Archive
Nov 04, 2009
Rethinking the China Bubble
"It's the only place we could take a company in a developed industry and double our business each year for five years. Where else can you start out with $5 million in sales and be making $35 million in practically no time."
That's what one of the world's leading Chinese financiers told me over dinner last night. Here's the new take on China...
Nov 01, 2009
Is It Time to Make 20 Times Your Money in this Hated Industry?
The simplest way to make a genuine fortune – we're talking 20 to 50 times your money here - is to buy assets no one wants and wait for them to be wanted again.
Now it's looking like it's happening all over again in another industry no one wants to touch – timber.
I know, I know…timber!…who wants timber? But please, here me out.
Oct 29, 2009
Is a 25% Drop Up Next?
The recession is over!
GDP grew at a 3.5% clip between July and September.
Wall Street’s fortunes seemingly turned around overnight.
But with the rally reminding everyone how fragile it is, are the boom times really here again?
One of the world’s best investors thinks it will seem that way for a while, but - that could be bad news for the markets. Here’s why.
Oct 27, 2009
Is the Party Over?
Is the party over?
From a quantitative perspective, it looks like it might be. At this time, however, I’d still be hesitant to stick a fork in the rally quite yet. Here’s why...
Oct 22, 2009
5 Reasons to Buy Agriculture Stocks Now
The window of opportunity is still wide open.
When the markets were in a state of confusion last fall, we tried to keep our heads level and focus on the future.
One of the areas we inevitably turned to was agriculture:
This is a pretty simple one. The world's population is growing and the world's available farmland is not. The question here is not if there will be a big payoff, but when.
Of course, the whole investment world knew that. And it's why agriculture stocks made such a big run between 2006 and 2008.
The good news is, however, the run in agriculture is far from over. In fact, it looks like agriculture stocks are just starting to get attention again. It really looks like the world is finally starting to see the "agtastrophe" approaching and now is a great time to get on board. Here's why.
