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WHERE YOU SHOULD STAND TODAY. The Ideal Portfolio (another Schwartz View ). Yep, let me offer up one man’s view of what the ideal portfolio should be today and why: · Very minimal exposure to the stock market! This major, modern day margin call on institutional investors is causing havoc...
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UPDATE ON THE STOCK MARKET . Witten Friday, June 20th, 2008: 6:30 a.m. Looked to me like yesterday’s stock market rally was a knee-jerk reaction to China announcing it was going to raise oil prices by 17%. Crude dove on the news while stocks jumped. But if one thinks it through, is China raising...
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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...
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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...
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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...
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GLOBAL VIEW . China & the Summer Olympics . I watched the always depressing BBC (British Broadcasting Corp.) news last night at 6 pm . (Right after Inside Racing which this time of year showcases the 3-year old horses getting ready for the Kentucky Derby, coming up the first Saturday in May, shortly...
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Global Inflation a Problem . We’ve got a growing problem with US and global inflation, no matter what our Federal Reserve Bank says. Although our Fed ignores them, or says they will go down soon, food and energy costs are rising and global, right? Thus higher inflation is a global issue. ASIA . Many...
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GLOBAL VIEW . CHINA , THE OLYMPICS & STEVEN SPIELBERG . Trouble Begins! Looks like exactly what China’s government has to fear is starting to unfold. You see, famous American film-maker Steven Spielberg had signed up to add some glitz to the upcoming August Beijing Summer Olympics ceremonies. But...
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CHINA . The Big Dog . I couldn’t help but notice that: (1) China’s trade surplus actually shrank in December and (2) import prices from China rose again. In explanation, China’s trade surplus hit a record high of $27.0 billion in October, backed off to $26.2 billion in November and then fell to $22.7...
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CHINA VIEW . No one is talking about or highlighting any data about how America’s nervousness about buying anything Made in China is affecting China’s exports this holiday season. I did hear one report awhile back that those larger seaboard shipping containers, containers carry imports, coming in to...