Category: Investing
The news items published under this category are as follows.Wednesday, November 19, 2008
US Capital Markets Portfolio Composition / Portfolio / Investing
By: Richard_Shaw
How has the US structured itself in terms of equities and debt instruments, and how large is each component?
The financial news streams us a constant supply of fragmentary numbers about this or that troubled asset category or rescue package. Since they are all in hundreds of billions or even a few trillions of Dollars, it's hard to get a handle on the relative significance of the numbers.
Read full article... Read full article...Thursday, October 16, 2008
Stock Market Buy and Hold Strategy Smashed / Stock-Markets / Investing
By: Investmentscore.com
Have you heard these statements from your financial planner, mutual fund advisor, or stock broker?
- In the long term the market rises 8% per year.
- Investors cannot time the market. The best strategy for investing is to buy and hold for the long term.
Tuesday, October 14, 2008
Average Returns Expected for Stock Market Investors / Stock-Markets / Investing
By: Paul_J_Nolte
What else is there to add to a historic week (and not in a good way!)? The markets declined, just in the month of October a percentage roughly equal to the crash in 1987. All the various acronymed bailout packages have not done the trick and confidence among banks is very low. We keep hearing of lack of lending between banks, a lock-up in the bond and money markets as well as commercial paper markets. Industry as we know it could come to a screeching halt without the grease of loans to buy goods for inventory or to make daily/weekly cash commitments. Read full article... Read full article...
Monday, October 06, 2008
Stock Market Investing Safety Over 5year and 10year Periods? / InvestorEducation / Investing
By: Richard_Shaw
In a recent post , we studied 82 years of price change for the S&P 500. One of our readers commented, “I read somewhere that over 80% of all five year periods dating back to the Great Depression has seen the market ahead; over 95% for ten year periods.”
That rule of thumb isn't wrong, but it doesn't give a full picture. Let's add some dimension to the statistic.
Read full article... Read full article...Tuesday, July 29, 2008
Cooperman's Investment Strategy- The Stock Market's Down, Not Doomed / Companies / Investing
By: Mike_Stathis
As written in the Barron's this week, Lawrence Strauss interviews Mr. Lee Cooperman, co-founder, chairman and chief executive officer of Omega Advisors, a $5 billion long-short hedge fund. Mr. Strauss reports that the fund “has returned 16% annually, net of fees, besting the S&P 500 by 5.50 percentage points. During the first half of the year, it was down 4%, compared with a loss around 13% for the S&P.” Read full article... Read full article...
Wednesday, July 09, 2008
USAGOLD's Annual Survey of Investment Performance- 12Months to June 2008 / Stock-Markets / Investing
By: Pete_Grant
Gold up 43% - Outshines Wall Street, Main St. Gold continues to shine as one of the best performing asset classes through the first half of 2008, according to the USAGOLD Annual Survey of Investments. Only the CRB index, which of course includes a gold component, outperformed gold itself over the past year. Arguably it was the latest surge in oil prices that allowed the broad measure of commodities to supplant gold from the number one position over the last month of the second quarter.
Wednesday, May 07, 2008
Top 10 Global Investment Trends to Follow for the Next 18 Months / Stock-Markets / Investing
By: William_Patalon_III
There's an old Wall Street adage that tells us that "the trend is your friend." And there's a witty bit of wisdom we've developed here at Money Morning to help guide our readers and us that says: "Go global or go home."
Combine those two and you'll discover that you've got yourself one very strong investing strategy - if you choose the right trends, that is.
Read full article... Read full article...Thursday, January 31, 2008
The Ongoing Commodities Boom - What Every Investor Should Know / Commodities / Investing
By: Mary_Rivas
Gone are the days when you only needed to know about stocks and bonds to make money in the financial markets. With revolutionary changes taking place in the global economy and investment industry, you can not afford to ignore commodities.
Never before have commodities been in such great demand worldwide at a time when supplies are extremely low. It will take many years for this supply-and-demand imbalance to improve. This means opportunities for you---rising commodity prices worldwide.
Read full article... Read full article...Saturday, January 26, 2008
Stock Market Investors Running With the Herd / Stock-Markets / Investing
By: Roger_Conrad
Running with the herd certainly beats trying to run against it—and getting trampled in the process. But it comes with a cost: surrendering your own common sense for “group think” that often makes no real sense at all.
