Archive for March, 2010

The Chinese Yuan’s Anticipated Rise – Investment Implications (Part 2)

Wednesday, March 10th, 2010
The Chinese Yuan’s Anticipated Rise – Investment Implications (Part 2)

With yesterday’s explanation of exchange rates, we can now examine investment opportunities resulting from a Chinese yuan increase. My focus will be on Chinese company stocks. The easy conclusion is that the yuan’s appreciation means we can earn a bonus return by owning Chinese securities. However, “easy” in investing usually means everyone is already... »

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The Chinese Yuan’s Anticipated Rise – Investment Implications (Part 1)

Tuesday, March 9th, 2010
The Chinese Yuan’s Anticipated Rise – Investment Implications (Part 1)

Expected Chinese yuan improvement could provide us with an investment opportunity. However, before going there, I thought a review of challenging exchange rate math would help ensure full understanding. To start, if I said I just bought gasoline for $3.00 a gallon, you’d know exactly what I meant. And if you saw that gas... »

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Long Ignored, “Upside Risk” Returns – Is “Buyers’ Panic” Next?

Friday, March 5th, 2010
Long Ignored, “Upside Risk” Returns – Is “Buyers’ Panic” Next?

Early Release of Monday, March 8, Write-up This week’s news reports have been filled with better-than-expected news about the economy, industries and companies. Importantly, this good news has made its way beyond the “leading” indicators to the “coincident” ones, confirming the economy’s recuperation is on track. The risks we are used to hearing about... »

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The US Stock Market – From China Perspective, It’s A Desirable Value Play

Friday, March 5th, 2010
The US Stock Market – From China Perspective, It’s A Desirable Value Play

Last week, once again, US investors placed most of their equity mutual fund purchases into international stocks. They love the growth going on elsewhere, especially in emerging markets. But wait! The news out of China is that it is investing in US stocks and real estate (“China’s investments in U.S. up sharply – The... »

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The Three Sides of Financial Regulation: Rules, Guidelines and Saving Face

Thursday, March 4th, 2010
The Three Sides of Financial Regulation: Rules, Guidelines and Saving Face

When a product or service goes bad, there are three natural reactions: To punish those responsible, to help those harmed and to ensure it doesn’t happen again. I want to address the third item, which typically involves congress and government agencies ramping up protection for users. During such periods, we need to keep our... »

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The Future – Starting To Warm Up Today’s Stock Market

Wednesday, March 3rd, 2010
The Future – Starting To Warm Up Today’s Stock Market

Avatar and Up nominated for Best Picture Academy Award? A science fiction movie and a cartoon? Just shows you that Hollywood is… well, what? Answering that “what?” actually gives us a window into the future stock market winners – and that future, delayed a bit by the economy’s recent turmoil, now is closing in... »

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Consumer Borrowing – Not a Second Shoe

Tuesday, March 2nd, 2010
Consumer Borrowing – Not a Second Shoe

Consumer borrowing remains a concern for many investors. The thought is that people went on a borrowing binge and now the excess has to be undone. In the midst of economic hard times, the argument goes, this can only mean more bad news to come. However, all is not dark This concern has been... »

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Contrarian Buying – A Way To Increase Profit Potential and Risk Control

Monday, March 1st, 2010
Contrarian Buying – A Way To Increase Profit Potential and Risk Control

Ever buy a stock and then marvel at how the price immediately started down? After making such a trade, you are faced with two mental challenges: Questioning the wisdom of having bought Wondering if you should sell now to minimize the loss (See Ennui Risk, below) If you do hang on and then see... »

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