Market Commentary
International Destinations for your Portfolio
Intel’s forecast, today, highlighting their belief that Asian consumers would drive the economic rebound got me thinking. Could international stocks recover quicker and grow faster than domestic U.S. stocks over the next few years? To get a better grasp, I’ve decided to compare the performance of various international ETFs and take a better look. In [...]
read more »S&P Analysis Follow Up
Turns out that I wasn’t the only one spending my time trying to analyze the S&P yesterday. INO Market Club (a site sponsor) just uploaded a free video using even more detailed technical analysis than I did. In it, the author uses candle stick and volume analysis to identify the likelihood that sellers have overtaken [...]
read more »Why you should hold cash now
The markets have rallied nearly 50% off their lows, but the last two weeks have been decidedly slower. Are we about to correct back downwards? How severe will it be? I’ve been more focused on bottoms-up fundamental stock ideas over the last few months, but having made a few purchases these last few months and [...]
read more »The next big commodity play
Above is a graph of various commodity ETFs. The main ticker is UNG (United States Natural Gas Fund), a ETF which tracks prices of natural gas delivered at Henry Hub. OIL is the iPath Oil ETN. JJA is the iPath Agricultural Commodities ETN. JJM is the iPath Industrial Metals ETN. And, JJP is the iPath [...]
read more »Private equity victimizing public markets?
Recently read an article, “Texas Pacific Group Made Money On J. Crew, Did You?,” that seems to paint a rather damning picture of private equity, particularly Texas Pacific Group and its investments. The article makes note of the fact that TPG recently sold the last of its shares in J. Crew and officially exited its [...]
read more »The Most Contrarian Idea I Have
Any reader of my blog recognizes that I generally have an affinity for consumer products and retail facing stocks. In this recession, I’ve also become quite the fan of dividends as manifested in my recent investments – GE, VLO, MO, and LINE. As such, this investment idea probably comes as no surprise – Hotel REITS. [...]
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