Category: Investing 2009
The analysis published under this category are as follows.Tuesday, March 10, 2009
Who Says “Buy and Hold” is Dead?: How to Double Up on Growth / Stock-Markets / Investing 2009
Yesterday, the Dow fell for the 14 th trading day out of the past 18. The sharp downturn only caps off an already disastrous market downturn.
As we've been expecting, many commentators say it's the nail in the coffin for “buy and hold” investing – a strategy which has worked for the past five decades.
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Tuesday, March 10, 2009
Economic Depression Investing – Which Currencies to Hide in? / Economics / Investing 2009
The world's a mess and in our eyes policy makers are inadvertently doing their best to worsen a bad situation. Let's assume you've had it and want to hide somewhere safe to ride out the storm. Unfortunately there appears to be no such thing as a safe asset anymore. Therefore you may want to consider taking a diversified approach to something as mundane as cash. Sure, U.S. Treasury Bills are the one “safe” asset – at least by regulation.Read full article... Read full article...
Monday, March 09, 2009
Obama Markets Show Boom for China and Commodities as U.S. Stocks Slump / Stock-Markets / Investing 2009
You have already chosen a life apart from the mainstream. The site you are visiting is not part of the real world. Most of what you read on sites like this one are economic heresies. However, most of us realize that $2 of government spending plus $2 of government spending do not equal $5 of GDP. Rather, the sum of that calculation actually equals $3 of GDP. If we channel spending through governments, we get a negative return.Read full article... Read full article...
Monday, March 09, 2009
Commodities Showing Relative Strength Whilst Stock Markets Hit New Lows / Commodities / Investing 2009
While stocks have made new lows commodities have held up well and especially in the past few months. Compared to stocks, commodities have actually hit a new bull market high (relative terms).Read full article... Read full article...
Monday, March 09, 2009
Waiting for the Stock Market Buy Signal / Stock-Markets / Investing 2009
In what is getting be a nasty scratch in the record – the markets declined today…(skip) the markets declined today… What has been a nasty February is turning into a just as nasty March. While the employment report indicated hiring is not anywhere close to actually occurring, the revisions to the December and January data put the total “new” losses around 800k for the month. Outside of two other months over the past 80+ years, December, January and February are ranked in the top five for worst job losses.Read full article... Read full article...
Wednesday, March 04, 2009
Recession Investing: Spam, Guns and Gold / Stock-Markets / Investing 2009
Sean Brodrick writes: In these tough times, a good investment is hard to find. In fact, the S&P 500 was down 18.2 percent year-to-date through Friday. And the Dow Jones Industrial Average dropped more than 19 percent at the same time — so good investments are pretty scarce indeed.Read full article... Read full article...
Tuesday, March 03, 2009
Is Buffett Right to Invest in Asia? / Stock-Markets / Investing 2009
Tony Sagami writes: Warren Buffett knows a thing or two about investing. But what I really admire is that he always tells it exactly like it is … good or bad. Buffett really caught my attention a few days ago when he sent out his annual letter to the shareholders of Berkshire Hathaway, Buffett's insurance and investment holding company.Read full article... Read full article...
Friday, February 27, 2009
Why China's Economy is Booming as Gold heads for $2,000 / Stock-Markets / Investing 2009
Larry Edelson writes: Could the economy and the financial system get any worse than they already are? Absolutely!
As I've often warned here in my Money and Markets columns, central banks and governments of the world will do anything and everything to try and prevent a meltdown of the global economy.
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Thursday, February 26, 2009
Profit from Obama's Real Stocks Bull Market / Stock-Markets / Investing 2009
“The cost of healthcare eats up more and more of our savings each year, yet we keep delaying reform…we can no longer afford to put health care reform on hold. Our recovery plan will invest in electronic health records and new technology that will reduce errors, bring down costs, ensure privacy and save lives.” President Barrack ObamaRead full article... Read full article...
Thursday, February 26, 2009
Stock Sectors Worth Watching: Food, Gold and Healthcare… / Stock-Markets / Investing 2009
In a bear market, we're always keen to spot anything that's outperforming its peers. Even the strongest stocks and sectors can get beaten down when panic selling or forced selling wreaks havoc on prices. It's a bit like boxing: even the toughest boxer can get rocked with a hard swing to the jaw. What sets apart the truly tough boxers is their ability to bounce right back up and continue the fight.Read full article... Read full article...
Thursday, February 26, 2009
NO Economic Depression, Time to Jump into Stock Market Investments? / Economics / Investing 2009
Ten Reasons why it won't be a Depression or an "L": So is this the time JUMP IN? - Alarmist stories sell newspapers (and advertising). That's why the Big "D" and the Big "L" words are almost as good for that as pretty girls; (which is the formula the Sun Newspaper uses so well in UK ).Read full article... Read full article...
