.83%	0.44%	0.74%	4.26%	-0.62%	2.97%	11.88%
XLY	39.46	-0.51	-1.28%	-1.47%	-1.77%	-0.48%	2.44%	-0.28%	-0.38%	24.75%
IYH	69.77	-0.60	-0.85%	-1.87%	-0.95%	-0.92%	4.98%	-2.42%	1.35%	13.98%
XLF	35.45	-0.63	-1.75%	-3.35%	-3.35%	-4.19%	-3.98%	-4.50%	-4.09%	9.21%

You can do this table yourself by entering the following string into the Summary window at Billcara2.com and then clicking on the link for Performance. XLE XLB XLI XLY XLP IYH XLF SMH IYZ XLU . You can also add more ETF’s – up to 30 in total.

For a list of components to any ETF, go to the AMEX.com web site, and click on ETF’s.

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10 (energy: XLE)

15 (basic materials: XLB)

20 (industrial: XLI)

25 (consumer discretionary: XLY)

30 (consumer staples: XLP)

35 (healthcare: IYH)

40 (financial: XLF)

45 (technology, semiconductor: SMH)

50 (telecom: IYZ)

55 (utilities: XLU)

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Individual Sector ETF Review

Sector 10 (energy: XLE, IYE, VDE, OIH, PBW and IXC)

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Here’s the XLE Monthly, Weekly and Daily data charts:

XLE Monthly data:

XLE Weekly data:

XLE Daily data:

Table 2: Senior oil & gas equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
CEO	122.80	0.41	0.33%	2.18%	2.43%	5.00%	30.26%	40.23%	40.66%	52.36%
XOM	91.94	-0.35	-0.38%	1.78%	6.34%	9.06%	24.06%	15.27%	25.04%	43.10%
PBR	69.87	-0.37	-0.53%	1.11%	6.25%	13.43%	40.22%	34.26%	47.75%	63.13%
IMO	49.22	0.02	0.04%	0.94%	3.25%	5.26%	38.03%	27.45%	44.72%	35.41%
SU	95.56	-0.28	-0.29%	0.37%	4.63%	5.60%	29.29%	17.31%	29.50%	21.76%
ECA	63.70	-1.00	-1.55%	-0.64%	1.89%	-3.15%	40.49%	19.13%	36.58%	31.64%
CVX	92.12	-0.88	-0.95%	-1.30%	5.06%	11.19%	29.80%	17.43%	27.38%	41.03%
STO	32.09	-0.20	-0.62%	-3.92%	-1.20%	7.50%	24.91%	14.28%	28.36%	12.79%
TOT	82.17	-2.15	-2.55%	-5.53%	-2.53%	3.55%	15.78%	11.61%	21.48%	28.83%

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Integrated Oil & Gas - Canada

Oil & Gas Exploration & Production -Canada

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Sector 15 (basic materials: IYM, XLB, IGE and VAW)

Here’s the XLB Monthly, Weekly and Daily data charts:

XLB Monthly data:

XLB Weekly data:

XLB Daily data:

Table 3: Senior metals and steel equities:

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
RTP	310.71	0.26	0.08%	2.16%	-3.57%	0.68%	52.23%	24.90%	51.37%	57.35%
GGB	27.74	-0.26	-0.93%	0.69%	2.32%	8.70%	68.94%	34.53%	80.72%	88.58%
TCK	49.80	0.16	0.32%	0.30%	11.06%	10.25%	-28.09%	-34.53%	-27.96%	-17.17%
BHP	67.03	-0.51	-0.76%	-1.37%	2.68%	11.00%	72.45%	32.89%	67.53%	59.94%
RIO	50.97	-0.84	-1.62%	-1.87%	6.12%	10.78%	76.86%	22.05%	69.22%	128.05%
PKX	147.03	1.49	1.02%	-1.95%	10.57%	17.86%	85.11%	44.29%	79.68%	148.07%
MT	65.65	-0.36	-0.55%	-2.29%	1.28%	-1.00%	60.91%	19.62%	57.17%	103.25%
TS	49.21	-1.33	-2.63%	-4.89%	-3.51%	1.44%	1.42%	2.80%	2.37%	33.11%
NUE	60.56	-0.57	-0.93%	-5.03%	-0.72%	-2.73%	11.12%	-10.53%	5.89%	20.78%
AA	43.08	-1.54	-3.45%	-9.02%	3.41%	6.79%	46.88%	25.34%	37.20%	43.74%

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Sector 20 (industrial: IYJ, XLI, VIS, and IYT)

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Here’s the XLI Monthly, Weekly and Daily data charts:

XLI Monthly data:

XLI Weekly data:

XLI Daily data:

Table 4: Senior capital goods makers and transportation:

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
BA	103.86	1.38	1.35%	1.94%	5.04%	6.85%	16.47%	11.33%	17.18%	28.71%
GE	40.12	-0.59	-1.45%	1.57%	4.26%	3.40%	5.66%	14.20%	8.58%	23.37%
UTX	76.03	-1.15	-1.49%	1.37%	4.72%	5.67%	21.05%	12.67%	16.65%	26.19%
HON	60.96	-0.02	-0.03%	1.36%	3.18%	8.12%	35.17%	18.60%	34.60%	66.47%
MMM	90.21	-0.96	-1.05%	-0.01%	2.38%	3.20%	15.27%	16.03%	13.83%	26.88%
FDX	115.67	-1.53	-1.31%	-1.35%	4.36%	4.28%	5.37%	6.09%	4.23%	6.97%
CAT	83.20	-3.78	-4.35%	-2.27%	5.57%	2.12%	36.04%	15.85%	40.14%	20.44%
ABB	24.09	-0.50	-2.03%	-2.94%	1.26%	7.54%	35.19%	28.55%	37.89%	101.59%
ERJ	48.10	-0.66	-1.35%	-3.92%	-1.86%	-4.32%	17.95%	1.16%	16.95%	39.62%

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Sector 25 (consumer discretionary: XLY, IYC and VCR)

