I don’t really understand high-priced stocks and so I just stay away from momentum stocks. My investment style is just to find stocks or markets that are depressed and cheap, where there is both value and also some an element of change taking place. In the stock market I like to buy low and sell high. (Netflix (NFLX), Facebook (FB), Tesla Motors (TSLA))
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Tuesday, January 31, 2017
Monday, January 30, 2017
Markets: Recession, Interest Rates and Inflation
The problems are getting worse. Japan is already in recession (iShares MSCI Japan ETF(EWJ)). Parts of Europe, parts of America are in recession.
The world has many problems facing it. Interest rates are going back up and a rise in interest rates will hurt a lot of people, it will help some but it will hurt most people.
You have inflation rising again. I am not very optimistic about the next 2 or 3 years. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Futures)
Wednesday, January 25, 2017
If Trump Starts A Trade War, Sell Everything!
President Trump very much wants a trade war with Mexico, China, Korea, Japan... And if that really happens, you sell everything, every asset in your portfolio. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM))
Monday, January 23, 2017
Commodities: Crude Oil
Crude oil is in the process of making a complicated bottom. We will look back some day and we will say, "In 2015, 2016 or 2017 energy made its bottom and then prices moved higher." (Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO), Nymex Crude Oil futures)
I'm Very Worried About the Global Economy
I am very worried about the global economy in the next few months. First of all it has been 8 years since we had an economic recession in America. Historically we had them every four to seven years. There are many problems in the world economy. Donald Trump has promised a tare war with Mexico, China, Korea, Japan... If he does that, my God, we are going to have serious problems! (iShares MSCI Japan ETF(EWJ), iShares MSCI South Korea Index Fund ETF (EWY), iShares FTSE/Xinhua China 25 Index ETF (FXI))
Friday, January 20, 2017
Investing: Read From Various Sources
Be skeptical. Be skeptical of everything you hear and read. Try to get as many sources of information as you can. Get your information from various countries, various news sources. Then put it all into your brain and you can get it right.
Listening to one source of information, especially in 2017 is a dangerous thing to do!
Listening to one source of information, especially in 2017 is a dangerous thing to do!
Thursday, January 19, 2017
The Traits of a Great Investor
You have to be skeptical, you have to be curious, you have to be willing to go against the accepted wisdom. You have to think independently and that is very hard to do. Be skeptical of everything you hear or read.
You do not do the opposite of what other investors are doing just to do the opposite. there must be a reason. Figure out what is really happening and you can be very successful in the markets.
I Love Investing In Markets That Are Hated (Market Vector Russia ETF Trust (RSX))
It could be a spectacular investment destination if the Russians have the right attitude. For what I can see, the attitude has changed in the Kremlin.
Plus, it is a hated market. I love markets that are hated. If something is changing and the market is hated... I love to invest in hated market. Russia has been a hated market, that is now beginning to change and it started going up a lot but it is still not a popular market. (Market Vector Russia ETF Trust (RSX))
Wednesday, January 18, 2017
Russia: A Fantastic Investment Destination
Something has happened in the Kremlin, the attitude has changed. they used to just shoot you or put you in jail or take your money if they did not like you. That has changed, I am not quite sure why.
They also have vast resources in Russia. It is not a big debtor nation like Spain or America, it has a balance of trade surplus in most years, so it could be a fantastic investment destination if they have the right attitude. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))
Tuesday, January 17, 2017
Currencies: I Don't Expect the Euro Currency to Survive
I do not expect the Euro currency to survive as it is now. I doubt that the European Union will survive as it is now. It is unfortunate, the world needs something to compete with the U.S. Dollar.
Monday, January 16, 2017
Markets: Time To Be Long Commodities
I still own commodities, I will probably be buying more commodities. I am not buying gold, otherwise most commodities are making bottoms during this consolidation. And its probably a time to be long commodities and the U.S. Dollar. (United States Oil Fund (USO), ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (NYSE:RJA), PowerShares DB Agriculture Fund (NYSE:DBA))
Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several books and also a financial commentator worldwide.
Thursday, January 12, 2017
If Trump Imposes Chinese Tariffs, Sell Everything
If Donald Trump imposes a huge tariff on Chinese imports, you better sell everything you have in your portfolio, because it will cause serious problems. Trade wars cause you have economic turmoil, economic downturns and recessions and many times even bankruptcy. (FTSE/Xinhua China 25 Index ETF (FXI), SPDR S&P 500 ETF Trust (SPY))
Wednesday, January 11, 2017
Investing In Russia
I was already bullish and invested in the Russian stock market before Donald Trump was elected. I had been investing there over the last few years. Donald Trump is going to be friendlier with Russia and that is obviously an enormous change and it is likely that you are going to see all major countries removing sanctions. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM), Russian Ruble)
Tuesday, January 10, 2017
U.S. Stocks: Many Stocks Are Now Very Expensive
Donald Trump’s election has caused an impressive U.S. stock market rally but many companies, many stocks are now very expensive. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))
Monday, January 9, 2017
This is Going to End Disastrously
As you all know we had a problem in 2008 because of too much debt. Now the debt is much, much, much higher everywhere in the world. A lot of people have discussed austerity but nobody has lower debt this year than last year, much less than in 2008 and the debts are going higher every ay, every week, every month. So this is going to end disastrously.
Tuesday, January 3, 2017
Currency Market: U.S. Dollar Strength Will Continue
This is going to go on for a while. The U.S. Dollar will get overpriced and may even turn into a bubble before the rally is over. (EUR USD forex cross, USDJPY forex cross, SPDR Gold Trust ETF (GLD))
Monday, January 2, 2017
Stock Market: Where To Focus Next
Right now the main factor is Mr. Trump and his talk about a lot of good news, which we all want to hear. But again, now we are going to start focusing on interest rates and what is happening on the real economy. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), iShares Barclays 20+ Yr Treas.Bond ETF (TLT))
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2017
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January
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- I Don’t Invest in Momentum Stocks
- Markets: Recession, Interest Rates and Inflation
- If Trump Starts A Trade War, Sell Everything!
- Commodities: Crude Oil
- I'm Very Worried About the Global Economy
- Investing: Read From Various Sources
- The Traits of a Great Investor
- I Love Investing In Markets That Are Hated (Market...
- Russia: A Fantastic Investment Destination
- Currencies: I Don't Expect the Euro Currency to Su...
- Markets: Time To Be Long Commodities
- If Trump Imposes Chinese Tariffs, Sell Everything
- Investing In Russia
- U.S. Stocks: Many Stocks Are Now Very Expensive
- This is Going to End Disastrously
- Currency Market: U.S. Dollar Strength Will Continue
- Stock Market: Where To Focus Next
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January
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