OIL VIEW . I’ve been reading a lot about oil, the current state and the history of oil as we see prices keep rising and we all wonder where a top is. So below are some interesting tidbits which I’ve unearthed from the Internet (a great modern day development!) for you to ponder, some obvious...
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Principles of the Stock Market
by
Richard Schwartz
on
05-29-2008
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Filed under: Principles of the Stock Market, Value View, Stagflation, Commodities, Inflation, US Economy, Keys to the Market, Economic Data, The Principle of Primary Trend, Geopolitics, US Treasuries, Commodity Bull Market, Economy Weekly, Schwartz Rules, Historical Perspectve, Perspective, Oil, The Principle of History, Rallies, Investment Themes, Trend Reversals, Terrorism, Iraq, Iran, OPEC, History, Flight to Safety
T HE BIG PICTURE : Written Monday, May 19th, 2008 Let’s make the three-pronged bullish Big Picture case this morning. About time, right? 1. The bullish argument starts with the assumption that the “worse financial crisis since the Great Depression” is behind us. Many Wall Street CEOs...
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Principles of the Stock Market
by
Richard Schwartz
on
05-20-2008
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Filed under: Principles of the Stock Market, Richard Schwartz, Value View, Inflation, US Economy, Bullish Signs, Weekly Letter, Historical Perspectve, Perspective, Recession, Globalization, Financial Crisis, The Principle of Understanding Value
I was just asked: “Are emerging markets overpriced?” Let me answer that question for all of us. Emerging markets are fairly valued. Not overvalued, considering their substantial going forward growth prospects but not undervalued either considering they will be hurt if the US paper economy slow down eventually...
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Principles of the Stock Market
by
Richard Schwartz
on
04-23-2008
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Filed under: China, Principles of the Stock Market, Richard Schwartz, Value View, Investing Strategies, The Principle of Primary Trend, Brazil, Latin America, Macroeconomics, Historical Perspectve, Perspective, The Principle of History, The Big Picture, Global Trend, Emerging Markets
THE VISA IPO . Aha! The Real Story Comes To Light! When I heard of the upcoming initial public offering (IPO) of Visa a couple weeks back, I was shocked and wrote about it (Feb. 27 th ) wondering out loud why anyone would buy it. I did find the argument underpinning this “largest US IPO ever” of 16 million...
THROWING GOOD MONEY AFTER BAD . Let’s think back some so as not to lose perspective. Where to start? Yep, right at the top of the five year bull market and the top of the private equity boom. June 21 st , 2007: CHINA backed Blackstone Group’s IPO at $31 back with $3 billion last June. Yesterday BX closed...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
03-13-2008
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Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Value View, Investing Strategies, US Dollar, Keys to the Market, Distribution, The Fed, Portfolio Strategy, Schwartz Rules, Historical Perspectve, Perspective