Here’s the XLY Monthly, Weekly and Daily data charts:

XLY Monthly data:

XLY Weekly data:

XLY Daily data:

Table 5: Senior consumer discretionary equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
SBUX	27.70	-0.01	-0.04%	6.25%	4.33%	5.48%	-21.42%	-12.51%	-22.06%	-17.09%
DIS	34.34	-0.13	-0.38%	-0.09%	-0.43%	0.44%	0.41%	-2.66%	-3.27%	17.93%
WHR	110.43	-6.23	-5.34%	-0.79%	-3.06%	-3.78%	30.44%	22.06%	26.80%	43.88%
NKE	58.52	-1.31	-2.19%	-0.83%	-1.93%	9.22%	19.84%	9.32%	17.11%	47.04%
JCP	74.95	-1.65	-2.15%	-1.19%	3.31%	1.92%	-3.98%	-9.91%	-9.36%	18.14%
EBAY	33.53	0.03	0.09%	-1.24%	0.42%	7.71%	11.14%	0.03%	13.12%	35.97%
CCL	46.86	-0.55	-1.16%	-1.82%	-2.68%	-3.04%	-8.03%	-0.72%	-10.56%	17.89%
TM	122.91	-0.80	-0.65%	-2.44%	-2.63%	-1.66%	-9.16%	-2.40%	-7.12%	24.35%
BC	30.32	-2.48	-7.56%	-8.07%	-7.50%	-10.56%	-5.01%	-3.10%	-3.59%	8.29%

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Sector 30 (consumer staples: XLP, VDC, RTH and IYK)

Here's the XLP Monthly, Weekly and Daily data charts:

XLP Monthly data:

XLP Weekly data:

XLP Daily data:

Table 6: Senior consumer staples equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
WAG	45.49	0.32	0.71%	0.64%	2.43%	1.43%	-1.26%	-0.68%	-1.13%	-3.52%
KO	53.21	-0.49	-0.91%	0.19%	1.16%	2.15%	9.53%	2.15%	10.26%	21.37%
ABV	75.09	-0.75	-0.99%	0.15%	2.58%	6.90%	52.93%	25.19%	49.94%	88.53%
DEO	85.18	0.41	0.48%	-0.64%	2.48%	1.15%	7.10%	2.39%	8.76%	27.42%
PG	62.15	-0.64	-1.02%	-0.81%	1.09%	0.44%	-3.70%	-2.59%	-5.96%	9.79%
WMT	48.06	-0.73	-1.50%	-2.22%	-0.68%	-0.68%	1.07%	-3.42%	-0.52%	8.51%
BUD	49.63	-0.50	-1.00%	-2.34%	-3.87%	-6.53%	0.83%	-5.66%	-2.34%	6.30%
MO	69.80	-0.83	-1.18%	-2.65%	-2.51%	1.78%	7.52%	0.36%	6.58%	17.59%
WFMI	39.32	-0.76	-1.90%	-2.91%	3.31%	2.53%	-13.54%	-14.35%	-10.56%	-31.89%
PEP	64.67	-0.80	-1.22%	-3.26%	-2.34%	-1.84%	3.11%	-2.97%	-0.23%	3.51%

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Sector 35 (healthcare: IYH, XLV, VHT, IXJ, and IBB)

Here’s the IYH Monthly, Weekly and Daily data charts:

IYH Monthly data:

IYH Weekly data:

IYH Daily data:

Table 7: Senior healthcare equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
GSK	52.64	-0.33	-0.62%	0.19%	1.62%	0.75%	-2.17%	-11.31%	-5.92%	-4.13%
NVS	54.99	0.65	1.20%	0.09%	-0.61%	-0.31%	-5.42%	-4.91%	-6.08%	1.21%
BMET	45.47	0.06	0.13%	-0.33%	-0.68%	-0.11%	9.65%	5.23%	9.12%	46.87%
DNA	75.15	-0.02	-0.03%	-0.46%	0.07%	-1.08%	-8.13%	-8.80%	-15.61%	-4.78%
AMGN	56.18	0.61	1.10%	-1.32%	2.48%	-1.90%	-17.87%	-9.34%	-24.34%	-12.11%
BMY	31.54	-0.49	-1.53%	-1.62%	-0.03%	-1.50%	19.56%	10.01%	18.44%	23.01%
AET	49.67	-0.74	-1.47%	-2.44%	-2.76%	0.61%	15.83%	10.72%	18.57%	26.55%
JNJ	61.79	-0.60	-0.96%	-2.59%	-0.55%	-0.52%	-6.94%	-5.11%	-8.81%	0.68%
UNH	51.32	-0.57	-1.10%	-3.13%	-3.21%	-0.87%	-2.38%	-3.53%	-3.53%	2.21%
PFE	24.90	-0.09	-0.36%	-3.90%	-3.94%	-3.94%	-5.29%	-7.68%	-8.52%	5.02%

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Sector 40 (financial: IYG, IYF, XLF, VFH, IXG, VNQ, RWR, IYR, and ICF)

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Here’s the XLF Monthly, Weekly and Daily data charts:

XLF Monthly data:

XLF Weekly data:

XLF Daily data:

Table 8: Senior financial company equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
HBC	92.17	-1.50	-1.60%	-1.05%	-0.80%	-1.32%	-0.86%	-1.33%	-0.13%	4.51%
C	50.73	-0.40	-0.78%	-3.41%	-1.88%	-5.46%	-8.18%	-5.04%	-6.92%	7.68%
DB	143.05	-3.45	-2.35%	-3.62%	-3.36%	-4.45%	5.70%	-6.01%	4.87%	31.21%
JPM	47.56	-1.06	-2.18%	-4.98%	-2.88%	-4.57%	-1.06%	-9.48%	-2.46%	10.66%
CS	69.97	-1.99	-2.77%	-5.45%	-4.02%	-4.84%	-0.20%	-8.21%	1.36%	0.00%
UBS	58.13	-1.33	-2.24%	-5.46%	-4.88%	-5.56%	-5.31%	-9.92%	-4.69%	13.45%
LEH	68.29	-2.14	-3.04%	-7.09%	-8.70%	-13.82%	-13.15%	-12.61%	-17.87%	9.91%
GS	205.94	-5.75	-2.72%	-7.31%	-7.91%	-9.24%	2.60%	-6.39%	-2.07%	41.85%
MER	80.04	-2.66	-3.22%	-7.51%	-5.48%	-8.32%	-14.50%	-13.02%	-16.51%	13.61%
MS	67.57	-2.31	-3.31%	-7.77%	-7.55%	-22.59%	-17.21%	-18.50%	-17.09%	6.68%

