-
China isn’t just a global economic powerhouse. It’s a global military power as well. And it isn’t about to let anyone forget that, least of all its Asian neighbors whom it’s battling over the rights to the South China Sea’s natural resources. Buried deep beneath the ocean...
-
The jury – unless you are the Fed and Ben Bernanke or the Congressional Budget Office, which cannot make lower growth assumptions without really blowing their deficit projections out of the water – is pretty well in on GDP growth: it’s going lower. Ed Easterling and I wrote a recent...
-
.........But First, A Word From Our Sponsor.......... There's no smarter way to buy gold or silver Ready to buy some gold? Or maybe even silver? You'd be wise to consider the NON FDIC-INSURED1 Metals Select SM Account from EverBank. It delivers everything you've been searching for-lower costs...
-
I love Malaysia — its people, and the food. More importantly, it is a vibrant, growing country with some excellent investment opportunities. I’d like to share some of them with you today in this special report and video update from its capital city of Kuala Lumpur. Malaysia, with almost 30...
-
The Problem with Dynamic Condition-Dependent Multipliers Measuring GDP The Economics of Assumptions Investing in an Uncertain World South America, New York, North Dakota, and Greece? “As far as the laws of mathematics refer to reality, they are not certain; and as far as they are certain, they...
-
Will the incumbent or the challenger take the nation’s top title just 28 days from today? Whatever the outcome, you have access to a number of ways to guard and, more importantly, enhance your prosperity. Today I’d like to start exploring what we might be able to expect with one of those...
-
High P/E, Low Returns Deflation Into the Matrix Conclusion, Again Home Again, New York, Singapore, and Back to Newport (Bull's Eye Investing Ten Years Later, cont.) What does the current environment of earnings and valuations tell us about the prospects for the US stock markets in general over the...
-
Bull’s Eye Investing (Almost) Ten Years Later Reliving the Past Nine Years Are We There Yet? High P/E, Low Returns Tuscany, Italian Football, and Two German Losses It's been almost a decade since I co-authored with Ed Easterling of Crestmont Research some research in this letter that later...
-
By Jeff Clark, Casey Research I manage one of my mother's IRA accounts, and when it comes to investing, she doesn't like to take a lot of risks. I guess the same would be true for most of our mothers – and maybe for many of us as well. Unfortunately, after surveying today's investment...
-
I was less than 2 years old when my parents divorced in 1957. My 20-year-old Japanese mother suddenly found herself living in a strange country with no family, friends, money, food or place to live. Yet instead of returning to Japan where her family and friends were, she scratched, rummaged and scavenged...
-
Wow, the column I wrote about Facebook on May 1 generated a lot of passionate response. I guess that is to be expected when you criticize a company with 900 million customers! However, it looks like others — including Facebook’s top executives and its IPO investment-bank underwriters —...
-
IN THIS ISSUE: 1. Value Investing Seizes on Market Inefficiencies 2. Introducing Yacktman Capital Group 3. Yacktman’s Seven Key Insights 4. Yacktman’s Risk Management Techniques 5. Performance Evaluation Overview Today we will delve into the...
-
Whether or not you’re one of the estimated 526 million people who use Facebook on a daily basis, you simply can’t ignore the fact that it generates more than 3 billion “likes” and comments on a daily basis. Social networking is clearly ingrained in our culture. So, it would make sense to invest in this...
-
The cherry blossom trees that Japan gifted to the United States a century ago are blooming in Washington, D.C. And although the flowering cherries are reaching the peak of their bloom, I believe that Japan-focused companies have a long profit season ahead of them. Japan’s turnaround story is nothing...
-
The White House recently rolled out the red carpet for the next president of China, Xi (pronounced “shee”) Jinping, in what many called a “critical” visit for the United States to build relations with the man expected to assume China’s presidency in March 2013. President...