2-Week Conference Call Workshop Series Does the volatility of the markets bother you and your clients? Below is a quote from an alumni of the workshop. The problem 10 years ago was I had no effective way to deal with it in clients’ portfolios. Now I do and I thank God every day that my […]
The compound effect of the decline in real estate and the strength of commodities has created an interesting comparison. The important decision is how to position yourself now. Subscriber Only Content Subscribers should do a comparison of IAU over the past five years to see just how strong commodities are on a relative strength basis.
Two often when a group presentation is made to prospects, the solution is delivered too early. It is like a farmer planting a field that hasn’t yet been prepared. A presentation should identify the fear the client has and the problems the client faces. You should lay the groundwork by plowing up the ground, then […]
Source: Jeremy Grantham - GMO Quarterly Letter - April 2011 When the world’s fastest growing economy is consuming commodities at these rates… what is the future of commodities? Subscriber Only Content For more information on the impact of consumption will have on commodities and their position in the marketplace and client portfolios please download […]
Source: Chart of the Day The SIA Market Report portfolio has an 8% position in United States Gasoline FD LP (GAS) as one of the strongest relative strength commodities. See chart below. Source: SIA Market Report If you are not a subscriber and you would like to gain access to the full portfolio details, you […]
Colin Barr wrote an interesting article for Fortune last week, titled Lost decade? We’ve Already Had One. The article sheds further light on the blog post earlier concerning the increase in earning on the S&P 500. GDP that stems from new debt — mainly deficit spending — is phony: it is debt-financed consumption, not prosperity. […]
Source: Thomson One Are your portfolios prepared for this kind of volatility? Are your client’s willing to ride the roller coaster with you again? Stay tuned for the Four Myths of the Market and how to avoid them.
From The Paris Review - Spring 2011 Janet Malcolm has written many books of non-fiction and magazine articles since her publishing debut in The New Yorker in 1963. Yet for all the volume of her output (and its quality), her largest claim to fame still probably rests on one 26-word sentence she wrote more than […]
The chart clearly shows a rising trend of increased earnings over time and an extraordinary recovery of earnings from 2008. What are your thoughts? Please comment and share with others.
If you watch only one movie this year, make sure you buy and watch Inside Job. Understand the cause of the 2008 market meltdown. Who was involved and why it will happen again. The interviews and charts alone are worth the DVD. But more important for your future is what has not changed and why […]