Written: April 25, 2008 Dear Reader, What an interesting week! Having been a single parent for two weeks, with the kids on spring break for the second of those, I have attained a whole new level of appreciation, yes, I think that's the word, for the difficulty associated with holding down the home...
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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...
SCHWARTZ BUY RECOMMENDATION this morning. Yes, with China (domestically) down -50% off its peak and the related Chinese region indices down slightly less but now showing some signs of a bottom and turn around, I’d suggest that its time to put some sidelined money back to work in ASIA (during this beginning...
THE REAL ECONOMY VS. THE PAPER ECONOMY The Real Economy . Oil at a record, rice too. Gold hitting $1000 an ounce, silver way up. Corn prices boosted by ethanol demand. Food riots in Haiti, Guatemala, Argentina and more. 24 countries dropping food import tariffs because they are seeing food shortages...
Written: April 11, 2008 Dear Readers, No question about it, we humans like to keep things simple. And no wonder; if the world is anything, it is chaotic. And so we look for our philosophy in un-taxing nuggets, the sort, perhaps, that might grace the back of a cereal box, be squeezed onto a bumper sticker...
GLOBAL VIEW . Especially Important View Today! I’m looking around at as many global stock markets as possible this morning. To refresh myself as to exactly where they stand and what that bodes for the future. Broad brush thinking-wise, I want to confirm a global uptrend has now started if at all possible...
Dear Readers, This week finds me writing from Room 2218 of the infamous Jekyll Island Club. The hotel's adjective comes from a secret meeting held here in 1910 involving some of America's most powerful men. Here's an official history of that seminal event... Soon after the 1907 panic, Congress...
.........But First, A Word From Our Sponsor.......... No other bank is as committed to you and your global portfolio success as EverBank. And we've proven it again with the launch of the NEW currency resource pages at EverBank.com . We encourage you to visit EverBank.com and see for yourself. You'll...
CHINA again and again. I write about China so much that I get bored with it. But China is the new global power and thus very important. Plus commodity advocate and long term perspective guru, who I haven’t seen call much wrong, Jim Rogers believes so strongly in China that he sold his NYC townhouse and...