I see this stock rally, at the very latest, lasting into mid-March of next year and I see the Dow hitting as high as 19,000. The key sign of the final peak would be a rebound in oil and a final “risk-on” rally in commodities, gold and stocks. If oil gets back into the $70s that would be the time to start selling stocks and all risk-on financial assets.
-Harry Dent
US elections historical trends:
1 year before - strongest
election year - neutral
1 year after - weakest
December 27, 2014
November 01, 2014
India
India looks like the next big thing to me and will likely be the first foreign country we advise to invest in after the next crash ahead, likely by late 2016 to early 2017. Much of the rest of the emerging world is too linked to commodity exports and won’t see a sustainable turnaround until that 30-year commodity cycle bottoms between 2020 and 2023 - Harry Dent
October 20, 2014
Pessimism
A higher perception of risk can lower the actual risk by driving prices down. We like the prices that pessimism produces. -Christopher Davis
October 12, 2014
Mark Mobius views
Mark Mobius:
Emerging markets on recovery phase
US on sustainable growth path
EU and Japan recovering
Emerging market themes -consumer, commodities
Oil demand won't be affected much by shale gas
(interview with the Star)
ICAP Investor Day 2014
Take home message from Tan Teng Boo's talk-work hard at what you do, when you become good at it, passion (and riches) will follow.
October 11, 2014
October 07, 2014
Investment ideas
falling oil price is good news for India and Japan
Alibaba looks like a good way to play the long-term China growth story, and Yahoo is a simple way to give you access to Alibaba
Brazil JPB IBZL
Central America
a stronger dollar could be good news for other markets. As long as the euro is weakening, that's a positive sign (perhaps the only one) for troubled eurozone markets. The same goes for Japan. A weak yen (not to mention falling raw materials prices) is good news for Japan too.
(money morning)
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