Jake2

Thursday Outlook: Commodities, Global Markets

It's nice to have all of the relevant charts in the same place at the same time so that you can skim through them. But beauty-or potential profit or loss, as it were-is always in the eye of the beholder.
Mr. Fry's comments are sometimes enlightening . . . always entertaining.

Record Inflows Favor Emerging Market Bond ETFs

Of some interest possibly:
NEW YORK (Dow Jones)--J.P. Morgan (JPM) revised its outlook on the technical environment for emerging-market external debt to negative from neutral.

"Overall positions are approaching record highs and cash balances have declined 0.2% to 4.8%, but still remain relatively high due to continued inflows," which year-to-date are $12.7 billion, noted Joyce Chang, global head of emerging markets research at JPMorgan in New York.

Moreover, emerging-market sovereigns have now completed 94% of the expected $65.5 billion of 2009 issuance, according to Chang.

Now, investors are reducing risk in countries where central banks have already or are indicating a more active involvement in preventing excessive foreign exchange appreciation, such as Brazil, Israel and Czech Republic, she said in a research note.

The 75/50 Portfolio: A Process Drilldown

Roger: Thanks very much for your article. I learned a lot. However, this quote kind of threw me: "The way this has played out for me has been down less. I have had a couple of years being very close to the market during up years and one year that the SPX was up very little and I was up a lot. Generally, I expect to lag a little when the market is up a lot and hope to do well the rest of the time including hoping to go down less when the market goes down a lot." George Orwell couldn't have said it better . . . I think!

Brazil Gets a Little Nutty: Investment Survival in Emerging Markets

"The best predictor of the future is past behavior." But past performance is no guarrantee of future returns. Or, as Jeff Skilling and/or Bernie Madoff would say. "Let me out of this place."

Precious Metals ETFs: A Less Risky Way to Maintain Purchasing Power?

"As you can see, while gold has been rallying, it has not given investors the best opportunities to profit. The mixed earnings estimate picture for gold miners suggests that the RISKS OF INVESTING in these companies REMAINS ELEVATED. Though gold mining stocks could still go higher, especially if third-quarter margins are better than expected, there are industries whose short-term prospects are brighter." Zacks (Emphasis added.)

Precious Metals ETFs: A Less Risky Way to Maintain Purchasing Power?

Zack's Investments has a different take on gold.

Silver Futures Show Markets Are Acting Strangely

All of this is a good argument for NOT investing in silver and gold, too, probably. It's also an argument for not reading all of this stuff.

How to Determine in What to Invest

The final paragraph of the article says it all. I.e., it says nothing. One might as recommend investing in blue sky, or stocks that rise, or bonds that pay dividends. Reader, pass by.

Zen Lessons in Investing

The meaning of life is in the day to day living of it.
Someone once said that Marilyn Monroe was a "now" person. Hmmm . . .

Another Helping of Stimulus

"Mr. Payne is a regular contributor to the Fox Business and Fox News Networks."
Thus anything he says or writes is immediately suspect (in some camps).

Rising U.S. Vacancies: Real Estate Is Headed Down

"Too much doom and gloom in this article . . . " masquerading as insight and intelligence. Somebody pass this guy the Kool Aide.

Stabilization of U.S. Housing Prices

Article lacks content.

Gold Analysts Are Far from Gold Bugs

"gold analysts across Wall Street"
Might as well be talking about the bogeyman. Very unprofessional work.

Expect Gold to Reach $3,000

lol

The Short and Long Term Outlook for Gold, Silver

Re: PRPFX. Six of the top ten holdings in this fund are treasury bonds!