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Harry Dent ETF: Finding Power in Demographic Trends

I like his analysis and I am also aware that he said, in his recent book, dump everything at the end of Q3/Q4 once DOW is ~ 9200.. even gold by Q1-2010. Now, why his portfolio has 44% US stocks whose margin of safety is very low , high P/E, compared to what it was during Dec - 08. I don't understand these "experts" ?
Of course its actively managed fund and may change the positions anytime. I am just confused in his ETF vs his recommendation, thats all...

SYMBOL ETF %
EFV iShares MSCI Value ETF 8.9%
EPP iShares MSCI Pacific ex-Japan ETF 8.9%
EZA iShares MSCI S Africa ETF 8.9%
GWX SPDR S&P International Small Cap ETF 8.9%
IWS iShares Russell MidCap Value ETF 8.9%
IYW iShares Dow Jones U.S. Technology Sector ETF 8.9%
RSP Rydex S&P Equal Weight ETF 8.9%
VBR Vanguard Small-Cap Value ETF 8.9%
VEA Vanguard Europe Pacific ETF 8.9%
VEU Vanguard FTSE All-World ex-US ETF 8.9%

Today's rally put the S&P 500 in some unfamiliar territory: more than 20% above its 200-day moving average, for the first time sine 1983.

Nobody knows for sure what's the future.. neither you were able forecast the intensity of last year's collapse nor you can forecast a possibility of sustainable economical progress..But its for sure, there are not just 100s but 1000s of things that needs can be done to make this planet a better place to live.. those things will keep, humans, busy for a long long time. For now, just enjoy the life and play safe.

The Stock Market Is Disconnected from the Economy

Investing and Speculation are two different. Invest in something you belive in regardless of how are stocks trading. Do you belive Natural Gas will be this cheap in future? Do you think we will be out of paper currency instead of Oil in future? Do you think govt all around the world will let there voters depressed while they have the power to flood the markets with paper currency and tax with inflation to everyone?

I don't care how this market is trading.. I am investing for 5-10 yrs from now. I am investing on something that I believe is very essential for humans and have potential to grow from $x to 100 times $x in 10 yrs and not worries if its swings 20 - 50 % plus or minus today/tomorrow. Lets remember what our old Graham said about investing and speculating.

Why the Dow Is Headed to 6000

Am I missing something? Why do you forget that greenback is no longer controlled by any commodities like gold as in 30s.. and unlike 30s we can and we are printing as much as we want. Do you believe the govt, all over the world, will welcome this deflationary cycle rather then choosing inflationary one? All these massive liquidity will ultimately come back home from china, japan or from these debt holders. That will flood the stocks, golds with this green back. Every this will go up in expense of worthless paper currency. So, I am not worried about DOW or S&P going down but believe we all should have plan to preserve our 'current' dollar purchasing power. I choose oil, water and agriculture with few tech sector.

What Can Prevent Oil from Foiling a Recovery?

looks like we still do produce something..
www.msnbc.msn.com/id/3.../

On Apr 22 11:44 PM MarvinMBA wrote:

> I just want to add something to my comments above. We have shipped
> everything overseas and we have nothing in this country to sustain
> us anymore...even low cost energy which made this country successfull
> has disappeared. As far as my vision is concerned we are squandering
> our precious capitol and its going to bite us with superinflation
> shortly. OUR ASSETS ARE NOT OIL OR MANUFACTURING BUT LARGE BIG BIG
> DEBTS AND OBLIGATIONS...MarvinMBA

How the Gold Game Could End

There you go.. So when dollar tanks, Indian will be paying the same amount or less for gold but in terms of dollar, don’t you think, it will be like 2k/oz (if dollar devaluates by half)... gold is not an investment, it’s to preserve and hold purchasing power of your capital (i.e. results of your productivity to this society that you have earned). During inflation, I know my gold will hold its value against the inflated prices. In deflation, at least I know I can buy same good, say, both price of goods and gold goes down. It seems very simple logic to me

Now, you tell me what you would do by selling gold and holding the dollar. Buy over inflated real estate? Buy insolvent banks or stocks? Give money to govt who might default if not print? Put money under mattress only to know that the price of everything else may rise? Or, put it somewhere, like gold where hundreds of years of history is there to back up your capital.
.


On Apr 19 11:38 PM Alex Filonov wrote:

> India is not buying gold. In November-December India bought about
> 10% of what they bought in a year before. In the first quarter India
> did not import an ounce! They started buying in April, so far it's
> 50% compared to a year ago.
>
> Disclosure: short gold by holding DGZ (i.e. sold to you).
>
> On Apr 19 12:30 PM Dotcom wrote:

Inflation Bogey

IMHO, There will be parabolic inflation in near future as banks cannot sit ideal with papers...after a while, combined effect of monitory policy to combat sudden inflation (increase interest rates) and baby boomer's kicked in at 2011+ will create long term deflationary effects for at least 8-10 yrs..now with constant consumption by all these retirees(commodity etc.) + emerging mkts economical boom, there wont be enough workforce around to cover that tax gap and govt obligations. That will again jump start the inflation. I think after around 2020+ onwards.. everything will be back to normal with active workforce dominate retirees around 2040+ with another boom cycle. lets see how it goes..

Sheila Bair claims there's no mission creep at the FDIC, because the various programs it's participating in insure the stability of the financial system, which was always its goal. To which Felix Salmon responds: "No, Sheila, the goal of the Federal Deposit Insurance Corporation was always, quite narrowly, to insure deposits..."

assets?? you mean nuclear warhead or expensive land or brilliant outsourcing companies looking for their way out where ever they see $$


On Apr 07 11:15 AM joshuaodonnell wrote:

> NOPE. We have over 11 trillion dollars of debt. The U.S currently
> has a negative net worth, not including real estate.
>
> we have more debt than money, but more assets than debt. think about
> it...............

Futures Show Home Prices Continuing To Plummet

Demand dictates price. Affordability dictates demand. Income dictates affordability. Jobs dictate income. Consumer demands dictate Jobs. Consumer do not need 2 cars for 1 person. Consumers do not need 3000 sq ft home for 1 person. Consumers do not need to consume gas for even ½ mile of travel. Consumers do not need 52'' HDTV while folks dying with hunger in some parts of world. This global economic, free trade, IMF, World bank, WTO and capitalism does not make sense to average Joe and may not a good globalization model in first place for human beings where corporate executives get paid 400+ the salary of average employee. I do not think this model creates read demand and it was a demand created by free market and capitalism. It’s a psychological demand and a real one. No bailout or intervention by govt will stop this. Actually, IMO its good that the finite resource of this planet will be saved for a while. At least it will slow down global warming. Price needs to will fall at the level that assets and goods are affordable by average person with good job perspective and cash flow. May be ~ 50% more. I don’t know.