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Sector 45 (technology: IGM, IGV, IGW, XLK, VGT, IYW, IGN, IXN, MTK and SMH)

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Here’s the SMH Monthly, Weekly and Daily data charts:

SMH Monthly data:

SMH Weekly data:

SMH Daily data:

Table 9: Senior technology equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
SAP	55.22	-0.32	-0.58%	5.91%	9.26%	8.17%	3.80%	9.59%	12.60%	23.37%
SNDK	56.96	1.00	1.79%	4.02%	15.77%	17.35%	36.53%	33.93%	34.50%	42.12%
INFY	53.71	-0.76	-1.40%	3.47%	2.13%	3.71%	-3.78%	-1.00%	-4.31%	37.54%
ADBE	41.64	-0.56	-1.33%	1.12%	1.51%	0.26%	4.31%	-1.19%	8.41%	48.61%
ORCL	20.61	0.01	0.05%	1.03%	1.03%	4.73%	17.70%	8.47%	19.34%	36.31%
CTSH	85.84	-1.68	-1.92%	-0.39%	8.81%	12.21%	10.39%	-2.69%	5.12%	37.34%
CSCO	29.59	-0.35	-1.17%	-1.00%	3.93%	8.31%	6.67%	9.63%	10.82%	65.49%
QCOM	43.00	-0.35	-0.81%	-5.18%	-1.33%	-1.29%	14.79%	-1.01%	10.63%	19.94%
ADSK	44.54	-3.36	-7.01%	-5.23%	-1.46%	-5.58%	9.81%	12.33%	5.47%	42.30%
INTC	24.55	-0.71	-2.81%	-5.47%	-0.53%	1.07%	20.64%	10.79%	17.92%	43.57%

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Sector 50 (telecom: IYZ, VOX and IXP)

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Here’s the IYZ Monthly, Weekly and Daily data charts:

IYZ Monthly data:

IYZ Weekly data:

IYZ Daily data:

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Sector 55 (utilities: IDU, XLU, and VPU)

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Here’s the XLU Monthly, Weekly and Daily data charts:

XLU Monthly data:

XLU Weekly data:

XLU Daily data:

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Bonds & Yields Review

Here is the $USB 30-year Treasury Bond chart.

Interest rates and bond yields.

Interactive Daily data charts:

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Table 10: Bond Yields

US Treasury Bonds

Maturity	Yield	Yesterday	Last Week	Last Month
3 Month	4.82	4.83	4.82	4.59
6 Month	4.81	4.85	4.84	4.75
2 Year	4.76	4.84	4.92	4.97
3 Year	4.78	4.85	4.94	5.00
5 Year	4.84	4.92	5.00	5.04
10 Year	4.95	5.02	5.10	5.13
30 Year	5.06	5.11	5.18	5.24

Municipal Bonds

Maturity	Yield	Yesterday	Last Week	Last Month
2yr AA	3.78	3.76	3.77	3.81
2yr AAA	3.70	3.68	3.76	3.78
2yr A	3.68	3.72	3.71	3.88
5yr AAA	3.80	3.80	3.86	3.90
5yr AA	3.82	3.86	3.91	3.91
5yr A	3.92	3.92	3.98	1.38
10yr AAA	4.02	4.03	4.07	4.06
10yr AA	4.02	4.05	4.11	4.18
10yr A	4.11	4.12	4.32	4.33
20yr AAA	4.55	4.57	4.62	4.74
20yr AA	4.49	4.49	4.54	4.67
20yr A	4.17	4.20	4.64	4.74

Corporate Bonds

Maturity	Yield	Yesterday	Last Week	Last Month
2yr AA	5.21	5.28	5.34	5.34
2yr A	5.27	5.35	5.40	5.43
5yr AAA	5.41	5.49	5.55	5.56
5yr AA	5.57	5.64	5.66	5.66
5yr A	5.59	5.67	5.71	5.72
10yr AAA	5.85	5.89	5.95	5.88
10yr AA	5.93	6.00	6.03	5.94
10yr A	6.06	6.11	6.10	6.02
20yr AAA	6.20	6.24	6.32	6.28
20yr AA	6.22	6.24	6.30	6.29
20yr A	6.33	6.37	6.46	6.42

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Interactive Chart of Interest rates and bond yields.

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US Bond Funds -- Interactive Monthly Data Charts

SHY Monthly data series chart:

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IEF Monthly data series chart:

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TLT Monthly data series chart:

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AGG Monthly data series chart:

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LQD Monthly data series chart:

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TIP Monthly data series chart:

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US Bond Funds -- Interactive Weekly Data Charts

SHY Weekly data series chart:

IEF Weekly data series chart:

TLT Weekly data series chart:

AGG Weekly data series chart:

LQD Weekly data series chart:

TIP Weekly data series chart:

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US Bond Funds -- Interactive Daily Data Charts

SHY Daily data series chart:

IEF Daily data series chart:

TLT Daily data series chart:

AGG Daily data series chart:

LQD Daily data series chart:

TIP Daily data series chart:

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Table 11: Interest-sensitive securities

Sorted by 1-Week Price Performance.

