Investors worry too much. Each spring season, as we reported recently, fears about a world economic slowdown sprout forth and bloom just like the perennials in your garden. Stocks retreat and commodities decline. In recent years, the fear has involved foreboding that one or more of the weaker countries in Europe may go bust. There is, to be sure, no doubt that several countries in Europe are hemorrhaging fiscally as a result of too many irresponsible socialist programs. However, there is also no doubt also that the more financially-robust German and French governments will infuse liquidity into the financial . . .
Continue Reading: Should You Take Market Jitters about European Debt and a China Slowdown Seriously?
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What Happens When a Nation Fails To Repay Its Debts? To get a flavor of what can happen to the citizenry when their country can not repay its debts, please see link to article below. It provides a small window into the suffering that is just beginning in Greece. New York Times Article China In this past weekend’s Barron’s, Alan Abelson reprinted a piece by Jeremy Grantham of GMO describing China’s share of world commodity consumption. Those who still think China to be a bit player in the global . . . Last week’s big tumble in commodities and this week’s volatility have filled headlines. The pundits seem to agree that the drop was precipitated by a large increase in the margin requirements for silver futures. The initial margin on new futures positions has now been jacked up by about 400 percent. So why would a commodity exchange raise margin requirements on silver and other commodities by such a hefty amount? We think it has a lot to do with the U.S. Federal Reserve’s desire to keep interest rates low. In our opinion, inflation expectations loom large over the margin increases on . . . We see no reason to panic about the current price declines in stocks, gold and oil. Our long-term view gives us a different perspective. Nothing has changed, except for the fact that some highly-levered speculators have been forced to sell by increases in margin requirements. After the panic has ended, buying opportunities at low prices will abound. We will write more next week. Please see the table below for our current and closed recommendation. Investment Date Date Appreciation / Depreciation Recommended Closed in U.S. Dollars Commodity Market Recommendations . . . |
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