Archive for October, 2006

A look at the record markets that aren’t

Tuesday, October 31st, 2006

October 31-2006 – Things still hectic on the SmartKnowledgeU™ front with time for writing more blog posts at a premium. But on tap is a discussion of the record Dow that isn’t, the record FTSE 100 that isn’t. If you don’t know what I mean, you’ll find out soon enough. Tweet

The Safest Place to Invest in the Oil Industry Now? – Oil Refiners, Pipeline Manufacturers, Deep Sea Platform & Drilling Manufacturers, and 4-D Imaging Companies

Monday, October 30th, 2006

October 30, 2006 – With the new politically manipulated and artificially created highs in the U.S. stock markets, which in turn has spurred optimism in other global markets, there has been much accompanying speculation about oil retreating to $40 a barrel oil and even to $20 a barrel (which I think will never happen). Personally, [...]

You’ll Find Ignored Investment Opportunities in the DRC and Libya

Monday, October 30th, 2006

October 30, 2006 – “The United States is a damned country that deserves only to be cursed. It declares its own occupation of our lands legitimate, but brands our resistance as terrorist”- Ahmed Ibrahim, Libyan parliament deputy speaker, April 2006. I opened this blog with that comment to illustrate that money and greed will many [...]

More on this topic (What's this?) Read more on Dresser-Rand Group at Wikinvest

A: Protect Your On-Line Accounts

Sunday, October 29th, 2006

Q: If You Engage in Any On-Line Trading, What is Essential? Recently, E-Trade reported that Internet fraud perpetrated in client accounts cost the company $18 million in the third quarter while Ameritrade reported losses of $4 million so far this quarter due to similar events. The basic moral of this story is NEVER access your [...]

Conspiracy Theories

Thursday, October 26th, 2006

October 25, 2006 – To continue my tradition of light-hearted Friday entries, I am providing a list of quotes by ex-U.S. Presidents and advisors to ex and current U.S. Presidents. When I discuss with people the information I uncover by digging down the rabbit hole, sometimes the word “conspiracy” arises. I don’t particularly believe in [...]

I’m More Like a Chess Player

Thursday, October 26th, 2006

October 26, 2006 – Many times people say to me “Oh, you’re contrarian right?” and though I subtitle my blog as “Contrarian investment news you won’t find in the mainstream media”, a much more accurate self-description of my style would be as a “rabbit-hole investor”. Rabbit hole investing is much more than just buying assets [...]

More on this topic (What's this?) Read more on How To Invest at Wikinvest

The Financial Media are Like Bad Weathermen

Tuesday, October 24th, 2006

October 24, 2006 – Some people have asked me, the Dow just keeps going higher and higher, people seem not to have a worry in the world about the U.S. markets, the VIX levels are extremely low, expert analysts are predicting 16,000 marks for the Dow and $20 a barrel oil, so why are you [...]

Indian Banks Anyone? Four Letters: HDFC

Monday, October 23rd, 2006

October 23, 3006 – Last week I wrote that I wouldn’t touch China’s banks with a ten foot pole as in investment vehicle no matter how big Chinese bank IPO’s are splashed all over major newspaper’s headlines. However, India’s banks are a different manner. When it comes to financial institutions I do like the leaders. [...]

More on this topic (What's this?)
China and India: Strategies for sustainable growth
Are Apple, Nokia And RIM Spying On Customers?
India Continues to Lag China in Economic Growth
Read more on HDFC Bank, Investing in India at Wikinvest

Japan, UK, France, Germany, Hong Kong, Switzerland, Canada and Australia – the Stock Market G8

Sunday, October 22nd, 2006

October 22, 2006 – The economic G8 is the group of countries that regularly meet to discuss global economic concerns, includes the U.S., France, Germany, Russia, Japan, Italy, the UK, and Canada. However there is a different Stock Market G8 grouping that has dominated developed stock markets for the past 20 years. For the past [...]

Should You Ever Take Those Stock Recommendation E-mails Seriously?

Sunday, October 22nd, 2006

October 22, 2006 – Recently, a friend of mine sent me an email about a spam email advising about a great stock opportunity. I’ve had no time to reply to him as of yet so thought I ‘d just blog about it today. In fact I haven’t even had time to look at the attachment [...]

More on this topic (What's this?)
Stop Press: “Investment Postcards Daily” (Nov 22, 2011) is out!
Down the foggy ruins of time
JFK
Read more on Mexan at Wikinvest

So let me ask….are you suggesting investments in Africa as well?

Friday, October 20th, 2006

October 20, 2006 – The above question was posed to me by a reader about a week ago. I personally replied to him that I have been looking but haven’t yet identified any African companies that have a compelling enough risk/ reward setup for me. However,another way to gain exposure to emerging nations while limiting [...]

More on this topic (What's this?) Read more on Wheelock & CO, How To Invest at Wikinvest

A: God Wrote Me and He Lives in New Jersey.

Thursday, October 19th, 2006

Q: How Do I Know that My Blog Entries are On Point? I am keeping with my new tradition of keeping my Friday entries light and/or humorous. Last Friday, I blogged about Chris Gardner. This week, I really wasn’t sure what to write about until God gave me the idea. I wanted to respond to [...]

Honesty is No Longer a Virtue at Many Large Investment Firms

Wednesday, October 18th, 2006

October 18, 2006 – In recent months, two prominent analysts have been fired (well one resigned, but it’s easy to read between the lines there). According to biotechnology analyst Matt Murray of the American investment bank Rodman & Renshaw, he was fired after wanting to lower the rating of client Halozyme Therapeutics despite the objections [...]