Jim Talks Markets

Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.

Wednesday, August 31, 2016

Emerging Markets Will Suffer

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Not all emerging markets are the same but most will be affected by the rise of interest rates in the United States. But it will only be a te...
Tuesday, August 30, 2016

The Fed Will Raise Rates After The Election

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The Federal Reserve will be raising interest rates after the election. That will have an effect on world markets , but a temporary effect. I...
Monday, August 29, 2016

The U.S. Stock Market May Turn Into A Bubble

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I own very few shares anywhere, none in the U.S. in fact I am short in the U.S. although I am reassessing that now because it occurs to me t...
Friday, August 26, 2016

Markets: Russia Is Cheap

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My parents taught me to buy low. Russia is low. Russia is hated, it is probably the most hated stock market in the world right now. It is ha...
Thursday, August 25, 2016

Alternative Energy Is Not Competitive

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There is alternative energy but it is not very competitive if crude oil is at 50 dollars a barrel. Most alternative energy has to be subsidi...
Wednesday, August 24, 2016

Crude Oil Prices Will Be Much Higher In 2 or 3 Years

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Oil prices hit bottom a few months ago and now they are going up again because low prices bring high prices. Producers cut production, other...

Emerging Markets: Some Are Great, Some Are A Disaster

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There is no such thing as emerging economies. There are some great ones, some mediocre ones and some disaster ones, so do not put them all t...
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