Hey all,

Just a quick, friendly reminder that the Holiday Open House is tomorrow at our offices, at 6:00PM. If you have any questions, please let one of us know. We are looking forward to seeing everyone there.

Best,

The Klaraos Team

Hi Everyone,

A heartfelt thanks to everyone who came to our party last night. We had quite the turnout, and will be eating leftovers at the office for the next week! We really do appreciate everyone taking time out of their schedules to join us for an evening. We hope that you received as much from the event as we did.

As mentioned, we want to make the blog that everyone can read and get information out of. JJ and I both tend to speak in a different language occasionally; and for this reason, we are going to have a brief overview of the blog moving forward from Sydney. Moving forward, please look for her comments at the beginning of each new post.

Sydney’s take on the blog from 9/16/09:
With the use of our disciplined trading system to navigate through this disconnect between the stock market and the economy, known as Behavioral Finance, it has become evident that this behavior enabled a transformation. It has helped transform the stock market, as well as other markets, into gauges of the excess currency in our economy. Now with the recent news that the recession has ‘ended’, the Fed’s termination of ‘Quantitative Easing’, or the end of government insertion of funds into the economy, is looking to be the Fed’s next move. However, this is easier said than done due to the fact that there is no real easy way for the government to let the money drain out of the bathtub. This being said, we don’t expect to see any implementation of this exit strategy for quite some time.

As next week’s meeting of the FOMC draws near, questions are arising as to what the Fed will announce now that there is a belief that the recession is probably over. If this Quantitative Easing is allowed to expire, then we should see stocks start to dip back down, ending their rally. With this movement, if and when this occurs, we expect to see an increase in the dollar as well as an increase in the value of bonds as well.

Have a great Weekend Everyone!

Geoff