Best Of The Best Share Discussion Threads

[traderabc] 23/1/2010 15:56

Jim Rogers Interview on China Property, Global Stocks

[traderabc] 23/1/2010 15:55

The Case for Commodities in 2010 (And Beyond)

By Frank Holmes
CEO and Chief Investment Officer
U.S. Global Investors
Jan 27, 2010

The biggest emerging economies have ambitious plans that require a greater share of the world's limited commodities. This trend is spurring profound and permanent disruptions in how these resources are allocated now and in the future. For investors, these disruptions present opportunities.

Simply put, an investment in natural resources is a vote of confidence in global economic growth.

Rapid urbanization and industrialization, better infrastructure and growing consumption in emerging markets are among the key themes in the global growth story. They are also key drivers in the rising demand for oil, steel, copper, cement and other resources.

Here are just a few of the many available data points to help gauge the scale of opportunity:

[bluebelle] 18/1/2010 14:17

traderabc - 14 Jan'10 - 17:11 - 1111 of 1122
This is interesting, it shows the power of compounding, many of the richest people on the planet made their wealth with compounding over time.


Yes but the one thing it doesn't explain is how you actually MANAGE to double your money every day for 64 days !!!

[bluebelle] 18/1/2010 12:55

049balt - 17 Jan'10 - 15:30 - 1120 of 1121
Beef.

...and pork. HOGS (ETF) up 6% this year so far : we're just at the beginning of a hog cycle IMHO.

[traderabc] 18/1/2010 12:10

Papantonio: The Banking Industry - America's New Thugs

[traderabc] 17/1/2010 13:28

Balt, in which sectors of the food spectrum are they expecting these shortages?

[traderabc] 17/1/2010 12:59

2010 Outlook:
When Hope Turns to Fear, PART I
by Ty Andros, Editor, Tedbits Newsletter| January 15, 2010
Print

The world is falling into what ultimately will be an inflationary depression. This will cause the death or near death of the world’s principle reserve currencies: US Dollar, UK Pounds, Euros, Swiss Francs and Yen, and it is unfolding. Insolvency, both moral and fiscal is unfolding: debt spirals on many levels of the developed world will be resolved ultimately with the printing press, this year, next year and until the rest of the world abandons the current FIAT paper and the ultimate Crack-Up Booms unfold. Opportunities abound for the prepared investor, and in fact they are BIGGER than EVER.

When the broad masses who have bought the hope realize it is a lie, and their hope turns to fear, this QE-induced high will turn into a blind panic as the G7’s safety nets FAIL; many markets will crash and others will soar and the most helpless will turn into angry mobs as they have no skills and their economies no longer produce blue collar jobs that create the middle classes – those jobs have been driven offshore by public serpents, crony capitalists, trade unions and banksters.

There are three quotes from some of the greatest economists in history which summarize the G7 global economy, currency and financial systems and the societies in which they reside. Two by Ludwig Von Mises and one by John Maynard Keynes and they are:

1. There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of a voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises

[049balt] 17/1/2010 12:11

Trader. it is interesting to see the farming media talking about food shortages as early as the second half of this year.

[traderabc] 17/1/2010 11:46

Inflation 101
by Puru Saxena
Editor, Money Matters
January 15, 2010

We want all our readers to understand that inflation is a disaster for society and it only benefits the elite. In fact, we will go even further by stating that inflation is a hidden tax, an insidious crime against the public. It is the easiest way for any government to confiscate the savings of the public and for generations, wealth has been transferred in this manner.

In our opinion, inflation is evil and the sole reason why human beings have become modern-day slaves. Remember, money is supposed to be a store of value, however due to reckless central bank-sponsored inflation, it can no longer fulfill this critical role. This is precisely the reason why human beings are never satisfied with what they have because nobody knows what their savings will buy them in ten or twenty years time. So, rather than enjoy their lives, the vast majority of people continue with their never ending pursuit of acquiring even more money! Unfortunately, nobody questions the inexplicable loss of the purchasing power of their savings, thus, central banks get away with financial murder.

[traderabc] 17/1/2010 11:40

Jim Rogers-Agricultural Commodity Prices To Go Through the Roof

[traderabc] 14/1/2010 17:20

The Keiser Report – Markets! Finance! Scandal!

Jeremy Paxman exposed, along with the ratings agencies. I sincerely hope the Icelandic people do the right thing, especially if it costs them their place in the EU. They may one day become the next 'Switzerland' on the continent.
In Chinese the word for crisis is the same for opportunity , Iceland can turn their problems into a victory against NWO greed..

[traderabc] 14/1/2010 17:11

This is interesting, it shows the power of compounding, many of the richest people on the planet made their wealth with compounding over time. It helps to make it understandable why and how the central banks do 'own' the world and almost everything in it.


The Most IMPORTANT Video You'll Ever See (part 1 of 8)

[traderabc] 13/1/2010 21:31

2010 - The Tricky Bit
HRA Journal Commentary
by David Coffin and Eric Coffin | January 13, 2010
Print

A year ago we said we believed a full court press by G10 central bankers, finance ministers and governments would succeed in at least halting the slide. It did, and markets responded more strongly than even we had hoped for, and we were among the more optimistic observers 12 months ago.

We also said a year ago that you were unlikely to see a repeat of 2008. It’s safe to say the same comment applies again. 2010 will not look like 2009.

Most markets experienced massive revision to the mean last year. That may be repeated again on a smaller scale, though this year that implies weaker gains for markets, not higher ones.

