He is too much of a gentleman to do it, but if there was ever a money manager who could say “I told you so” it would be Jeremy Grantham of GMO. Grantham and his team warned of the dangers of the 1990s tech bubble years before it burst, and warned of the consequences of the...Read More
The past two years have been volatile for investors in virtually every market, but they have been particularly unkind to investors in China. Chinese stocks, as measured by the iShares FTSE China 25 Index ETF (NYSE:$FXI) spent most of 2011 and 2012 in a downtrend, though in the past two months they have shown signs of...Read More
Quietly, under the radar, all signs are pointing to a strong recovery in the housing market. Sales of both previously occupied homes and new homes rose sharply last month, as did building permits. Building permits are up a whopping 22% over the past year. Mortgage applications are rising. And prices are rising in most markets. We’ve...Read More
The last few weeks have seen a rally in…well…for lack of better word, “crap.” Before Tuesday’s correction, Research in Motion (Nasdaq: $RIMM) had risen 37% since just the beginning of this month and had nearly doubled from the low hit over the summer. Facebook (Nasdaq: $FB), the company that may be remembered as the most disappointing...Read More
Listen to Charles Sizemore talk about the fiscal cliff, Grover Norquist, the possible break up of Spain, and the short opportunity of a lifetime in Japan with Dean Barber and Bud Kasper on Planning for Prosperity Radio. If you cannot view the embedded media player, follow this link: Planning for Prosperity. Related post: Japan is the Next...Read More
