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- Defense Investors in Today's Volatile Markets [view article]
- ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating [view article]
- Whither the Dollar? Currency Trends and ETFs [view article]
- Defense Spending and the Presidential Election [view article]
- The Economic Cost of the Military Industrial Complex [view article]
- Boeing's Bad News Doesn't Slow Down Aerospace/Defense ETFs [view article]
- ETF Update: Aerospace and Defense, Railroads, US Dollar [view article]
- The Bear Market in Aerospace & Defense [view article]
- Finding Value in the Aerospace and Defense Sector [view article]
- June Defense Sector Update [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
loading ...Recent PPA Articles
- Defense Investors in Today's Volatile Markets
- ETF Update: Solar On the Rise, ETF Transparency, New Vietnam Index
- ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating
- Whither the Dollar? Currency Trends and ETFs
- Defense Spending and the Presidential Election
- ETF Influences: Factory Shipments, Morocco, and the SEC
- The Economic Cost of the Military Industrial Complex
- ETF Update: Aerospace and Defense, Railroads, US Dollar
- The Bear Market in Aerospace & Defense
- Finding Value in the Aerospace and Defense Sector
- Full List of Articles »
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Defense Investors in Today's Volatile Markets [view article]
BA workers, look at GM & Ford, don't take your job for granted, pretty soon you may see the same result just like other struggling businesses, either "DEAD or OUT" !!!Reply
ing
ETF Update: Industrial Plunge Plays, Financial ETFs Take a Beating [view article]
SKF 200 soon ReplyWhither the Dollar? Currency Trends and ETFs [view article]
What about intervention? At some level one of two things will happen. The US will lower rates to save exports and/or bank balance sheets or world central banks will sale dollars back to treasury. Has any one noticed KOREA? The U.S. economy is pretty much banking on continued strong exports. With a double negative of slowing world growth and or export growth the strong dollar is history. What are odds of ECB lowing rates to combat falling EURO. Europe has raised interest rates during weak economic periods in past, to combat import price inflation. I would bet on intervention coordinated (the US government is the idiot in this equation! happy trading ( STRONG DOLLAR= TOO MUCH TUBE) ReplyWhither the Dollar? Currency Trends and ETFs [view article]
Danny, there's also this thing called "ringing the register".You're not looking to put crude oil in your pocket, but cash.
Oil is crashing. Get out.
Reply
Whither the Dollar? Currency Trends and ETFs [view article]
The difference between patience and timing is the entry point itself, if the entry point is low enough one can afford to have patience. Timing allows one to have that patience without undue stress.I started investing in the CanRoys when oil was at $25, I watch the gyrations without stress. And don't care if oil drops to $80 or less, I can afford to have patience. However, those who entered oil at its peak this year, or bought solar/coal shares at those peak levels are being reamed and now are roaming through the various articles trying to justify their investments by extolling their virtues.
The best will remain the best but are not immune to corrections. Whether real or not, perceptions are fundamental to both Bear and Bull markets. The current perception is that of a BEAR market in commodities. A Sky is Falling Scenario has been applied tp Global Growth. Oil/Solar/Coal stocks are all energy plays and all are suffering. Pure plays in Wind are few and far in between. They can buck the trend because those wishing to invest in them have very limited choices, especially in the US on any major exchange.
So I would postulate that timing is more important than patience. Unless you are getting paid an extraordinary dividend while you wait.
Just MHO. Reply
Digger
Whither the Dollar? Currency Trends and ETFs [view article]
I simplify currency risk by investing in Vanguard Energy fund, which is comprised of approximately 50% US domiciled corporations and 50% foreign. The US based corporations are mostly multinationals that derive much of their revenues from operations in foreign countries.Having invested since 1963 in international and global securities, I have observed the unpredictable and mysterious gyrations of the USD and precious metals. I'm content to "keep it simple stupid" (KISS) by investing indirectly in hard assets: oil, natural gas, coal, uranium for nuclear power, etc. and to employ patience to realize my gains.
Patience is as important as timing. Reply
Whither the Dollar? Currency Trends and ETFs [view article]
"As always, investors have one eye on the recent past and one eye on the future."---aboveBetween future and past my eyes are doing temporary duty on todays grocery bag.
They say I have to save my dollars at 11% interest for them to buy the same loaf of bread next year.
Is this math simple for you or do you believe the Govt's #'s at 4%??
If so, good luck to you and go back to the complicated mumbo-jumbo that leaves you thinking .5 basis points is too much to even consider.
I took out a dollar--all it would morph into was an airplane--that seems like a lot till you find out many times you have to throw it for 1 frequent flyer mile!!, Same with a $20,--strange?? Reply
Whither the Dollar? Currency Trends and ETFs [view article]
that's "EUR/USD" $1.30 is a mortal lock ReplyWhither the Dollar? Currency Trends and ETFs [view article]
The dollar is experiencing the anti-bubble in the euro - and indeed in oil and the basket of world currencies.It will rest here and then rise very quickly. A week or so from now should be a good time to go short again.
I've said it before and I'll say it again: $1.30 is a mortal lock.
Disclosure: I have no financial positions in anything. Reply
Whither the Dollar? Currency Trends and ETFs [view article]
Is the dollar just bouncing off its summertime lows, or is this rebound the beginning of a new upward trend?USD is in correction mode (DX 81.xx target). Still surprisingly fast advance, no corrections, official names can be "felt" in the market action. Don't let behind the doors deals between US and Asia (China) fool you into thinking USD is now fundamentally bid. It is still fundamentally weak however since the latest carnage USD shorts will be more carefull and the rate of descent will be slower. Our target remains DX 65.xx zone, however it is hard to estimate the interval (well it is always hard, harder this time since govie USD bulls do not follow the same investing rules as other players) Best guess at moment 2q 2009....
