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Right 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 | 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 | ContinuedInvesting in Commodities: The Three Greenest Shoots of All
This is how a recovery begins.
A few months ago it seemed like there was no end to the downward spiral. More than 20,000 people were losing their jobs every day. The stock market was steadily falling. Panicked consumers were cutting back aggressively. The government pushed through $787 billion in emergency stimulus spending under the guise of getting the economy going again.
Here we are a few months later and a few things appear to be turning around. Everyone is spotting those “green shoots” the Fed Chairman told us to look for a few months ago.
Consumer confidence has risen for three…
12Jun2009 | Q1 Publishing | 0 comments | ContinuedGold Glitters Once Again
Gold is glittering more than ever.
All the fundamentals are in place for a big run in gold.
The “hot money” has found a new friend: gold and gold stocks.
As we looked at a few days ago, the big money pension and mutual funds are betting big on gold too.
The thing is though, despite all of the attention gold is getting, 95% of investors will miss the biggest prize of all. Here’s why.
Gold is “Cool” Again
A few days ago the world learned that leading hedge fund manager John Paulson has started to place some very big bets on…
24May2009 | Q1 Publishing | 0 comments | ContinuedThe Bull Market No One is Talking About
The financial world didn’t get its relief yesterday. The bailout plan and any accompanying reprieve just weren’t in the cards. The Dow tumbled and investors rushed to the exits.
I’m not going to harp on the bad news again, I’m sure you’ve heard it all by now. That’s because opportunity is knocking right now.
I will say the bailout plan, or some form of it, will be formalized and approved. Too many politicians have too much riding on it. And then all will go back to normal…for a few days.
We could even get a nice bounce in the markets following…
1Oct2008 | Q1 Publishing | 1 comment | ContinuedWhat to do During a Market “Adjustmentâ€
“I know Americans are concerned about the adjustments that are taking place in our financial markets.” – President Bush
Adjustment!?!
What on earth is a financial market “adjustment?â€
Despite the sugar-coating, President Bush did get one thing right, Americans are concerned. More like afraid. Fear has taken over the markets. And I’ve got to tell you, I’m loving every second of it…and you should be too.
The U.S. economy has plunged into recession. Unemployment has surged more than 50% in the past two years. Multi-billion dollar investment banks like Bear Stearns, Lehman Brothers, and Merrill Lynch that leveraged themselves against the housing market…
22Sep2008 | Q1 Publishing | Comments Off | ContinuedRUST BELT REVIVAL: FROM DOOM TO BOOM
The locals call it “The Pointes.â€
Gross Point was one of the highest rent neighborhoods in the country. It sits between Detroit and Lake St. Clair. Its wooded scenery, mild summer weather, and proximity to industrial areas have made it a popular residential neighborhood for industrial titans for a century.
The Pointes was one of the hottest real estate markets in the 1920’s. You had to have a mansion in Gross Pointe If you were an executive in Detroit’s booming auto industry.
Flash forward 90 years and we’ve got a completely different picture. There are “for sale†signs hanging off a lot…
8Sep2008 | Q1 Publishing | Comments Off | Continued
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