MoneyWeek

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Dalamar
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Re: MoneyWeek

Mensajepor Dalamar » 29 Oct 2012 07:25

Sobre la inflacion en USA:

They have a central bank that is dead-set on pumping more money into the economy. If the banks are no longer black holes sucking money out of the economy, then what impact will that have on inflation?

But James thinks the time has come to dump any US Treasuries you hold. Why? He believes that the latest incarnation of QE in the US will be genuinely inflationary. That’s very bad news for bonds (fixed incomes become less attractive when inflation is rising). But it could end up being bad news for stocks too – inflation only has to rise to high single digit levels before stocks start to wilt under its pressure.
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Re: MoneyWeek

Mensajepor Dalamar » 29 Oct 2012 13:02

Sobre la austeridad:
Recent protests in Athens and Madrid show that both the Greeks and the Spanish are sick of austerity. Meanwhile, there are rumours that Berlin might take a much harder line on bail-outs once the US presidential election is out of the way.
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Re: MoneyWeek

Mensajepor Dalamar » 29 Oct 2012 13:04

Sobre Europa:
We’re still happy to buy cheap stocks in the eurozone. At current levels historically speaking, you can expect good returns from here, if you hold for the long run.

However, we can easily see the euro weakening – particularly against the dollar. Why? Because the only way the eurozone can stay together is through the euro becoming less of a ‘hard’ currency. And if the European Central Bank (ECB) ends up printing money, that’s just what will happen.

From the point of view of investors in eurozone shares, if the ECB does print money, we’d expect the resultant boost to stocks to outweigh the impact of a falling currency. So we’re not overly concerned about the threat of a falling euro when it comes to buying stocks.
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Re: MoneyWeek

Mensajepor Dalamar » 12 Nov 2012 13:30

We suggested last month that sterling is in for tougher times, since when it has fallen below $1.60. This seems likely to continue. And it still seems a very good idea to us to have gold in your portfolio.
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Re: MoneyWeek

Mensajepor Dalamar » 13 Nov 2012 12:57

All this means for investors is that you can expect more of the same. There will be regular panics over the eurozone. And at some point, we may see Greece exiting – which we suspect would be a cue for massive money-printing by the ECB.

What should you make of these intermittent panics? See them as buying opportunities. The peripheral European markets remain among the cheapest in the world, even although they’ve bounced strongly since the lows this summer.
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Re: MoneyWeek

Mensajepor Dalamar » 24 Nov 2012 12:11

A mi me gusta Money Week como excepcion a la prensa convencional, han acertado unas cuantas.... pero ojo tambien se han equivocado en muchas otras que no publicitan tanto, en general me gusta ver que dicen:
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Re: MoneyWeek

Mensajepor Dalamar » 20 Dic 2012 13:27

Why I expect gold to hit $1,800 before $1,520

By the way, if any reader fancies a little bet: I’m happy to wager a silver ounce with the first reader who feels so inclined that $1,800 is breached before $1,520
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Re: MoneyWeek

Mensajepor Dalamar » 02 Ene 2013 12:48

Before, quantitative easing (QE) offset deflationary pressure. But now that the US economy is no longer on the brink of collapsing into a black hole, QE could turn out to be far more inflationary. It won’t be obvious at first. But by the time it is, it’ll be too late to reverse course.

Given our concerns about inflation, we’d keep holding gold in your portfolio as insurance. But we’d also be keeping a tight hold of your Japanese investments. If one country would actively benefit from inflation, it’s Japan. And new boss Shinzo Abe seems determined to make it happen. The value of the yen has plunged since he took power, and various lobbyists are now pushing for it to weaken even further.
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Re: MoneyWeek

Mensajepor Dalamar » 05 Feb 2013 14:02

Food prices are currently going up in leaps and bounds. In the last year alone, the price of corn is up 13%, soybeans 21% and wheat 22%.

There’s been talk of a global food shortage. Firms are even shrinking the size of chocolate bars to hide the fact that they cost a lot more. Consumers are having to pay more to get less.

But there’s one ‘soft’ commodity that remains untouched by the bull market.

For the past two years, sugar prices have just kept falling and falling. In fact, since they peaked in late 2010, sugar prices have more than halved.

But this bear market could be about to end. Here’s why now could be a great time to buy into the sugar market.
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Re: MoneyWeek

Mensajepor Dalamar » 06 Feb 2013 14:19

Last week, I met our resident gold expert to get his outlook for the gold market in 2013.

What he told me was pretty shocking.

Put simply, he believes that in 2013 we will see a huge wave of “smart money” flood into the gold market. We’re talking about pension funds, central banks, financial institutions.

In fact, this is a trend that’s already begun.

For instance, just four weeks ago Japanese Pension funds announced that they plan to double their gold holdings over the next 24 months.

Our gold expert believes now is the perfect time to make your move. That’s why he’d like to share his number one type of gold investment with you today.

He believes you could double your money in the next 12 months alone.
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