The emerging markets have given investors a great return over the past few years. But all good things must come to an end. So it’s time to ask, are they still worth your investment dollar? The Financial Times says you ought to be careful. I agree. A lot of developing countries are
How high can gold and silver go? Much higher than they are now. Inflation is just beginning to raise its ugly mug. As it continues to make headway, gold is sure to go up. And silver, whose fundamentals are more bullish than gold, will continue to chase gold up. The gold and
Investors are pouring into equities. And the most popular region is North America, says the Investment Management Association. The herd is the herd. Sometimes it’s right. Often it’s wrong. Chasing it indiscriminately, however, is dangerous. The US, compared to Europe and interest-hiking Asia, is looking relatively attractive these days. But we’re still
Retail investors have been pouring money into the Japan ETFs this week figuring the local stock market has nowhere to go but up. It’s a nice notion. But the prognosis for the Japanese economy (as you can read below) remains extremely problematic. What’s missing in the thinking that Japan’s market represents a
Freddie and Fannie. They were just not part of the “too-big-to-fail” financial instiutions that got hundreds of billions of dollars from the government. They were at the head of the line. And now the US Congress is trying to figure out what to do with them.
That horrible word is being mentioned again in the global financial press…Stagflation. A combination of inflation and no growth, it’s the nightmare of businesses, consumers and investors alike. And it could be coming here.
Now, don’t get me wrong. I’m not against investing in either stocks of commodities. But would the very conservative investor want to fill his portfolio with stocks and commodities? Unlikely…
Bill Gross of bond fund PIMCO flings the mud at his colleagues and benefactors. It’s really quite a scathing critique of the financial industry wrought by Wall Street. I agree with all of it…
