"It's the only place we could take a company in
a developed industry and double our business each year for five years. Where
else can you start out with $5 million in sales and be making $35 million in practically
no time."That's what one of the world's leading Chinese
financiers told me over dinner last night. Here's the new take on China... Read Full Story
The simplest way to make a genuine fortune we're talking 20
to 50 times your money here - is to buy assets no one wants and wait for them
to be wanted again.
Now it's looking like it's happening all over again in another
industry no one wants to touch timber.
I know, I know timber! who wants timber? But please, here me
out. Read Full Story
The recession is over!
GDP grew at a 3.5% clip between July and September.
Wall Streets fortunes seemingly turned around overnight.
But with the rally reminding everyone how fragile it is, are
the boom times really here again?
One of the worlds best investors thinks it will seem that
way for a while, but - that could be bad news for the markets. Heres
why. Read Full Story
Is the party over?
From a quantitative perspective, it looks like it might be. At this time, however, Id still be hesitant to stick a fork in the rally quite yet. Heres why... Read Full Story
The window of opportunity is still wide
open.
When the markets were in a state of
confusion last fall, we tried to keep our heads level and focus on the future.
One of the areas we inevitably turned
to was agriculture:
This is a pretty simple one. The world's population is
growing and the world's available farmland is not. The question here is not if there will be a big payoff, but when.
Of course, the whole investment world knew
that. And it's why agriculture stocks made such a big run betw... Read Full Story
The last time this happened investors made 10 to 20 times
their money.
Now an opportunity for similar gains is fast approaching.
Lets start at the beginning though. Six years ago no one -
and I mean no one - wanted to buy
steel stocks.
The industry was reeling. The Chinese were making heavy
inroads into the U.S. steel market. They were able to deliver the same product
as U.S. steelmakers at a much lower cost. Even some pretty steep protective tariffs
enacted the year before werent able to ... Read Full Story
Most investors are still nervous.
The S&P 500 has reached its highest point since
September 2008. After that time though, it went on to fall 26% in two months.
Earnings season is in full swing. And with each report we
see top line revenues and bottom line earnings are not rebounding nearly as
fast as stocks have.
The housing market is still proving troublesome for banks
too. Aside from the shadow inventory, rising foreclosures, and the expiration
of the $8,000 subsidy for home buyers, ban... Read Full Story
It's a tough time to be looking for
contrarian opportunities.
Almost every sector has done exceptionally
well.
Car rental companies have delivered 500%+
returns from their lows. Banks and real estate stocks just go higher and higher.
Oil's inching closer to $80 a barrel. Natural gas has recovered nicely from its
summer beating.
Even long-time contrarian standbys like
gold and silver stocks have, in many cases, bounced back to their 2008 highs.
The breadth of the rally has been
exceptional.... Read Full Story
Warren Buffett calls it a drug.
Irelands finance minister calls it a weapon.
Its one of the ultimate temptations for politicians.
And, quite frankly, were about to see a lot more of it.
Best of all though, the market is rewarding investors who
have taken steps to protect themselves and profit from it.
Learn what "it" is and how you to can take advantage of this quickly emerging opportunity here Read Full Story
Were entering earnings season once again and most investors
are on edge.
Will companies be able to top estimates again? Earnings
estimates are low, but theyre not as low as they were last quarter when 70% of
the S&P 500 beat estimates.
Will the $3.5 trillion parked in money market funds continue
to make its way back into the market? Once cash and bank deposits are added in,
theres $9.55 trillion ready to be spent once consumer confidence returns or
that could go chasing after stocks.
W... Read Full Story