As I pointed out last week, the character of the Wall Street herd has changed remarkably over the past two decades. Back in the 1980s, individual investors still accounted for the majority of stock ownership. Today, trading is squarely in the hands of big institutions and those who run them.
Read full article... Read full article...Wednesday, January 23, 2008
Corporate Income Tax - Stock Market Investors Enemy Number Two / Stock-Markets / Investing
By: Steve_Selengut
The Investor's Eye view of politics is a simplistic, practical, dot-connecting approach to sorting things out so that win/win change can be considered. Real World politics is not concerned with such things, and that is one of the most serious problems facing investors today. As outlined in Investment Politics 2008, there are at least ten issues that require government action if we are to maintain our competitive position in the World Economy. Most of these are interrelated and need to be acted upon simultaneously... thus causing a major political dilemma.
Thursday, January 17, 2008
2008 Asset Class Investment Outlook Studies Point to Commodities Out performance / Stock-Markets / Investing
By: Chris_Ciovacco
2008 Off To Rocky Start As we all know, asset markets do not like uncertainty. With SIVs (structured investment vehicles) and countless shaky mortgages floating through the financial system, uncertainty abounds. Since none of us know how bad things may get or how long this may last, adding some diversification to your portfolio might seem appealing. Below, is a brief look at the relative attractiveness of several asset classes based on what we know today and what we have experienced in the past. As in any environment, there is no perfect way to address the problems of the current day. However, some alternatives appear to be more attractive than others. Read full article... Read full article...
Wednesday, January 16, 2008
Energy and Financial Investing Themes 2008: A Tale of Two Halves - Part2 / Stock-Markets / Investing
By: Hans_Wagner
The beginning of a new year is a good time to make a new assessment of the important investment drivers and themes for the year. If you want to beat the market it is important to understand what is driving the markets and where the best sectors are to find good opportunities. By identifying these factors you will have a solid framework to assess the impact market movements and news events on your investment strategy. This is the first of a five part series on the outlook for the 2008 markets. The first part discussed the key drivers ending with a mention of what sectors will benefit and those that will be hurt. This Part discusses the Energy and Financial sectors. The remaining three parts will review each of the remaining sectors in more detail. Read full article... Read full article...
Monday, January 14, 2008
The Future of Investing 2008 : National Debt, Social Security, Medicare All Point Towards More Inflation / Stock-Markets / Investing
By: Chris_Ciovacco
As volatility increases in 2008, it will be important for us to continue to focus on the most important fundamental drivers of asset prices. If I had to choose only three words to describe the future of investing they would be debt and asset values. Debt and asset values have a significant impact on government policy. Read full article... Read full article...
Thursday, December 13, 2007
Tough Time for Investors During the Credit Crisis and Monetary Inflation / Forecasts / Investing
By: Andy_Sutton
As the current credit crises continues to deepen, much of the focus is on illiquid assets, seized markets and how the Fed and other central banks will attempt to bail the world economy out of this storm. Much of the debate has centered around whether or not the United States will be able to avoid a recession, whether consumer spending will fall off a cliff, and how likely it is for the economies of emerging countries will be able to decouple and survive a slowdown in the US. While these are certainly important questions to be asking, an even more important observation must be made.Read full article... Read full article...
Wednesday, November 07, 2007
Wall Street Conventional Wisdom and Stock Market Corrections / Stock-Markets / Investing
By: Steve_Selengut
During every correction, I encourage investors to avoid the destructive inertia that results from trying to determine: how low can we go; how long will this last? Investors who add to their portfolios during downturns invariably experience higher Market Values during the next advance. For just as surely as there is a Santa Claus for every five year old, there is another "value stock" rally for every fingernail biting fifty-five year old. Read full article... Read full article...
Wednesday, October 31, 2007
FREE Market Myths Exposed Video Series - Hits Homerun with Investors and Traders / InvestorEducation / Investing
By: EWI
Good news! The first two parts of Elliott Wave International's Market Myths Exposed video series are online now, and each turns conventional wisdom about the financial markets on its head, allowing you to think independently of the mainstream and call your own shots regarding portfolio management.Read full article... Read full article...
