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I published “Rules for investing” by Bob Farrell a few days ago, and this post attracted a large number of readers, obviously in search of some guidance at this juncture in the markets. Today, I consider rule #9, “When all the experts and forecasts agree, something else is going to happen”, in the context of the current situation. [...] More on this topic (What's this?) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) These Four Investing Lessons Mean Everything Today (Money Morning, 1/10/12) Read this before you buy silver (Learn Mining News, 12/13/11)
The two “Dr Dooms” – Marc Faber and Nouriel Roubini – discuss the economy and financial markets. As always with these two commentators, they provide a stimulating discussion that is well worth watching. [...] More on this topic (What's this?) Monthly Membership Option is Now Available (Value Stock Guide, 1/14/12) ‘Dr. Doom’ finds bright spots; Egypt, Qatar and Lebanon (tradeflow21.com, 8/5/09) Video: Nouriel Roubini On Why He Is Bullish On Asia (Top Foreign Stocks, 4/3/09)   By Prieur du Plessis, on August 13th, 2009 posted in: Economy, Guest Bloggers  2 people had their say - chime in!
A special report by Comstock Partners, the highly regarded investment manager run by Charles Minter, argues that US economic growth may be just as lethargic over the next 20 years as that of Japan during the last 20. A good and thought-provoking read. [...] More on this topic (What's this?) U.S. Economy 2012 Forecast: Where to Find the Biggest Gainers and Avoid the Biggest Losers in Thi... (Money Morning, 12/23/11) Why the U.S. Economy Will Be Weaker Than Expected in 2012 (Money Morning, 12/1/11) The Great Deleveraging Myth (GreenLightAdvisor Views, 1/17/12)
Bob Prechter in late February said “cover your shorts” and predicted a sharp rally that would take the S&P into the 1,000 to 1,100 range. With that prediction having come to pass, Prechter is now saying investors should “step aside” from long positions, and speculators should “start looking at the short side”. [...] More on this topic (What's this?) Three Reasons Yahoo Inc. (Nasdaq: YHOO) Could Rally Without Co-Founder Jerry Yang (Money Morning, 1/18/12) Bob Prechter - "Step Aside" From Long Positions (GreenLightAdvisor Views, 8/13/09) Bob Prechter - “Step Aside” From Long Positions (GreenLightAdvisor Views, 8/13/09)
Short-term corrections aside, Mark Mobius remains bullish on emerging markets. Read on for an interesting interview with him. [...] More on this topic (What's this?) Emerging Markets Forecast 2012: Forget the BRICs! Here Are the Best Emerging Markets of 2012 (Money Morning, 1/13/12) Investing in Emerging Markets Infrastructure (Investment U, 1/19/12) The Best Emerging Markets for 2012 – Part 2 (Wall Street Daily, 12/26/11) |
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