March 7, 2013 – Quote of the Day

‘If you can get a dividend higher than the yield on ten year debt, it’s an opportunity we haven’t seen in our lifetime. On a five year horizon, investing in large multinationals with high dividends will have a large payday’ said Lawrence Fink, CEO of Black Rock.

Read full story Comments are closed

March 6, 2013

Global Market Comments March 6, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (INVESTING IN A STATE SPONSOR OF TERRORISM), (AFK), (GAF), (EZA), (THE LONG VIEW ON EMERGING MARKETS), (EWZ), (RSX), (PIN), (FXI) Market Vectors Africa Index ETF (AFK) SPDR S&P Emerging Middle East & Africa (GAF) iShares MSCI South Africa Index […]

Read full story Comments are closed

April 12 San Francisco Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, […]

Read full story Comments are closed

Investing in a State Sponsor of Terrorism

How about a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers one of the world’s highest AIDs rates, endures regular insurrections where all of the Westerners get […]

Read full story Comments are closed

The Long View on Emerging Markets

I managed to catch a few comments in the distinct northern accent of Jim O’Neil, the fabled analyst who invented the ‘BRIC’ term, and who has been kicked upstairs to the chairman’s seat at Goldman Sachs International (GS) in London. Jim thinks that it is still the early days for the space, and that these […]

Read full story Comments are closed

March 6, 2013 – Quote of the Day

“The dumbest investment in my view is a long term government bond,” said Oracle of Omaha, Warren Buffett.

Read full story Comments are closed

Trade Alert – (SPY) March 5, 2013

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen.

Read full story Comments are closed

Trade Alert – (SPY) March 5, 2013

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen.

Read full story Comments are closed

March 5, 2013

Global Market Comments March 5, 2013 Fiat Lux Featured Trade: (THE GREAT YAWN OF 2013), (INDUSTRIES THAT YOU WILL NEVER HEAR FROM ME ABOUT)

Read full story Comments are closed

The Great Yawn of 2013

Contrary to widespread predications, the sun rose this morning and the world did not end. The overnight reduction in our defense spending did not prompt expansionist, vengeful Mexicans to try to retake California and Texas, kicking soccer balls all the way. Cigar chomping Cuban communists did not capture Florida. Hockey stick brandishing Canadians failed to […]

Read full story Comments are closed

Industries You Will Never Hear From Me About

The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long-term macroeconomic winds at their backs. That means I ignore a large part of the US economy whose time has passed and are headed for the dustbin of history. According to […]

Read full story Comments are closed

March 5, 2013 – Quote of the Day

“All over the world, money managers are waiting for the signal that the Fed is going to end easing. I think everyone is on a hair trigger,” said oracle of Omaha, Warren Buffett.

Read full story Comments are closed

March 4, 2013

Global Market Comments March 4, 2013 Fiat Lux Featured Trade: (MARCH 6 GLOBAL STRATEGY WEBINAR), (THE DEATH OF GOLD, PART II), (GLD), (GDX), (GDM), (FXE), (UUP), (FXB), (GBB), (USO), (CU), (THE REAL ESTATE MARKET IN 2030), (TESTIMONIAL) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) GOLD MINERS INDEX (GDM) CurrencyShares Euro Trust (FXE) […]

Read full story Comments are closed

Don’t Miss the March 6 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, March 6 at 12:00 noon EST. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

Read full story Comments are closed

The Death of Gold, Part II

I have been pounding the table trying to get readers out of gold since early December. Now, my friend at stockcharts.com, Mike Murphy, has produced a stunning series of charts showing that this may be more than just a short-term dip and another buying opportunity. Mike explains that a number of traditional chart, technical, and […]

Read full story Comments are closed