nmelendez

Portfolio Strategies - The Importance of Keeping It 'Relatively' Simple

Personally, do not see energy going anywhere for awhile. The other group, healthcare, will get whacked by Obama regulating medicals.

Portfolio Strategies - The Importance of Keeping It 'Relatively' Simple

Oh, almost forgot KSK (debt bonds paying 13%)

Portfolio Strategies - The Importance of Keeping It 'Relatively' Simple

I decided to try a strategy more based on time accumulation. Right now the financials are down and so is production in commodities. So i am now finished accumulating commodities and will start on production units like Bucy. Like they're chinese exposure. Also looking global. Next going into Tech like SPWR and SOLR. SPWR has enormous upside. Also buying plunge protection (FAZ) and rise protection on the bottom (FAS). Financials are my last pick, got a feeling they are going to be whacked big time.

Stock Rally Built on Fundamental Sand

Now we can value assets however we want and leverage all stocks at 2,000,000,000:1. S&P at 40,000!!!! WOW. Jump in the waters fine, just a few sharks in the water :)

Today's Commodity Prices Forecast Tomorrow's Inflation

Think more in terms of stagflation vs. inflation. We are about to repeat the 80's.

Gold Miner Profits Will Be Fueled by Lower Energy Prices

Great Depresion Part Deaux. Notwithstanding the printing presses.


On Jan 25 02:30 PM paultaut wrote:

> The Junior Miners with production will be able to fund themselves.
> Those with discoveries with potential will probably be eaten by bigger
> companies.
>
> The Credit Crunch is alive and well in this area.
>
> Massive layoffs and mine closures in the Basic Materials sector are
> accelerating. BHP, FCX, Norlisk, Mital...not exactly minor players
> are all announcing closures and layoffs.
>
> What do they see that the rest of us do not?

Expert Commodity Picks for 2009: Jim Rogers and Marc Faber

Ooop's...Short's not shirt's

Expert Commodity Picks for 2009: Jim Rogers and Marc Faber

I agree wholeheartedly. He's early. It's just you can pick up miner's dirt cheap right now. The gold trade will not start in earnest until 2010. That's when the UAE starts it's own currency, no more dollar/oil trade. Now's a good time to rack up these cheap stocks for a 2 to 4 year hold time. I'm a lousy shirt's but i never miss long.:)


On Jan 06 03:35 AM maxe wrote:

> Coming from Australia, where we rely heavily on commodities for our
> GDP and economy i do believe the fundamentals are good long term.
> But for the next 6 months to a year you would be best off waiting
> for commod stocks to bottom out and pick them off one by one.

>
>
> Playing the commod futures is a dicey business at best, and you need
> a very big bankroll to play the game, as Faber and Rogers do. I believe
> that if you are a believer in commods you should very closely watch
> for improvement in Chinas economy before going in hard. Rogers often
> says hes not a good market timer, i personally think hes a little
> early on this call.
>
> Its been only 6 months since we saw record prices, it,s hard to believe
> that they will bounce back in another 6 or so. Faber picks gold on
> a doom and gloom call which again may be a bit early to tell. Both
> Rogers and Faber get my full attention, but i think they are a little
> short term bullish, maybe long term bullish should be the case.