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
TLT	85.87	0.68	0.80%	1.75%	2.86%	3.10%	-3.59%	-2.59%	-2.41%	0.44%
TIP	99.39	0.38	0.38%	1.12%	1.62%	1.35%	0.16%	-1.25%	1.00%	-0.70%
IEF	81.36	0.40	0.49%	1.03%	1.67%	1.43%	-1.60%	-1.82%	-1.02%	0.52%
AGG	98.40	0.23	0.23%	0.51%	0.91%	0.56%	-1.51%	-1.74%	-1.44%	0.33%
SHY	80.19	0.13	0.16%	0.34%	0.54%	0.36%	0.19%	-0.11%	0.25%	0.58%
FRE	60.00	-1.49	-2.42%	-2.22%	-1.40%	-4.34%	-11.62%	-7.99%	-7.69%	5.10%
FNM	64.20	-0.89	-1.37%	-2.33%	-3.44%	-4.65%	7.25%	8.68%	12.63%	31.94%
CFC	34.29	-0.48	-1.38%	-5.43%	-8.17%	-9.57%	-18.57%	-8.22%	-17.01%	-12.32%

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Consumer Finance -USA -- Interactive Weekly Data Charts

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Consumer Finance -USA -- Interactive Daily Data Charts

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Commodities Review

$CRB Index

Open Futures Contracts

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Interactive Chart of Weekly CRB Commodities Index:

Interactive Chart of Daily CRB Commodities Index:

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Oil Review

Here is the e-miNY Aug-07 Crude Oil chart.

Interactive Chart of Weekly Crude Oil:

Interactive Chart of Daily Crude Oil:

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Gold & Precious Metals Review

Spot gold chart for the week

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Interactive Chart of Weekly Gold EOD Continuous Contract Index:

Interactive Chart of Daily Gold EOD Continuous Contract Index:

Interactive chart of recent trading for the Gold Bullion index.

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Spot silver chart for the week

Interactive 60-minute data

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Interactive Chart of Weekly Silver EOD Continuous Contract Index:

Interactive Chart of Daily Silver EOD Continuous Contract Index:

Interactive chart of the Silver Bullion index.

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Spot platinum chart for the week

Interactive Chart of Weekly Platinum EOD Continuous Contract Index:

Interactive Chart of Daily Platinum EOD Continuous Contract Index:

Interactive chart of the Platinum metal index.

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Spot palladium chart for the week

Interactive Chart of Weekly Palladium EOD Continuous Contract Index:

Interactive Chart of Daily Palladium EOD Continuous Contract Index:

Interactive chart of the Palladium metal index.

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Interactive Chart of Weekly Copper EOD Continuous Contract Index:

Interactive Chart of Daily Copper EOD Continuous Contract Index:

Interactive chart of the Copper metal index.

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Table 12: Senior gold equities

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
ABX	34.50	0.22	0.64%	7.71%	12.30%	16.63%	15.66%	19.54%	20.59%	20.17%
BVN	43.49	0.07	0.16%	5.66%	7.86%	19.02%	57.52%	28.14%	56.50%	69.16%
MDG	30.62	0.55	1.83%	5.40%	7.21%	18.00%	16.47%	13.20%	13.53%	10.74%
KGC	14.20	-0.02	-0.14%	5.19%	10.33%	10.85%	24.34%	1.14%	14.61%	28.97%
GFI	18.01	-0.32	-1.75%	4.95%	11.72%	7.97%	-1.75%	-5.31%	6.51%	-18.58%
AEM	45.12	0.40	0.89%	4.64%	10.70%	22.41%	15.93%	20.58%	23.08%	33.02%
GG	27.63	0.03	0.11%	4.11%	7.64%	13.24%	1.06%	7.72%	8.06%	0.25%
NEM	43.00	-0.32	-0.74%	3.84%	2.92%	7.63%	-2.71%	-2.89%	-0.56%	-17.31%
AUY	12.62	-0.26	-2.02%	2.35%	6.05%	-1.02%	2.35%	-14.21%	5.25%	36.14%

As I say, “Let’s keep it simple. Gold production is falling. Inflation, though possibly mild, is growing constantly. Fiat money is growing much more rapidly than real (enonomic) wealth, ie, where effective rates of return are obtained based on the risk involved. Unless central banks sell their gold holdings, the price is going higher. Why make it more complicated than that?”

To watch the moves in precious metal miners, you will have to monitor the individual stock charts, preferably in real-time, as follows:

NEM ABX AU GFI GG HMY AUY KGC BVN
Interactive Daily data
Interactive Weekly data

MDG LIHRY AEM BGO IAG EGO RGLD GOLD CDE GRS
Interactive Daily data
Interactive Weekly data

CBJ SSRI SIL NG KRY UXG GRZ TSE_HRG TSE_GUY TSE_AGI
Interactive Daily data
Interactive Weekly data

NXG GSS MNG DROOY MFN RNO RANGY MRB CLG
Interactive Daily data
Interactive Weekly data

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Here are the key Silver miners and the SLV ETF:

SLV SIL CDE HL PAAS SSRI SLW MGN

Interactive Daily data
Interactive Weekly data

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Here are the Weekly and Daily Data charts of the indexes:

Weekly U.S. Goldminers Index:

Interactive Chart of Weekly U.S. Goldminers Index:

Interactive Chart of Daily U.S. Goldminers Index:

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The U.S. goldminer share trust ETF trades under the ticker symbol GDX.

Here are the U.S. Goldminer ETF (GDX) index Weekly and Daily data charts:

GDX Weekly data:

GDX Daily data:

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The Toronto Exchange-listed goldminer iUnits S&P/TSX Capped Gold Index ETF trades under the ticker symbol TSE:XGD. Yes, just like GDX on the AMEX, you can trade XGD on Toronto.

Here are the Weekly and Daily data charts for the TSX Goldshares (XGD) index:

Interactive Chart of XGD Weekly data:

Interactive Chart of XGD Daily data:

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Forex Review

Here is the chart of the week’s trading.

The following data requires your attention: M3 update as of the past week.

M3 continues to grow at an excessive rate.

