By Frank Holmes, CEO and Chief Investment Officer, U.S. International Investors
December has historically been one of the strongest months of the year for equity markets. Taking a appear more than the past 20 a long time, the S&P 500 Index in December has averaged 2 %.
This year has been extraordinarily turbulent, although. In fact, 2011 [...]
Posted in Investment Review 
Tags: acquisition, activity, agreement, America, amp, ampP, Atlantic, auto, bank, basis, Black, Bloomberg, boom, Bull, Buyouts, case, cash, CBOE, cboe volatility index, CEO, chart, Chief, chief investment officer, China, clarity, climate, co-manager, control, coordination, Corporate, correlation, country, course, crisis, crude, Crystallize, Cushing, cushion, cut, day, deal, December, development, Director, discount, discussion, doom, doom editor, economy, Editor, effect, Enbridge, end, enterprise, equity, Europe, eurozone, Evan, Evan Smith, everyday price, export, fact, Financial, firm, forty, Frank Holmes, Friday, fund, Global, gloom, growth, Gulf Coast, Holiday, Houston-location, impact, income, index, index stock, inflation, information, institution, Intermediate, International, international economy, international investors, Investigation, investment, investment organization, investment team, investors, Irrespective, ISI, isn, John, John Derrick, Journal, July, line, liquidity, loan, lot, Marc Faber, marketing, marketplace, merger, middle, Midwest, mile, month, months of the year, MSCI, Multinational, news, November, number, officer, oil, Oklahoma, Oppenheimer, organization, outcome, path, percent, period, pillar, pipeline, planet, planet index, portion, potency, power, price, profitability, PSPFX, quarter, ratio, record, requirement, Reserve, revenue, Rolling, RRR, sector, spending, stability, step, stock, stock markets, stock value, Study, tag, team, technique, time, u s auto, U.S., unemployment, value, VIX, volatile marketplace, volatility, volatility index vix, Wall Street, week, West Texas, worldwide, Worth, WTI, Yahoo, year 
Comments OffJim Rogers, chairman of Rogers Holdings, talks about his investment strategy. from Singapore with Susan Li on Bloomberg Television’s “First Up” on Monday 29 Nov. Rogers also comments on Europe’s sovereign debt crisis, Federal Reserve monetary policy and the U.S. economy.
Rogers says he does not spend too significantly consideration to the rating agencies upgrades [...]
Posted in Investment Review Tags: american engineering, August, Bloomberg, bloomberg television, central banks, chairman, chart, commodities, consideration, crisis, currencies, debt, debt crisis, economy, engineering, Europe, european stocks, expression, Federal, federal reserve, federal reserve monetary policy, globe, Holdings, income, investment, investment strategy, Jim Rogers, Jump, m2, marketplace, Microsoft, Monday, news, Nov, Package, policy, press, printing, printing press, qe3, rally, rating, record, Reserve, resolution, Rogers, self assurance, Singapore, sovereign debt, strategy, Susan Li, technique, technology, technology stocks, television, thing, track, U.S., underway, upgrades and downgrades Comments OffIn gold terms, an average single family home in the United States can now be purchased for only 18% of its pre-bubble price in 2001. The term “pre-bubble” merits emphasis: the average house can be purchased at an 82% discount (in ounces of gold) not [...]
Posted in Investment Review Tags: adjustment, alternative investments, amp, association of realtors, average, base, beginning, benefit, bubble, building, Bull, bullion, cash, combination, comparison, component, construction, CPI-U, December, decline, discussion, disdain, Diversification, dog, dollar, economy, end, environment, equity, era, estate, example, EXCEPTION, family, financial assets, Freddie, freddie mac, future, generating, Gold, gold investment, gospel, graph, half, hedge, Home, house, house price, housing, impact, increase, index, inflation, inflection, Interest, investment, investor, kitco, line, loss, Mac, malaise, market, mean, measurement, median home price, mind, mortgage, move, nation, national association of realtors, norm, November, november 15, October, ounce, ounce of gold, pact, paper, Peak, peak real estate, performance, period, perspective, pessimism, point, practice, price, price index, price per ounce of gold, pricing, Promotion, property, proxy, Public, quarter, raise, rate, ratio, Real, real estate bubble, real estate values, recession, relative value, rise, section, shape, single family, situation, Size, stock, stocks and bonds, term, theory, thing, time, unemployment, United States, US, value, way, wealth, year Comments OffThe Agriculture Chemicals/Fertilizer stocks have been stinking it up recently after showing promise as recently as this July. The group had been a very strong performer in the last bull market and was definitely worth watching to see if a positive trend could develop. However, after a brief sprint higher, the [...]
Posted in Investment Review Tags: Agriculture, agriculture chemicals, area, attempt, August, base, Bear, bottom, breakout, Bull, bulls, cf industries, cf industries holdings, cf industries holdings inc, close, company, corporation, correction, couple, danger, day, downtrend, early august, economy, end, fears, Fertilizer, group, Heck Is, hold, Holdings, Inc, July, level, line, LineThe, lot, majority, market, MON, Monsanto, monsanto company, MOS, Mosaic, move, moving average, moving averages, NYSE, pattern, peers, performer, point, pot, Potash, potash corporation of saskatchewan, progress, promise, rally, resistance, result, reversal, run, Saskatchewan, scare, share, shorting, space, sprint, stalwart, stock, summer, support, trend, trendline, trouble, upward progress, watching, way Comments OffDespite bursts of strength, weakness in stocks tied closely to the economy shows the market’s true state.
While sexy technology stocks, such as Amazon (AMZN – News), grab headlines with hot new products, basic resource and industrial stocks continue to struggle. And even though the domestic economy may be [...]
Posted in Investment Review Tags: action, afternoon, ak steel holding, AKS, Amazon, amazon amzn, amp, AMZN, attempt, August, average, base, Bear, bear market, breadth, breakdown, building, Business, cannot, case, cat, Caterpillar, ceiling, change, chart, chipmaker, conglomerate, continuum, control, conviction, Copper, cross-section, danger, dark, dark underbelly, dd news, decline, Dig, distance, domestic economy, Don, Dow, dow jones, dow jones industrial, dow jones industrial average, drag, economy, energy, ETF, evidence, example, exchange traded fund, FCX, foundation, frame, Freeport, freeport mcmoran, freeport mcmoran copper, fund, giant, Gold, HFC, High, Holding, HollyFrontier, house, IBM, Industrial, industrial stocks, INTC, Intel, International, international business machines, Internet, Jones, latter, level, line, list, machinery, majority, maker, manufacturing, market, McMoRan, message, miner, MMM, month, networking, news, news exchange, Norfolk, NSC, performance, point, profile, rail, rally, range, Recovery, resource, Schlumberger, sector, sector spdr, Select, September, sexy technology, SLB, Southern, SPDR-Energy, SPDR-Financial, SPDR-Industrial, SPDR-Materials, state, Steel, steep losses, stock, strength, striking distance, surface, swath, Tech, technology, technology stocks, time, Trading, Traditional, Tuesday, volume, weakness, Wednesday, week, XLB, XLE, XLF, XLI, year Comments Off
RSS Feed