Index Investing & Housing Market Show Mixed Results

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This article was originally published on UPFINA. Index fund investing has become very popular in the past few years as investors love their low fees and hate how most fund managers underperform the market. There is a huge incentive for fund managers to spread negative information on index funds. We believe indexes are the best way… Read More

Elliott Management on Ebay

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https://enhancingebay.com/content/uploads/2019/01/Elliott-Management-Letter-to-eBay-1.pdf Baupost purchases near $27 as well in late 2018 Dear Members of the Board: I am writing to you on behalf of Elliott Associates, L.P. and Elliott International, L.P. (together, “Elliott” or “we”). Elliott beneficially owns over 4% of eBay Inc. (the “Company” or “eBay”), making us one of the Company’s largest investors. At… Read More

Fed To End Unwind In 2019?

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This article was originally published on UPFINA. The Fed’s Minutes from its January meeting were released on February 20th. The biggest media headline from the Minutes was that the Fed plans to end the unwind of the balance sheet sometime in 2019. In fact, the number of times this statement was repeated surprised us. Based on… Read More

Returns vs. Popularity

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https://www.cfainstitute.org/-/media/documents/book/rf-publication/2018/popularity-bridge-between-classical-and-behavioral-finance.ashx Source: csinvesting.org

Are Household Shelter Costs Increasing?

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This article was originally published on UPFINA. There is so much more to homebuying than just being able to afford it in the moment. It affects every aspect of a person’s life as it is a long term financial decision and a lifestyle choice. Focusing on having the right sized down payment, earning enough money in… Read More

Daily Journal Meeting Notes 2019

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This article was originally published on MastersInvest.com. What makes a Master Investor? We have covered many of them over the last couple of years, and you would have to agree that every single Master we have reviewed has their own special qualities. Whether its Buffett, Dalio, Rochon, or Akre, et al; all are impressive in their… Read More

Thinking About P/E Ratios

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When it comes to work, everyone likes a short-cut to success; in investing it’s no different. And the one short-cut investors use a lot of the time is the ‘Price to Earnings’ or ‘P/E’ ratio. Using this, you make an estimate of what the company’s earnings per share will be in the forthcoming year, and… Read More

Doug Casey on China’s Exploitation of Africa

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Justin’s note: Is China taking over Africa? A lot of folks are asking themselves this question, and for good reason. You see, China’s pulling resources out of the ground in Africa at an alarming rate. Not only that, Chinese people are pouring into the continent by the boatload. That said, it’s not all “bad news.”… Read More

Is This the Biggest Buy Signal for Gold Since 2001?

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By Justin Spittler, editor, Casey Daily Dispatch The Vanguard Group has thrown in the towel on gold. And that has massive implications for the gold market. But not in the way most investors think. As you’re about to see, Vanguard’s decision could be extremely bullish for gold. I’ll tell you why in a second—and why… Read More

Now’s the Time to Buy Elon Musk’s Favorite Metal

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Justin’s note: Today, we’re handing the reins to our in-house commodity expert Dave Forest, editor of International Speculator. Dave’s one of the smartest guys I know. He’s a professional geologist with 20 years’ experience in the oil and gas, environmental, and mining sectors—so when he gets excited about an idea, we listen. Recently, Dave returned… Read More

Tesla’s Latest Move Will Cause These Stocks to Soar

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By Justin Spittler, editor, Casey Daily Dispatch Tesla just put the rest of the auto industry on notice. Tesla, as I’m sure you know, is the largest electric vehicle (EV) maker in the U.S. It’s also one of America’s most loved—and hated—stocks. I say this because Tesla’s one of the most innovative companies on the… Read More

If You Missed Out on Last Year’s Huge Crypto Gains… Read This

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Justin’s note: Over the past few months, Doug Casey has been searching high and low for a bona fide crypto advisor worthy of Casey Research subscribers… and he just found him. His name is Marco Wutzer, one of the true pioneers of cryptocurrency… and Casey Research’s newest guru. Marco has been involved with digital currencies… Read More

Your Guide to The Berkshire Hathaway Shareholder Meeting

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! For three days in early May, over 40,000 investors and spectators will flock to the city of Omaha Nebraska to attend what many call the “Woodstock for Capitalist.” The annual Berkshire Hathaway Inc (NYSE: BRK.A) Shareholder meeting attracts crowds… Read More

A Recession by 2020?

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The current situation with the proposed tariffs between China and the US is somewhere in between a trade war and negotiation tactics. We’ll call it a “trade battle” because we don’t know what the end game of this war of words and proposals will lead to. Both sides are dependent on one another; since their… Read More

Mainstream media acknowledges China will likely compel Saudi’s to sell oil in RMB, causing major hit to dollar and Petrodollar

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In an interview on CNBC on Oct. 11, economist Carl Weinberg told the business network that China is going to compel Saudi Arabia to sell them their oil in the Yuan currency, which will have a serious consequence to the dollar and the Petrodollar system.
Beijing is likely to “compel” Saudi Arabia to sell crude oil in yuan, and others will follow, according to the chief economist and managing director at High Frequency Economics Carl Weinberg. This will hit the US dollar, he says. In an interview with CNBC Weinberg said China has become a key player in the oil market since overtaking the US to become the world's largest importer. Saudi Arabia has “to pay attention to this because even as much as one or two years from now, Chinese demand will dwarf US demand,”Weinberg told the media.
“I believe that yuan pricing of oil is coming and as soon as the Saudis move to accept it — as the Chinese will compel them to do — then the rest of the oil market will move along with them,” he added. A..

10 Year Government Bond Yields

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Country Yield Switzerland -0.52 Japan -0.08 Germany -0.08 Netherlands 0.027 Denmark 0.052 Finland 0.057 Austria 0.107 Sweden 0.119 Belgium 0.128 France 0.144 Czech Republic 0.310 Ireland 0.421 Latvia 0.549 Lithuania 0.550 United Kingdom 0.569 Taiwan 0.645 Slovenia 0.744 Spain 0.942 Hong Kong 0.955 Canada 1.025 Norway 1.026 Italy 1.113 South Korea 1.422 United States 1.553… Read More