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Interactive Chart of Weekly U.S. Dollar Index:

Interactive Chart of Daily U.S. U.S. Dollar Index:

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Interactive Chart of Weekly Euro Dollar Index, priced in USD:

Interactive Chart of Daily Euro Dollar Index, priced in USD:

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Weekly British Pound Index:

Daily British Pound Index:

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Weekly Japanese Yen Index:

Daily Japanese Yen Index:

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Weekly Canadian Dollar Index:

Daily Canadian Dollar Index:

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International Equity Markets Review

Here is the latest session data for the exchanges of the Americas.

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Here is the latest chart for the Brazilian Bovespa stock exchange in Sao Paulo.

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Here is the latest session data for the Toronto Stock Exchange composite index.

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Here is the latest session data for the Asia-Pacific stock exchanges.

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Here is the latest chart for the Japanese Nikkei 225 index.

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Here is the latest chart for the Shanghai Composite index .

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Here is the latest chart for the India BSE 30 index .

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Here is the latest session data for the bourses of Europe.

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Here is the latest chart for the UK FTSE 100 index.

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Table 13: International equities ETF perspective

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
EWC	31.92	-0.27	-0.84%	0.69%	3.50%	6.22%	29.23%	14.94%	28.92%	38.66%
QQQQ	50.05	-0.27	-0.54%	0.30%	2.44%	4.84%	15.75%	10.24%	13.31%	38.72%
EWZ	68.24	-0.76	-1.10%	0.04%	5.13%	9.46%	46.12%	26.30%	49.09%	81.97%
IFN	46.53	-1.16	-2.43%	-0.70%	1.70%	8.23%	2.62%	13.43%	3.63%	14.32%
SPY	153.50	-1.57	-1.01%	-0.87%	0.34%	1.02%	8.58%	3.28%	7.48%	22.97%
EWJ	14.61	-0.06	-0.41%	-1.15%	-0.14%	0.14%	2.89%	-0.20%	2.96%	14.50%
EWU	26.09	-0.23	-0.87%	-1.17%	0.46%	2.19%	10.79%	3.90%	10.18%	26.34%
IEV	119.48	-1.17	-0.97%	-1.58%	-0.01%	2.04%	13.14%	3.81%	13.32%	34.79%
TRF	72.50	-0.77	-1.05%	-1.91%	2.91%	5.56%	-18.13%	-1.02%	-6.15%	10.52%
FXI	138.24	0.04	0.03%	-1.95%	1.02%	6.40%	18.76%	24.71%	29.99%	81.85%

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Japanese equity market ETF: EWJ

Here is the Japanese (EWJ) equity market ETF Monthly, Weekly and Daily data charts:

Interactive EWJ Monthly data:

Interactive EWJ Weekly data:

Interactive EWJ Daily data:

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U.K. equity market ETF

Here is the United Kingdom (EWU) equity market ETF Monthly, Weekly and Daily data charts:

Interactive EWU Monthly data:

Interactive EWU Weekly data:

Interactive EWU Daily data:

EWU Daily data:

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Canada’s equity market

Here is the Canadian (EWC) equity market ETF Monthly, Weekly and Daily data charts:

Interactive EWC Monthly data:

Interactive EWC Weekly data:

Interactive EWC Daily data:

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US Equity Markets Review

DJIA (interactive) chart

A dozen NYSE DJIA stocks to watch.

NASDAQ Composite (interactive) chart

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A dozen NASDAQ stocks to watch.

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Here is the Monthly data chart of the Interactive Chart of Nasdaq Composite, S&P 500, Dow30, and Russell 2000 (small cap) indexes.

Here is the Weekly data chart of the Interactive Chart of Nasdaq Composite, S&P 500, Dow30, and Russell 2000 (small cap) indexes.

Here is the Daily data chart of the Interactive Chart of Nasdaq Composite, S&P 500, Dow30, and Russell 2000 (small cap) indexes.

