A Reminder of the Seasonality of Stocks Over the past weeks, we have seen a gradual lowering of the major stock market indexes. People are watching this weaknesses and comparing it to a number of factors that they are hearing in the news. Observers link this weakness to bad news. The market moves of its… Continue reading Buy Stocks When No-One Else Wants Them
Tag: Economic meltdown
Capitalism Needs Tweaking – Point #8 of 10 (Con’t)– Understanding ‘external auditors’
Financial Statements are Now Designed to Protect the Auditor In my previous blog, I discussed how incomprehensible financial statements have become. By the sheer volume and detail of information, they confuse the reader. The trick is to give so much detailed and professional explanation in these documents, that no-one except the most sophisticated of readers… Continue reading Capitalism Needs Tweaking – Point #8 of 10 (Con’t)– Understanding ‘external auditors’
Commodities Are Still the Place to Be
The News is Generally Negative One reads much in the financial news currently about the global slowdown, about the European Debt Crisis, about inflation in China, about Japan’s difficulties, and so much more bad news. One has to wonder why the stock market has shown such strength since March 2009. Is this the first time… Continue reading Commodities Are Still the Place to Be
The China Conundrum – How it Could Affect the Commodity Cycle
My last two blogs mentioned the unknowns regarding China. It seems that I am not the only one thinking along those lines. In the newspapers last weekend, there were columns devoted to China. The Issue Everyone assumes that China is the key driving force in the world regarding commodity demand, import / export transactions, currency… Continue reading The China Conundrum – How it Could Affect the Commodity Cycle
Capitalism Needs Tweaking–Point #7 of 10 Self Insurance & Investor Safety
Will America Recover? Of Course ! I have long maintained that the inherent strengths of American and Western societies would prevail in the long run, and that we are currently in the trough leading to the next big wave of prosperity. The rights of property law, the basic belief in the freedom of the individual,… Continue reading Capitalism Needs Tweaking–Point #7 of 10 Self Insurance & Investor Safety
Some Perspective on the US National Debt
US Debt I usually find numbers easy to grasp, yet the sheer scale of the numbers being tossed around referring to US debt and interest on that debt are so immense that they are hard to comprehend. I am posting a link to a You Tube video that puts these numbers in perspective. I urge… Continue reading Some Perspective on the US National Debt
Buy Oil, Buy Commodities, Buy Value
I engaged in some commentary with US Republicans recently, who were adamant that the way out of their dilemma was draconian cuts in spending. They believed that if vested pensions couldn’t be honored, they shouldn’t be. They believed that if the State Government couldn’t meet its obligations, it shouldn’t. It should just pay for current… Continue reading Buy Oil, Buy Commodities, Buy Value
Short-selling Legend Michael Burry Speaks at Vanderbilt
I normally would not impose this frequency of blogs on my readers. However, Michael Burry recently gave a speech at Vanderbilt University in which he detailed how he foresaw the crash in mortgages, and his VIEWS ON the CURRENT SITUATION in the USA. I urge you to listen. This is a man that became very… Continue reading Short-selling Legend Michael Burry Speaks at Vanderbilt
New Economies & Transfer of Economic Power to China and India – The Unpredictability of Predictions
Loewen & Partners hosted a event last night in Toronto where Dr. Michael Power of Investec Asset Management gave a presentation. Dr. Power is a noted advisor to Hedge Funds and travels extensively giving presentations internationally to Hedge Fund managers and others. His presentations on current trends and matters of interest are widely followed and… Continue reading New Economies & Transfer of Economic Power to China and India – The Unpredictability of Predictions
Some Thoughts on How to Make the Stock Market Fairer
We begin with a famous Quote from George Bernard Shaw. “If all the economists were laid end to end, they’d never reach a conclusion.” Gratitude to those Following This Blog I am grateful that you take the time and effort to read these writings. I am grateful for the input that you give. How to… Continue reading Some Thoughts on How to Make the Stock Market Fairer