Monday, October 29, 2007
US Housing Sinks! Your Shares Soar! / Stock-Markets / Investing
By: Money_and_Markets
The housing market is sinking further, while the oil and gold shares we've been recommending are soaring.
But are you ready?
Are you ready for the day when the average home in America has gone down for 13 months?
Read full article... Read full article...Tuesday, October 23, 2007
Protecting the Average Investor - Having it Both Ways / Companies / Investing
By: Paul_Petillo
The joke goes something like this: As Christopher Cox, chairman of the S.E.C. navigates his first balloon flight without an instructor, he finds himself in a little bit of trouble. Fog has set in and his compass no longer works. His staff, along for the ride became worried. He decides to descend to get his bearings. The fog clears somewhat as he comes closer to the ground. He spots Ben Bernanke walking his dog with another man.Read full article... Read full article...
Tuesday, October 02, 2007
Making Money In a Supercycle Bear Market Without Margin Or Trading Or Paying Commissions / Stock-Markets / Investing
By: Bob_Bronson
If you are a money manager, or professionally advise investors, you may be interested in a market commentary showing some of our latest economic reasoning, which an investment advisor client of ours has been using to make money for their managed accounts during this Supercycle Bear Market – and with extremely low downside volatility.Read full article... Read full article...
Tuesday, September 25, 2007
What Foreign Investors Will Do Next As Falling Dollar Makes US Assets Cheaper / Stock-Markets / Investing
By: Money_and_Markets
Tony Sagami writes: Did you jump for joy when the Federal Reserve Bank lowered interest rates by half a percentage point? If you own a significant stake in the U.S. stock market, you probably did.
I say that because the Dow Jones added 417 points from last Tuesday (the day of the Fed announcement) through last Friday. For all of last week, the Dow gained 2.8% and the Nasdaq tacked on 2.7%.
Read full article... Read full article...Sunday, September 23, 2007
Fed Acts to Head off Recession, Stock Market Investment Implications / Stock-Markets / Investing
By: Roger_Conrad
You can throw out your economic models, quantitative analysis and research reports. It really just boils down to economics 101: The Federal Reserve is prepared to do whatever it takes to head off a credit collapse and potential recession.
This economy and market still have some bumps ahead. But the key to stanching any credit crunch is to provide more credit. And with the Fed apparently willing to do anything short of throwing bags of money out of airplanes, the odds of a global economic catastrophe are fading fast.
Read full article... Read full article...Monday, September 17, 2007
How to Truly Globalize Your Investment Portfolio / Stock-Markets / Investing
By: Peter_Schiff
Americans may be known for their appreciation of world cuisines … but when it comes to investing, they generally stick with homegrown meat and potatoes.
That's too bad. Reason: As global economic imbalances finally right themselves, the American-only investors may be forced to start an unwanted crash diet.
Read full article... Read full article...Tuesday, September 11, 2007
A Hidden Asian Investment Gem / Companies / Investing
By: Money_and_Markets
Tony Sagami writes: I run at a pretty fast pace when I'm in Asia. Every day is packed with factory tours … meeting with company executives … pestering government and university leaders for their local knowledge.
I hit the streets to see things with my own eyes because that's the only way I can know if the zealous investor relations departments are feeding me overly optimistic projections. I'm also willing to shift my entire focus when something really makes my eyeballs pop out.
Read full article... Read full article...Tuesday, September 04, 2007
Stock Market Investmenting - Watch What the Chinese Are Buying! / Companies / Investing
By: Money_and_Markets

Tony Sagami writes: Do you remember the gasps when the Japanese were snapping up some of America's most-loved landmark properties during the 1980s?
Back then, the business news almost always included a segment about the Japanese buying an American icon, whether it was Pebble Beach, Columbia Pictures, or the Rockefeller Center.
Read full article... Read full article...Saturday, July 21, 2007
Wealthbuilder Monthly Stock Market Portfolio Investment Note / Portfolio / Investing
By: Christopher_Quigley
Overview:
Overall markets continue to work higher, despite the existence of Hindenburg Omen clusters. The nature of this indicator shows that the internal breadth of the Market is weak. In the event that the current rally stalls there could be significant technical breakdown.
