MoneyWeek

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MoneyWeek

Mensajepor Dalamar » 18 Sep 2012 14:04

"Some kind of wake-up punch might be coming, but I'm hoping to see those $1,920 highs in gold re-tested before the end of the year, with a new high next year well into the $2,000s. "

Eso lo veremos pronto!
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Re: MoneyWeek

Mensajepor Dalamar » 18 Sep 2012 15:01

$2,500 gold imminent? "I believe we'll see gold trading at $2,500 within the next 12 months."

That's what our metals expert – a man with decades of experience working in and around the commodities markets – told me just last week.
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Re: MoneyWeek

Mensajepor Dalamar » 19 Sep 2012 12:03

How to bet on a weaker yen – buy Japanese stocks, this is just one reason why we’re still keen on Japanese stocks. It’s one of the easiest ways to profit from a weaker yen.
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Re: MoneyWeek

Mensajepor Dalamar » 20 Sep 2012 13:56

De Peter Krauth, Real Asset Return

Bank of America just last week said it expects the Fed to almost double its balance sheet, running it up from its current $2.8 trillion to $5 trillion in the next two years alone.

The national debt will likely rise to $20 trillion by 2016 from $16 trillion today. Even at a reasonable 5% interest rate, debt servicing alone will cost $1 trillion per year, eating up a whopping 40% of government tax revenues.

When rates do return to "normal" market levels and probably much higher -- à la the levels of the late 70s to early 80s -- look out, as it could get really ugly. If rates went to 12%, all tax revenues would go to service the national debt!


They foresee oil being propelled to $190 a barrel, and gold to $3,350 an ounce.
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MoneyWeek

Mensajepor Dalamar » 21 Sep 2012 17:12

I’m interested in is the Balfour Beatty 10.75% convertible preference share (LON:BBYB).
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Re: MoneyWeek

Mensajepor Dalamar » 27 Sep 2012 12:58

"The country’s Ibex index (equivalent to our FTSE 100) fell by nearly 4% yesterday as investors fret over political turmoil in the country. The cost to the Spanish government of borrowing money over ten years rose back above 6%.

I’d use this burst of panic as an opportunity to buy on the dips.

As we noted back in early summer, eurozone stock markets were hitting levels at which, over the long run, you could expect to make double-digit annual returns.

The European Central Bank has embraced the path of money-printing.

The point is that the worst-case scenario outcome – a complete implosion of the eurozone – looks increasingly unlikely.

For my own part, I’ve focused on Italy as I think it’s fundamentally in better shape than Spain or Greece."
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Re: MoneyWeek

Mensajepor Dalamar » 02 Oct 2012 13:29

It's time to sell the pound.

In short, while there are plenty of risks, the outlook for the US is healthier than the outlook for the UK. So how do you play this? The trouble is, the US stock market has priced in this sunnier outlook. Indeed, the market as a whole looks expensive, judged on long-term measures such as the cyclically-adjusted price/earnings ratio. So given that there are still plenty of hurdles along the way to recovery, we’d be wary of buying the US stock market at current levels.

However, one area where the US doesn’t look expensive is in the currency markets. The dollar hasn’t been hit as hard by the promise of QE infinity as you might expect.

If you’re comfortable with spread betting, you might want to short the pound against the dollar. The pound’s high for the year was just above $1.63.
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Re: MoneyWeek

Mensajepor Dalamar » 08 Oct 2012 19:38

Dice que se va a poner corto durante Octubre por varios motivos:

- Octubre suele ser turbulento
- Los problemas de Europa
- Bandas de Bollinger
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Re: MoneyWeek

Mensajepor Dalamar » 29 Oct 2012 07:17

De Frisby en MoneyWeek:
Some kind of monetary crisis seems inevitable, and in such a situation, you want to own gold.

“Since the Bank of England started buying up UK debt at the beginning of 2009 the UK has issued about £724bn in new debt. Over that time period the BoE has bought up £365bn. Which means that a staggering 50% of ALL newly issued UK debt has been covered by the BoE”.

The long-term average is for the BoE to have enough gold to back 25% of its balance sheet.

Another option to return to the average is for gold to have a dramatic upward spike – or more likely, sterling a downward one. That would give gold a £10,000 an ounce price tag – almost a ten-bagger from here.
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Re: MoneyWeek

Mensajepor Dalamar » 29 Oct 2012 07:20

Africa les gusta mucho:

Booming Africa: Forget Asia, population growth, improved governance, and the rise of the middle class mean Africa is now the continent to watch.
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