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Gold Glitters With Opportunity
In watching the markets on a daily basis one can’t help feel at least a slowing, if not bottoming, in fund liquidation. The notion of fund liquidation has been beaten to death by this point, but being that it’s the main driver of this deflationary deleveraging process, it’s worth noting the change in trend.
This liquidation of assets has been indiscriminate in picking its victims. Whatever assets that were liquid were sold in order to raise cash to meet margin calls. It didn’t matter what the fundamentals of the underlying asset were.
As this process slows and eventually reverses, we need to…
Corporate Governance Runs Up The White Flag
Your Federal Government Is Now An Insurance Shareholder?
Well, American International Group (NYSE – AIG) certainly went south faster than we expected. Rather than rising to fill the gap before plunging, it instead plunged straight away. Will there be a bounce? Well, let’s look at recent surprise developments before making a prediction.
The U.S. Federal Reserve Board has just agreed to lend up to $85 billion to AIG to allegedly prevent a “disorderly failure” that could wreak economic havoc. The loan is secured by all AIG and primary non-regulated subsidiary assets so that the insurance giant can meet its obligations as they…
18Sep2008 | Oxbury Research | 2 comments | ContinuedHealth Care for Your Wallet
There are few sectors in the market you can count on during recessions. One of them happens to be health care. The difference with health care is that it’s less economy-sensitive; people generally cut back on other items before they do with drugs and other medical essentials.
That’s not to say that the stocks of health care companies don’t fall when times get tough – they drop with the best of them. But because of the “safe-haven†status they carry, they will likely drop less than the rest, and they stand to gain a good deal when good times return.
Recently, times…
8Sep2008 | Oxbury Research | Comments Off | Continued“Gold Train, All Aboard!â€
If you ask any of my good friends, they’ll tell you “Don’t get Nick Jones started on gold. He’ll talk your ears off.â€
Unfortunately, my friends are right. Precious metals were the very first market I ever researched. I’m glad that’s where I started, because to understand gold is to understand the U.S. dollar. To understand the U.S. dollar is to understand macroeconomics, housing, credit finance, and energy makets.
After putting in an excessive amount of due diligence into the above mentioned issues, I came to the conclusion that inflation and economic woes were on their way. In fact, I decided…
21Aug2008 | Oxbury Research | Comments Off | Continued“Big Four” Struggle to Survive Media Wars
It’s been a bad time for the music industry. The “Big Four” corporations that make up the RIAA have all posted losses or seen their shares plummet. Warner Music saw their shares drop by 74 percent in the fourth quarter of 2007, while EMI lost 260 million pounds in the 2006/2007 fiscal year.
How did they get to this point? If you ask the RIAA, they’ll point to rampant piracy online, cutting into their shares and stealing money from the artists’ pocket. There’s another cause, though, and it’s one the RIAA might be less willing to admit—they have simply failed…
20Aug2008 | Oxbury Research | Comments Off | Continued
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