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Table 14: Dow 30 List

Sorted by 1-Week Price Performance

Symbol	Close	1Day Change	1Day %Change	1W %Change	2W %Change	4W %Change	YTD %Change	3M %Change	6M %Change	12M %Change
IBM	114.81	-1.05	-0.91%	5.72%	5.30%	7.70%	18.03%	21.39%	19.38%	52.11%
MSFT	31.16	-0.35	-1.11%	4.49%	3.97%	3.11%	4.35%	7.37%	0.16%	36.37%
HPQ	48.54	0.14	0.29%	2.73%	5.57%	6.68%	16.63%	17.33%	15.57%	52.64%
AXP	64.51	-1.04	-1.59%	2.67%	4.88%	2.95%	6.88%	5.75%	11.05%	24.56%
DD	52.62	-0.52	-0.98%	2.08%	1.25%	0.71%	7.30%	6.78%	3.50%	31.45%
BA	103.86	1.38	1.35%	1.94%	5.04%	6.85%	16.47%	11.33%	17.18%	28.71%
XOM	91.94	-0.35	-0.38%	1.78%	6.34%	9.06%	24.06%	15.27%	25.04%	43.10%
GE	40.12	-0.59	-1.45%	1.57%	4.26%	3.40%	5.66%	14.20%	8.58%	23.37%
UTX	76.03	-1.15	-1.49%	1.37%	4.72%	5.67%	21.05%	12.67%	16.65%	26.19%
HON	60.96	-0.02	-0.03%	1.36%	3.18%	8.12%	35.17%	18.60%	34.60%	66.47%
VZ	42.28	0.02	0.05%	1.25%	1.76%	-0.38%	11.79%	11.53%	13.50%	31.10%
MCD	52.09	-0.58	-1.10%	0.35%	1.28%	2.00%	18.74%	7.71%	16.25%	50.25%
KO	53.21	-0.49	-0.91%	0.19%	1.16%	2.15%	9.53%	2.15%	10.26%	21.37%
MMM	90.21	-0.96	-1.05%	-0.01%	2.38%	3.20%	15.27%	16.03%	13.83%	26.88%
DIS	34.34	-0.13	-0.38%	-0.09%	-0.43%	0.44%	0.41%	-2.66%	-3.27%	17.93%
AIG	69.04	-0.62	-0.89%	-0.73%	-1.48%	-4.18%	-4.31%	-0.70%	-3.26%	16.01%
PG	62.15	-0.64	-1.02%	-0.81%	1.09%	0.44%	-3.70%	-2.59%	-5.96%	9.79%
WMT	48.06	-0.73	-1.50%	-2.22%	-0.68%	-0.68%	1.07%	-3.42%	-0.52%	8.51%
CAT	83.20	-3.78	-4.35%	-2.27%	5.57%	2.12%	36.04%	15.85%	40.14%	20.44%
JNJ	61.79	-0.60	-0.96%	-2.59%	-0.55%	-0.52%	-6.94%	-5.11%	-8.81%	0.68%
MO	69.80	-0.83	-1.18%	-2.65%	-2.51%	1.78%	7.52%	0.36%	6.58%	17.59%
T	39.06	-0.59	-1.49%	-3.32%	-3.94%	-1.34%	11.76%	-2.03%	11.38%	43.08%
C	50.73	-0.40	-0.78%	-3.41%	-1.88%	-5.46%	-8.18%	-5.04%	-6.92%	7.68%
MRK	49.02	-0.32	-0.65%	-3.60%	-0.89%	-0.57%	11.36%	-4.80%	7.50%	31.42%
HD	39.39	-0.31	-0.78%	-3.62%	-2.26%	-1.40%	-4.09%	0.46%	-2.86%	15.92%
PFE	24.90	-0.09	-0.36%	-3.90%	-3.94%	-3.94%	-5.29%	-7.68%	-8.52%	5.02%
JPM	47.56	-1.06	-2.18%	-4.98%	-2.88%	-4.57%	-1.06%	-9.48%	-2.46%	10.66%
INTC	24.55	-0.71	-2.81%	-5.47%	-0.53%	1.07%	20.64%	10.79%	17.92%	43.57%
GM	34.92	-0.46	-1.30%	-5.70%	-4.30%	-2.89%	18.57%	10.23%	10.68%	22.31%
AA	43.08	-1.54	-3.45%	-9.02%	3.41%	6.79%	46.88%	25.34%	37.20%	43.74%

You can do this table yourself by entering the following string into the Summaries window at www.billcara2.com and then clicking on the link for Performance.

AA AIG AXP BA C CAT DD DIS GE GM HD HON HPQ IBM INTC JNJ JPM KO MCD MMM MO MRK MSFT PFE PG T UTX VZ WMT XOM

Here are the links to interactive Dow charts from Billcara2.com that I broke into groups of ten, which you can add technical indicators for as well. (list one) (list two) (list three)

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Value Line Report(s) this past Friday

The reports from Value Line this week are on Alcoa (AA), DuPont (DD), Merck (MRK) and Pfizer (PFE).

None of these four are Cara Global Best 100 Companies. Merck was in the 1980s, and Pfizer in the 1990s and up until recently. But the life cycle of these major pharmaceutical companies has peaked. Today, the future of Big Pharma belongs to companies like Genentech (DNA).

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(AA: Value Line Report Jul. 20: next one is due Oct. 19)

(DD: Value Line Report Jul. 20: next one is due Oct. 19)

(MRK: Value Line Report Jul. 20: next one is due Oct. 19)

(PFE: Value Line Report Jul. 20: next one is due Oct. 19)

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The Dow 30 Company links

Alcoa [GICS 15, Dow 30]
(AA: Yahoo Finance file)
(AA: StockChart chart)
(AA: Billcara2 chart)
(AA: ADVFN Financial Data)
(AA: Value Line Report Jul. 20: next one is due Oct. 19)

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Altria Group Inc [GICS 30, Dow 30]
(MO: Yahoo Finance file)
(MO: StockChart chart)
(MO: Billcara2 chart)
(MO: ADVFN Financial Data)
(MO: Value Line Report May. 4: next one is due Aug. 3)

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American International Group [GICS 40, Dow 30]
(AIG: Yahoo Finance file)
(AIG: StockChart chart)
(AIG: Billcara2 chart)
(AIG: ADVFN Financial Data)
(AIG: Value Line Report May 25: next one is due Aug. 24)

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American Express [GICS 40, Dow 30]
(AXP: Yahoo Finance file)
(AXP: StockChart chart)
(AXP: Billcara2 chart)
(AXP: ADVFN Financial Data)
(AXP: Value Line Report May 25: next one is due Aug. 24)

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AT&T [GICS 50, Dow 30]
(T: Yahoo Finance file)
(T: StockChart chart)
(T: Billcara2 chart)
(T: ADVFN Financial Data)
(T: Value Line Report Jun. 29: next one is due Sep. 28)

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Boeing Co [GICS 20, Dow 30. Cara 100]
(BA: Yahoo Finance file)
(BA: StockChart chart)
(BA: Billcara2 chart)
(BA: ADVFN Financial Data)
(BA: Value Line Report Jun. 22: next one is due Sep. 21)

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Caterpillar [GICS 20, Dow 30]
(CAT: Yahoo Finance file)
(CAT: StockChart chart)
(CAT: Billcara2 chart)
(CAT: ADVFN Financial Data)
(CAT: Value Line Report Jan. 26: next one is due Apr. 27)

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Citigroup [GICS 40, Dow 30, Cara 100]
(C: Yahoo Finance file)
(C: StockChart chart)
(C: Billcara2 chart)
(C: ADVFN Financial Data)
(C: Value Line Report May 25: next one is due Aug. 24)

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Coca Cola [GICS 30, Dow 30]
(KO: Yahoo Finance file)
(KO: StockChart chart)
(KO: Billcara2 chart)
(KO: ADVFN Financial Data)
(KO: Value Line Report May. 4: next one is due Aug. 3)

