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  • Wall Street Breakfast: Markets Prepare For Week Of Central Bank Decisions [View article]
    Japan finally coming out of its 20+ year stockmarket bottoming, China looking to continue to grow but at a more sedate and sustainable level, other eastern, plus emerging economies, excepting a few laggards, turning north slowly, all suggests that the turn is being completed, and that a growing world economy is not just budding but branching, leafing, and flowering are starting. And Europe has already shown itself as in recovery, with Greece just a minor irritation. Even the UK FT-SE 100 index has now blueskyed, going above its 1999 previous peak.

    It will be a very myopic bear indeed who still sees a market collapse, apart from miner corrections always necessary when markets head north.
    Apr 27, 2015. 07:38 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Tech Earnings Dominate Headlines; Nasdaq Breaks Record [View article]
    UBS agrees with me, I'm pleased to see. Europe does offer great value going forward, and stocks may be bought now with a strong dollar, that will give currency as well as capital gains as European markets get stronger and the dollar weakens in the future.

    Add to that that a US market correction has yet to happen, which it will; and the value of re-balancing portfolios to increase European weightings is clear.
    Apr 24, 2015. 09:34 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Uranium stocks surged Wednesday after Japan approved the reopening of nuclear reactors.

    If we want less CO2 in the atmosphere without reducing our power use, then green tech like wind farms and the like are not enough: we nee nuclear power too. All we need now is for Germany to re-adopt nuclear, other nations to consider this option, and to find a safe and lasting way to rid ourselves of the waste from nuclear plants that has built up over the past 60 years or so. Roll on the advent of safe, controlled and economically viable nuclear fusion.
    Apr 23, 2015. 08:08 AM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Now might be a good time for U.S. investors to pick up relatively cheap overseas assets ...

    I'm pleased someone else agrees with me, lol! The dollar will weaken in time, and whilst we are waiting, it can currently buy undervalued/priced assets overseas, which will give a return on both a growing stock price as the undervaluation is recognized, and the exchange rate as the dollar does weaken going forward.
    Apr 23, 2015. 07:59 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: China Shares Extend Bull Run [View article]
    Taking an overall view, rises in Asian, European and other area stockmarkets, bodes well for the medium term future; only the summer vacations will hide some of this as markets drift on lower volumes over this period. So I'm looking for stocks to buy during this period, and which will quicken their northward climb come the September/October re-start. Tech and biopharmaceuticals are two areas of greater interest for me, and they are two areas that will perform ahead of others as a recovery is finally admitted by more.
    Apr 22, 2015. 08:43 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Dollar Drifts Ahead Of Consumer Inflation Data [View article]
    US dollar down (particularly against the Swiss franc), gold up; and if you view the 15 year gold chart,

    (and tick 2000 to 2015 year box at the bottom of the page, than View Charts.)

    it has now come back from its bubble in recent years, and looks set to bounce back off of support. So, taking a position in gold now looks good, or even gear up with a position in gold miners.

    I hold the Market Vectors Gold Miners ETF (GDX).
    Apr 17, 2015. 07:05 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Netflix Shares Hit All-Time High On Subscriber Growth [View article]
    The BP fund created to compensate ...

    is also an enforced charity fund to grifters not requiring charity, aided and abetted by those legal grifters, lawyers and judges.
    Apr 16, 2015. 09:42 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Nokia Seals $16.6B Alcatel-Lucent Deal [View article]
    China's slower expansion is a benefit, as for sustainability over many years, a lower growth rate is required. High single/double digit growth rates cannot subsist for more than a few years as no matter how low the initial base and how great the technological advances, the numbers become unmanageable after a while. 10% annual growth means that in under 15 years, there would have been a four-fold - that is 400% - increase in productivity/GDP. Clearly not feasible.

    So ... a lower Chinese growth rate is not in itself a cause for concern, and in fact could be a good thing.
    Apr 15, 2015. 09:23 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Shell Agrees To Buy BG Group For $69.6B [View article]
    McEwen Mining has been hit by a gold heist:

    Some people in Mexico are gold bulls, that's for sure ... lol.
    Apr 8, 2015. 10:30 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: FedEx To Buy TNT Express For €4.4B [View article]
    And to repeat previous exhortation: now is a good time to take profits from the US market and re-invest in Europe, though maybe hold the cash for a while and wait for summer vacation time to buy, when prices will drift down, as they always do.
    Apr 7, 2015. 09:33 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: FedEx To Buy TNT Express For €4.4B [View article]
    Whoever gets elected anywhere ... nothing will change. Politician is now a job title like engineer, software developer, marketing manager etc., and people pick it because it seems like they can do it. After all, all you need is a big mouth, false smile, gift of gab, and not be too concerned about the odd lie or incorrect interpretation of facts and figures. Oh, and to be able to hug someone you really don't like or care about.
    Apr 7, 2015. 09:31 AM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: Stock Futures Drop On Weak Jobs Numbers [View article]
    Hoping to solve expensive roaming charges.

    I support any organization that will take on the telecomms providers who rip us off with high roaming charges outside of the home country, whichever one it is. Europe is slowly bringing in price regulations that restrict roaming charges, and soon it will be possible to be within any European Union country and pay the same charges regardless of the country where the contract is or originated. For too long we have been paying way too much when traveling abroad with our cell 'phones: power to all companies that are working to end that.
    Apr 6, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Yellen Speech [View article]
    Late stage financials are where to be right now, and the correction that's going on is making those stocks just that little bit cheaper and therefore more attractive at this time.

    And holding cash for later this year after the correction is also worth doing. There will be a number of stocks sailing lower in the water as this tide runs out, and it'll be good to buy them before the tide turns yet again.
    Mar 27, 2015. 07:15 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Kraft, Heinz Announce Mega Merger [View article]
    CEO of large US companies have been remunerated $6 billion more than previously estimated. Really?!!! (And it's not just US companies either: Europe and elsewhere has the same ethos.)

    As I said a few days ago, it's this excessive milking of their companies by CEO and other top echelon that has contributed to the financial difficulties of the last seven to eight years. When CEO take that much, there is that much less for those lower down who work equally, if not more, hard; and arguably do a better job in many cases. So, the Chiefs don't feel the pinch, whilst the Indians most certainly have done.
    Mar 25, 2015. 07:02 AM | 16 Likes Like |Link to Comment
  • Wall Street Breakfast: China Growth Worries Surface Again [View article]
    European stocks are on the rise, as I said previously they would be. The US market still has steam, but it's highly priced. So, taking profits in the US and re-investing in Europe has been a good and will be a good play for those who can do it. So many seem to prefer to sell low and buy high (not intentionally, but the way it goes for many, lol), when selling high and buying low, which a US to Europe switch is right now, is the way to go.
    Mar 24, 2015. 08:41 AM | Likes Like |Link to Comment