Tag Archives: recovery

Gurus cannot time markets? I’ll tell you who can!

Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%.  Slightly worse than flipping a coin.  In my book I pick on a couple of very … Continue reading

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A case for $120 WTI oil – and sharply higher stock prices.

Back in July I was surprised to notice that oil prices continued to remain firm during the odd 2011 summer months (an anomaly caused by strife in the Middle East) when ordinarily we experience softness in energy prices that time … Continue reading

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Why invest in resources if China is slowing?

Commodity prices lead economic data – they plummeted in anticipation of the current doldrums, and are now rising ahead of a global recovery. On October 24th, 2011 I posted the following: “Look for commodity stocks to continue to bounce in … Continue reading

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Gold & the gold stocks – the Great Divide!

I heard an analyst on a business talk show say that the price of gold (just north of $1600) is not being reflected in the prices of gold stocks.  No kidding!  He figures the stocks are being priced as if … Continue reading

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China, Commodities, Oil – buy when bad is bad and good is bad!

From Bloomberg: “A Chinese leading indicator climbed for the third straight month, adding to evidence that the world’s second-biggest economy is withstanding Europe’s debt crisis and faltering growth in the U.S.” As crazy as it seems, lately no matter what … Continue reading

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Sell in May and go away? Smarter to buy in July!

Seems we may be getting a taste of the seasonality I warned about in prior postings (and discussed in my literary masterpiece A Maverick Investor’s Guidebook – also available as an ebook for the digitally minded).  If you’re like most novice investors and only … Continue reading

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Stocks moving up as others lose favour, Portugal and another Japan earthquake?

I’ve mentioned Ford Equity Research in prior commentaries, as one of many services and tools that allow one to compare what one thinks is going on (biased by news, TV and emotions) to what actually is going on.  Years of … Continue reading

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