Weak Sep and Oct

Traditionally Sep and Oct are two weak months for equity. The situation took a turn at Mar, market trending upwards. The easy money has been made and I missed the boat. Never mind, the economy might recover some what. But, the old growth would no longer be back. American is not going to spend like last time and it would take a while for the next demand to come on stream.

I am looking at adding some equity position if the stock did pull back during month of Sep and Oct. The key thing to do well in this mini cycle should be riding on correct stock. Stock that is not exporting goods to US but meeting the demand locally or across Asia.