The risk in the market is high and ideally investors should wait until a pullback support level has been tested before adding significantly to new positions.
Read full article... Read full article...Tuesday, May 15, 2007
Tipping the Investment Odds in Your Favor / Stock-Markets / Investing
By: Money_and_Markets
Mike Larson writes : By the time you read this, I'll be on my way to the airport. My destination: Las Vegas, where I'll be attending The Money Show. I'm looking forward to meeting many of our subscribers in person and talking to other investment professionals.
But it won't be all business. I'm going a few days early so I can meet up with an old friend and enjoy some of the city's top-notch restaurants, nightlife, and of course, its casinos.
Read full article... Read full article...Tuesday, May 01, 2007
My favorite way to diversify Investment Portfolios... / Stock-Markets / Investing
By: Money_and_Markets
Tony, here. In just two weeks, I'll be flying over to Asia. It's going to be a whirlwind trip, with stops in Hong Kong, Shenzhen, Bangalore, Singapore, and Manila. And I'm frantically trying to put together all the last-minute preparations.
That's why I've asked Dan Ascani, Executive Vice President of our separate affiliate, Weiss Capital Management, and Portfolio Manager of three ETF programs, including the Weiss ETF Strategic Allocation Portfolio, to fill in today.
Read full article... Read full article...Monday, April 23, 2007
The 6 Giants of Global Profits - China, India, Brazil, Canada, Austrailia and Japan / Stock-Markets / Investing
By: Money_and_Markets
Martin Weiss writes: The U.S. dollar is falling so quickly …
And so many of our favorite investments are moving up so broadly …
I've gathered the wisdom of our entire team this morning to give you a full run-down on the six giants of global profits.
I won't keep you guessing as to who the giants are.
They're China, India, Japan, Brazil, Australia … and Canada.
There is nothing, I repeat nothing, that you do every day that is not connected to, or dependent upon, these six countries.
Read full article... Read full article...Wednesday, April 18, 2007
Values Plus Growth Investing Strategy (Part 1) / InvestorEducation / Investing
By: Hans_Wagner
Many investors seek to beat the market buy using value or growth strategies. Does an investor have to chose one approach, or can they be blended together to get the best of both? To help people to learn to invest his is the first of several articles on value and growth investing.
As defined by Investopedia , “value investing is the strategy of selecting stocks that trade for less than their intrinsic value. Value investors actively seek stocks of companies that they believe the market has undervalued. They believe the markets overreact to good and bad news, causing stock price movements that do not correspond with the company's long-term fundamentals. The result is an opportunity for value investors to profit by buying when the price is deflated.”
Read full article... Read full article...Tuesday, April 03, 2007
Four Rules for Investing in Asian Stock Markets / Stock-Markets / Investing
By: Money_and_Markets
Less than a month ago, everyone was talking about the Chinese stock market's 9.2% single-day loss, and the global sell-off it triggered. At the time, I urged you to hold steady and treat the drop as a buying opportunity. I said,
"I believe this is an unwarranted knee-jerk reaction. But it's also a good thing for longer-term investors. There are dozens of Asian blue chip stocks that have now come back down to levels that look pretty darn appealing to me."
That proved to be good advice. Reason: The Shanghai Composite Index hit a new, all-time high last week. Yup, in just four weeks, the Chinese stock market recovered everything it had previously lost … and then some!
Read full article... Read full article...Saturday, March 31, 2007
Important Global Financial Markets Update - Gold Miners and Japan / Stock-Markets / Investing
By: Money_and_Markets
Martin Weiss writes : We've just arrived at our beach house in Brazil, where our nephew's two boys also love to spend their vacations.
It's early Saturday morning, and the family is still sleeping. Soon they'll be up and about, ready for a full day of activities.
I'm looking forward to the opportunity to spend some quality time with my family. But I also wanted to send you a quick update while I had the chance.
Saturday, March 24, 2007
The 12 Rules of How to Avoid Losing and Start Making Money from the Stock Market / InvestorEducation / Investing
By: Submitter
By Dr. Steven Lee (Ph.D)
RULE 1: WHY DO YOU INVEST?
Make more money, this is the answer to most people.
If your reason is to make more money, then ask yourself these three questions:
1.Is your strategy making money?
