SubscribeArchive for Q1 Publishing
Gold Investing Expert: Bob Moriarty Goes on Record
We live in a world that is totally insane. We have one US government agency buying worthless paper from another US government agency and the public nods their heads in agreement just as if it makes perfect sense.
It doesn’t make any sense at all; it’s like taking water from one end of a swimming pool and carrying it down to the other end and believing you are making a difference.
– Bob Moriarty, Gold is Getting Frothy
With gold busting through $1100 this month, government deficits/spending/borrowing showing no signs of slowing down anytime soon, the stock market at unsustainable highs, it’s…
20Nov2009 | Q1 Publishing | 0 comments | ContinuedWorld’s Best Investors Bet Big on “Utter Nonsense”
“Maybe [gold] will reach $1,100 or so but $1,500 or $2,000 is nonsense.”
That’s what Nouriel Roubini said a few days ago at the Inside Commodities Conference in New York.
The comments from the economist credited with foreseeing the banking crisis were aimed squarely at investing legend Jim Rogers. According to reports, Roubini specifically referred to Rogers’ call for $2000 gold as “utter nonsense.”
Since then, gold has continued to set new highs and is attracting a lot more attention from some of the best investors in the world.
The Day Gold’s Fate was Sealed
Back in March, when the S&P was sliding…
19Nov2009 | Q1 Publishing | 0 comments | ContinuedRight on Schedule: Revisiting 3 Stages of Bear Market Rally
When someone says, “it’s different this time,” what happens next is rarely surprising.
We know it’s never different this time.
The thing is though it takes a bit of time to remember that.
For instance, the implicit “it’s never different this time” promise is the biggest problem facing the Democrats push for healthcare reform.
It’s a new entitlement program. And history has proven time and again, in its current form the odds of it reducing costs, increasing efficiency, and making the healthcare system better for consumers are pretty slim. It’s really only a matter of time until the well-documented consequences of the…
18Nov2009 | Q1 Publishing | 0 comments | ContinuedThe Market is Going Lower, Buy Stocks…Now?
It sounds crazy, I know.
All signs point to the market heading lower. The major indices are fundamentally overvalued, the real
economy has barely improved, and expectations are approaching lofty highs.
It’s a recipe for a sharp and painful correction. And that’s why I’ve recently turned bearish on the markets in general.
Still though, the market rises. There are many factors for the rise, but the question is what to do now?
That’s where it may get a little confusing. I’m bearish, but I’m still recommending buying stocks.
On the surface, it doesn’t make any sense at all. But the facts reign…
12Nov2009 | Q1 Publishing | 1 comment | ContinuedRethinking the China Bubble
“It’s the only place we could take a company in a developed industry and double our business each year for five years. Where else can you start out with $5 million in sales and be making $35 million in practically no time?”
That’s what one of the world’s leading Chinese financiers told me over dinner last night.
It has caused me to rethink the growing bubble in Chinese markets. And that we may have thought a bit too much, looking too closely at key economic fundamentals like electricity consumption and age demographics in the past.
As we’ve professed throughout this rally at…
5Nov2009 | Q1 Publishing | 0 comments | ContinuedMake 20 Times Your Money in this Hated Industry
The simplest way to make a genuine fortune – we’re talking 20 to 50 times your money here – is to buy assets no one wants and wait for them to be wanted again.
In fact, we met someone who did it firsthand a few months ago. Over breakfast with Bob Quartermain, the president of Silver Standard Resources (NASDAQ:SSRI), your editor got the first-hand account of the company’s development.
Quartermain, a geologist by training, started at Silver Standard in 1985 when the precious metal bubble had just imploded. He had one goal: acquire silver assets. Silver projects were cheap and plentiful…
4Nov2009 | Q1 Publishing | 0 comments | ContinuedGeithner Inadvertently Signals Gold Going Much Higher, What to Buy Now
The Obama administration dispatched high-level members back onto the Sunday morning talk show circuit following a few bits of positive economic news.
On Thursday, it was announced GDP is back on the climb. That was followed with the claim one million jobs were created or saved due to stimulus spending. And that’s right on pace to meet the goal (imagine that?). So the best marketers don’t want to let an opportunity to take credit for the free exchange of goods and services between individuals.
But on NBC’s Meet the Press, Treasury Secretary Geithner may have inadvertently signaled the gold bull market…
3Nov2009 | Q1 Publishing | 0 comments | ContinuedIs a 25% Drop Up Next?
By Andrew Mickey, Q1 Publishing
The recession is over!
GDP grew at a 3.5% clip between July and September.
Wall Street’s fortunes seemingly turned around overnight.
But with the rally reminding everyone how fragile it is, are the boom times really here again?
One of the world’s best investors thinks it will seem that way for a while, but – that could be bad news for the markets. Here’s why.
World’s Great Investor Turns Bearish
Six months ago almost no one believed in the rally. Unemployment was still on the rise. The economy was still contracting. The housing market, despite all kinds of incentives for buyers, ground to…
30Oct2009 | Q1 Publishing | 0 comments | Continued5 Reasons to Buy Agriculture Stocks Now
The window of opportunity is still wide open.
When the markets were in a state of confusion last fall, we tried to keep our heads level and focus on the future.
One of the areas we inevitably turned to was agriculture:
This is a pretty simple one. The world’s population is growing and the world’s available farmland is not. The question here is not if there will be a big payoff, but when.
Of course, the whole investment world knew that. And it’s why agriculture stocks made such a big run between 2006 and 2008.
The good news is, however, the run in agriculture…
24Oct2009 | Q1 Publishing | 1 comment | ContinuedGoogle’s (NASDAQ: GOOG) Rise Forces New York Times (NYSE: NYT), McClatchy Company (NYSE: MNI) and Gannett (NSYE: GCI) to Fight for Survival
The last time this happened investors made 10 to 20 times their money.
Now an opportunity for similar gains is fast approaching.
Let’s start at the beginning though. Six years ago no one – and I mean no one – wanted to buy steel stocks.
The industry was reeling. The Chinese were making heavy inroads into the U.S. steel market. They were able to deliver the same product as U.S. steelmakers at a much lower cost. Even some pretty steep protective tariffs enacted the year before weren’t able to save the industry.
It was ugly and it looked like the domestic steel industry…
21Oct2009 | Q1 Publishing | 0 comments | Continued
Loading ...
