A special note for NCT subscribers
Email – #88
** A special note for NCT subscribers
The ancient Chinese had a saying: “May you live in interesting times.”
I don’t know about you, but I’d settle for downright boring right about now.
However, I’ll take what we’re getting with a smile on my face. The markets are overdue for a good pipe cleaning and – [...]
Buy Taiwan's Index to Capture China's Real Beneficiary
Email – #88
** Buy Taiwan’s Index to Capture China’s Real Beneficiary
As reported in USA Today, Taiwan’s opposition Nationalist Party just won a huge landslide victory in legislative elections, giving its policy of closer engagement with China a big boost a mere two months before a presidential poll it seems poised to win.
Taiwan’s President, Chen Shui-bian, [...]
Don't Get Burned Trying To Buy The Bottom (Or The Top) – All Eyes On Citigroup
In This Issue:
**Don’t Get Burned Trying To Buy The Bottom (Or The Top) – All Eyes On Citigroup
Well, we didn’t have supermodels cavorting naked on the beach and our conference director didn’t fall off his bike – both of which happened at our last chapter meeting in Mexico – but by all accounts we’ve had [...]
We Add Agro to Our Portfolio, and Take Advantage of Volatility in This Buying Season
Email – #143
** We Add Agro to Our Portfolio, and Take Advantage of Volatility in This Buying Season
It always looks darkest before dawn. That is what I responded to my editor, when he emailed me this morning asking me whether the Bernanke cuts would be enough. In fact, last Friday, after seeing the employment number [...]
This Value and Dividend Investment Channels Rogers, Templeton, Soros and Buffett
Email – #87
** This Value and Dividend Investment Channels Rogers, Templeton, Soros and Buffett
When it comes to the global capital flows we follow together (and to China, in particular), there’s a familiar formula and it’s one we follow. It’s also one that legendary investors like Rogers, Templeton, Soros and Buffet follow, too.
It was recently documented [...]
Buy the No. 2-ranked Chinese Company for 39.13%-plus Returns in 2008
Email – #86
** Buy the No. 2-ranked Chinese Company for 39.13%-plus Returns in 2008
After a mind-numbing first week of trading, many investors are having doubts about the markets.
Don’t.
Believe it or not, the markets have only fallen this far and this fast a mere 8% or less of the time in the last 10 years. That [...]
Don't Lose Sight of the Bigger Picture
In This Issue:
** Don’t Lose Sight of the Bigger Picture
Clearly, the beginning of the year has not been favorable for many investors.
Yet, as we pointed out in our annual forecast issue, there are still pockets of growth if you look carefully. This includes the global titans – many of which are operating in global markets [...]
Employment Shows Unexpected Weakness and Hits the Markets
Email – #141
** Employment Shows Unexpected Weakness and Hits the Markets
There is almost no way to find a silver lining in the employment report that came out this morning.
It showed that employers raised non-farm payrolls by only 18,000 for the month of December, way below the already-weak consensus estimates of 40,000. The report shows that [...]
Buy Chinese Yuan for 40% to 60% Gains Or More… in an FDIC-Insured Bank Account
Email – #85
** Buy Chinese Yuan for 40% to 60% Gains Or More… in an FDIC-Insured Bank Account
Welcome to 2008!
China’s stock market may be struggling right now, but its currency – the Yuan (or the Renminbi depending on what you like to call it) – is not.
In fact, as you can see from the following [...]
