Category: Investing 2010
The analysis published under this category are as follows.Sunday, February 21, 2010
Money Flow Implications of 2011 U.S. Investor Tax Rates / Stock-Markets / Investing 2010
To the extent that federal tax rates drive investor behaviors and money flows, and to the extent that 2011 federal tax rates simply revert to prior rates under “sunset” provisions; 2011 would be a year in which municipal bonds rise in relative appeal versus other debt instruments, and equity income declines in relative appeal versus stock capital gains.
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Sunday, February 21, 2010
The Debt Default Boom Has Begun, How to Profit From Corporate Thievery / Companies / Investing 2010
David Fessler writes: It was a crisp, cold night. 8:30 PM. I was dressed in black, as was my friend and partner-in-crime. (He asked that I not use his real name, so I’ll call him Pete.)
As Pete has done hundreds of times before, he was directing a covert night-time operation and I was tagging along with him in his specialized tow truck.
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Friday, February 19, 2010
China Is Selling U.S. Treasuries – So What Are They Buying? / Stock-Markets / Investing 2010
Martin Hutchinson writes: In the monthly U.S. Treasury report this week, it was announced that China had sold $34.2 billion of Treasuries in December (or allowed short-term ones to run off), making Japan once again the largest holder of U.S. Treasuries.
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Wednesday, February 17, 2010
How To Invest for a Global-Debt-Bomb Explosion / Stock-Markets / Investing 2010
Paul B. Farrell writes: Wake up investors. Are you prepared for the economic anarchy coming after a global-debt time bomb explodes? Are you thinking outside the box? Investing differently? Act now – tomorrow will be too late.
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Wednesday, February 17, 2010
Marc Faber Says Investors Don't Ignore India / Stock-Markets / Investing 2010
I found it remarkable that at a recent Barron’s roundtable discussion in New York where a number of prominent strategists and portfolio managers had gathered, India – the world’s second-most populous country, with more than a billion people and an economy that is growing at around 8% per annum – wasn’t mentioned once.
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Thursday, February 11, 2010
Chris Potter Eyes Opportunities in Appetites for Energy and Food / Commodities / Investing 2010
For environmental, financial and political reasons—not to mention to satisfy an energy-hungry world—Northern Border Capital Management founder Chris Potter sees some interesting opportunities for investors in alternative fuels on the horizon. One of his picks is a company using plasma gasification technology to produce clean-burning fuels. In this exclusive Energy Report interview, Chris also explains why he's bullish on natural gas. Politically incorrect though natural gas may be, he isn't overly worried about North America's abundant supply finding a home. Agribusiness is yet another arena that appeals to Chris, from the potential for domestic potash production for Brazil's huge agricultural sector to the extraction of protein from canola seeds to help feed the planet's growing population.
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Thursday, February 11, 2010
How to Profit From China’s Next Investment Move / Companies / Investing 2010
Keith Fitz-Gerald writes: For many investors who don't have the benefit of 20 years of experience in Asia like I do, figuring out what Beijing is up to is both puzzling and difficult.
But a handy little tool called a "Form 13F" can help.
Wednesday, February 10, 2010
How to Profit From Macau, the Las Vegas of Asia / Companies / Investing 2010
I was raised on a vegetable farm in western Washington, so I’ve always felt more at home in the country than in big, crowded cities. That’s why I choose to raise my children in Montana.
When it comes to crowds, it doesn’t get more crowded than places like Jakarta, Tokyo, Beijing, Shanghai, Taipei, and Hong Kong, so I seldom turn down a chance to spend some time in an Asian version of Petticoat Junction.
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Tuesday, February 09, 2010
International Stocks With Serious Investment Potential 2010 / Companies / Investing 2010
This week we'll take a closer look at some actual stocks and company-related ETFs you can buy which capitalize on the strength of the company itself and that of its underlying currencies.To help clarify what we looked at last week, here's two currency charts featuring the following currency ETFs ...
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Friday, February 05, 2010
Vintage Wine Turns Sour for Financiers / Stock-Markets / Investing 2010
Alex Daley and Doug Hornig, Casey Research write: When the folks at a private equity firm gather at the holiday party refreshment table to talk about “vintage,” they aren’t commenting on the Château Pétrus.
