Archive for December, 2006

3 Trends to Track in the Coming Year, Part II

Thursday, December 28th, 2006

December 28, 2006 – With the New Year on the horizon, in many global markets around the world, there will be choppy trading on low daily volume as many people take a break for the new year. Also, you may see abnormal peaks and dips in some stocks as institutions seize the low daily volume [...]

Three Trends to Track into the New Year

Wednesday, December 27th, 2006

December 27, 2006 -Yes, I know I said you wouldn’t hear from me until the New Year, but here are three graphs that merit close attention so figured I might as well post an interim blog. With the Nasdaq Composite Bullish Percent Index, note that the 13 day SMA has just crossed the 20 day [...]

Perception Can Overrule Reality in Driving Behavior, but Reality Will Overrule Perceptions in Driving Outcomes

Thursday, December 21st, 2006

December 21, 2006- In our casual Friday blog entry, the last for this year, let’s explore what investors can learn from the AI trade to the Denver Nuggets. AI, or the Answer, has always been one of my favorite NBA players. It’s funny, because there seems to be two camps of thought surrounding the Answer. [...]

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When Millionaires Strike
The NBA lockout! Nobody cares and here's why!
Read more on Novabase at Wikinvest

Iran Presents More Trouble on the Horizon for the U.S. Dollar

Thursday, December 21st, 2006

December 21, 2006 – I had been hearing rumors for a long time, since last March, that Iran was getting ready to trade oil in Euros. And since then, I’ve been following this situation very closely. Recently from the Tehran press there has been a flurry of rumors regarding the sale of Iranian oil in [...]

Internet Protocol Version 6 Will Provide Investment Opportunities

Tuesday, December 19th, 2006

December 19, 2006 – Vision is more important than minutiae in discovering stocks that will soar. Let’s consider one of the biggest changes on the technology horizon of the next decade (and already in play in Asia) that many people outside of the technology industry are not even aware of. What is it? Internet Protocol [...]

Answer Gone Fishing Until 2007

Monday, December 18th, 2006

December 18, 2006 – It’s that time of the year when holidays are upon us, which translates into toy shortages and unpredictable market behavior in individual stocks. Because so many people take time off from work during the holidays, every holiday season, daily trading volume versus the average three-month daily trading volume for Tweet More [...]

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The Man Who Invented Christmas
Happy Holidays!
Read more on Holiday Season at Wikinvest

The True Determinants of Portfolio Returns Have Nothing to do with Asset Allocation

Monday, December 18th, 2006

December 18, 2006 – Almost every single person that has ever been managed by a large global investment firm has seen the below chart. It’s called Determinants of Portfolio Performance, but I’ve renamed it Determinants of a Financial Consultant’s Asset Gathering Success, because such a title is far more accurate. Financial consultants tell you that [...]

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Sunday Night Readings
Research Review | 11.7.2011 | Asset Allocation
Asset Allocation Strategy: Buy and Hold Bonds
Strategic vs Tactical Asset Allocation
Read more on Asset Allocation at Wikinvest

Free Markets & Free Trade = Controlled Markets & Controlled Trade

Sunday, December 17th, 2006

December 17, 2006 – This past week, U.S. Secretary of Treasury Henry Paulson was in China, urging the government to let market forces determine the direction of the Yuan. U.S. Federal Reserve Chairman Ben Bernanke has also gone on record as urging the Chinese to let the Yuan rise from its current levels. The obvious [...]

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Don’t Fall for This China Head Fake
China: Big Changes Coming Soon
Gold and Silver are Breaking Out
What China is Buying Now
Read more on Investing in China at Wikinvest

Claim Your Refund from the Highway Robbery Tax Levied by Banks

Friday, December 15th, 2006

December 15, 2006 – Today, as an added bonus, our casual Friday blog should have a lot of utility to you. Most people are aware that banks employ high-tech security measure to prevent thieves from being able to raid their bank vaults or even commit simpler acts of robbery. What most people don’t know is [...]

Commodities and Asians: Apparently, We All Look Alike.

Wednesday, December 13th, 2006

December 13, 2006- I remember a King of the Hill Episode (an American TV show) where the main character asks his Laotian neighbor, “Are you Japanese or Chinese?” The neighbor answers, “Laotian”, to which the Caucasian character immediately replies, “So. Are you Japanese or Chinese?” As I’m recalling this from memory, that might not be [...]

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What the next decade holds for commodities
Commodities Snapshot (Bespoke)
Why Jim Rogers is shorting stocks and favoring commodities
Read more on Commodities at Wikinvest

It’s Time to Keep a Close Eye on ICICI and HDFC

Tuesday, December 12th, 2006

December 12, 2006 – Back on October 23rd, I blogged about not liking the excessive risk inherent in many Chinese banks. Instead, I looked to India for much better managed banks with high potential growth in seeking investment opportunities in the financial sector. Specifically I mentioned ICICI bank and HDFC bank. Tweet More on this [...]

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Algorithmic Trading
HDFC Bank - RU4QFY2011 - Accumulate
Read more on HDFC Bank, ICICI Bank at Wikinvest

What Does Apple, this Year’s Nobel Prize Winner, and Building Wealth All Require?

Tuesday, December 12th, 2006

December 12, 2006 – This year’s Nobel Peace Prize winner, Muhammed Yunus, is worth writing about because he gave the world a model through his concept of microcredit and his founding of Grameen Bank to transform a group of people, the world’s poor, from an “un-bankable” sector to not only a “bankable” sector but a [...]

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M&A Activity in the Investment Industry Bodes Poorly for the Retail Investor

Monday, December 11th, 2006

December 11, 2006 – I read a statistic the other day that the ten largest investment firms in the world, on any given day, control anywhere from 50% to 70% of the market volume on the New York Stock Exchange, with the top five largest firms each controlling about 7%-8% of the total share volume. [...]

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Short Interest
What is message of stock market “internals”?
Read more on New York Stock Exchange at Wikinvest