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Disney [GICS 25, Dow 30, Cara 100]
(DIS: Yahoo Finance file)
(DIS: StockChart chart)
(DIS: Billcara2 chart)
(DIS: ADVFN Financial Data)
(DIS: Value Line Report May 18: next one is due Aug. 17)

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Dupont [GICS 15, Dow 30]
(DD: Yahoo Finance file)
(DD: StockChart chart)
(DD: Billcara2 chart)
(DD: ADVFN Financial Data)
(DD: Value Line Report Jul. 20: next one is due Oct. 19)

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ExxonMobil [GICS 10, Dow 30, Cara 100]
(XOM: Yahoo Finance file)
(XOM: StockChart chart)
(XOM: Billcara2 chart)
(XOM: ADVFN Financial Data)
(XOM: Value Line Report Jun. 15: next one is due Sep. 14)

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General Electric [GICS 20, Dow 30, Cara 100]
(GE: Yahoo Finance file)
(GE: StockChart chart)
(GE: Billcara2 chart)
(GE: ADVFN Financial Data)
(GE: Value Line Report Jul. 13: next one is due Oct. 13)

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General Motors [GICS 25, Dow 30]
(GM: Yahoo Finance file)
(GM: StockChart chart)
(GM: Billcara2 chart)
(GM: ADVFN Financial Data)
(GM: Value Line Report Jun. 1: next one is due Aug. 31)

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Hewlett-Packard [GICS 45, Dow 30]
(HPQ: Yahoo Finance file)
(HPQ: StockChart chart)
(HPQ: Billcara2 chart)
(HPQ: ADVFN Financial Data)
(HPQ: Value Line Report Jul. 13: next one is due Oct. 13)

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Home Depot [GICS 25, Dow 30]
(HD: Yahoo Finance file)
(HD: StockChart chart)
(HD: Billcara2 chart)
(HD: ADVFN Financial Data)
(HD: Value Line Report Jul. 6: next one is due Oct. 6)

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Honeywell [GICS 20, Dow 30]
(HON: Yahoo Finance file)
(HON: StockChart chart)
(HON: Billcara2 chart)
(HON: ADVFN Financial Data)
(HON: Value Line Report Apr. 27: next one is due Jul. 27)

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IBM [GICS 45, Dow 30]
(IBM: Yahoo Finance file)
(IBM: StockChart chart)
(IBM: Billcara2 chart)
(IBM: ADVFN Financial Data)
(IBM: Value Line Report Jul. 13: next one is due Oct. 13)

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Intel [GICS 45, Dow 30, Cara 100]
(INTC: Yahoo Finance file)
(INTC: StockChart chart)
(INTC: Billcara2 chart)
(INTC: ADVFN Financial Data)
(INTC: Value Line Report Jul. 13: next one is due Oct. 13)

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Johnson & Johnson [GICS 35, Dow 30, Cara 100]
(JNJ: Yahoo Finance file)
(JNJ: StockChart chart)
(JNJ: Billcara2 chart)
(JNJ: ADVFN Financial Data)
(JNJ: Value Line Report Jun. 1: next one is due Aug. 31)

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JP Morgan [GICS 40, Dow 30]
(JPM: Yahoo Finance file)
(JPM: StockChart chart)
(JPM: Billcara2 chart)
(JPM: ADVFN Financial Data)
(JPM: Value Line Report May 25: next one is due Aug. 24)

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McDonalds [GICS 30, Dow 30]
(MCD: Yahoo Finance file)
(MCD: StockChart chart)
(MCD: Billcara2 chart)
(MCD: ADVFN Financial Data)
(MCD: Value Line Report Jun. 8: next one is due Sep. 7)

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3M Company [GICS 20, Dow 30, Cara US 100 June 25-06]
(MMM: Yahoo Finance file)
(MMM: StockChart chart)
(MMM: Billcara2 chart)
(MMM: ADVFN Financial Data)
(MMM: Value Line Report May 18: next one is due Aug. 17)

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Merck [GICS 35, Dow 30]
(MRK: Yahoo Finance file)
(MRK: StockChart chart)
(MRK: Billcara2 chart)
(MRK: ADVFN Financial Data)
(MRK: Value Line Report Jul. 20: next one is due Oct. 19)

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Microsoft [GICS 45, Dow 30]
(MSFT: Yahoo Finance file)
(MSFT: StockChart chart)
(MSFT: Billcara2 chart)
(MSFT: ADVFN Financial Data)
(MSFT: Value Line Report May 25: next one is due Aug. 24)

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Pfizer [GICS 35, Dow 30]
(PFE: Yahoo Finance file)
(PFE: StockChart chart)
(PFE: Billcara2 chart)
(PFE: ADVFN Financial Data)
(PFE: Value Line Report Jul. 20: next one is due Oct. 19)

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Procter & Gamble Co. [GICS 30, Dow 30, Cara 100]
(PG: Yahoo Finance file)
(PG: StockChart chart)
(PG: Billcara2 chart)
(PG: ADVFN Financial Data)
(PG: Value Line Report Jul. 6: next one is due Oct. 6)

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United Technologies [GICS 20, Dow 30, Cara 100]
(UTX: Yahoo Finance file)
(UTX: StockChart chart)
(UTX: Billcara2 chart)
(UTX: ADVFN Financial Data)
(UTX: Value Line Report Apr. 27: next one is due Jul. 27)

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Verizon [GICS 50, Dow 30]
(VZ: Yahoo Finance file)
(VZ: StockChart chart)
(VZ: Billcara2 chart)
(VZ: ADVFN Financial Data)
(VZ: Value Line Report Jun. 29: next one is due Sep. 28)

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Wal-Mart [GICS 30, Dow 30, Cara 100]
(WMT: Yahoo Finance file)
(WMT: StockChart chart)
(WMT: Billcara2 chart)
(WMT: ADVFN Financial Data)
(WMT: Value Line Report May 11: next one is due Aug 10)

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Wrap up:

Regarding precious metals bullion and related stocks, earlier this month, despite obvious break-downs in technical charts like Point & Figure, and dour opinions from noted analysts, I opined that prices had reached a cycle bottom and would soon move higher, based on my analysis. Now that you have seen the result, you can see why I don’t waste my time reading the opinions of others. It’s not that I am right all the time (since I am not!), but I have a strong view that many other so-called experts don’t have a track record worthy of their self-promotion.

