Tag Archives: Investment

  • Blog
    Peak Prosperity

    A National Failure to Save & Invest – Crash Course Chapter 16

    Compounding the challenge of Too Much Debt
    by Adam Taggart

    Friday, October 3, 2014, 11:08 PM

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    As detailed in earlier chapters, the US' debts and unfunded liabilities far exceed its assets. But making matters worse, the country is suffering from a prolonged failure to save and invest — both at the personal and national level.

    Being over-indebted and under-capitalized is a recipe for hardship as we move into the future, especially if economic growth is going to be harder to come by (which we forecast in the upcoming chapters on net energy). Each year we continue this deficit makes us less able to withstand systemic shocks (a 2008-style financial crisis, an energy shock, the outbreak of war), some number of which lie undoubtedly ahead at some point.

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  • Podcast

    Michael Pettis: The Future of China

    The challenges it faces are truly massive
    by Adam Taggart

    Saturday, August 17, 2013, 8:59 PM

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    Is China destined to emerge as the dominant superpower that will drive the 21st century to new heights of prosperity? Or instead, might it collapse spectacularly under the weight of its own overinvestment, dragging the global economy down with it in history's largest 'hard landing'?

    Few people can see the big picture in China more clearly than Michael Pettis, Beijing-based economic theorist and Professor of Finance at Peking University. Michael sees China's future prosperity tied to its ability to successfully address:

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  • Podcast

    Bob Fitzwilson: 2012 is the “Most Difficult Year Ever” for End-of-Year Financial Planning

    Little time left to make big decisions
    by Adam Taggart

    Saturday, December 8, 2012, 5:27 AM

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    "This is probably the most difficult end-of-year planning I have ever seen in my career"

    ~ veteran investment adviser Bob Fitzwilson

    As the Fiscal Cliff looms ahead, as well as the implications of new legislation at both the Federal (e.g., "Obamacare") and state (e.g., California's Prop 30) levels, financial advisers are furiously working to calculate the impact these developments will have on their clients' net worth in 2013 and beyond.

    Add to that the ugly macroeconomic environment of spiraling sovereign debts and deficits, currency devaluation, and underfunded entitlement programs. At this point, the prudent assumptions to make are that taxes will go higher over time, the money printing machines will run at maximum speed, and when the system really begins to collapse under its own unsustainability the rules will be changed. Perhaps that means capital controls; perhaps it means new restrictions on large asset pools like pension and retirement funds; perhaps it means wealth taxation. At this point, no one knows for sure.

    No wonder this is such a difficult moment for end-of-year planning.

    So, what to do?

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  • Blog

    Is Housing an Attractive Investment?

    by charleshughsmith

    Monday, February 27, 2012, 2:24 PM

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    In a previous report, Headwinds for Housing, I examined structural reasons why the much-anticipated recovery in housing valuations and sales has failed to materialize. In Searching for the Bottom in Home Prices, I addressed the Washington and Federal Reserve policies that have attempted to boost the housing market.

    In this third series, let’s explore this question: is housing now an attractive investment? 

    At least some people think so, as investors are accounting for around 25% of recent home sales.

    Superficially, housing looks potentially attractive as an investment. Mortgage rates are at historic lows, prices have declined about one-third from the bubble top (and even more in some markets), and alternative investments, such as Treasury bonds, are paying such low returns that when inflation is factored in, they’re essentially negative.

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  • Blog

    Rick Rule: We’re Entering A Great Era For Resource Investing

    by Adam Taggart

    Friday, December 9, 2011, 11:04 PM

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    Recently, we crossed the seven billion threshold for humans on the planet. Most of these people are desperately trying to get up the living standard curve. And that requires resources.

    Simple math tells us there is going to be increasing competition for a steadily dwindling — in both quantity and quality — global pool of high-grade resources. This ‘scramble for stuff’ is going to be one of the key defining trends of this century. And while it will have game-changing repercussions across societies, economies, and geopolitics — we are at a moment in time where tremendous upside awaits investors who recognize today the true future value of key resources and secure meaningful exposure to them.

    Rick Rule has made a successful and storied career as a resource investor, and has rarely seen as attractive an alignment for the space as he does today. What is there to be so optimistic about?

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  • Blog

    Starting Your Investment Plan

    by Travlin

    Tuesday, October 4, 2011, 12:02 AM

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    This post has been elevated from the enrolled forums section. It is the introductory piece of a series on ‘How to construct an Investment Portfolio’ authored by user Travlin (enrolled members can access the entire series here).

    Investment planning should be kept as simple as possible while still meeting your needs. As a self-directed investor, it is important to me to evaluate the situation, define what I want to accomplish, and decide how to get there. I find that putting this in writing helps me organize and clarify my thoughts into a useful assessment. This does not have to follow a rigid format as long as it is coherent. From this I can begin to structure the portfolio I need, but that is a separate topic.

    Below is my latest assessment. It has three parts

    1. Situation Analysis
    2. Investment Needs
    3. Investment Strategy

    This is offered as a model to show you one way it can be done. There are many others. Feel free to use this model as is, or revise it to suit your views and circumstances. 

