FEED the BULL

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The ballooning US trade deficit is good news for the world’s sovereign wealth funds (SWFs). Current assets controlled by Sovereign Wealth Funds are estimated to be $3 trillion. They are expected to reach at least three times this amount over the next five years.

Six Picks for Korea

Posted by MurrayRothbard on June 11th, 2008

With key countries in the world economy spiraling toward recession, and even India and China panicking about domestic inflation levels, there’s one country in particular that still seems to offer good value in its equities markets, thanks to an economic outlook that combines decent growth and only modest inflation.

summary of reasons to buy Citigroup, including issues that the CEO has tackled, the 6.3% dividend, and the fact that the bank has reduced a lot of exposure to the credit crisis.

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My latest trade, taken yesterday, is geting some traction. Here's my trading plan, and what I did today to kick the trade into high gear.

list of new positions, sold positions and modified positions and link to track the stocks of this $8 billion hedge fund

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Reacting to your P+L is counterproducive and perhaps even detrimental. Here's how to view it usefully. Originally posted May 21, 2008.

article about Pabrai's investment in Pinnacle Airlines and a lesson to be learned for all investors about the due diligence required to make decisions on which stocks to buy.

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summary of S&P's evaluation of the company, reasons to consider buying, and link to other S&P 5 STAR (strong buy) stocks

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summary of Barron's interview and top stock picks for ING's international real estate fund manager, and link to his picks

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summary of analyst's rationale for buying certain food stocks and link to track the performance of the stock picks

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most recent Standard & Poors stock picks.. Apple and AT&T are highlighted, including links to other stock picks by S&P analysts

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article about directors selling a lot of stock and examples of recent transactions as well as link to track the performance of the stocks after the sales

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stock picks by analysts from Credit Suisse and Jefferies related to weather/utility, and link to be able to track the performance of the stocks since the recommendations

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Increasingly in recent weeks commentators have begun speculating about the dreaded “S-word”- stagflation- and whether or not such a protracted period featuring both high prices and high unemployment would blight the U.S. economy.

Middle Eastern countries know their oil supplies aren’t going to last forever. So they’re pumping more than $2 trillion into new, long-term economic projects - such as brand new cities that will function as both business and vacation hot spots.

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