International Investing
Dollar rebounds on global economies’ weakness
Published on August 27, 2008
The driving force behind the dollar’s comeback, after six years spent mostly in decline: the perception that, even though the U.S. economy is struggling, things are rapidly getting much worse in other countries. Currencies tend to reflect the strength of their home economies, so the buck now is gaining at its rivals’ expense.
European Central Bank (ECB) could topple Spain’s financial sector
Published on August 26, 2008
"There’s a bombshell being delivered here – the European Central Bank is about to stop bailing out eurozone commercial banks. And that could mean another big lender going ‘bust’." — David Stevenson
Blogger’s note: Just like in the U.S. and UK, the European Union’s state bank has been extending easy credit to prevent "temporary" illiquidity in [...]
Dollar rebound: The Chinese are BUYING
Published on August 26, 2008
Dollar Bears are proclaiming the world’s rummage sale of U.S. dollars is gonna start any day now. But actually, the Chinese have started to aggressively BUY dollars. The China effect is a key ingredient in the dollar comeback. Beijing’s Politburo is clearly disturbed by the sudden downward turn in the economy as export markets freeze, and surging wage inflation in the country’s manufacturing hubs eats away at profit margins.
Buy Vallourec (VK), Fresenius (FME) & Syngenta (SYNN) for the European recession
Published on August 25, 2008
“With economic growth likely to slow, investors will take a greater interest in firms with clearly visible profitability, operating in strongly growing markets. Here are three examples.” — Cedric de Fonclare
Blogger’s note: Each week our friends over at MoneyWeek in London ask a professional investor where he or she is investing [...]
What the Dollar Bears won’t tell you: Britain’s economy at a standstill
Published on August 24, 2008
The Dollar Bears are still talking “de-coupling” and cashing out of the dollar… but the economic performance elsewhere ain’t nothing to brag about.
Buy these funds and ETFs to profit from the biotech merger boom
Published on August 22, 2008
“There have been a mass of deals in the U.S., while on this side of the Atlantic, a number of attractive little biotech stocks have been approached or agreed to bids in the last couple of months.” — John Stepek
Blogger’s note: You probably heard about the $43 billion Roche (RHHBY:OTC) bid [...]
Growth Investing
Published on August 22, 2008
As the U.S. dollar retreats and gold and oil recover, not only are economic powerhouses shrinking, such as the EU and Japan, but emerging markets are at risk for growth too.
Jim Rogers on the Chinese economy and the Beijing Olympics
Published on August 21, 2008
Financial legend Jim Rogers was recently interviewed on the economic and investing situation in China by our colleague Keith Fitz-Gerald from Money Morning. MM publisher Mike Ward pointed out that TFN readers might like to have a look at the interview, too. Which is why we’re presenting it in excerpts right here.
Euro drops on record German inflation
Published on August 19, 2008
The European Central Bank (ECB) considers inflation its biggest enemy. How successfully are they fighting it? Well, with the German PPI up a whopping 9%, they seem to be doing a bang-up job!
New low for Shanghai stock exchange may spell trouble for Chinese banks
Published on August 18, 2008
The 60-plus-percent drop in Shanghai’s valuation will work its way into Chinese bank balance sheets: Plenty of corporate portfolio punting was undertaken using indiscriminate loans issued by Chinese banks to party functionaries working in corporate executive positions. If you think paying back upside down mortgages reflecting 10-20% in valuations were dynamite for U.S. mortgage lenders, just wait until last years punting loans come due in Beijing…
China’s new car tax could make luxury carmakers an endangered species
Published on August 18, 2008
“Wait a minute, they won’t sell me a car because it’s going to be more expensive next month? The logic of the situation eludes me. But there you have it.” — Stephanie Grimmett
by Stephanie Grimmett
Baltimore — (TFN): Only in China would a car salesman refuse to sell you a big fancy foreign car.
China is increasing [...]
Low dollar has increased U.S. export growth
Published on August 16, 2008
America’s exports are now growing faster than China’s.
Russia & Georgia: Investments for the new Cold War
Published on August 15, 2008
“Like it or not, with the invasion of Georgia, we have a new Cold War – as well as the profit opportunities that accompany such a conflict. International investors were able to make a lot of money during the “first” Cold War.” — Martin Hutchinson
by Martin Hutchinson
Baltimore — (TFN): Like it or not, [...]
New lows for Shanghai stock exchange spell selective profit opportunity
Published on August 13, 2008
Despite Olympic success, the Shanghai Stock Exchange is setting new lows. What can you expect? And where exactly can you still make money?
What ever happened to “decoupling”? Japan’s economy shrinks in Q2
Published on August 12, 2008
Asian economies are “decoupling” from America, the wise men told us earlier this year. Looks like they were wrong on that, too.
Russia-Georgia War was caused by the global credit crunch
Published on August 12, 2008
“The end of the easy money era and the war in Georgia don’t, at first glance, seem to have an obvious connection. But they are linked.” — John Stepek
Blogger’s note: Want to know who caused Russia’s war against Georgia? Well, you could say Allan Greenspan started it. Or you could blame [...]
Has Motorola (NYSE:MOT) seen the worst?
Published on August 11, 2008
Investors have high hopes for Motorola (NYSE:MOT) after the recent appointment of a new CEO for the failing mobile device division, but analysts remain skeptical. Find out who is giving the maker of the RAZR a run for their money. Click here to join the Buzz…
Chinese economy is slowing down
Published on August 11, 2008
Chinese economic growth i expected to slow to just 8 percent in 2009. That spells problems for job creation and profit margins.
Euro crash: We may never get blogged by the Daily Reckoning again!
Published on August 10, 2008
The euro comes crashing down from it record highs against the dollar. The Daily Reckoning may never blog us again!
Canadian, Australian dollar in record declines
Published on August 9, 2008
The Canadian and Australian dollars are coming off a record-breaking losing streak. If commodities continue to fall, the drop could turn into a rout.
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Digital Ally up 20% on record Q4 revenue – time to sell!
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Digital Ally (DGLY) has seen its share price jump 20% on record sales largely stemming from its DVM-750 in-car video system. TFN readers that took our advice last year and bought DGLY should cash in those gains!
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