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  • Blog

    The Screaming Fundamentals For Owning Gold And Silver

    by Chris Martenson

    Wednesday, June 29, 2011, 1:22 PM

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    This report lays out an investment thesis for gold and one for silver.  Various factors lead me to conclude that gold is one investment that you can park for the next ten or twenty years, confident that it will perform well. My timing and logic for both entering and finally exiting gold (and silver) as investments are laid out in the full report.

    The punch line is this: Gold and silver are not (yet) in bubble territory, and large gains remain, especially if monetary, fiscal, and fundamental supply-and-demand trends remain in play.

    Introduction

    In 2001, as the painful end of the long stock bull market finally seeped into my consciousness, I began to grow quite concerned about my traditional stock and bond holdings. Other than a house with 27 years left on a 30 year mortgage, these holdings represented 100% of my investing portfolio. So I dug into the economic data to see what I could discover. What I found shocked me. It’s all in the Crash Course in both video and book form, so I won’t go into that data here.

    By 2002, I had investigated enough about our monetary, economic, and political systems that I decided that holding gold and silver would be a very good idea, poured 50% of my liquid net worth into precious metals, and sat back and watched.

    Since then, my appreciation for and understanding of the role of gold as a monetary asset and silver as an indispensable industrial metal have deepened considerably.

    Investing in gold and silver is still a good idea. Here’s why.

    Why own gold and silver?

    The reasons to hold gold and silver, and I mean physical gold and silver, are pretty straightforward. So let’s begin with the primary reasons to own gold.

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  • Blog

    No Exit – The Coming Wealth Trap

    by Chris Martenson

    Tuesday, October 13, 2009, 1:24 PM

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    A new Martenson Report is ready for enrolled members.

    LinkNo Exit – The Coming Wealth Trap

    This week’s report was supposed to be an extension of last week’s, but I need to take a little detour here.  I received quite a few responses to The Sound of One Hand Clapping, and it occurred to me that there is a very important bit of thinking that needs to accompany that article.

    In this report, I will tell you exactly why I am convinced that the next round of destabilizing price adjustments – adjustments that will completely reshape the value of your income and assets – will not follow any prior historical model.  Fortunately, with a bit of analysis, I think we can predict what sorts of changes will happen well in advance and get ourselves properly positioned.

    Click the above link to read this report.  Please note that the full report is available only to enrolled members.  To enroll, please click here.

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  • Blog

    Daily Digest – July 30

    by Davos

    Thursday, July 30, 2009, 2:40 PM

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    • $235,000,000,000.00 Primary Dealers buying. Where is the money coming from?
    • 5 Year Bond Auction Fails
    • Notes on the Dollar….
    • Another Piece of the Money Trail (TIC Data – White Paper on Page)
    • Weak Treasury Sales Raise Worries About U.S. Debt Burden
    • Option Arms
    • Schumer Letter To Mary Shapiro (White paper)
    • IMF-Latvia deal foundering
    • Groundhog Day
    • Bank "Making" Money and Cutting 10% of it’s Branches
    • US, China have pointed questions in private
    • Jim Rogers on TV Investment Advice (Video, Repost)
    • Gold Coast CRE Meltdown Visualized (Slides)
    • The "Jobless Recovery’s" Impact on the Hotel Industry (Video)
    • Argentina (Video, H/T JAG)

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  • Blog

    Free Podcast

    by Chris Martenson

    Sunday, June 21, 2009, 9:06 PM

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    Here is another gem from the archives – a podcast called Subscriber Questions. This early podcast contains a lot of information that is still relevant months later, and it is well worth a listen.  I am making this podcast available free to all registered users.  In this podcast from February 2009, reader questions are addressed, including the following topics and more:

    • Investing in foreign currencies
    • A potential dollar collapse and what that would mean
    • Inflation vs deflation
    • What to do in your community about foreclosures
    • Investing in gold (why and when to get out)
    • The risk of having loved ones far away in these times

    Consider it my Midsummer’s gift to you.  I am enjoying my summer vacation tremendously and hope you will have a similar opportunity for rest and rejuvenation in your own life.  Take some time out soon to visit with and value your relationships with friends and loved ones.  Near or far, they are an important part of our individual support systems and far-reaching personal communities. 

    Summer gatherings are a great time to talk about the Crash Course with friends, neighbors, relatives, and other people you care about.   The easiest way I know to do that is to use the latest DVD version of the Crash Course, which breaks the material down into more bite-sized units, with additional framing at the beginning and end of each disc and an accompanying booklet which can help guide you in hosting a viewing.

    If you don’t think people will be receptive to the whole message, go gently in conversation with them.  Encourage them to take personal actions toward increased self-sufficiency.  Encourage them to trust themselves and follow their inner compass, even when the experts would have us do otherwise.   Encourage them to reconsider their financial choices and investigate the truth behind the fuzzy numbers they might have encountered.  Encourage them to share their own expertise and skills with each other.  Encourage them to change their expectations to accommodate a changing world.  And most of all, build those relationships now, so that you can rely on them in future times of need.

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