2.Is your strategy safe?
3.How to increase the profit and minimize the risk?
Saturday, March 24, 2007
Harness the Power of China’s $1 Trillion! - Gala Edition / Stock-Markets / Investing
By: Money_and_Markets
Martin Weiss - The timing of our second international teleconference this week couldn't have been better.
Every single one of the foreign stock markets we covered has since shaken off its earlier correction ... turned sharply higher ... and blasted off toward new highs.
So I hope you were able to make it and call in at the appointed hour. But if you couldn't, this double-length special issue gives you a second opportunity to get the information in a handy, readable format ...
Read full article... Read full article...Thursday, March 22, 2007
Is your portfolio properly diversified ? / InvestorEducation / Investing
By: Hans_Wagner
If you have ever watch Jim Cramer and his segment “Are you diversified?” then you probably have some idea what lack of diversification means. The idea is to Beat the Market investors should maintain a diversified portfolio. The problem is that many investors think they are diversified and therefore protected from the market's risks (at least somewhat). Well, this might not be accurate.
Gary Marks a successful money manager has written a book that is causing some problems with some brokerage firms. The book Rocking Wall Street: Four Powerful Strategies That will Shake Up the Way You Invest, Build Your Wealth And Give You Your Life Back
received a highly complimentary statement from a senior portfolio manager at a major brokerage firm that lead the firm's compliance department to issue a written warning to Mr. Marks not to use his quote to promote the book.
Tuesday, March 20, 2007
Two Very Important Stock Market Investment Rules! / InvestorEducation / Investing
By: Money_and_Markets
Someone once asked the famous bank robber Willie Sutton why he robbed banks. Willie's answer was simple – “Because that's where the money is!”
You know, Sutton had a point. That's why I was very interested to hear that Kevan Watts, the head of Merrill Lynch's international division, will be moving his office from London to Hong Kong.
Guys like Watts aren't flocking to Asia to eat sushi or fried rice ... they're going because that's where the money is. Heck, a third of Goldman Sachs' 2006 pretax profits came from Asia!
Read full article... Read full article...Thursday, March 15, 2007
Investing in Rural US Telecom companies via Trusts and REITS / Companies / Investing
By: Roger_Conrad
Where have all the high yields gone?
With top-quality utilities and real estate investment trusts (REITs) paying out 3 percent or even less, it's certainly become a lot more difficult to earn a decent income return in recent years--particularly if you stick to Wall Street's beaten path.
Of course, real bargains are hard to find, even if you're willing to buy something that's not a mainstream, NYSE-listed stock officially sanctioned by your broker. But your odds improve considerably if you go where others fear to tread, either because of complexity or simple bearishness.
Read full article... Read full article...Sunday, March 11, 2007
US Stock and Investment Portfolio - Update 11th March 2007 / Portfolio / Investing
By: Robert_Moore
The markets seem to be undecided. I wish there would be a good old-fashioned correction so I would feel comfortable spending some money.
Gold: Last Monday would have been a good time to pick up some gold. I didn't get my order in so I'm hoping to see a little bit more downside so I can buy at a slightly better price.
I am bullish on gold so I always buy when the price gets close to the 180-day Moving Average and I back up the truck and load it when the "Accum" trigger is hit, now at -.37. If you are building your portfolio, now would be a good time to buy some gold.
Read full article... Read full article...Thursday, March 08, 2007
Crash Proof your Stock Market Invesment Portfolio / Stock-Markets / Investing
By: Money_and_Markets
You buy home insurance to protect your home against fire, storm damage and theft ... auto insurance for your car ... and perhaps even long-term care insurance to prevent undue erosion of your assets in later years.
But do you take similar steps to protect your investment portfolios? Think it's not needed? Before you answer, consider these facts:
Fact #1. For many investors, the total amount at risk in their stock portfolio is similar to — or even larger than — the amount at risk in all their other assets combined.
Read full article... Read full article...Wednesday, March 07, 2007
The Quiet Energy Crisis as Mexican Crude Oil production tumbles / Commodities / Investing
By: Money_and_Markets
Do you think gasoline prices are too high? Do you think illegal immigration is a problem? Well, get ready for more of both, because Mexico, the #3 supplier of imported fuel to the U.S., is spiraling into a quiet energy crisis that could interrupt our oil supplies, send shockwaves through our economy, and force a million or more Mexicans to migrate across our border.
