Nov 16th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies
In the world of commodities, there are still a few bargains.
One of them is uranium. After doing nothing for most of the year, the price of uranium is up more than 30% since the summer. It’s still cheap for the simple reason that even the new higher price is not ...
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Tags: Commodities, Investing
Posted in Featured, Investing Strategies |
6 comments
Nov 10th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies
Imagine a world where a cup of coffee costs $10… and the following year, it costs $12. Imagine nearly everything starts going up in price, year after year. Where I live, folks call that inflation.
Sound far-fetched? Actually, it’s already started.
Let’s start by looking at what’s happening to food prices. Corn ...
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Tags: Commodities, inflation
Posted in Featured, Investing Strategies |
1 Comment »
Nov 3rd, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies
Rare earths have gotten a lot of attention lately. Deservedly so, as you’ll see. This creates some opportunity for nimble speculators. Let’s take a look…
Last month, China cut its shipments of rare earth exports to Japan. China and Japan have a maritime spat going on and this ban is probably ...
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Tags: rare earths, small cap stocks
Posted in Featured, Investing Strategies |
No Comments »
Oct 29th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies
If Paul Revere were around, maybe he’d get on his horse and start yelling, “Inflation is coming! Inflation is coming!”
I think it is coming. In fact, in many ways, it’s already here, just not yet widely recognized. The deflationists still hold sway in the bond market, where investors happily accept ...
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Tags: Commodities, inflation
Posted in Featured, Investing Strategies |
No Comments »
Oct 26th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Joesley Batista started working at his father’s butcher shop, in the tropical highlands of Brazil, before he was a teenager. His two brothers worked there, too. It was a small family-run affair, and the family could slaughter, at best, just five cattle a day. His father, who started the business ...
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Tags: Brazil, meat, Penny stocks
Posted in Featured, Investing Strategies, Macroeconomics |
No Comments »
Oct 11th, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies, Macroeconomics
Someone once said that the city of São Paulo was as if LA threw up on New York. That’s an imaginative way to describe this sprawling metropolis. It’s a bustling, congested city of 11 million people, with another 9 million in the suburbs. Greater São Paulo ranks as the third ...
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Tags: Brazil, brazil housing, brazilian builder
Posted in Featured, International, Investing Strategies, Macroeconomics |
2 comments
Oct 7th, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies, Macroeconomics
I’ve spent the last two weeks in Brazil on a four-city tour — in Campo Grande, Sao Paulo, Florianopolis and finally Rio de Janeiro. What can I say about the experience so far?
I can say the caipirinha — Brazil’s national drink — is a potent cocktail. Brazilian meats are very ...
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Tags: Brazil, BRIC, Penny stocks
Posted in Featured, International, Investing Strategies, Macroeconomics |
No Comments »
Sep 27th, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies, Macroeconomics
I’m in Brazil with a group of readers. At least one has figured out what he thinks is the best investment idea of the trip so far.
In our meetings, we met an economist who got everyone’s attention when he started talking about Brazilian financial products and how he’s averaged 25% ...
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Tags: agriculture, Brazil, Commodities
Posted in Featured, International, Investing Strategies, Macroeconomics |
No Comments »
Sep 20th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Sherlock Holmes sometimes solved great problems just by lolling around in his smoking jacket and puffing at his pipe for hours. In “The Man With the Twisted Lip,” Holmes solves the case with ease without leaving his flat.
An incredulous Mr. Bradstreet asks, “I wish I knew how you reach your ...
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Tags: bond bubble, bond yield, Bonds
Posted in Featured, Investing Strategies, Macroeconomics |
No Comments »
Sep 14th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Earlier this week, I hopped on a train to NYC to check out Gabelli’s 16th Annual Aircraft Supplier Conference. I find these conferences are a great way to learn a lot about the leading companies in an industry in a short amount of time. Among the 14 companies presenting were ...
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Tags: China, Penny stocks, pink sheets stocks
Posted in Featured, Investing Strategies, Macroeconomics |
No Comments »
