Saturday , 2 November 2024

Lorimer Wilson

The Lessons Learned from 2008 Will Maximize Returns and Protect Your Assets This Time Round (+2K Views)

My 3 favorite barometers for gauging investor sentiment in order to predict market outlook...are SPY as a proxy for U.S. stock markets...GLD as a proxy for commodities and TLT as a proxy for U.S. bonds, and when these 3 markets make big moves, it´s time to pay attention to what they´re saying. [Let's review] how these 3 markets reacted during the crisis of 2009-2009 and then compare them to current market conditions. [Doing so] can give you an edge to be better positioned for the rest of this year. Words: 972

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Major USD Downside Correction Coming Soon? "Crowded Trade" Suggests So

The latest CFTC report shows an extraordinarily high net long US dollar open interest in the futures markets...[which] is starting to increasingly look like a "crowded trade". That makes the dollar quite vulnerable to a downside correction. [As such,] any hint of incremental monetary easing by the Fed that involves balance sheet expansion could force a violent reversal....Words: 410

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4 Reasons Europe is a Major Risk for U.S. Stocks

[While] it is true that the US economy is doing much better than Europe’s, and especially southern Europe’s, from my perspective, the trajectory of the U.S. economy and the U.S. stock market are very much tied to eurozone events. Here are four reasons why U.S. investors should not underestimate the potential impact of events in Europe. Words: 450

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Does Gold’s "purchasing-power-protection" Price History Suggest Gold is Over-priced? (+3K Views)

The spectacular rally in the gold price over recent years [has] many observers asking if the precious metal has not moved ahead of its fundamentals...[and if it] has not entered speculative bubble territory. [To address that concern] I have calculated the purchasing-power-protection price of gold for the 43 years from 1970 to 2012 and compared it to the average market price for gold in every year [along with some background of events unfolding over each decade during that time period which should prove] useful as a framework for how to think about the [current] dollar-price of gold. [I think you will find it most enlightening. Take a look.] Words: 3973

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The Zombification of the Financial System: Debt is NOT a Free Lunch, Debt is NOT Wealth! (+2K Views)

Why are both debtors and creditors willing to build a status quo of massive unprecedented debt? [After all, the delusions of] creditors that debt is wealth and should never be liquidated, and of debtors that debt is an easy or free lunch have been smashed by the juggernaut of history many times before...[and] I think they will soon be smashed again. [Let me explain.] Words: 1150

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