Archive for Investing

ASX 200: This Market is Toast

Kris asked me to write Money Morning for him over the next two days and I thought I should spend some time alerting you to the fact that the ASX 200 is about to hit the skids. I think it is very interesting to note (for starters) that our stock…

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Financial Repression: Why Every Bank Will Soon Be a Tax Collector for Every Government Everywhere

Financial repression. A few years ago when a few people (Gillian Tett, Russell Napier, etc) started predicting that it would be the thing that made our crisis go away, not many were convinced. The phrase refers to the various methods that hideously indebted governments use to channel the money knocking…

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First-Quarter Investment Review and Outlook (Part 2)

WallStreetDaily.com In yesterday’s article, I stressed the importance of regularly evaluating the performance of multiple asset classes to identify opportunities and potential risks. In case you missed it, we’re witnessing a “worst to first” phenomenon across the board. The worst-performing stocks and assets in 2011 have proven to be the…

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The Outlook for Spain and Europe

By The Sizemore Letter The European sovereign debt crisis has evolved into something resembling a persistent case of athlete’s foot.  Just about the time you think it’s cleared up, you get that nagging itch again. Just weeks after the event that we had all feared—the sovereign default by Greece—came and…

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Central Bank News Link List – 4 April 2012

Here's today's Central Bank News link list, click through if you missed the previous central bank news link list.  Remember, if you want to submit links for inclusion in the daily link list, just email them through to us or post them in the comments section below. Reserve Bank of Australia Holds Rate…

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Tender Offers: Take the Money and Run

Tenders and calls are one of the best ways to beat this market. If someone is willing to pay you more than they have to, take the money and run. It isn’t often someone pays you more than they’re legally obligated to pay. But that’s exactly what’s happening more and…

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Investing in a Low Interest Rate Market

In this incredibly low interest rate environment, there are some investments you'll probably want to avoid, as well as some better choices for where to invest. For the last year, the effective federal funds interest rate has been 0.25%. The federal funds rate is considered one of the most important…

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Emerging Markets: The Ultimate High Growth Investments

Emerging markets like Vietnam and Cambodia are full of rich opportunities for both value and growth investors. Imagine waking up one morning and turning on the news to hear that interest rates are rising again to slow down growth… It’s something we heard in the United States a long time…

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Graphite: Is This the Hottest Commodity on the Aussie Market Right Now?

Resource investing is a bit like the world of fashion. The latest ‘hot commodity’ trend changes quicker than you can say ‘mullet’. Of course there are evergreen commodities, like coal, iron ore and copper, which never go out of style. They are mainstays. You can be sure coal stocks will…

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Not Even Saudi Arabia Can Save Us From High Oil Prices

With oil prices soaring ever higher, Saudi Arabia stepped and vowed to increase its production by 25% if necessary. But while that assurance managed to siphon a few dollars off oil futures, the reality is there’s nothing Saudi Arabia – or anyone else, for that matter – can do about…

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