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China’s looming financial crisis

October 10, 2008 · Filed Under International Investing · Comments 
Chinese shares have been falling lately, but that’s only because everybody’s so scared. There’s nothing wrong with China’s financial system, right? Wrong. There’s something rotten at the heart of China’s banks, and the entire mainland economy is about to come crashing down. by J. Christoph Amberger Baltimore — (TFN):  As Iceland’s banking industry is melting [...]

Ignore the bank bailout and profit from the financial sector

October 1, 2008 · Filed Under Investment Strategies · Comments 
Put your money into the financial sector? No, Andrew Gordon, of Investor’s Daily Edge, isn’t kidding. While WaMu (NYSE:WM), Fortress (NYSE:FIG), Lehman (OTC:LEHMQ) and all their friends have been falling to their knees, another side of the financial industry is thriving, with or without the bank bailout. by Andrew Gordon Baltimore — (TFN):  The [...]

Mining stocks aren’t dead: Buy Xstrata (XTA) & International Ferro Metals (IFL)

September 12, 2008 · Filed Under Gold and Resources · Comments 
"It’s important that we get back to the fundamentals of supply and demand. Some commodity prices have held up and even continued to rise. These tend to be those where the price is set by contract negotiations." — Bradley Mitchell Blogger’s note: Ever wonder where professional traders are putting their money? Well, now you don’t have [...]

European Central Bank (ECB) could topple Spain’s financial sector

August 26, 2008 · Filed Under International Investing · Comments 
"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 [...]

How Fannie Mae (FNM) and Freddie Mac (FRE) crashed crude oil prices

August 23, 2008 · Filed Under Oil and Energy · Comments 
"Financial stocks bottomed (for now) on that date - which makes sense. But the next part doesn’t make sense. Crude oil prices peaked on July 15. What does the U.S. government bailing out financial institutions have to do with the oil market?" — Rick Pendergraft by Rick Pendergraft Baltimore — (TFN): Over the last month, [...]

Bottom Feeding in Real Estate

August 7, 2008 · Filed Under Real Estate · Comments 
"If you think we’ll have a thriving real estate market again (and it’s only a matter of time), mortgage companies and home builders would be good investments." — Andrew Gordon Blogger’s note: The real estate crash isn’t over yet. Mortgage companies and home builders may still have further to fall. But according to Andrew [...]

Think the British Banks Hit Bottom? You’re Wrong

August 5, 2008 · Filed Under International Investing · Comments 
“It’s not true that no one saw the credit crunch coming. Sure, we may not have known exactly how the blow-up would manifest itself. But it was obvious to many people in the City and on Wall Street that something had to give.” — John Stepek by John Stepek Baltimore — [...]

Can Utilities Save Your Portfolio?

July 18, 2008 · Filed Under Oil and Energy · Comments 
“Utilities and banks have been the traditional “widow and orphan” stocks. In the case of utilities, they are regulated, their profits are practically set by local governments, and they pay dividends.” — Andrew Mickey by Andrew Mickey Baltimore — (TFN): Times are certainly tough. David Dreman, a leading money manager who oversees about $15 billion, said, ”Between inflation [...]

Real Estate Investing: Betting against housing

March 22, 2008 · Filed Under Real Estate · Comments 
"Last year, you couldn’t find a decent condo in West Palm Beach, FL for less than $200,000. But for the past two months, I’ve been seeing them at drastically reduced prices." — Charles Delvalle by Charles Delvalle Baltimore — (TFN): The biggest drag on the stock market this year can be summed up in one word: [...]