This Recession Isn't Over: Now for the Hard Part [View article]
"Despite recent progress and chatter of green shoots, it's unlikely that this deleveraging process will end quickly or in anything close to a v-shaped recovery."
I like this quote. It is very simple, we all have been talking about the Bear Bounce and we have had it and now we are all talking about the recession again. It is still around, things are not that rosy looking yet. We really need to position ourselves for making money in a sideways to down market.
5 Reasons to Expect a Near-Term Selloff [View article]
Ya know, this is a very good article. It is hard to refute the logic & research they have put into this.
This is my favorite line in the article: "As we recently noted in the Expectation Ratio, it’s likely that the gap between real earnings and expectations has peaked." Real earnings will now be showing since the last two quarters have been earnings based upon cut backs and not growth.
Paul Krugman says we have averted a second Great Depression, and why? The different role played by government. "Ronald Reagan was wrong: Sometimes the private sector is the problem, and government is the solution." [View news story]
I am by no means a fan of government intervention but I do know it plays a role in helping keep balance between greed and protection for the little man. Sometimes it is needed. Sometimes the private sector is part of the problem and the government can be part of the solution but never is it as defined as this gentleman make sit out to be. He is wrong.
I am of the humble opinion that we will still see much darkness in our economy. With the printing of money and inflation waiting on the door step, I am looking more and more into buying larger quantities of gold, not paper, but real gold.
Grantham on the Markets: '860 Is Fair Value for S&P' [View article]
Wow, he hit it right on the head when he talks about the earnings the first quarter next year. That is when we won't be hiding behind reduced spending but hit the reality of the slow pace we are in. I am in full agreement. Correction here we come.
Jim Rogers Shares His Thoughts on the Market [View article]
I am in agreement on two things here. First of all I am of the opinion that silver too is being neglected historically we have seen a rise in silver and I like its chances as a long term investment. Since there have been times where silver has grown in value much faster than the dollar, it might be a good long term investment considering where the printing of money is going. And that brings me to the second agreement with Mr Rogers I have.
How can we print money like we do and not expect it to inflate? We have nothing backing up our money but our good name. How long will that last? I see inflation coming. Silver is a good investment long term that I beleive will grow in value faster than the dollar. From 1971 to 1981silver grew in value 5 times its original value while the dollar lost half of its.
Gold Prices Will Not Go Up Soon: This Is Why [View article]
Friend, although I agree with your speculations, I must point out they are speculations. Gold rarely rises in an election year. And yes IF a catastrophic event took place like you said I believe gold would go up.
But I don't live in a WHAT IF world. What it the stock market went up 1000 points next week? Gold would go down. I understand your point but I don't live or trade or invest on "what ifs" because its not real.
Opportunity For GLD As Banks Buy Gold [View article]
Well, at least one of your points was related to my article.
1. Your are correct GLD is not gold itself. Thanks for pointing that out. 2. Central banks buying gold is not bullish, but a sign that their is a move to find ways to shore up finances while paper money is printed freely setting the stage for inflation run a-muck. They are not stupid. 3. I agree with you in the dollar. But this is short term. 4. The chart...ah yes the chart...if you noticed I haven't written about the chart. It is nothing more than a reference for people to see. I'm glad to see you are knowledgeable on charts. 5. Nice abstract writing on gold and emotion. Investors I know are buying gold to hedge against inflation and the devaluation of their portfolio. To me that is concrete common sense, not emotion.
Why We're Still Bullish on Emerging Markets [View article]
"The most important factor supporting equity emerging markets are the expectations that economic growth is likely to be robust both in 2010 and 2011. For instance, in the World Economic Outlook Update released over the last week, the IMF raised its estimate for GDP growth in emerging and developing economies compared to 2009 WEO projections, from 5.1% to 6% in 2010 and from 6.1% to 6.3% in 2011."
This is great research and very valuable. I am particularly fond of EEM and continue to follow them. Thank you for your excellent research.
Money Magazine Still Hates Gold, So Buy It [View article]
I've learned to go against the so called "experts" in the market just like I have the critics in the movies (AVATAR)...find me one critic said it had a plot worth watching and a billion later...
