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Wednesday Outlook: Commodities, Emerging Markets

Dave, a lot of us are scratching our heads! Thanks for the posts.
Jul 23 09:18 am |Rating: 0 0 |Link to Comment |View article
Money Magazine: Clueless on Commodities

Judging by the range of responses, no one knows anything for sure. What I think we all can agree on is the world population is increasing. This in itself adds to the demand for natural resources of all kinds, whether it be hard commodities, or a companies' stock that trades relative to that market. So sure, the markets will swing, but it seems to me the trend will be up over a 5-10 year period.
Jul 21 10:32 am |Rating: 0 0 |Link to Comment |View article
U.S. Economy’s Uncertainty Spells Opportunity in Months to Come

Great article. I'm staying away from financials, but like many of your other ideas. Thanks.
Jun 08 10:24 am |Rating: 0 0 |Link to Comment |View article
Wednesday Outlook: Commodities, Emerging Markets

Yes Dave - you do excellent reporting.
May 21 09:44 am |Rating: 0 0 |Link to Comment |View article
Gold, Oil, Potash and Food: Top Investments This Decade

Good article.
Apr 30 10:43 am |Rating: 0 0 |Link to Comment |View article
Panic Driven Sector Rotation

Excellent commentary! Someone who can actually use metaphors to capture the swings in this market! Back in December/January I decided to re-allocate based on a slowing economy. I haven't budged from my initial plan, and have watched from the sidelines. Quite a show indeed!
Apr 02 09:22 am |Rating: 0 0 |Link to Comment |View article
Commodities: Is It All Over?

It's been a great learning experience. When mutual funds were the only game in town, commodities were out of reach. ETF's have changed all that. I plan to keep my diversified allocation around 10%. As someone said, all it takes is a prolonged drought in the midwest, a terror attack, or a financial meltdown for the market to shift...
Mar 20 15:44 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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