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Commodities Supercycle Boom or Bust?

"The worst rout in the history of commodities may be ending, signaling a replay of the 2006 tumble that preceded a doubling of prices in the next 17 months." — Madelene Pearson, Bloomberg News Blogger’s note: Depending on which camp you belong to, the recent dip in prices either means the commodities supercycle [...]

Buy Vallourec (VK), Fresenius (FME) & Syngenta (SYNN) for the European recession

"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 [...]

Euro drops on record German inflation

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! by Nina Koeppen, Wall Street Journal Baltimore — (TFN): German gross domestic product fell 0.5% in the second quarter from the first three months [...]

Oil Prices Don’t Control the Recession

"Can the collapse in oil prices save the economy from recession? Sadly not. The rising oil price was a symptom, not a cause, of the unchecked global boom that lead us here. And the fact that it’s falling now is merely a sign that we’re already in the grip [...]

What to Buy in the BRICs

"China and India are two of the fastest-growing investable economies on the planet, and have been transformed into global leaders in both the manufacturing and service sectors. At the same time, Brazil and Russia each has become a cornucopia of commodities, and are emerging as global leaders in the white-hot global energy sector." — Martin [...]

The Top Five Best Gold Plays

“Missing out on gold is already costing investors a pretty penny. What’s more, most experts are forecasting gold prices to rise at least another 56% by the end of this year. So, how does one profit from gold? It’s simple.” — Mike Caggeso Blogger’s note: Mike Caggeso of Money Morning recently compiled a valuable [...]

Summer Break Ends Early for Gold Prices

“I blame high oil prices on gold. Well, I’m not completely serious, but I can’t help but feel that gold isn’t holding up its end of the bargain. Investors are dumping their money into oil because nothing else is going up – including gold.” — Andrew Gordon by Andrew Gordon Baltimore — (TFN): I blame high oil [...]

Dollar Bear: Don’t Believe Bernanke

 ”The move is inconsequential. The harsh realities have not changed in the slightest, and the dollar is set to continue its overall decline.” — John Browne, Euro Pacific Capital by John Browne Baltimore – (TFN):  This week, we were treated to strong statements by both Treasury Secretary Henry Paulson and [...]

The Dollar is Dying: Buy Gold Now!

“What is the point of owning a lump of metal that doesn’t pay a dividend, isn’t edible and actually costs you money to keep safe? To understand why gold is the ultimate safe haven in this financial crisis, we have to get to the root of our current problem. [...]

Foreign Investment: Dividend Stocks and Finance Markets

“Most investors think of the international markets only as another place to seek out stocks. But overseas financial markets are a great option for income investing, as well. And here’s why.” — Martin Hutchinson Blogger’s note: The U.S. markets are detrimental to your portfolio’s health, and that situation isn’t going to change [...]

Fannie Mae & Freddie Mac Destroy the Dollar

“Fears that the two U.S. mortgage giants, Fannie Mae and Freddie Mac, were on the verge of collapse has seen commentators shrieking about the end of capitalism as we know it. And perhaps they weren’t far wrong.” — David Stevenson by David Stevenson Baltimore – (TFN):  If you had to come up [...]

Inflation Attacks the BRIC

“Inflation is accelerating in the BRIC economies and central banks are responding with tighter monetary policy. While higher interest rates may be the standard remedy to combat inflation, tight money policies usually wind up dealing a death-blow to stock market investors.” — Mike Burnick by Mike Burnick Baltimore – (TFN): Don’t look [...]

The Next China: Vietnam is set to grow

As global “Caravan Capitalism” seeks out the countries offering the lowest production cost, multinational companies are leaving China for Vietnam. Click here to view.. Read more

Want to Be a Billionaire? Move to Zimbabwe

“The minimum wage in Zimbabwe last month was Z$3.9 billion, and the average workers monthly salary was a magnificent Z$15 billion. Unfortunately for the worker and his family, his whole monthly Z$15 billion dollar paycheck wasn’t quite enough to buy a bar of soap.” — John Pugsley by John Pugsley, The Sovereign [...]

Dollar Bear: The Fed Can’t Fight Inflation

“In announcing ‘no change’ in rates yesterday, the Fed pretends that its policy is perfectly calibrated to deal with the current economy. In reality however, the Fed is pinned down by a cross fire of inflation and recession.” — John Browne by John Browne Baltimore – (TFN): Cheerleaders will face [...]

Can the Fed Stop Inflation?

“Soaring inflation means the credibility of the legal tender in your wallet is being called into question. In other words, does your dollar really have any value?” — Jack Crooks by Jack Crooks Baltimore – (TFN): All over the world, everyone from market analysts to your average grocery shopper has been buzzing about inflation lately. [...]

New York Is in Trouble & So Is the Rest of the U.S.

“Whether the rest of the country likes it or not, both Wall Street and Washington place enormous confidence in the predictive powers of the Federal Reserve Bank of New York’s Empire State Manufacturing Survey.” — Adam Lass by Adam Lass Baltimore — (TFN): As goes New York, so goes the nation. That motto may seem like typical NYC [...]

Three-quarters of Your Income Is Going to Taxes

“I’ve paid into the social security monstrosity since 1963… Anyone want to give odds as to whether I’ll ever see some Social Security funds returned?” — Russell McDougal by Russell McDougal, Investor’s Daily Edge Baltimore – (TFN): Most likely your property values are falling. If your income is rising, it [...]

Oil Prices Fall on Saudi Announcement

“Al-Naimi has pumped hope back into the system after last week’s inflation terror hit the markets. Oil prices closed at $134.39 on the New York Merchantile Exchange.” — Stephanie Grimmett by Stephanie Grimmett Baltimore – (TFN): Well, at least oil prices are sensitive in both directions. Saudi Arabian oil minister Ali al-Naimi called for a conference [...]

This is Worse than the Credit Crunch

“The vague hope that the financial fallout was over has seen stock markets around the world rally somewhat since their low points earlier this year. But news at the end of last week knocked them for six.” — John Stepek by John Stepek Baltimore – (TFN): The markets have [...]