Forum Replies Created
-
AuthorPosts
-
carlsbadworker
ParticipantI don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.ParticipantI don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.ParticipantI don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.ParticipantI don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.ParticipantIf your question is about S&P 500 index, I think its fair value is around 900. It is alwlays a good time to buy equity when it is traded around its fair value (given how it outperforms other asset class over the long term).
If your question is about individual stock, then I don’t know. I have been searching for severely under-valued stocks for weeks and I haven’t found any. So cash in my trading account has been accumulating since March (I cashed out some of the investment such as BAC too early). I would welcome any suggestion because everything I looked at seemed to be fairly valued. Only the treasury seems over-valued but not to the extend that I can be comfortable shorting it.
Jim Rogers recently suggested commodity stocks in an interview with Bloomberg Edge. Maybe that’s the way to go if you can’t find other specific opportunities. I also have been averaging up in Chinese stock holding as a hedge against US economy. But its price is fast approaching the bubble territorial again…so I don’t plan to add any more.
ParticipantIf your question is about S&P 500 index, I think its fair value is around 900. It is alwlays a good time to buy equity when it is traded around its fair value (given how it outperforms other asset class over the long term).
If your question is about individual stock, then I don’t know. I have been searching for severely under-valued stocks for weeks and I haven’t found any. So cash in my trading account has been accumulating since March (I cashed out some of the investment such as BAC too early). I would welcome any suggestion because everything I looked at seemed to be fairly valued. Only the treasury seems over-valued but not to the extend that I can be comfortable shorting it.
Jim Rogers recently suggested commodity stocks in an interview with Bloomberg Edge. Maybe that’s the way to go if you can’t find other specific opportunities. I also have been averaging up in Chinese stock holding as a hedge against US economy. But its price is fast approaching the bubble territorial again…so I don’t plan to add any more.
ParticipantIf your question is about S&P 500 index, I think its fair value is around 900. It is alwlays a good time to buy equity when it is traded around its fair value (given how it outperforms other asset class over the long term).
If your question is about individual stock, then I don’t know. I have been searching for severely under-valued stocks for weeks and I haven’t found any. So cash in my trading account has been accumulating since March (I cashed out some of the investment such as BAC too early). I would welcome any suggestion because everything I looked at seemed to be fairly valued. Only the treasury seems over-valued but not to the extend that I can be comfortable shorting it.
Jim Rogers recently suggested commodity stocks in an interview with Bloomberg Edge. Maybe that’s the way to go if you can’t find other specific opportunities. I also have been averaging up in Chinese stock holding as a hedge against US economy. But its price is fast approaching the bubble territorial again…so I don’t plan to add any more.
ParticipantIf your question is about S&P 500 index, I think its fair value is around 900. It is alwlays a good time to buy equity when it is traded around its fair value (given how it outperforms other asset class over the long term).
If your question is about individual stock, then I don’t know. I have been searching for severely under-valued stocks for weeks and I haven’t found any. So cash in my trading account has been accumulating since March (I cashed out some of the investment such as BAC too early). I would welcome any suggestion because everything I looked at seemed to be fairly valued. Only the treasury seems over-valued but not to the extend that I can be comfortable shorting it.
Jim Rogers recently suggested commodity stocks in an interview with Bloomberg Edge. Maybe that’s the way to go if you can’t find other specific opportunities. I also have been averaging up in Chinese stock holding as a hedge against US economy. But its price is fast approaching the bubble territorial again…so I don’t plan to add any more.
ParticipantIf your question is about S&P 500 index, I think its fair value is around 900. It is alwlays a good time to buy equity when it is traded around its fair value (given how it outperforms other asset class over the long term).
If your question is about individual stock, then I don’t know. I have been searching for severely under-valued stocks for weeks and I haven’t found any. So cash in my trading account has been accumulating since March (I cashed out some of the investment such as BAC too early). I would welcome any suggestion because everything I looked at seemed to be fairly valued. Only the treasury seems over-valued but not to the extend that I can be comfortable shorting it.
Jim Rogers recently suggested commodity stocks in an interview with Bloomberg Edge. Maybe that’s the way to go if you can’t find other specific opportunities. I also have been averaging up in Chinese stock holding as a hedge against US economy. But its price is fast approaching the bubble territorial again…so I don’t plan to add any more.
ParticipantBanks fought so hard to remove mark-to-market accounting. It is hard to imagine that they would then turn around and release all the inventory simultaneously at the market price. Banks have to release the inventory slow enough so that it wouldn’t cause big enough loss that forces them to raise new capitals. That said, if the stock market keeps going up, they should have not much problem raising the much needed capital.
ParticipantBanks fought so hard to remove mark-to-market accounting. It is hard to imagine that they would then turn around and release all the inventory simultaneously at the market price. Banks have to release the inventory slow enough so that it wouldn’t cause big enough loss that forces them to raise new capitals. That said, if the stock market keeps going up, they should have not much problem raising the much needed capital.
ParticipantBanks fought so hard to remove mark-to-market accounting. It is hard to imagine that they would then turn around and release all the inventory simultaneously at the market price. Banks have to release the inventory slow enough so that it wouldn’t cause big enough loss that forces them to raise new capitals. That said, if the stock market keeps going up, they should have not much problem raising the much needed capital.
ParticipantBanks fought so hard to remove mark-to-market accounting. It is hard to imagine that they would then turn around and release all the inventory simultaneously at the market price. Banks have to release the inventory slow enough so that it wouldn’t cause big enough loss that forces them to raise new capitals. That said, if the stock market keeps going up, they should have not much problem raising the much needed capital.
ParticipantBanks fought so hard to remove mark-to-market accounting. It is hard to imagine that they would then turn around and release all the inventory simultaneously at the market price. Banks have to release the inventory slow enough so that it wouldn’t cause big enough loss that forces them to raise new capitals. That said, if the stock market keeps going up, they should have not much problem raising the much needed capital.
-
AuthorPosts
