All Entries in the "Absolute Must Reads" Category
Capitalizing On Global Growth
The latest revelation on CNBC is that overseas growth can offset a slowing U.S. economy enabling the big U.S. multi-national companies to continue generating outstanding earnings. Talking head after talking head have parroted this theme for the last week and a half. Well, it is nice to be ahead of a trend for a change. [...]
Is China Too Hot?
I am sure many were concerned on April 19th as it appeared that the markets were in for a repeat of the China led melt-down on February 27. The Chinese Stock Market’s negative take on the countries 11.1% first quarter growth rate spilled over to Europe and cast a black cloud over the U.S. Markets [...]
Profit From China’s Railroad Expansion
Many thought that Warren Buffett had lost his touch when he continued buying old boring companies in the late nineties when clearly technology stocks were the key to riches. Today, how many wished that they had bought McDonald’s instead of Microsoft in 1999? Last week, news surfaced that he was buying into another industry that [...]
Anatomy of a Stock Trade: Entry Techniques
I received an email from a subscriber asking for my opinion on when to enter a trade. Do I prefer to wait for pull-backs or buy new highs? Before I answer, let’s take a look at the different elements of a trade. I believe that there are 3 elements to each trade – Entry, Exit [...]
Is it Time to Double Up on Brazil in your BRIC portfolio?
BRIC is becoming a fairly common acronym amongst investors. The term was coined in a research paper by Goldman Sachs in 2003 to describe an economic block composed of Brazil, Russia, India and China. The combination has the potential to be larger than the G6 in US dollar terms by 2050. Since the paper’s release, [...]
The Time & Money Group Celebrates 1 Year Anniversary
March 31st marked one year for me sans 9 to 5. I can hardly believe that year has come and gone so quickly. I am happy to report that my wife and I are still driving the same cars, living in the same house and going on the same vacations as we did when I [...]
Subprime Mortgage Problem Contained? Give Me a Break!
I think that some heads are going to roll when Fed Chairman Ben Bernanke and Treasury Secretary Henry Paulson are forced to admit that the subprime mortgage problem is not contained. In my previous professional life, I worked as a sales person for a software company. We as sales people were often referred to as [...]
Sayonara Gold Stocks
I have sold at the bottom far more times than I care to admit. However, if this is another occasion so be it – Sayonara, Au Revoir, Adios Gold stocks. I purchased my first gold stock, Royal Gold, in May of 2002. At the time, I really didn’t know much about gold or gold stocks [...]
We Are Not a Subprime Lender!
On March 15, IndyMac released a rather lengthy press release claiming that it had been inappropriately categorized by many media sources as a subprime lender. IndyMac stated that it is primarily a prime/Alt-A mortgage lender with minimal exposure to subprime. With the subprime lenders in melt-down mode, it is quite understandable why IndyMac would want [...]
The Real Estate Market: Why “Bottom” is a Dirty Word
Last week, CNBC reporter, Mari Bartiromo was quite appalled by the language Don Tomnitz, CEO DR Horton, used in describing the state of the real estate market: “I don’t want to be too sophisticated here, but 2007 is going to suck, all 12 months of the calendar year.” I think that Maria over reacted a [...]