2010 will, hopefully, mark a transition to more normal economic conditions. That is positive, but it should also mean some upward movement on the interest rates and perhaps the US Dollar may have to be navigated.

[traderabc] 13/1/2010 15:26

AGRI-FOOD THOUGHTS
by Ned W. Schmidt, CFA, CEBS
Schmidt Management Company
January 12, 2010

What needed remembering this past week as a goodly part of the Northern Hemisphere sat frozen was that all that cold was a mirage. This cold weather, practically everywhere, was really just cloaking the underlying warming trend of the world. Do not let this cold weather fool you! This phony cold weather does, however, have some hidden dangers. We have been, here in south Florida, under an Iguana Alert. Iguanas, which are illegal immigrants without a natural predator, become immobile at temperatures below 40 degrees. They were falling out of the trees, which made walking under Iguana filled trees dangerous.

With the U.S. Environmental Protection Agency moving toward declaring carbon dioxide a hazardous pollutant, global warming may be the least of our worries. Breathing may require a permit from the government. Growing food could become an illegal activity. As a field growing food produces more carbon dioxide than a forest, the EPA could deny farmers the necessary permits to grow food. Instead, they may be ordered to replant their fields as forests. Australia is already moving in that direction.

[traderabc] 12/1/2010 16:18

Thanks washbrook, King sounds like someone who knows the score and isn't afraid to talk about it. I seem recall that he has interviewed Rogers in the past.

The 'little guys' who looked towards the mainstream media and conventional financial institutions for 'advice' over the last 10 years have been slaughtered for their foolishness.
Their savings have been decimated and it will take perhaps a generation for them to forget the fleecing they have endured and return to the stock markets en mass.
Meanwhile it's the bigger players who are now left holding the bag. They, more then anyone should know how dangerous their 'game' is now that the markets have had a partial (phoney) recovery.
I read (below) that the losers in the great ponzi economy are now in 'bonds'

"most of $592 billion taken out of money market mutual funds last year has gone into bond and bond-hybrid funds instead."

I strongly suspect these bond funds mentioned are denominated in US $, which implies the bulk of retail investors still 'don't get it' and no doubt they will be fleeced yet again when the $ collapses further.





“We’ve Never Seen this Before – Such a Huge Rally, and the Little Guy Is Out”


Washington’s Blog
Tuesday , January 12th, 2010

Joseph Stiglitz says that Wall Street is hyping up the economy to sell more stock.

Has it worked?

Well, the stock market certainly has rocketed up from its March lows.

But many investors are still avoiding equities.

As Vincent Deluard – a strategist for TrimTabs Investment Research (25% of the top 50 hedge funds in the world use TrimTabs’ research for market timing) – says:

We’ve never seen this before – such a huge rally, and the little guy is out.

In other words, the stock market rally is due almost entirely to hedgies, pension funds, banks and other institutional investors, and not every day investors.

It is even possible that the government itself has been propping up the stock market. And Bill Gross and Nouriel Roubini say that we have a Ponzi style economy.



TrimTabs notes that small investors pulled out $14 billion net from stock mutual funds from the beginning of last year through mid-December, on top of a net $245 billion withdrawn in 2008.

Given that, at the end of September, individuals held 80% of the $19 trillion in stock in U.S. companies, both private and public – according to the Federal Reserve – recovery will not happen so long as the little guys are sitting on the sidelines.

TrimTabs notes that most of $592 billion taken out of money market mutual funds last year has gone into bond and bond-hybrid funds instead.

No wonder David Rosenberg is saying:
“People have been lured into two bubbles seven years apart, and for a lot of them it’s over.”
“The bulls say if the market is up this much without retail investors, just watch when they come in, but it isn’t going to happen.”
Investors who have not been spooked or angered by the market are probably too poor to buy anyway.

[washbrook] 11/1/2010 22:25

traderbac.
I have 3 books of Rogers in my library.
This may of interest to you.

[traderabc] 11/1/2010 21:58

Who is Jim Rogers and why does he say America's next economic crisis is 1-3 years away?

[traderabc] 11/1/2010 21:52

The gamblers and the clueless are leading this nation into the abyss. If only we could throw out all of them.

By Bill Fleckenstein
MSN Money

There were many lists made of the "best" and "worst" of 2009. List-makers did themselves proud ticking off item after item.

But -- understandably, because it's a nonfinancial crowd -- one item got away from them: The 30-year Treasury bond turned in its worst performance in 40 years, as the yield rose from about 2.7% to about 4.6%. (For the layman, yields rise as bond prices fall.)

[traderabc] 11/1/2010 14:05

The first 7 words below are NEVER uttered by the mainstream mass media, it's simply a case of lying by omission.



The Military-Industrial Complex is Ruining the Economy


Washington’s Blog
Monday , January 11th, 2010

Everyone knows that the too big to fails and their dishonest and footsy-playing regulators and politicians are largely responsible for trashing the economy.

But the military-industrial complex shares much of the blame.

Nobel prize winning economist Joseph Stiglitz says that the Iraq war will cost $3-5 trillion dollars.

Sure, experts say that the Iraq war has increased the threat of terrorism. See this, this, this, this, this, this and this. And we launched the Iraq war based on the false linkage of Saddam and 9/11, and knowingly false claims that Saddam had WMDs. And top British officials, former CIA director George Tenet, former Treasury Secretary Paul O’Neill and many others say that the Iraq war was planned before 9/11. But this essay is about dollars and cents.

[traderabc] 10/1/2010 13:42

This is tragic.

Farmer Peter Spencer Vs. Federal Government's environmental policy