Ramzi

Why Value Investors Should Avoid Gold

those (aka gamblers) escaping from the presumed trashing of the dollar have bought and driven up the price of gold that gold became the bubble and dollar the undervalued currency of the two.

Path to Profitability: Magnitude of Gains More Important than Frequency

"One of the metrics I use to gauge sentiment is my proprietary timing model" ... is this guy delusional? he has found the fountain of money! Obviously he is either a rookie or beginner's luck.

3 Reasons This Rally Has No Legs

"If S&P breaks above 950, it might be bullish" so how are you bearish ... it perplexes me that 951 is bullish and 949 is bearish

Buffett and the Limits to 'Awaiting Better Times'

i fail to see the substance in this article other than repeat the headlines. I assure you the writer doesn't know whether to buy or sell now

Crazy P/E Ratios

GKM doesn't seem to know what he really meant. low PEs become so because the E is based on expected earnings for next year are assumed to be higher therefore PE seems low at current prices . But what happens is that by end of next year the E will go down because of recession and companies collectively will make much less E than was forcasted at this time so if E goes down by 25 % then your forcasted PE of 12 suddenly becomes 16

Market Nosedive Pushes Dollar Down

me too ... but I was considering converting my US dollars into another hard currency with high interest rate and the AUD fits that requirement. However my question is is there a credit risk or default risk by Rydex (the institution that offers FXA). what if Rydex goes under? is the FXA gone with it, or do we, as investors, maintain owenership of the AUD deposits at JP Morgan? can comment Mr Nilsen?


On Sep 23 04:10 PM Robert Nilsen wrote:

> I probably should not post here as I am not a trader .. and have
> absolutely no business dealing in FX.
> As such, I rely on the "basic fundamentals" and have had some positions
> in FXA, FXC and FXM .... NOT because of some magic formula but for
> the yield and the underlying fundamentals of the US dollar.
> The world is awash in US dollars. Deficits (trade and budget) are
> beyond any level of reason. There is no sign this trend will NOT
> continue. The "printing presses" are going 24/7/365 so .. dare I
> apply the laws of supply and demand? .. the trend for the greenback
> can only be down.
> For yield and some comfort look into the FX series (Canada, Mexico,
> Australia.) They are deposits in New York banks, provide nice yields
> and offer, in my opinion, some price appreciation potential if one
> has patience and a time horizon beyond tonight's dinner.
> I currently hold a few shares of FXA. Have done rather well in the
> past (mostly dumb luck) with FXC and FXM... but I liked the yield
> along with the luck.
> God Bless America!

700 ETFs and Counting: A Bird's-eye View

very nice overview I've been looking for this info for a while... can you possibly cover ETFs traded on the London Stock Exchange? and make some sort of sense of where they overlap with US ones?

Last Gasp of a Doomed Currency

Matthew ... you'd be naive to think that this article will actually cause a drop in the stock markets or the dollar ... Mr. Schiff is stating his opinion it's up to you to accept or reject. I believe he is right in saying the US has no recourse but to print more dollars and increase money supply; the US will follow the rest of the world in inflation rates and the therefore the increase in money supply will cause the dollar to drop. I don't think gold will be a safe haven ... hey I lost all my equity in my house but I have gold coins I think I am gonna make a home out of my gold coins. best reservoir of money now is to open a business where you can increase your prices with inflation and people will still have to buy your stuff or at least in stocks that have this characteristic e.g. Pepsi? Pharmaceuticals?