http://www.youtube.com/watch?

v=7

CHARTS of the WEEK for 02/06/12

ON TAP Very quiet in terms of economic stats and earnings reports this week

International relations stories taking center

Middle East developments (Syrian uprising,

Euro currency crisis - dealing with Greece an

STOCKS

Dow approaching key target resistance leve still within shooting distance

Stocks bounced off lows today suffering a m on Euro / Greece worries

The fear factor regarding Europe and the Eu gradually subsiding - a broken record?

US economy added 243,000 last month, dro unemployment rate down to 8.3% If this trend continues, the Fed will not eng later this year. Watch Occupy Wall Street p as a litmus test for degree of domestic unre sectors

BRICS leaning towards monetary easing mo

BONDS

Central banks intent on accomodative monetary policy in the wake of potential crises

sectors

Munis on a tear but should you buy them up

Commodities out of favor for now Commodities metals oil metals stuck in a range, lackluster Crude oil pulling back a bit

FOREX

USD/Euro appears to be stabilizing above 12

Subscriber questions

Should convertible bonds be a big part of my overall asset allocation? Which equity style box has the highest reward/risk (Sharpe) ratio?

ube.com/watch?v=7mj6KBuNdNs

EEK for 02/06/12

Actions

conomic stats

tories taking center stage:

ts (Syrian uprising, Iran-Israel)

aling with Greece and Portugal

rget resistance level of 13,000

today suffering a minor set-back overlays FXE vs EMB LQD vs CSJ FXE stabilizing, not cratering TLT - where's the breakout? GLD - still a fear safe-haven?

g Europe and the Euro is broken record?

000 last month, dropping the n to 8.3% he Fed will not engage in QE3 ccupy Wall Street protests ee of domestic unrest as well.

monetary easing mode in general MDY QQQ

XLU

accomodative wake of potential

overlays FXE vs EMB LQD vs CSJ credit bond funds munis coming

uld you buy them up here?

still attractive off the boil

r for now lackluster

stabilizing above 126.00

FXE

129.50 key support

s be a big part of

VCVSX FCVSX

CWB CHY

has the highest

Disclaimor

This presentation is not a solicitation or offe The principal of ProActInvest.net may have

Trading or investing in stocks, bonds, ETFs, and you should do your best to understand across these asset classes and security type

ProActInvest.net recommends that you scal until you are comfortable with overall risk o

If you are not experienced managing invest with an experienced fund manager with a p

CHARTS of the WEEK for 01/30/12

ON TAP

Tues: AMZN erngs PM, Case Schiller, Consum Weds:Facebook filing IPO Weds Fri: Labor figures

STOCKS

Dow approaching key target resistance leve still within shooting distance Stocks bounced off lows pretty solidly post Euro / Greece worries

Majority of S&P companies beating earnings record low inflows into stocks by individual investors - a contrarian buy signal? Semiconductors leading market higher LiFi to replace WiFi?

UPS forecasts higher profits for 2012 - incre

Case Schiller index -3.7% 2011; cum drop si

Occupy Wall Street resuming protests in Oa London, New York and Washington DC

China CB enters "selective easing" mode will be ready to add more liquidity quickly if sectors

BRICS leaning towards monetary easing mo

BONDS

Fed intends to keep near 0% fed funds rate Bernanke suggests QE3 not out of the quest some analysts say QE3 likely in second quar

sectors

Munis on a tear but should you buy them up

Commodities metals oil

metals stuck in a range, lackluster Crude oil still stuck in a range if not pulling

FOREX

USD/Euro appears to be stabilizing above 12

mor

a solicitation or offer to buy securities or participate in an investment program.

nvest.net may have positions in the securities discussed in the presentation.

tocks, bonds, ETFs, options, futures and mutual funds involves risk best to understand this by researching and comparing the risks es and security types.

mends that you scale down your allocation to riskier securities e with overall risk of your portfolio.

ed managing investment portfolios we recommend that you meet d manager with a proven track record.

EEK for 01/30/12

Actions

ase Schiller, Consumer Confidence

rget resistance level of 13,000

pretty solidly post resumed

ies beating earnings expectations

tocks by individual invidual buy signal? market higher SMH MG830, QQQ, MDY

ofits for 2012 - increased shipping

% 2011; cum drop since '06 -37% RWX 4.22% yield Home construction forming base

ming protests in Oakland, Washington DC still some room to move higher

ve easing" mode EEM e liquidity quickly if necessary

monetary easing mode in general

XLU

r 0% fed funds rate into 2014 not out of the question ikely in second quarter 2012

only buy TLT if it breaks 120.38 level and SPY breaks 129.95 on close

uld you buy them up here?

MBB

CSJ

EMB JNK - take profits

lackluster

range if not pulling back a bit

stabilizing above 126.00

FXE

tough to squeeze a short trade out of this formation

FXC

watching for possible break higher

Keywords US T-Bonds, fixed income, emerging markets, IWM,QQQ,SMH, tech sto

Topics Charts Global macro - big 12 ETFs Fiscal policy

(Stocks, Bonds, US$) (SMH, XLF, XLB etc) Relative valuations --> drill down for top stocks in sector Inter-market overlays IEI IEF TLT IEI IEF AGG CSJ LQD JNK EMB SPY DJ-30 QQQ IWM EEM SMH XLF XLB XLU IYR GLD SLV USO FXE

AGG

CSJ

MG830

MG631 MG440

IWM,QQQ,SMH, tech stocks, semiconductors, SPY, FXE, forex, U.S. dollar/ euro, Dow Jones Industrials, gold

Fiscal policy

Relative valuations

Inter-market Overlays
LQD JNK EMB SPY DJ-30 QQQ IWM EEM SMH XLF XLB XLU

ndustrials, gold

IYR

GLD

SLV

USO

FXE