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Gann Management Ltd- Celebrating 28 years of
continued success!
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Telephone 0161 285 4488 | Fax 0161 494 6432 | Email
info@gann.co.uk |
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01st April 2008 |
2008 ON TRACK WITH AN IMPRESSIVE FIRST QUARTER
RISK OBLITERATED WITH OUR GREAT
DEFENSIVE MULTI-STRATEGY
EQUITY RESULTS 2008 - UP 9.68%
(Annualised
38.7%)
AGGRESSIVE COMMMODITY RESULTS - UP 46.54%
(Annualised
186.16%)
FAIRLY AGGRESIVE COMODITY (GEARING AT 5 TIMES) - UP 23%
(Annualised 92%)
The reflection of the FTSE of 7 years ago, was
first observed in our Where To From Here report 25/10/07, and continues to
confound allowing us to eliminate risk from our portfolio and simultaneously
producing a sound return in the first quarter. This is particularly satisfying
when most portfolios have been savaged. It is also reassuring to bask in the
glories of a profound knowledge of the markets natural laws….thank you
Pythagoras, Copernicus, Newton & W.D. among many other observers of natures
laws whilst most managers and traders appear demoralised by current events.
This knowledge
empowers an ability to glance into the future highlighting future tops and
bottoms with great accuracy. In January our 'Where To From Here' provided an
insight into what was ahead.
* We
foresaw a FTSE 100 fall of 13% …it fell by just over 16%.
* We
foresaw inflation rearing its head…it has.
* We foresaw Gold
falling ...it has from 1031 to 900.
* We foresaw commodity
opportunities…wow look at those profits.
As always, 2008
saw our emphasis on observing a Great Defence which protected our capital base
at all times despite market deterioration. This defensive strategy was still
supported by sound profits hinting at profits of 50-100% over the year!
SHORTING THE MARKETS
The mirror of 7
years ago now places us at July 2001 which, subject to the reflection
continuing, means that the next drop is not too far away both from a time and
level point of view. This fall would take us down to approx 4500 or approx 30%.
Shorting the markets could produce outstanding profits and subject to other
analysis being in support we will be considering a gearing of 5 to take full
advantage of any falls. Our record in falling markets is second to non which is
why we are so bullish for 2008.
The informed buyers index continues to
fall throughout the mild FTSE rise thus supporting further weakness.
THE GOLD MARKETS
Whilst the Gold Bullion price is
currently on support the mining stocks look to have a little further to fall
but the next quarter should see significant opportunities here.
COMMODITIES
Whilst we have taken our profits on all our
commodity holdings we have over 25 possible opportunities in the Softs and 13
on the Metals. This bodes well for the near future and we can see our recent
exceptional profits being supported by further progress in the 2nd quarter.
SUMMARY
We see these areas being
prominent in the second quarter with support from Inflation Linked stocks
providing sound support when necessary and of course being a rock for our
pension investors. The future looks good and as always our emphasis will be on
capital protection.
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© 2008 Gann Managament Ltd.
All Rights Reserved. Gann Management Limited is authorised and Regulated by the
Financial Services Authority.
GML Company Reg Number: 2069317 GML VAT
number: 616003878
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