Thursday, February 26, 2009
Investors Plant a Monsanto Seed for Future Portfolio Growth / Companies / Investing 2009
I have a friend who really enjoys science fiction. I asked him the other day, “Do you ever watch anything besides the SciFi Channel?” He replied, “I do. I also watch CNBC.”
I know that my friend is not much of an investor so I asked him why the heck he watches this channel.
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Wednesday, February 25, 2009
Doug Casey: Investment Opportunities Amidst Economic Crisis / Commodities / Investing 2009
Bullion and oil appear in the lineup of power players that Doug Casey thinks investors can count on as the world slips deeper and deeper into what he calls the “Greater Depression.” Despite the raging economic storm and Doug's doubts that Western civilization's governments will take the actions needed to quell it, though, the Chairman of Casey Research is nowhere close to calling the game. In fact, he sees silver lining in the clouds of crisis—opportunity—and expresses optimism that technological advances, coupled with capital rebuilding once over-consumption runs its course, will prevail eventually. The Gold Report caught up with the peripatetic author, publisher and professional international investor between polo matches in New Zealand, one of several nation-states he calls home from time to time.
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Tuesday, February 24, 2009
Not All Commodities Stocks are Treated Equal (Part 2) / Commodities / Investing 2009
The first part of this two-part series essentially looked into the different effects monetary occurrences and supply and demand fundamentals can have on commodity prices. Monetary authorities around the world are implementing rampart growth in the money supply and quantitative easing in the form of negative real interest rates; meanwhile, the global economy is in free fall. The factors have opposite effects on commodity prices. We came to the logical conclusion that we wanted to give our portfolio exposure to the commodities that have significant monetary uses, aren't cyclical, or both. Two good examples are gold and the grains. I want to be careful with my next statement.Read full article... Read full article...
Monday, February 23, 2009
Long-term Financial Markets Investing Overview / Stock-Markets / Investing 2009
In Greek mythology, Sisyphus was a king punished by the gods. In the Greek equivalent of hell, named Tartarus, Sisyphus was cursed to roll a huge boulder up a hill – only to watch it roll down the hill again. Sisyphus' punishment was to repeat this task throughout eternity.
In the midst of this punishing bear market, I think that many investors who read Bourbon & Bayonets are probably feeling like Sisyphus right now. Many investors have seen their accounts, such as their 401k, back down to levels last seen a decade ago. Like Sisyphus, they have had their investment accounts “roll back down the hill”.
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Monday, February 23, 2009
Stimulating a New Stock Market Bottom / Stock-Markets / Investing 2009
Apparently, Americans don't enjoy paying their neighbor's mortgage. Who saw that coming? Actually, although I believe this fact to be true (and I will address it in this article) I don't think it mattered as much what was in the stimulus, as the sad fact remains that we simply don't have the earnings, confidence, and unfortunately jobs , that we need to bring this market back immediately.Read full article... Read full article...
Thursday, February 19, 2009
Stock Market Bounce Coming / Stock-Markets / Investing 2009
No market goes straight up or straight down. Based on the charts below (courtesy Decisionpoint.com), it looks to this analyst that the Dow Jones Industrials Index (and $SPX) is due to bounce up from a double bottom at around 7500 and, if this happens, then the gold price may bounce down from a double top at around $1,000 an ounce.Read full article... Read full article...
Thursday, February 19, 2009
Stock Market Bottoms, Why Buffett, Grantham, and China Are All Buying / Stock-Markets / Investing 2009
Looking back, the signs of a market tops and bottoms are so obvious. Hindsight is 20/20 and all that. When you're in the middle of it all though, it's not nearly as easy to see.
During the peak over the past couple of years a lot of records were made.
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Wednesday, February 18, 2009
Invest with China's version of Warren Buffet / Stock-Markets / Investing 2009
Tony Sagami writes: He's been called chiu yan (Superman) and the Warren Buffett of China. He earned that title as one of the most successful Chinese businessmen in the history of China. And according to Forbes magazine, he's the ninth richest man in the world and the richest man in Asia.
His fortune is centered on two, massive global conglomerates, Cheung Kong and Hutchison Whampoa. Yet very few Americans have heard of him.
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Wednesday, February 18, 2009
Key Market Indicater Says Sell Gilts, Buy Stocks / Interest-Rates / Investing 2009
Watch out! The next bubble could be about to burst. This also signals a great opportunity for smart investors – because a key indicator shows that now's a fantastic time to get into stocks.In the past 24 months, emerging markets, housing and commodity bubbles have all popped with painful impact. Now, the same could happen again, but this time in the government bond market.
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