To consistently generate high, risk-adjusted returns year after year, both in bull and bear markets, investors are well advised to get into the habit of diversifying among different asset classes. Here, in my opinion, are the best stock, the best currency, the best country and the best commodity investments for
This post was just published on ZYX Global Multi Asset Allocation Alert. Our subscribers are now sitting on decent gains in our two Japan related positions. Most subscribers purchased YCS in the high $30s and now it is around $48. Most subscribers also have about 8% gain in EWJ. Today the Bank of Japan
This post was just published on ZYX Buy Change The real reason behind the gold, silver, and miner up move today is a rumor that the Bank of Japan will announce $120 billion QE tonight. The Japanese yen has also weakened against the dollar because of the rumor. We have not been able to confirm
European Central Bank Chief Mario Draghi may follow the U.S. lead and fire off his own bazooka. Requesting broader spending powers, Treasury Secretary Hank Paulson famously told Congress that he needed “a bazooka” to head off the financial crisis. German magazine Der Spiegel reports that the ECB is now considering
A potential game changer for gold, silver, euro, and yen is just ahead. The game changer is the meeting of the European Central Bank (ECB). Traditionally the ECB has towed the line of the Bundesbank inflation hawks. Jean-Claude Trichet, the chief of ECB until 2011, kept monetary policy tight and
The key to generating wealth over a long period of time is to identify when one macro cycle ends and a new macro cycle begins. In economics, a macro cycle is defined as a cycle of big picture economic performance, structure, and behavior. No bell is rung at the end
After studying the details of the debt ceiling deal, here is a list of action items that all investors should consider: Short sell nursing home stocks. On our radar screen are Skilled Healthcare Group (SKH), Sun Healthcare Group (SUNH), and Kindred Healthcare (KND). Buy banks with strong treasury exposure. On