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Tag Archives: INVESTING
JEREMY GRANTHAM: SEVEN LEAN YEARS
An excellent read, as usual. I do not agree that the market is worth 850 (see US EQUITIES VALUATION ANALYSIS: DUCK, YOU (HAPPY) SUCKERS!) , but all else is vintage Grantham. Read it all and more here. My view of … Continue reading
Risks, Hedges and Opportunities
There is no escaping that monetary policy is a very complex subject matter, difficult to apply and much more than a simple idea of targeting an appropriate inflation rate. The monetary authorities are not innocent for they can easily make … Continue reading
Posted in ANALYSIS, Risks, Hedges & Opp..., Uncategorized
Tagged CURRENCIES, DELEVERAGING, INTEREST RATES, INVESTING
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BUY LOW-SELL HIGH: Emerging Markets Appear Fully Priced
Short history chart but nevertheless very telling and compelling from my standpoint. Emerging market stocks are no longer cheap and already reflect a lot of good news, leaving them vulnerable to even minor disappointments. Emerging market (EM) equity multiples have … Continue reading
Getting a Fair Share from ETFs
Read the fine print. ETFs are not created equal. Fund management companies neither. Some are friendlier to investors than others. (…)Take the different performances of two ETFs invested in similar financial-sector stocks. The iShares Dow Jones U.S. Financial ETF saw … Continue reading
INVESTING IN SWISS COMPANIES: BEWARE!
Novartis is taking control of Alcon paying Nestlé $180/share for its 52% stake. But far from being on the receiving end of the same rich offer, Alcon’s minority shareholders are being offered just $153 in stock. There is little they … Continue reading
PIMCO’s Cyclical 2010 Outlook
Here is asset allocation in action. PIMCO has cut risk exposure because it fails to see a clear path to the economy in 2010. The global economic recovery underway will likely be very much de-synchronized, borne of heterogeneous initial conditions … Continue reading
Year-end tables for all North American stocks and indexes
Download 2009 closing prices for all stocks on TSX, Venture, NY, Nasdaq and Amex exchanges pdf files From the Globe & Mail
NATURAL GAS ETF (UNG): HEADS I WIN, TAILS YOU LOSE
While the shortcomings of ETFs that track commodities have been well documented, the discrepancy between the price of natural gas and the ETF that is meant to track its price provides a great reminder of why many of these more … Continue reading
Richard Bernstein’s 10 Predictions For 2010
With my comments. 1. Stock and bond market returns in the US will again be positive. With both short and long term rates rising, equities will face new competition and strong headwinds from his #4. 2. The US dollar is … Continue reading
High-Yield ETFs’ Love-Hate Relationship With Investors
(…) The high-yield boom has packed premiums onto ETFs that may not last. Inflows to high-yield ETFs have been virtually nonstop in the past few years. In order for new units to be created, third parties such as investment banks … Continue reading
17 RULES OF TRADING
Dennis Gartman is a professional trader. There is much wisdom and experience in these rules. 1. NEVER, EVER, EVER ADD TO A LOSING POSITION: EVER!: Adding to a losing position will lead to ruin. Count on it. Ask the Nobel … Continue reading
JIM ROGERS’ WISDOM
Jim Rogers, investor extraordinaire, gave a short interview to the FT. Some excerpts to remind us of the very basics: (…) What is the secret of your success? As I was not smarter than most people, I was willing to … Continue reading
