Investing

It wasn't so long ago that irrational exuberance over the housing market had seized investors' logic, and the same thing is happening to US stocks right now. Fair-weather investors are abandoning gold equities and jumping into the US market in the hopes of making an easy buck, just as people bought property near the housing peak hoping to flip it before those adjustable-rate mortgages reset... My advice: don't gamble your savings on the hope that there will be a greater fool who will come along and buy your inflated assets at even higher prices.

The GNP numbers came out this week for the first quarter of 2013 and there was 1.8% growth yoy to $16.236 trillion...What does this mean to your equity positioning?

Time for another sentiment update 0n what the various surveys and committment of traders have to say about the future price expectations for the U.S. stock markets, U.S. Treasury bonds, various currencies and a wide range of commodities including gold and silver. "And the surveys say...!"

Two charts today, both from Goldman Sachs, focus on US equity valuations and suggest that the secular bear market in US stocks is over. Are we really experiencing an historical anomaly that falls into a "this time is different" narrative or is the current secular bear market not over just yet?

The financial media gives plenty of attention to China and Japan, but one Asian country that just doesn’t seem to receive its due is South Korea. Some of the most-attractive investment opportunities in the world can be found in South Korea. In fact, the average South Korea stock is about 40% cheaper than U.S. stocks on a price-to-earnings basis, trading at an average of 9.6 times trailing earnings compared to 17 times for U.S. stocks.

In the 7 years that the Greedometer has been used there have been zero missed calls, and zero false alarms. The 7th warning began in January and in late February,the Greedometer gauge reached an epic 7900rpm which is marginally higher than the 7700rpm maximum reading seen 3 months prior to the S&P500 peak in October 2007. [This article outlines the development and successes of the Greedometer and the new Mini Greedometer and what they are predicting for the stock market in 2013.] Words: 1420

There’s certainly no shortage of things to worry about right now related to the US economy but one thing we’re not too worried about right now is inflation. So what are the implications for investors? Here are four.

The global equity market faces a number of risks and the risks I worry about most are those that aren't completely reflected in relevant asset prices. In other words, if these scenarios [were to] occur, investors...[wouldn't be] compensated for any resulting violent market reaction. Here's a look at four such risks.

"The end is near" has been the bears' dire prediction since the start of the bull market on March 9, 2009. This year's rally to new record highs suggests that the bears have lost their credibility and that investors are becoming increasingly convinced that the end is actually still far off.

Each day hundreds of financial, economic, investment and gold/silver articles are personally reviewed. The 5 most informative and thought-provoking are selected and then edited, abridged and reformatted, where necessary, to provide you with a fast and easy read. Enjoy!