Is a Booming Chinese Infrastructure Good for Your Portfolio?
A credit fueled expansion of the Chinese economy is sending its commercial and infrastructural businesses into overdrive. A combined effort of more than 13.6 trillion yuan (4 trillion in stimulus and 9.6 trillion in bank lending) has sent developers back to work building up the country’s infrastructure.
Ambitious Projects
At the pinnacle of any government assisted [...]
What a Retirement Calculator Won’t Tell You
Planning for retirement isn’t always just basic math. Too many people plan with the aid of a retirement calculator, without understanding the inputs that go into these ultra-important calculations.
Sweat the Details
Planning for retirement requires that investors make assumptions about the future, with one of the most important being the expected return of their investment portfolio.
However, [...]
Why Gold Should Be in Every Retirement Plan
Never have precious metals earned so much respect among investors. Financial advisers are suggesting precious metals to their clients, while TV commercials boast about the performance of gold and silver over the past decade – and it’s all for one very good reason. While stocks were in the dumps, gold and other precious metals stamped [...]
What Post-Stimulus Chinese Inflation Means for Your Investments
Following the release of $585 billion into infrastructure investments, China’s economy has bounced back quicker and with more force than any other economy in the world. However, with so much capital flooding the infrastructure sector and trickling into many others, inflation remains a consistent threat.
The Origin of Inflation
Much of the record high inflation numbers involves [...]
Why China Won’t Bubble Over
As real estate prices soar in the Chinese mainland, analysts around the world are yet again calling Chinese stocks a bubble. However, sky-high real estate prices aren’t always indicative of a bubble, and the fundamentals driving China’s economy higher have never been stronger.
China vs. the United States
The real estate bubble in the U.S. is [...]
Does Greece Spell Trouble for the EU?
Concerns over Greece’s debt troubles have left a wake of losses in emerging market funds and currencies like the Euro and British Pound; however, it looks like most of the worries may have been overblown.
Measuring Greece’s Influence
The magnitude of Greece’s mounting government debt cannot be understood until we understand Greece’s economic impact on [...]
Are You Doing What The Market Is Telling You To Do?
Right now the market is talking to us. We hope you are listening because we are.
One look at the indexes show a lot of talking going on right now in the form of our indicators flashing “In the Zone” or at the least be aware. This is how the market talks to us.
First up the [...]
Profit From the Looming Spike in Crude Prices That the U.S. Oil Lobby Doesn’t See Coming
John Felmy has been the chief economist of the American Petroleum Institute (API) for years. He’s well respected. And I appreciate his experience. But the two of us disagree more often these days.
We most recently locked horns at Malone University in Canton, Ohio, last week, where we were debating the future of oil. (Actually, when [...]
Is Government Debt the Next Crisis to Strike?
While American investors were busy enjoying their Thanksgiving dinners, global markets were shaken by word that Dubai asked for a payment holiday on the $59 billion it owes via its investment vehicle, Dubai World. The move, which comes as oversized bets on Persian Gulf real estate sour, was considered a default by the major rating [...]
Open Letter to Timothy Geithner: Is Your Nose Getting Longer?
Dear Treasury Secretary Geithner:
I noticed you recently told the Japanese press that you intended to maintain a strong dollar, and that the Obama administration would bring the U.S. fiscal deficit back to a “sustainable balance.”
Tell me, don’t you feel your nose extending like Pinocchio’s when you tell these fibs to innocent Asians?
The dollar is not [...]
