Archives

October 2006 Archives

A New Knife for Washington - 2006-10-31
If a government dominated by one party should run like a hot knife through butter, why does it seem more like the current US leadership is cutting burnt steak with a cold spoon? Brazil's Lula may soon show Bush a thing or two about the winning edge of true coalition building.

Introducing "Mortgage Matters" - 2006-10-26
Gene Hackman is a great actor. He played the lead in one of my favorite films from the 70s, "The Poseidon Adventure." It’s the unforgettable story of a cruise ship that is struck and capsized by a massive tidal wave at midnight on New Year’s Eve.

Warning: Sell These Tech Stocks - 2006-10-24
Now I know I've gone on and on in my previous emails about how great the technology sector is, and about how much money we stand to make by investing in it. But I wouldn't be doing my job if I didn't talk to you about the risks of investing in this sector as well. I'd be an irresponsible and reckless individual if I didn't talk about the potential downside here.

Wal-Mart's Worldwide Weight Shift - 2006-10-24
As the big-box retailer par excellence convenes industry analysts in fabulous Teaneck, New Jersey, the company's expansion plans are reorienting far away from the Garden State.

The Big Yawn - 2006-10-23
Our mining stocks this past month have been mostly a "big yawn." The seasonal surge in the metals that we usually see going into the fall appears to be on hold.

Is Tech Investing Only for Professionals? - 2006-10-20
By far the question I most often get asked about investing in technology stocks involves the level of difficulty.

NEWSFLASH...The Fat Lady Has Sung - 2006-10-19
Baltimore, Md.—It may have taken a while and may have been long overdue, but it has finally happened—the fat lady has sung at last. And in singing as she did, she unleashed a monumental downpour on the dreams of housing bulls everywhere.

New Discoveries Needed - 2006-10-18
As we have been patiently waiting over the summer months and into early fall for the next up wave to take hold, a few juniors have performed well. Why is this, when most other juniors have suffered due to lack of trading volume or interest in the market?

Forget Wall Street...The "Great Wall" Is Where the Money Is - 2006-10-18
Just the other day I talked to you a bit about the Wireless Wave-the mega-trend taking shape in wireless technologies and services. Today I'd like to get a bit more specific.

Europe's Open Wound - 2006-10-17
These days many investors look at world markets through one of two lenses: a telescope or a microscope. In the search for international opportunities, it is imperative not to gloss over the mid-range opportunities, and the overlooked locales in which many of those chances for growth are found.

The Wireless Wave - 2006-10-16
Wireless technology is literally creating a "wave" of change and profits that's sweeping across the globe at lightning speed. It's about to completely shift how we do everything, from communicating with one another to how we pay for our groceries. Let me tell you what I mean.

Peak Oil Has Changed Everything - 2006-10-16
If you need more proof that the Age of Oil is coming to an end, you need look no further than two sentences that were uttered last week. One was spoken by the Pentagon. The other, about two hours later by President Bush.

Alan the Preposterous Rides Again - 2006-10-12
Alan Greenspan probably never met Neville Chamberlain, but the two men certainly share a penchant for the preposterous definitive statement. For Chamberlain, of course, it was that memorable “peace for our time” quote as he stepped off the plane after being bamboozled by Hitler in Munich in 1938. And for Mr. Greenspan it was a gem that he delivered earlier this week.

China Wields Carrots and Celery Sticks - 2006-10-10
In the Asian political sphere where stability is the rule, China's choices are limited when dealing with its newly nuclear neighbor, North Korea.

In Their Own Words - 2006-10-05
The housing story is big one, in fact, I believe that it’s monumental. But as important as this story is, it is also a big one simply by the breadth and variety of smaller stories that have collectively made the bubble what it has become. And if you don’t believe me when I write that the bubble has popped, just listen to words of the some of the folks at ground zero.

Soft Landing Gear - 2006-10-04
A robust trade in Russian-made counterfeit aircraft parts is worrying many in the aviation industry. Emerging markets can help secure a soft landing for the global economy as the US descends from record altitudes, but the components need examining.