Dividends Anonymous

10 ETFs To Be Thankful For

I think XLK (SPDR Tech) will do well as a long-term investment. It's held up slightly better than the market and moving forward has great diversification in hardware & software companies that businesses & consumers will continue to use.

Don't Be Fooled - Inflation is Coming

We're seeing asset deflation, not rampant deflation in all prices. People thought the Chinese were eating iron ore, potash and nickel for breakfast on a daily basis. The growth & demand there is real, but prices have to be more realistic.
Commodity bulls look at the rise in operating expenses as the reason for continue strong commodity prices but when you have everyone gunning for production & exploration that is not sustainable someone has to pay for all that. Emerging markets need those raw materials, but they're not going to pay astronomical prices for the stuff just because that is what it "costs" to produce. Supply & demand....just wait until that actually is reflected in commodity prices and not because the USD has risen dramatically. The commodity BOOM is bust and while the world still needs it we're not likely to see prices anywhere near where they were for a long-time. There's now too much supply and we know that demand will moderate.
Its simple economics of a rational perspective.

Why Oil and Gold Are Headed Much Higher

Global supply & demand is something everyone has heard before. The fact that you have unstable equity markets and both gold & oil are dropping substanially tells you that too many investors had money in those commodities to begin with. The problem with any commodity is there's no yield....no floor on the price because you're paid something for investing your capital. When commodities slide they never touch the walls and we're seeing that now.