I don't know if suddenly the network wants ratings or what but what for the love of Pete are they thinking? They are playing with people's money here. Going to a psychic? Oh-- and thanks for the $500 an hour explanation. That makes this psychic totally on the money. I would never beleive a $300 psychic, but $500-- you'd be crazy not to beleive him. If people are jumping ship it is because they know that they will be marked for life as amateurs staying with an organization like this!
Chevron's Production To Increase 25% [View article]
Your question about "near-term upside" is valid but is not applicable here because this article is based upon a long term investment point of view. If I was focusing on where I think the companies are going "near-term" then I would have written a much different article.
This Recession Isn't Over: Now for the Hard Part [View article]
I like this quote. It is very simple, we all have been talking about the Bear Bounce and we have had it and now we are all talking about the recession again. It is still around, things are not that rosy looking yet. We really need to position ourselves for making money in a sideways to down market.
5 Reasons to Expect a Near-Term Selloff [View article]
This is my favorite line in the article: "As we recently noted in the Expectation Ratio, it’s likely that the gap between real earnings and expectations has peaked." Real earnings will now be showing since the last two quarters have been earnings based upon cut backs and not growth.
Thank you for the wonderful article.
John Mylant
mylantsmoneyblog.typep.../
Gold Prices Will Not Go Up Soon: This Is Why [View article]
Paul Krugman says we have averted a second Great Depression, and why? The different role played by government. "Ronald Reagan was wrong: Sometimes the private sector is the problem, and government is the solution." [View news story]
The Next Major Financial Crisis [View article]
Grantham on the Markets: '860 Is Fair Value for S&P' [View article]
John Mylant
mylantsmoneyblog.typep.../
What Will Happen To Silver This Quarter? [View article]
Jim Rogers Shares His Thoughts on the Market [View article]
How can we print money like we do and not expect it to inflate? We have nothing backing up our money but our good name. How long will that last? I see inflation coming. Silver is a good investment long term that I beleive will grow in value faster than the dollar. From 1971 to 1981silver grew in value 5 times its original value while the dollar lost half of its.
Buy silver.
Will Tizen Threaten Apple's iOS Or Android In The Coming Years? [View article]
Gold Prices Will Not Go Up Soon: This Is Why [View article]
But I don't live in a WHAT IF world. What it the stock market went up 1000 points next week? Gold would go down. I understand your point but I don't live or trade or invest on "what ifs" because its not real.
Opportunity For GLD As Banks Buy Gold [View article]
1. Your are correct GLD is not gold itself. Thanks for pointing that out.
2. Central banks buying gold is not bullish, but a sign that their is a move to find ways to shore up finances while paper money is printed freely setting the stage for inflation run a-muck. They are not stupid.
3. I agree with you in the dollar. But this is short term.
4. The chart...ah yes the chart...if you noticed I haven't written about the chart. It is nothing more than a reference for people to see. I'm glad to see you are knowledgeable on charts.
5. Nice abstract writing on gold and emotion. Investors I know are buying gold to hedge against inflation and the devaluation of their portfolio. To me that is concrete common sense, not emotion.
Why We're Still Bullish on Emerging Markets [View article]
This is great research and very valuable. I am particularly fond of EEM and continue to follow them. Thank you for your excellent research.
John Mylant
mylantsmoneyblog.typep.../
Money Magazine Still Hates Gold, So Buy It [View article]
John Mylant
mylantsmoneyblog.typep.../
5 Reasons to Sell TheStreet.com [View article]
I don't know if suddenly the network wants ratings or what but what for the love of Pete are they thinking? They are playing with people's money here. Going to a psychic? Oh-- and thanks for the $500 an hour explanation. That makes this psychic totally on the money. I would never beleive a $300 psychic, but $500-- you'd be crazy not to beleive him. If people are jumping ship it is because they know that they will be marked for life as amateurs staying with an organization like this!
John Mylant
mylantsmoneyblog.typep.../
Chevron's Production To Increase 25% [View article]