Feb 2, 2012
One of things about markets that has interested me is seasonality.
There is an old adage in the stock market that you sell in May and go away. For some reason, from October to May is when the market usually sees the majority of its gains.
There is the January indicator,...
Jan 26, 2012
As I have said in the past and will continue to state: I still find it ridiculous when I hear people predicting another 2008-style financial collapse is imminent.
Sure, Greece will probably default. However, most sovereign debt crises, especially in developed nations, end...
Jan 19, 2012
The major story in the financial world in the past year has been the eurozone debt crisis.
However, it isn t so much the debt crisis itself that is the big problem but rather the structure of Western governments.
After World War II when Europe was rebuilt, the West and...
Jan 5, 2012
The topic of my book The Great Super Cycle is that the U.S. stock market is in the midst of a long-term, secular bear market.
This is similar to the 1970s, or 1930s and 1940s, when the market didn t go up for a long period of time.
Because of this thesis, you would...
Dec 29, 2011
In the past two years, a similar trading pattern has surfaced in gold. We have seen very strong Decembers followed by corrections in January.
However, this year the correction seems to have occurred one month early.
As gold has weakened, we are seeing a lot of momentum...
Dec 22, 2011
Every few years, you seem to get a great buying opportunity in something.
Right now, I think one of the cheapest sectors out there is the junior mining-stock sector.
People may look at oil at $95 a barrel or gold at $1,600 an ounce and say, Dave, these things are...
Dec 15, 2011
The market is a fickle character.
Think of it as a person who changes his or her mind every week or so or a spoiled child who doesn t get their way and decides to cry and whine until they do.
Right now, we have seen future money printings put on hold. In the short...
Dec 8, 2011
One thing I have learned about investments and markets: You should buy where others aren t.
All the great investors (Buffett, Templeton, Soros) make money from buying undervalued assets. They may have different approaches, but in the end they buy things when they are on...