Long-term trends grow from short term trends. We attampt to determine the short term trends and where they are pointing.
Another Look at Emerging Markets By the editors of Without Borders, Casey Research After passing much of 2008 standing thankfully on the sidelines, we believe that with current valuations, opportunities have returned for putting capital back into long-term positions in emerging markets. In fact, we believe that emerging markets will recover faster and outperform developed […]
Emerging Markets in 2009 Read More »
In their annual forecast edition, the editors of BIG GOLD asked Casey Research Chairman and contrarian investor Doug Casey to provide his predictions and thoughts on issues everyone’s thinking about these days. Read what he has to say on the economy, deficits, inflation, and gold… The $1.1 Trillion Budget Deficit My reaction is that the
Doug Casey on 2009: Another Year of Shock and Awe Read More »
By Chris Ciovacco Ciovacco Capital Management In our current global economic environment, the number of moving parts for the individual investor to track and attempt to analyze is often overwhelming. Without a systematic approach to the global asset markets, it is virtually impossible to discern the relative importance of an almost infinite number of inputs.
The Reverse Wealth Effect Read More »
The following article was recently updated by one of the legends in the investing world. In it Doug Casey shows how different each generation is and how each carries the seeds of its future allowing history to repeat itself. Consequently, it gives us a glimpse of what is in store for our near future. Because
The Foundations of Crisis Read More »
By Chris Ciovacco Ciovacco Capital Management “Where observation is concerned, chance favors only the prepared mind.” –Louis Pasteur (1822-1895) How Do You Decide how Much Is a Stock Really Worth? The basic fundamental value in buying a stock or a business is the cash flow it can produce over time. Investors discount expected cash flows
Are Stocks Cheap Enough to Start Buying, Yet? Read More »
Home builders have been suffering with falling home prices are they out of the woods yet? In this article Andrew Gordon gives you some insight into things to come in the home building industry . — editor By Andrew Gordon As the market crumbles, shares aren’t the only things getting cheap. So are words. And
Home Builders – The Next Shoe to Drop? Read More »
With banks failing and the economy falling apart everywhere you look, short term we are obviously in a mess. But, I thought I’d present you with an optimistic way to look at the world today. ~editor A Thorn With Every Rose- The Economy isn’t as Bad as it Looks By Alexander Green “Let us be
The Economy isn’t as Gloomy as it looks Read More »
By Steve Selengut Looking for good news in today’s markets is like searching for the proverbial needle in a haystack. Needless to say, practically all investment grade equities and nearly all closed end funds that specialize in providing regular recurring monthly income have been reduced in market value by this prolonged correction. The quake has
Good News For Income Investors Read More »
By Chris Ciovacco To Make Money Find Trending Investments Based on the charts of most stock markets above, the trends will have to change before long-term investors can again make money. If a trend has to be in your favor to make money, then you should overweight investments which are doing just that. The inverse
Risk Management In Trending Markets Part 2 Read More »
The old Wall Street saying “The trend is your Friend” is as true as ever but what does that really mean to your investing? In this article, Chris Ciovacco shows us how to manage risk by following the trend and using volatility to our advantage rather than letting it wipe out all of our gains.
Risk Management In Trending Markets Part 1 Read More »