What I try to accomplish with this blog is to show you how to get your heads around the full scope of the aspects of capital markets that are important, and to be able to think in logical terms. Your job is to make better decisions on matters of importance to you and not to the salesperson who is selling you, or the guru you are following.

We all have biases, so I try to be as transparent as possible where you can see mine. Judging from the comments of a growing Cara community, you do appreciate the straight-talk and the market thinking and insights I provide. Your response is what drives me to continue my commitment of leadership to the community – even though in this period of transition I have additional matters to deal with.

Peter Simmons got me thinking about the role I play here. Leadership according to the Bill Gates Thesaurus involves management, control, guidance, headship, and direction. “Coach”, which is defined as trainer, teacher, instructor and so forth, is not quite accurate as clearly we are on this journey together. I am on the team.

Somebody thought that “Captain Cara” sounded appropriate, but that too connotes too much control, certainly more than I deserve or want.

I recall the first time somebody addressed me as “Captain”. It was the dockmaster of a marina in Beaufort North Carolina as he barked docking instructions through a bullhorn. For a moment, I didn’t know who he was calling; nobody had called me that in the prior year of owning my boat.

Funny isn’t it how we have these perceptions of ourselves. To me, I was just a boater. But, in those circumstances, I was the person responsible for my boat and crew that this other responsible person had to communicate with. I seized the moment, standing taller behind the wheel, more focused on the windy conditions at the time. With the high winds – we were kept in port for three days – I did manage to dock the boat without damage, but I surely needed the assistance of an experienced dockmaster.

Isn’t that life? None of us operates in a vacuum. We are all subject to a dynamic environment, but through good management practices, and support, we learn to adapt and to move forward to meet our goals.

Labels help us organize, but the problem I have with the term “Captain” is that I see it as a function of management in a traditional, hierarchically-structured model – the top-down, one-to-many model – whereas the world is transitioning to a new model called the network model, based on many-to-many communications, and decisions made by individuals rather than “Captains”.

I write about this often; it is an important point.

Within the new model, I am, in fact, a person of influence, a node that joins like-minded people to other nodes in the network. In that way, I have become a spokesperson, which the Bill Gates Thesaurus defines as representative, speaker, voice and (yes) talking head.

In a way, I do represent your interests, your concerns, your goals and objectives, as much perhaps as I do my own. We are in this together, which is the point I have been making.

Perhaps – hopefully – life is reverting to a form of social equity once practiced by the indigenous people. Modern society has let us all down as I think most of us agree that persons in power have used it for abuse in far too many cases to be ignored. We are now looking among ourselves for fairness, and to break down the walls of tradition that are helping to enrich only a few of us.

In that process, I feel like a village elder, more so than a “Captain.”

Yes, my friends, we are all in this together. Wherever we are in the world, the Web connects us.

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ADDENDUM

ADDENDUM

The RSI tables from “David” were uploading when Starbucks wanted to close last evening, so I decided to do them Sunday.

My Sunday was spent on Paradise Island (PI), where I got to walk around to see my former homes and places. I never had the urge to go in the hotels, but I did swim for at least three hours.

Last evening there was a heavy rain shower.

Looking east from the PI bridge, the Nassau Harbour Club is the last marina at the end, on the right, which is New Providence Island. The Pilot House Club is the tallest building on the right. Paradise Island, which used to be called Hog Island (hmmm) and the beach was called Cabbage Beach (hmmm), is on the left.

Looking northwest from the PI bridge is Atlantis. The week they opened, management sent a limo for me. They comped me a week on the top floor – wine, fruit, the whole deal.

Across the street from Atlantis is Comfort Suites. Looking up PI Drive from Comfort Suites, a one minute walk away, is my old home at Ocean Break Villas. Steve Kaiser, who created and managed the aquarium at Atlantis, was a neighbour.

Here is my old home, beside the pool. There was a mango tree I would shimmy up for fresh fruit to serve at parties. The gardens were lovely. Very relaxing place.

The Cloisters are just up PI Drive a few hundred yards. It was made in Montreaux France and shipped and rebuilt here.

The construction tower I thought was part of the Ocean Club Residences is in fact a part of the next door development where I also lived before moving to Ocean Break Villas. It is a monstrosity. After developer Peter Kugler died, his wife Erica sold this property for condos, and then moved to Panama, apparently.

In behind the condo project, on the Harbourfront, is Noble House, where I lived. The adjacent pool for the Paradise Harbour Club & Marina, and the attached Columbus Tavern, became a big part of my life at that point.

Looking down PI Beach toward the Ocean Club Golf Course, I see that Sol Kerzner had all the beautiful trees cut down, and homes built everywhere. It’s a wonderful development, and successful, but it is not the Bahamas as Bahamians know it.

Looking east toward Atlantis.

This place where I am standing was my favorite swimming spot. That was before all the trees were bulldozed and houses put everywhere.

Even at 10am Sunday, the beach in front of RUI and Atlantis is getting packed with people. They think they came to The Bahamas, but really it’s just Las Vegas on the Ocean, a $3 billion project by Kerzner.

I took this shot looking east from RUI because so far the trees remain standing. I wonder for how long.

Prices on PI are now out of sight. The best opportunity for development is 120 miles north of here in Grand Bahama Island. I’ll write about GBI often.

But to really enjoy The Bahamas, and meet the people, you have to travel to the Exuma, Abaco, Eleuthera, Long Island, Cat Island and Andros. Boaters will tell you that.

Funny incident today. Walking down PI Beach, I was approached by the jet ski salesman. The usual. “Charley’s my name, what’s yours?” “Bill.” “Well, hello Captain Bill!”

I swear.

Today was a good day at the beach. Life moves on.