Archive
Mar 10, 2009
John Embry: Exclusive Interview With Canada's Foremost Gold Investor (Part I)
By Andrew Mickey, Q1 Publishing
Q1 Publishing’s own Andrew Mickey, recently had a private one-on-one conversation with John Embry, one of the leading gold investors in the world.
In this exclusive one-on-one, you’ll learn:
- What Embry calls an extreme bright spot
- The one metal which might even be better than gold
-The asset class which has fallen off a cliff and how the decline is a great thing
-The #1 problem facing gold miners in the years ahead
-Why gold production will actually decline if gold continues to climb
-Could we have hit peak gold...
Q1 Publishing’s own Andrew Mickey, recently had a private one-on-one conversation with John Embry, one of the leading gold investors in the world.
In this exclusive one-on-one, you’ll learn:
- What Embry calls an extreme bright spot
- The one metal which might even be better than gold
-The asset class which has fallen off a cliff and how the decline is a great thing
-The #1 problem facing gold miners in the years ahead
-Why gold production will actually decline if gold continues to climb
-Could we have hit peak gold...
Mar 07, 2009
Properity Dispatch: Q&A
By Andrew Mickey, Q1 Publishing
It has been a tough couple weeks in the markets. Everything is changing rapidly. Some for the good, some for the bad.
In order to ensure Prosperity Dispatch readers are on the good side of change, we at Q1 Publishing have prepared another Q/A session to address all of your recent questions.
Among the topics we will go over are:
- How low can the markets really go?
- The fast growing industry a U.S. dollar devaluation would be good for
- What 99% of investors refuse to understand about gold
- Why sometimes it’s more important to look at sectors than stocks
- Our upcoming interviews (you’ll be surprised at who we’re sitting down with in the next few weeks)
- And much, much more
It has been a tough couple weeks in the markets. Everything is changing rapidly. Some for the good, some for the bad.
In order to ensure Prosperity Dispatch readers are on the good side of change, we at Q1 Publishing have prepared another Q/A session to address all of your recent questions.
Among the topics we will go over are:
- How low can the markets really go?
- The fast growing industry a U.S. dollar devaluation would be good for
- What 99% of investors refuse to understand about gold
- Why sometimes it’s more important to look at sectors than stocks
- Our upcoming interviews (you’ll be surprised at who we’re sitting down with in the next few weeks)
- And much, much more
Mar 05, 2009
Grizzly Bear Turns Bullish: The Safest Way to Wade Back In
By Andrew Mickey, Q1 Publishing
These comparisons people make with the Great Depression are totally out of touch with reality, and pretty stupid…We’ve been in much worse, much more panicked and more scary situations in the U.S.
That’s what Steven Leuthold said in an interview yesterday.
Leuthold is one of the most respected fund managers in the world. He is a cofounder of Leuthold Weeden Capital Management which oversees $3.2 billion assets. Leuthold is also the manager of the Grizzly Short Fund, which, as the name implies, bets on falling stocks (the practice of “shorting” stocks). The fund returned 74% in 2008. So, in an inverse way, the fund beat the S&P 500 by about 30%.
In a rare bit of honesty and forthrightness for money managers, Leuthold went as far as saying investors shouldn’t buy into his Grizzly Short fund. I don’t think I’ve ever heard any fund manager, who gets paid on fees based on total assets under management, tell prospective clients not to buy.
The only time a manager would do this is if they couldn’t find anything they wanted to buy. In this case, with a short fund, it means Leuthold can’t find much he wants to sell short.
That’s a good sign. It might not signal a bottom for the overall markets – and I wouldn’t take it as such - but it shows there are much fewer significantly overly valued stocks out there.
If you’re looking to wade back into the stock market, there are ways to do it safely. There is one way to safely get your toes wet in the market. This way has historically outpaced rising markets. It doesn’t do nearly as bad when markets fall. And it actually gets better as the market gets more volatile.
These comparisons people make with the Great Depression are totally out of touch with reality, and pretty stupid…We’ve been in much worse, much more panicked and more scary situations in the U.S.
That’s what Steven Leuthold said in an interview yesterday.
Leuthold is one of the most respected fund managers in the world. He is a cofounder of Leuthold Weeden Capital Management which oversees $3.2 billion assets. Leuthold is also the manager of the Grizzly Short Fund, which, as the name implies, bets on falling stocks (the practice of “shorting” stocks). The fund returned 74% in 2008. So, in an inverse way, the fund beat the S&P 500 by about 30%.
In a rare bit of honesty and forthrightness for money managers, Leuthold went as far as saying investors shouldn’t buy into his Grizzly Short fund. I don’t think I’ve ever heard any fund manager, who gets paid on fees based on total assets under management, tell prospective clients not to buy.
The only time a manager would do this is if they couldn’t find anything they wanted to buy. In this case, with a short fund, it means Leuthold can’t find much he wants to sell short.
That’s a good sign. It might not signal a bottom for the overall markets – and I wouldn’t take it as such - but it shows there are much fewer significantly overly valued stocks out there.
If you’re looking to wade back into the stock market, there are ways to do it safely. There is one way to safely get your toes wet in the market. This way has historically outpaced rising markets. It doesn’t do nearly as bad when markets fall. And it actually gets better as the market gets more volatile.
Mar 03, 2009
Could Obama Push Oil to $300 Per Barrel
By Andrew Mickey, Q1 Publishing
John Maynard Keynes is one of the most influential and controversial economists in history.
He warned of the huge burden war reparations placed on Germany and its allies after WW I. He played an integral role in establishing the post-WW II financial world. His economic theories established the impetus for governments to spend like mad during downturns. He made, lost, and made back a massive fortune in the stock market. He counted Pablo Picasso and Virginia Wolf as friends.
He’s done a lot. His impact on the world is extensive. But today we’ll look at one of his truly lasting legacies. And the invaluable lesson it teaches us about investing. It’s something so many investors fail to ever learn...
John Maynard Keynes is one of the most influential and controversial economists in history.
He warned of the huge burden war reparations placed on Germany and its allies after WW I. He played an integral role in establishing the post-WW II financial world. His economic theories established the impetus for governments to spend like mad during downturns. He made, lost, and made back a massive fortune in the stock market. He counted Pablo Picasso and Virginia Wolf as friends.
He’s done a lot. His impact on the world is extensive. But today we’ll look at one of his truly lasting legacies. And the invaluable lesson it teaches us about investing. It’s something so many investors fail to ever learn...
Feb 28, 2009
How to Tell When the Recession is Over
By Andrew Mickey, Q1 Publishing
Government economists must be nice folks.
They’ve had to break a lot of bad news to us since this recession started over a year ago. But they’re nice. They’re breaking it to us as gently as possible.
They ask, Do you want the bad news first? Or the really bad news?
And Wall Street’s reflex to avoid reality is quick to ask (and all too willingly accept) for the bad news. This allows the traders on the NYSE floor and the high intensity trading desks at the major banks to hold off on giving up altogether...
Government economists must be nice folks.
They’ve had to break a lot of bad news to us since this recession started over a year ago. But they’re nice. They’re breaking it to us as gently as possible.
They ask, Do you want the bad news first? Or the really bad news?
And Wall Street’s reflex to avoid reality is quick to ask (and all too willingly accept) for the bad news. This allows the traders on the NYSE floor and the high intensity trading desks at the major banks to hold off on giving up altogether...
