Sunday , 25 September 2022

Asset Allocation

Move Over China: Competition From Mexico is Growing Rapidly – Here's Why

Mexico...is one of the most attractive investment destinations in the world for the U.S. given its good relations with the United States, geographic proximity, increasing competitiveness of its manufactured products vis-a-vis those from China, low government debt, fairly low inflation and robust foreign direct investment. [Let me explain further.] Words: 656

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von Greyerz: Events This Fall to Lead to 15 – 20% Interest Rates, Stock Market Collapse, Bonds Imploding & Gold Exploding! Here’s Why

I believe that in the autumn of 2012 we are going to see...a series of negative events - failing economies, higher unemployment, more QE, and extraordinary levels of social unrest. When QE is announced, I see a temporary rally in stocks but at some point stocks will collapse. I’m not talking about mining stocks, but common stocks outside of the mining sector.

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von Greyerz: Events This Fall to Lead to 15 – 20% Interest Rates, Stock Market Collapse, Bonds Imploding & Gold Exploding! Here's Why

I believe that in the autumn of 2012 we are going to see...a series of negative events - failing economies, higher unemployment, more QE, and extraordinary levels of social unrest. When QE is announced, I see a temporary rally in stocks but at some point stocks will collapse. I’m not talking about mining stocks, but common stocks outside of the mining sector.

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Dow 20,000 (and 2,000 for the S&P 500) Likely Within 5-10 Years! Here’s Why

A new position paper by Seth J. Masters, chief investment officer of Bernstein Global Wealth Management, entitled “The Case for the 20,000 Dow” is startling. Masters maintains that the odds Dow will rise by more than 7,000 points - an increase of more than 50% - by the end of this decade are excellent. [Below is his argument for such a lofty expectation.] Words: 715

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Dow 20,000 (and 2,000 for the S&P 500) Likely Within 5-10 Years! Here's Why

A new position paper by Seth J. Masters, chief investment officer of Bernstein Global Wealth Management, entitled “The Case for the 20,000 Dow” is startling. Masters maintains that the odds Dow will rise by more than 7,000 points - an increase of more than 50% - by the end of this decade are excellent. [Below is his argument for such a lofty expectation.] Words: 715

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Nouriel Roubini: 2013 Perfect Storm Scenario Unfolding as Predicted! OK Nouriel, So What Do You Suggest Investors Do??

Other than telling us how smart they are, I am not sure what economists like "Dr. Doom" Nouriel Roubini accomplish with repeated warnings that, ultimately, amount to little more than self-aggrandizing and incessant self-promotion. Roubini's continued calls for Armageddon provide as much utility as a Southern California traffic report. The 405 is jammed and so is every nearby alternate route, so just stay where you are. Even meteorologists offer more useful information. There's a heat wave -- seek shade, drink plenty of water. Or it's going to rain, grab an umbrella as you head out the door.

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