Category: Investment Theory/Advice

Oil, is it an Opportunity? »

The International Energy Agency (IEA) released a report in November 2008 detailing future energy production.  The report focuses on oil, of course.  Guess what?  We are entering a period of declining energy production:
The world’s energy system is at a crossroads. Current global trends in energy supply and consumption are patently unsustainable - environmentally, economically, socially. [...]

One Long-Term Investment »

I have one word, and it’s a word you have heard over and over again…China. I know…I know, I’m not coming up with anything new and earth shattering, but it still needs to be said with conviction. Why? Because, even though everyone talks about China there always seems to be an air of non-committal or [...]

Hold or Sell the S&P Index Fund and GE???? »

I had a recent, well not so recent now, request on what to do with a 401k consisting of S&P index funds and GE stock.  Should she move her money to new investments, keep it where it is or go cash.
To be honest, this is a tough call right now.  I do think the market [...]

Relax »

The world is not ending.  Actually, if you have some cash it might be time to start looking for some good bargains.  I put roughly 30% of my cash to work today.   Why am I so calm…it (market) always comes back.  If it doesn’t it won’t matter if my assets are all in cash, as [...]

The Market Needs Sigmund Freud »

 
With everything that is going on let’s take a look at the most overlooked, but what may be the most important aspect of our economic model.  What is it?  The Fed?  Wall Street?  Inflation?  Nah…it’s psychology.
Right now you are thinking, “This guy has lost it.  Companies are going bankrupt left and right, thousands of jobs [...]

Be Fearful When Others are Greedy and Greedy When Others are Fearful »

“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful.” - Warren Buffett
This is the perfect time to reaffirm Mr. Buffett’s advice as consumer confidence [...]