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...
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...
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...
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...
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...