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“To use an analogy, when hunting big game it’s better to travel in a pack than be a lone wolf and right now the lone wolf is the one searching for a top. Wait for more evidence to appear before turning negative and only join the hunt when the pack (the sellers) are in full force. If you deviate from the strategy you will continually get nicked,” said strategist Kevin Lane in this very topical guest post. [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Is This Bull Market Over? (Investment U, 4/16/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12)
This week on Wealthtrack Extra, Consuelo Mack talks to Charlie Maxwell, the “dean of energy analysts”. [...] More on this topic (What's this?) Most Investors Don't Know This Oil Secret... (Wealth Daily, 5/19/12) $1 Gas Prices (Wealth Daily, 4/13/12) How to Profit from High Crude Oil Prices (Money Morning, 4/25/12)
“The stage is set for a booming global auto market over the next several years. This could be a driver for the entire supply chain from basic commodities to high-end components,” according to Frank Holmes and John Derrick of U.S. Global Investors. [...] More on this topic (What's this?) Is Ford’s Chinese SUV Venture Too Little, Too Late? (Investment Underground » Page n..., 5/9/12) ,Wonder Auto Technology: Another Chinese Fraud Exposed (Value Investing, 4/28/12) GM Shares Rise After Buffett’s Berkshire Makes Into Automotive Firm (Value Investing, 5/16/12)
Doug Kass, hedge fund manager of Seabreeze Partners, cautions that the stock market’s unstoppable march higher since late summer may in fact have stopped. [...]
Risk analysis firm Maplecroft just released its new fiscal risk index ranking of 163 countries. Europe trumps all other regions with 11 out of twelve countries rated as “extreme risk.” However, quite surprisingly, only one PIIGS country – Italy which takes the top spot – is in the top 12. Read on … [...]
Mohamed El-Erian, CEO and co-CIO of PIMCO, joins Tom Keene on Bloomberg to discuss developments in the Maghreb and to share a very dour outlook on the weakening greenback. [...] More on this topic (What's this?) Will the Dollar Be Replaced As a Reserve Currency? (Investment U, 5/3/12) The Death of the Dollar (Learn Mining News, 4/26/12) US Dollar Under Acute Pressure As World seeks an Alternative Reserve Currency (Gold Stocks Today, 3/26/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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