We still remain JPY bulls (ag. EUR and USD).
Disclosure: short EURJPY and USDJPY Reply
Defense Spending and the Presidential Election [view article]
The British won nearly every battle in OUR war of independence, but in the end they had to leave.We lost in Vietnam because we were on the wrong side from the beginning. In 1946, after fighting the Japanese in WW2, the Vietnamese declared their independence, in a document modeled on our own. We decided to support the French, who had been on their backs under Nazi rule for 4 years, retaking control of their colonies in Indochina. It took the Vietnamese 29 years to defeat the colonialists, first the French (we paid 90% of their costs; they just had to supply the bodies) and then the Americans. Not our finest hour. Not something we should repeat.
The American public finally pulled the plug on a stupid and wasteful war that had always been based on lies (e.g., the Tonkin Gulf incident). We would never have "won" that war. The Vietnamese would have fought until we left, however long that took. We certainly did enough damage to both countries. Reply
Defense Spending and the Presidential Election [view article]
As a V/N vet, I can add a little bit of perspective-hopefully useful and as objective as this report is. WE won almost every battle, but lost the one re. the civilian 'stomach for war'. It was our first full scale operation against guerillas under the radar. Just as the intelligence ops were separate and competitive on 9/11, and since has become more homogenized-we are much better at CAS or close air support. Whenever and wherever there are ground soldiers, e.g. Afghanistan's rugged terrain -ideal guerilla topography-we have helicopter gunships, A-10 Wart hogs, and the side firing , night flying, C-130 ordinance platforms all standing by, hovering, and ready to spray fire on any one foolish enough to identify his location by his own muzzle flash. We recently even chased a group into Pakistan and obliterated them, much to the ire of Pakistan. The point being, if any of you watched both conventions, as i did, heard the 'this is not the time for young lawyers on training wheels" facetious remarks in St.Paul-please take note that our enemy is regrouping in Pakistan, and will certainly be profoundly encouraged by Obama's election. While the terminally idealistic like to think that appeasement, negotiation, diplomacy, & sanctions, all sound so very plausible-the simple fact remains that our enemy still thinks of us, Obama included, as "The Great Satan"...they have no intention of negotiating with Satan.In a word, we truly have lost the will to fight. And why not? With our iPods in our ears, our advancement to Boardwalk foremost in our minds, and busy painting our faces to attend the NFL game? We 'can't be bothered with the messy business of being at war'. As much as we would all like to close our eyes and 'cause it to disappear from view'...it ain't boys and girls! It just ain't. Nice try. I'm happy that you've found the moral high ground. Our enemy does not see you as standing on moral high ground...they see the egregious, unbridled greed that dragged the economy down the primrose path to the abyss we are 'enjoying now' - so we could all indulge our sopohmoric lusts for lots of 'stuff'. They see pornography and gambling on every corner, and the biggest customer for illicit drugs in the world...they feel a 'need' to destroy us.
Thus I adjure everyone to focus on the final words of McCain's convention address...."Stand up and fight...stand up and fight...stand up and fight". Put it down, and step away from your iPods. We are at war. Remind yourselves that the dollar of 1965, when homes could be bought for $18K, is worth a dime today. Viewed from that perspective, this war is cheap. Remembering that more men were shot dead in a matter of hours at the Battle of the Bulge in WWII...this casualty rate is phenomenally low. Gird your trembling loins, and stand up and fight. OR...you could run home to mamaobama. "Protect me Daddy"...clue...h... ain't gonna protect you from anything. He's only one man. A young, idealistic, but inexperienced young man who stutters, and has a hard time finishing a sentience. he won't be able to finish anything. Reply
The Economic Cost of the Military Industrial Complex [view article]
This waste MUST lead to social/economic collapse. Easily proven:Mathematics of Rule:
www.nazisociopaths.org...
Bill Ross
(electronics design engineer) Reply
pg
The Economic Cost of the Military Industrial Complex [view article]
Point is, for all that spending, it is more luck and happenstance than anything else that we have not witnessed another terrorist attack in the US. Throughout the Cold War, and even now, the Russians were careful enough to calibrate their actions precisely to keep below the threshold that would have led to massive retaliation, so all the tools/toys at our disposal were quite pointless.How exactly did the investment in our nuclear submarine and carrier fleet prevent any of the attacks culminating in 9/11? And yet we are still building more of them, for instance the "George H.W. Bush". Funny, huh? A strong defense is vital, and the technology geek in me marvels at some of this stuff as much anybody, but even now, a single kayak paddling over from Canada could pack enough biological agent to wipe out Detroit. We're lucky any would-be terrorists aren't that bright after all. Reply
The Economic Cost of the Military Industrial Complex [view article]
M.I.C. cost 100,000...YES! 100,000 members of the U.S. military perished during that EXPERIMENT to convert NORTH KOREA and VIETNAM to CAPITALISM...
Presently, the FEDERAL RESERVE and CONGRESS are EXPERIMENTING with ideas...these 100,000 men would not accept!
Defense $ are being spent, as if one is perparing to confront the "BIG BOY'S"...
Since WWII, only three men had the... to confront the "BIG BOY'S"...
Size of Japan=California and present day Germany=1/2 of Texas!
One can surmise who the "BIG BOY'S" are...
The Three: Patton, MacArthur and Kennedy were all soon powerless after their "chest beating"...
IRONICALLY, it is the "BIG BOY'S" who finance our "spendthrift"... ways!
DO NOT BITE THE HAND THAT FEEDS YOU!!
Reply