Very poor sentiment towards gold and oversold conditions is reminiscent of the conditions seen in late 2008 and January 2009 [as seen in the chart below] when gold prices had fallen by more than 25% in 9 months. Subsequently, gold rose from a low on January 15, 2009 at $802.60/oz to a high less than 12 months later at $1,215/oz for a gain of over 50%. A similar move today would see gold above $1,800/oz by year end.
Read More »It’s Time to Go Bottom-Fishing & Buy Gold Miners! Here’s Why (+2K Views)
Following a brutal year for bullion in 2013 and an even worse year for gold miners, those bullish on the yellow metal and the companies that extract it from the earth may finally have something to hang their hats on.
Read More »The Best 3 High-Yield, Top Quality, S&P 500 Stocks For 2014
While the S&P 500 yields less than 2%, much higher yield with specific stocks can be found. The key, though, is to find higher yield that is sustainable and will lead to wealth accumulation over time. Below I identify 3 such stocks and explain why they might be good choices for your portfolio in 2014.
Read More »Don’t Be Scared “Stockless”! There’s No Fear Anymore – Anywhere! (+2K Views)
There’s no fear anymore - anywhere - and I’m talking about the type of fear that overwhelms investors – and, in turn, the market. The surest indication of this can be found in the following chart.
Read More »Stocks to Continue to Soar & Gold to Continue to Fall in 2014 – Here’s Why
Each December we publish a list of investment themes that we feel are critical to the coming year. Below are our expectations for the U.S, Japanese and European stock markets, municipal bonds and gold.
Read More »Stocks Will UNDERPERFORM Bonds Over Next 10 Year Period!
The stock market is likely to experience a 4-year overall market loss of -25%, followed by positive 9% average annual total returns for the S&P 500 over the subsequent 6-year period, which would compound to produce a 10-year total return averaging 2.3%.
Read More »Bonds & Gold Will Eventually Rally OR Stocks Will Crash – Here’s Why (+3K Views)
While the stock market is the only game in town - for now - stocks will not continue to out perform all other asset classes indefinitely. Eventually either bonds and gold will rally or stocks will crash very hard. It is one, the other, or even more likely a mixture of both.
Read More »Some Tips from TIPS Regarding Future Inflation & U.S. Economic Growth Expectations
TIPS (Treasury Inflation Protected Securities) are telling us that inflation is expected to be low for as far as the eye can see, and the economy is expected to be weak for some time to come. This article provides an understanding of what TIPS are, how they work and what they are currently saying.
Read More »Currency Wars Can Work to Your Advantage – Here’s Why & How To Do So (+2K Views)
Looking for a simple way to outperform the market on your international equity index portfolio? Here's how.
Read More »Collapse of Risk Ratio Is Worrisome – Here’s What It Means & What Action You Should Take
The collapse in the STA Risk Ratio, which tracks the most common measures of market sentiment, is a clear signal that something has changed in the market and that risk of a broader correction has risen sharply. While this is only one measure of "risk" it does suggest that investors should pay closer attention to their portfolios than normal and implement some risk management practices.
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