Consider this: In December 2005, Mexico sent the U.S. 1.7 million barrels of oil per day (bpd). This past December, Mexico only exported 1.2 million bpd to the U.S.
Why is Mexico sending less oil? Because it's producing less oil. Total oil output fell to just below 3 million bpd in December 2006. That's down from nearly 3.4 million barrels at the start of the year, and Mexico's lowest rate of oil output in seven years.
Read full article... Read full article...Tuesday, March 06, 2007
US Stock and Investment Portfolio - Update 5th March 2007 / Portfolio / Investing
By: Robert_Moore
I'm late with my post since I was at a remote, isolated Costa Rican jungle location on vacation last week. What a surprise it was to pick up a copy of the jungle news after a week of isolation and read that CNBC was being sold to the Chinese National Broadcasting Company, hell, they don't even need to change the call letters! It's really interesting to get away while the markets melt down.
OK, I lied. Staying at the Four Seasons Resort Peninsula Papagayo, Guanacaste, Costa Rica is living in the lap of luxury. I saw the market melt down between golf, swimming, good food, drinks, sailing, reading, windsurfing and monkey watching. Too awesome to describe here. What was interesting, however, was that the resort seemed to empty out on Tuesday. Not sure why but I'm speculating that a number of the guests were in some way intimately tied to the markets...."Dear, I believe we may need to cut this vacation short as I've got to get back to New York/London to check our hedge fund...We're short a few Yen/Swissies and long mortgages and stocks". Gulp.
Read full article... Read full article...Friday, March 02, 2007
Crash Proof: How to Profit from the Coming Economic Collapse / Economics / Investing
By: Peter_Schiff
With the recent sharp decline in the stock market, the timing of the official release of my new book "Crash Proof" this Monday could not have been better. Ironically the media and Wall Street are assuring investors that the fundamentals have not change and that all is well. Of course what these market cheerleaders do not understand is that the fundamentals are just as lousy now as they have always been. In fact, they are about to get a whole lot worse!
Despite the upbeat tone coming out of Washington and Wall Street, the U.S. economy is only a shadow of its former self. The country has gone from being the world's largest creditor to its greatest debtor; the value of the dollar is sinking; domestic manufacturing is winding down -- and none of these trends seem to be slowing down.
Read full article... Read full article...Tuesday, February 27, 2007
China Telecommunications Boom Investment Opportunities / Companies / Investing
By: Money_and_Markets
I recently found myself flying to Chandler, Arizona to meet up with a good friend of mine, David Phillips. Not only is David one of my very best friends, he's also a great person to talk to about estate planning. Heck, he wrote a whole book on the subject! Estate Planning Made Easy
I'm certainly not rich, but I will have some things to leave behind when I depart this world. So, I figured my trip would be the perfect way to talk business and catch up with my pal all at the same time.
The timing of my visit was perfect! Not only did I enjoy some very welcome Arizona sunshine, I also managed to catch David's 17-year-old daughter, Kelsey, performing with her church choir.
Read full article... Read full article...Tuesday, February 27, 2007
Gold and Uranium Investments – A European Perspective / Commodities / Investing
By: Dudley_Baker
Last week was a very interesting one here in Ajijic , Mexico , land of tacos, tortillas and tequila. We had representatives of a private European bank here visiting current clients, making a presentation of their organization and recruiting new clients/investors for their bank.
Our village is always on their list of locations to visit because of the large numbers of Americans and Canadians living in this community. Most investors are advised of the need to get some monies outside the U.S. and Canada so this was a great opportunity to see what this European bank had to say.
Read full article... Read full article...Tuesday, February 27, 2007
Call Options, Leaps and Warrants - Investor 101 / InvestorEducation / Investing
By: Dudley_Baker
With the Precious Metals markets heating up once again, and investors, both individual and professionals, considering how to invest appropriately, we thought it would be timely to discuss objectively some of your choices to increase leverage.
We realize investors have different views, different time horizons and different levels of risk tolerance and this affects our opinions and choices of investment vehicles to use in the se




