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Russia & Georgia: Investments for the new Cold War

"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 [...]

Russia’s Georgian invasion will start a new Cold War

"The crisis has given oil and gas producer Russia an alibi for cleaning up along its borders in places like Georgia, where the United States and NATO were beginning to exert their influence." — Gerhard Sporl by Gerhard Sporl, Der Spiegel Baltimore and Berlin — (TFN):  The war in the Caucasus is [...]

A new high for gold prices?

"In typical fashion, gold and silver have not been playing to the script. A war breaks out between Russia and Georgia. You’d expect gold to rise. But the opposite happens: we get one of the most violent sell-offs in recent memory." — Dominic Frisby Blogger’s note: Gold prices have fallen through the floor this week. And [...]

Russia-Georgia War was caused by the global credit crunch

"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 [...]

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 [...]

Dollar Bear: Oil Prices and Demand Destruction

“Many on Wall Street are cheering the possibility that further “demand destruction” will ultimately lead to significantly lower oil prices. After all, this is basic economics. Prices are a function of supply and demand, and as demand drops, prices must follow. This is simple logic, wrongly applied.” [...]

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 [...]

Africa: A Good Bet for Foreign Investment?

“I cannot forecast to you the action of Russia. It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. That key is Russian national interest.” — Winston Churchill in 1939 Blogger’s note: Tom Bulford, editor of Penny Sleuth UK, may begin his article with a quote about [...]

Buy Mechel (MTL) for 30% gains on steel and coal

“Get this: MTL posted a 94% year-on-year rise in coking coal output for the first quarter of 2008. Nickel and iron ore output also experienced year-on-year growth, though not as much as coking coal.” — Sara. Nunnally by Sara Nunnally Baltimore – (TFN): Last Thursday, Mechel OAO (MTL:NYSE) announced record [...]

Gazprom to Overtake Exxonmobil

“Gazprom is a $239 billion company in terms of market cap. And in one of its latest reports, it bragged that it would surpass Exxon Mobil in revenue by 2014.” — Christian DeHaemer by Christian DeHaemer Baltimore — (TFN): Gazprom (OGZPY: OTC) is the world’s largest natural gas company. It holds 17% of the world’s total, and [...]

Is Brazil “Investment Grade” for Individual Investors?

“Standard & Poor’s just boosted the country’s credit rating to ‘investment grade’ in recent weeks, moving its rating from BB+ to BBB-. Why should we care? After all, isn’t Brazilian debt bought mostly by institutional investors? That’s true. But with the increased debt rating, Brazilian shares also should benefit.”– Martin Hutchinson by Martin Hutchinson, Money Morning Baltimore [...]

Mitsubishi’s airplane gambit

“The potential payoff is hefty enough to warrant the risk. Such key global trends as rocketing fuel prices, soaring global travel, fast growth in Asia, Latin America and the Middle East, and ongoing problems with major air carriers across the world are stoking worldwide demand for efficient, economic regional jets.” — William [...]

Steel Prices: The ETF doesn’t lie

“In the past, you might have expected steel stocks to get hit hard by a U.S. slowdown and open talk of recession. But now there is so much construction taking place, America has become a much smaller piece of the puzzle.” — Justice Litle Blogger’s note: With a U.S. recession on [...]

Russia: The safest emerging market

“Although they’ve had an incredible run, we have to remember there’s a reason we still call them emerging markets. With that status comes a significant amount of risk. I don’t care what’s happened over the past five years; I care what’s going to happen over the next two.” — [...]

Oil Company Profits: BP could lose $20 billion to Gazprom

“The government hasn’t gone so far as to say, ‘leave Russia to the Russians,’ publicly, but you can imagine the sentiment being passed between cabinet ministers and police chiefs as they rifle through TNK-BP’s Moscow offices (which they did a couple of weeks ago)” — Stephanie Grimmett by Stephanie Grimmett Baltimore – (TFN): Gazprom [...]

Foreign Investment: Follow the money to Russia

“Russia is a developing economy building airports, rail lines and other vital infrastructure. In contrast, the United States relies heavily on cash-strapped consumers to squeeze growth from its service-dominated economy. Without real assets and increased production from those assets, U.S. growth potential can’t compare to Russia’s.” — [...]

Russia vs. the Ukraine: Gazprom always wins

"The Ukraine’s threat to join NATO and train U.S. missiles on Russian borders is an empty one that will only end up shooting the Ukrainians in the foot (or maybe the head, depending on how high those missiles are pointing). Gazprom has all the power in the situation, and the government-owned corporation [...]

Energy Investing: Buy Gazprom before the (other) election

"If you haven’t heard of Gazprom, pardon me for asking, but what rock have you been hiding under for the last five years? The corporation is the largest natural gas company globally, and it looks like that situation isn’t going to change anytime soon, unless they discover natural gas reserves under one of the ethanol-dedicated [...]

Commodities Investing: The secrets of successful resource investing

"Investing in international commodities plays, especially a place like Russia, you need to focus on three things. That’s always: people, property, and money." — Andrew Mickey This is the transcript of the TFN Smart Investing Market Insights program "The Dirtiest Market in the World", filmed on 11/21/07. Host: Krista Das; Guest: Andrew Mickey, editor, BreakAway Investor [...]

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