Your Money: Why bother with commodities and thus...?
Monday morning quarterbacks are now unanimous in the mantra, "recession"...so why even bother with commodities? We have made plenty of wrong calls, but we did call stagflation back in Spring of 2006. Perhaps because they are listening to over-paid, erudite crooks on Wall Street?: are you - perhaps - trading their book? Here is how the asset tripod makes you money in the near term...Profit off this morning's brain waves...
Topics Covered
- Commodities & the Delympics
- The Dollar
- Stock markets
- How to make money off these ideas
Your Money: Why bother with commodities and thus...?
Monday morning quarterbacks are now unanimous in the mantra, "recession"...so why even bother with commodities? We have made plenty of wrong calls, but we did call stagflation back in Spring of 2006. Perhaps because they are listening to over-paid, erudite crooks on Wall Street?: are you - perhaps - trading their book? Here is how the asset tripod makes you money in the near term...Profit off this morning's brain waves...
Random Thoughts: Double Rouble trouble & your money - II
Random Thoughts™ cannot be put into a "box" - but can be put into your piggy-bank - and into that of your childrens' and grand childrens'...
This Monday we gave you our views on investment implications of the renewed cold war. Because this clash of egos is so important to portfolio strategy, we are giving you a crisp update today.
Random Thoughts: Double Rouble trouble & your money - II
Random Thoughts™ cannot be put into a "box" - but can be put into your piggy-bank - and into that of your childrens' and grand childrens'...
This Monday we gave you our views on investment implications of the renewed cold war. Because this is so important to portfolio strategy, we are giving you a crisp update today.
Topics Covered
- Updates
- Superpower currency implications
- How to save money off this idea
Global: Fool's gold in markets, the new Cold War and the Shackled Fed
See our free show notes that I will present on CNBC Asia this Thursday at 10:10 AM.
Global: Fool's gold in markets, the new Cold War and the Shackled Fed
What rouble trouble means for your own money
Random Thoughts™ cannot be put into a "box" - but can be put into your piggy-bank - and into that of your childrens' and grand childrens'...
On Saturday we traced the fate of another superpower currency that headed south until its Empire was relinquished: Sterling.
Today we discuss the Economic Time™ and thus 12 currency and other investment implications of superpower Russia moving out of Georgia while superpower America is moving in...or is something more insidious afoot?
Yes. There is trouble for the Rouble - and for the dollar, short-term euphoria notwithstanding. And there is one startling investment conclusion that ties-in with the imminent release of my own new book, Trade Myths: Globalization and the Trade Balance Fallacy (see part 6 below).
Besides, with "bend backwards Ben" (akin to "roll over, Beethoven") now compromising the independence of the Fed, the credibility of the dollar is already taking another hit...
Oh, and I nearly forgot: we give you 12 investment ideas based on "this idea" (defined in part seven of today's contribution.) These 12 ideas will make you money - and preserve your capital as well as that of your children and grand children...
Random Thoughts: Your money & double rouble trouble
Random Thoughts™ cannot be put into a "box" - but can be put into your piggy-bank - and into that of your childrens' and grand childrens'...
On Saturday we traced the fate of another superpower currency that headed south until its Empire was relinquished: Sterling.
Today we discuss the Economic Time™ and thus 12 currency and other investment implications of superpower Russia moving out of Georgia while superpower America is moving in...or is something more insidious afoot?
Yes. There is trouble for the Rouble - and for the dollar, short-term euphoria notwithstanding. And there is one startling investment conclusion that ties-in with the imminent release of my own new book, Trade Myths: Globalization and the Trade Balance Fallacy (see part 6 below).
Besides, with "bend backwards Ben" (akin to "roll over, Beethoven") now compromising the independence of the Fed (by lending to every well-heeled investment banker who "makes the case"), the credibility of the dollar is already taking another hit...
Oh, and I nearly forgot: we give you 12 investment ideas based on "this idea" (defined in part seven of today's contribution.) These 12 ideas will make you money - and preserve your capital as well as that of your children and grand children...
Topics Covered
- Why this fundamental piece simply had to be written
- Why the blow up in Georgia: front stage acting
- Who "won" - or did Icarus crash into the Caucuses?
- Why the blow up in Georgia: back stage strategizing
- The new cold war: tinder boxes
- The Cold War, the Economic Clock™ and multinational corporations
- How to make money off this idea
- How to save money off this idea
Global: How to make tactical money off de-coupling & thus, re-coupling
For some time we have urged readers to sell the dollar and - more recently - to buy the China/Hong Kong markets in the hopes of some Diktatkapitalismus forcing China's and thus our Hong Kong stock market up. Well, that has not been clever from a tactical perspective, but I am sticking with my strategic views. That is because the popular drivers of asset classes have been re-defined particularly since the start of this year - and will go into reverse the the end of 4Q08. We wonder whether those highly-paid Chief Economists/Strategists at major investment banks - perhaps - are lying in order to protect their jobs and thus their ass(et)s...in the mean time, costing institutional and retail investors trillions of dollars in wasted investments? As Samuel Brittan brilliantly quipped in his op ed of 15th August 2008 on page 9 of the Financial Times, "You do not change your military strategy at the height of battle."
Topics Covered
- De-coupling and re-coupling
- What is propelling the dollar?
- Thus, what about commodities?
- Thus,what about stock markets?
- How to make tactical money off these waves
Global: How to make tactical money off de-coupling & thus, re-coupling
For some time we have urged readers to sell the dollar and - more recently - to buy the China/Hong Kong markets in the hopes of some Diktatkapitalismus forcing China's and thus our Hong Kong stock market up. Well, that has not been clever from a tactical perspective, but I am sticking with my strategic views. That is because the popular drivers of asset classes have been re-defined particularly since the start of this year - and will go into reverse the the end of 4Q08. We wonder whether those highly-paid Chief Economists/Strategists at major investment banks - perhaps - are lying in order to protect their jobs and thus their ass(et)s...in the mean time, costing institutional and retail investors trillions of dollars in wasted investments? As Samuel Brittan brilliantly quipped in his op ed of 15th August 2008 on page 9 of the Financial Times, "You do not change your military strategy at the height of battle."
