David Gurwitz sees strong markets for oil, the grains, and the Australian and Canadian dollars in 2010. He bases these views on multiple algorithm overlays on a basic Elliot Wave analysis generated by Charles Nenner Research, where he is the managing director. Among single stocks, he likes the agricultural derivative plays of Potash, (POT), Monsanto (MON), and Mosaic (MOS).The wealth of the world is still looking to reduce risk, major reasons why stock, US Treasuries, and gold will perform poorly.
David, who is also a world class concert pianist in addition to toiling as a market analyst, sees the hedge fund industry reforming and growing dramatically from here. Lock up times have shrunk from three years to one month, and due diligence is getting much tougher. The biggest mistake hedge fund traders make is mixing strategies and bailing on winners too soon.
Hedge Fund Radio is a weekly program featuring one-on-one interviews with the titans of the hedge fund industry. The show is hosted by legendary hedge fund manager John Thomas, one of the most seasoned players in the industry. It is broadcast live on station KGOL 1180 AM in Houston, Texas as part of the BizRadioÂ network to 100,000 local listeners, and will be streamed online to a further 100,000 national and international listeners.
The show is broadcast every Saturday morning at 12:00 pm Eastern time, 11:00 am Central time, 9:00 am Pacific Coast Time, and 5:00 pm Greenwich Mean Time. For pilots and the military, that is 17:00 Zulu time. For the online link to the show, please go to www.bizradio.com or click here, click on ‘Listen Live!’, and click on ‘Houston 1110 AM KTEK.’ For that added insight into the future of the markets tune in, or catch the show in my Hedge Fund Radio archives.