investing

Stocks on a Roll, Surprised?

Don’t look now, but stocks are in the midst of their biggest one-month gain since 1987. I’ve always said that the moves in markets won’t make sense logically. Throughout this panic about the debt crisis and Europe, I’ve consistently said to buy the dips in stocks. I am the biggest bear out there, but I understand that economic conditions aren’t the only driver of asset prices. Where is capital flowing?…

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Gold to Retest Highs?

If there is anything I’ve learned over the years of trading/investing, it is to fade the crowd. When gold was rallying to all-time highs, I was warning of a monster correction. This wasn’t a “rational” call since the debt crisis in Europe was intensifying, but then again, markets are not rational. You must feel out markets and go with your instinct You must constantly adjust your forecasts to account for price…

What Does a Collapse in Confidence Mean?

As we so obviously descend into the abyss, I still feel this is a crisis people don’t quite grasp. I’ve said from the very start that this is not only a debt crisis, but also a crisis in confidence. Case in point: A recent poll shows Americans’ approval of Congress is at an all-time low of 9%. Believe me, we are in unprecedented times and a 3rd party candidate will win…

The Paradox of Investing

Investing is filled with paradoxes. For example, there is a big difference between the domestic and foreign exchange of real estate. When real estate changes hands domestically, it is not necessarily inflationary because we are talking about internal transfers from one bank account to another. If foreign capital comes to America, it is effectively new money that is inflationary. I am making a bet on real estate in part because I believe…

Civil Unrest and Investments

The debt crisis in America is intensifying as civil unrest has finally entered the equation. The Occupy Wall Street movement has spread throughout the country and it will grow even without media coverage because of the tech savvy youth. Believe me, this is why Obama passed legislation to shut down the internet in the case of “weapons of mass disruption”, or internet terrorism. I have been very consistent in my…