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Thursday, February 04, 2010
Investors Greater Rewards From Investing Abroading / Stock-Markets / Investing 2010
President Obama's State of the Union message only serves to reinforce my forecast that investors will continue to find better returns in markets outside America and in currencies other than the U.S. dollar. Indeed, the reward gap may well increase.
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Thursday, February 04, 2010
Investors Get Energized With Energy ETFs for 2010 / Stock-Markets / Investing 2010
Energy is big business here in Texas. Just about everyone in the state knows someone in the industry, if they aren’t employed in it themselves.
In fact, energy is big business everywhere!
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Monday, February 01, 2010
The Investment Grade Value Stock Index Bargain Stock Monitor / Stock-Markets / Investing 2010
The Investment Grade Value Stock Index "Bargain Stock Monitor" clearly reflects the profit taking that hit the market late in January--- you and I have been harvesting our gains all along though. Right?
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Thursday, January 28, 2010
A Dismal Decade? No Way With Stock Market Cycle Investing / Stock-Markets / Investing 2010
From the end of 1999 through the end of 2009, all of the popular Wall Street market performance measurement tools were in the red. The average bloodletting level of the DJIA, the S & P 500, and the NASDAQ was a disturbing-to-some minus nineteen percent.The Media has dubbed it "The Dismal Decade". Read full article... Read full article...
Wednesday, January 27, 2010
Hedge Fund Investing / Companies / Investing 2010
Monty Agarwal writes: Hedge funds and the managers who run them have been getting a lot of publicity lately — and not of the flattering kind.
We have massive Ponzi schemes, equally massive losses and outsized systemic risks that are enough to frighten away even the hardiest of investors.
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Wednesday, January 27, 2010
PIMCO's Bill Gross Says Invest in 'Less Levered' Countries / Economics / Investing 2010
This morning we had Jeremy Grantham's much read quarterly letter, and now we have Bill Gross' widely followed monthly letter. In this month's missive, he essentially summarizes where we plan to be invested long for the next few decades - countries who act (relatively) fiscally responsible, with solid demographics, and either are modern commodity rich "Western" nations or developing countries who are akin to investing in the US in the 1950s, 1960s. Old habits die hard and people still believe the fiscally irresponsible, borrow / spend developed economies are still the place to be... they are "safe". bah.
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Tuesday, January 26, 2010
Economic Depression Wealth Preservation, Investing, and Prepping in 2010 / Stock-Markets / Investing 2010
The trend going forward during this economic depression is getting back to basics. We often discuss ‘prepping’ as a way to protect your family in the event of an unforeseen catastrophe (natural or man-made). Recently, we’ve seen more financial analysts and advisers recommend shifting from traditional investments like stocks, bonds, CD’s and money market accounts, to tangible assets that will gain value regardless of what stock and bond markets do.
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Monday, January 25, 2010
The Case for the Commodities Bull Market in 2010 And Beyond / Commodities / Investing 2010
The biggest emerging economies have ambitious plans that require a greater share of the world’s limited commodities. This trend is spurring profound and permanent disruptions in how these resources are allocated now and in the future. For investors, these disruptions present opportunities.
Simply put, an investment in natural resources is a vote of confidence in global economic growth.
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Saturday, January 23, 2010
Protect Your Portfolio From Global Emergencies in Energy, Water, Food, Climate and Debt / Stock-Markets / Investing 2010
The global economy is an amazing study in contradictions. China and India both seem to be booming again, while our economy and nation has some serious problems.
America’s problems include a huge and growing national debt, stubbornly high unemployment, a Congress that is for sale to the highest bidder and more. These problems should continue to weigh on America’s economic recovery, and should steepen any real market correction.
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Tuesday, January 19, 2010
Smarter Stock Market Investing in Defensive Stocks for Profits in 2010 / Stock-Markets / Investing 2010
Jon D. Markman writes: For U.S. investors looking to profit in the near term, the best offense may be a good defense.
"Defensive investing" becomes a mantra for investors who are seeking to navigate periods dominated by high risk, slow growth or excessive uncertainty. Given that the current market outlook probably contains an element of each of those scenarios, a strategy that includes elements of care and caution will make for a wise course of action.