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  • Gold as Part of a Portfolio [View article]
    if you want a truly diversified portfolio, try Harry Browne's Permanent Portfolio:
    25% gold
    25% LT Treasuries
    25% Cash/Money Market
    25% US Stock Market ETF

    The historical returns going back to 1972 through 2008 are 10% (CAGR of 9.7%). Low volatility. The true buy and hold strategy for the conservative investor in any economic climate.

    I recommend checking out crawlingroad.com for detailed info to this approach.

    kwr
    Feb 04 03:29 am |Rating: 0 0 |Link to Comment
  • Depressed Resource Stocks Are among Best Buys [View article]
    good article. The fundamentals of commodities are unimpaired. In fact, as you point out, they are actually improved as the aging mines and lack of capital make the supply side constrained. For long-term investors, commodity stocks and commodity themselves are a good opportunity right now. Not mentioned in this article are agricultural commodity stocks/commodities.
    kwr
    bullinanchinamarket.co...
    Jan 19 17:16 pm |Rating: +3 0 |Link to Comment
  • Exclusive Interview with Jim Rogers: Inflation Is Coming [View article]
    good interview with Jim Rogers. one area that does not seem contingent on rise in overall inflation is the agricultural commodities sector. These last few months, Rogers talks more about ag commodites than he does about his other investment ideas (China, other commodities, short treasuries, Taiwan, global airlines, ...) as the place to put money to work now.

    kevin
    bullinachinamarket.com
    Jan 15 16:33 pm |Rating: +4 -1 |Link to Comment
  • Five New Forces to Drive Gold Higher  [View article]
    Great post. Your 4th reason of why gold will move higher ---- that it is becoming mainstream --- is a very good one. There was an article this week in the Telegraph in which a manager at Merrill Lynch mentioned that their wealthy clients are moving into physical gold. New trend.
    I decided to write a post on this as well ---- Gold: Profitable and Fashionable.
    KWR
    bullinachinamarket.com
    Jan 10 12:03 pm |Rating: 0 -1 |Link to Comment
  • China ETFs: Crisis and Opportunity [View article]
    good balanced article. when one looks at longer-term (3-5 years) of China ETFs (not including HAO), they end up about the same performance.

    kevin
    bullinachinamarket.com
    Dec 12 17:52 pm |Rating: 0 0 |Link to Comment
  • China's Path to Stability [View article]
    charts look like china is stabilizing. good action today as well. FXI needs to break 28 for uptrend to start.
    kevin
    bullinachinamarket.com
    Dec 03 00:54 am |Rating: 0 0 |Link to Comment
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