International Markets Are Looking Attractive
Dana Lyons kicks off today with comments on why he thinks international markets are a good investment for a long term play. He notes that the markets are just beginning a new up cycle after bottoming last year. Considering most markets are up around the world he is seeing an opportunity where not a lot are looking.
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ditto
“A lower dollar will help emerging markets”
Really?
Can you explain how increasing prices of their goods for sale to the US will help?
The US, after all, is the world’s biggest consumer.
A cheap dollar makes the repayment of external debt less burdensome and is good for commodities.
I agree, Matthew, but does that imply stimulation of sales or increased profit-margins?
Not every country only trades with the USA. It will help trade amongst other nations.
It is the US that will be paying more for goods, and combined with rising commodity prices that spells out inflation for Americans in the not so distant future.
Bingo! The overdue inflation/rise in the $, is at the brink of reversing the long emerginging market up trend. Also; Trump favors bussiness, which grows by raising prises & or sales.
CFS, not necessarily but I think it generally does now. You’ve likely seen it firsthand in your travels.
Good interview Cory & Dana.
It is timely for me, in that I just actually rotated some of the funds in my boring retirement fund full of US Mutual funds and bonds, into about 30% Emerging markets and international businesses about 2 weeks ago.
It’s a big world out there and I’m ready to throw some funds at businesses and funds in other countries as they continue their growth mode over the next decade.
When the 2008 crisis played out, I decided to get very aggressive in the funding of my retirement account, expecting US stocks to rally for a few years with the Fed money. However, I didn’t anticipate anything as high or prolonged as this bull market in general stock indexes has played out. Lucky for me, I rarely touch that account, and figured I’d let it rip with with masses. However, after mulling over the lofty levels of the general markets and looking at the global backdrop, I figured moving 1/3 of that account into overseas businesses seemed like a good way to diversify a bit outside of the US.
I gave the buy signal for xop at around 34.50 2 days ago. It is now 35.55 and headed to near 37 next week and this time it might breakout to 38 if oil can get past 59. Next big move in oil could take it to about 62. Oil needed a $3 correction as it has been doing lately.
Good call Paul L.
+1 good calls have been the norm with Paul.
Keith Barron on Novo
Is Novo’s Pilbara Discovery a Paradigm Shift in Economic Geology?
http://www.straighttalkonmining.com/novos-pilbara-discovery-paradigm-shift-economic-geology/
thanks
Good article Bob M. This exploration story for Novo Resources and the other companies he mentioned like the Fruta del Norte in Ecuador, or Pretium’s nuggety deposit in BC were interesting food for thought.
Thanks, Bob. Very informative. Glad I bought NSRPF !
according to that article it all depends on what QH wants to do.
Is he going to start?
QH said he’s going to trench more, didn’t he?
I think thats what he said cfs, which means hes not digging gold outta the ground.
my guess, is thats when the run up in share price happens, the question is when will he start?
Guys:
The 20,000 ton bulk tonnage permit was a total surprise to Quinton. He’s been thinking that he was going to have to do a heap of trenching, for which they are permitted, to validate the grade and project. The 20,000 ton permit is a game changer and a gift from heaven for both companies. KB says $100 an ounce production but he’s being ultra conservative. They can do it for $60 an ounce all in cost.
Naturally grade control is going to be important but if they can do it for trenching, they can do it for bulk tonnage.
If the price of Bitcoin holds above $10K, The CBOE and COMEX have made the contract size too large.
On 35% margin, volatile contracts around $50K in size are going to be a mess.
In the furures there are two margins. Where is the other one?
Initial margin and maintenance margin. With commodities changing 10% in a day they are going to want a lot up front and will sell out clients in minutes, not hours. The timing is probably the closest to a kiss of death to the whole scam that you will ever see.
I’d rather own 4000 shares of NSRPF than 1 bitcoin.
Mexus Gold (MXSG)
Gold recovery Merrill Crowe system now operational at the Santa Elena mine
December 4th, 2017
“Our shareholders won’t have to wait long to get news of gold being produced at the Santa Elena mine. All parties involved have worked tirelessly to bring the Santa Elena mine to this point. Mexus, MarMar, and numerous specialists have done what is necessary to fix the issues at the mine and bring us to where we are today.” added CEO Paul Thompson.
http://mexusgoldus.com/gold-recovery-merrill-crowe-system-now-operational-at-the-santa-elena-mine/
Both US & emerging markets have reached “over priced to value”: Thus, a correction is comming .. probably .. in January. I’ll park my 401K into a fixed rate Bond about then. If war breaks out, I’ll shift to HII.
Low interest rates are inducing investor insanity.