• 25 Sep
    These 5 Charts Say A Recession Is Near

    These 5 Charts Say A Recession Is Near

    • A recession usually takes everyone by surprise.
    • The current environment is ripe for a recession, we just need a trigger.
    • The stock market will react as investors react, which is usually completely irrationally. Be prepared.

    Introduction

    The latest FED meeting didn’t give us much news.

    The monetary policy remains accommodative with the interest rate between 1% and 1.25%, while the balance sheet normalization program is purely cosmetic with minimum monthly asset sales.

    We shouldn’t expect anything else from the FED as their objective is to maintain full employment and stability. As long as there isn’t significant inflation, the low interest rates help lower the unemployment rate. More →

  • 22 Sep
    This Is Why A Market Crash Is Good For You

    This Is Why A Market Crash Is Good For You

    • It might sound counterintuitive, but high stock prices aren’t that great for the majority of investors.
    • If you take the perspective that looks at long term returns and actual business ownership, your future income would be much higher now if the S&P 500 had stayed at 1,000 points for the past 10 years.
    • Don’t think stock markets only go up, look to Japan to be reminded of that.

    Introduction

    Everybody is so afraid of a stock market crash and here I am talking about how it can be good for you.

    As much as it sounds counterintuitive, a high stock market isn’t good for long term investors. The ultimate goal every investor should have is to accumulate as much ownership as possible, not to gain temporary value. More →

  • 21 Sep
    Here’s Why You Need To Think About The Current Market Risks

    Here’s Why You Need To Think About The Current Market Risks

    • Evolution hasn’t created us to look at risks in investing, which is something that can be very costly.
    • I’ll discuss in a simple, but straightforward way what the current market risks are to be aware of.
    • If you’re careful, you can earn up to $500k in 20 years on a $100k portfolio.

    Introduction

    Investing is a very delicate thing and few understand that we aren’t wired for success in it. Part of our brain, the amygdala, through millions of years of evolution, has taught us to fight when we might be wrong, to prove our dominance and our convictions in order to prevail and spread our genetics. More →

  • 20 Sep
    The Time Is Now To Invest In Russia

    The Time Is Now To Invest In Russia

    • The Russian economy has returned to growth and the long-term prospects are positive.
    • The combination of the relative stock market cheapness and economic upturn could lead to outsized returns.
    • The ruble could strengthen further while the current dividend yield of 5% isn’t bad at all.

    Introduction

    At the end of 2016, I wrote about how it was best to avoid Russia due to its dependency on oil, slow development and progress even if it was and still is the cheapest stock market in the world. Since then, the Russian ETF has dropped almost 20% but has currently recovered to the December 2016 level. More →

  • 19 Sep
    10 More European High Dividend Yielders You Should Consider Now

    10 More European High Dividend Yielders You Should Consider Now

    • There are interesting recession-proof companies on this list, all yielding 5% or more.
    • Some companies are cash cows, but don’t forget that tobacco companies have been the best investment in the past 30 years.
    • I’ll finish this list with a systemic risk analysis and a surprise stock with huge growth potential that offers a nice yield of 3%.

    Introduction

    I hope you enjoyed the first part of my two-part series of European stocks with dividends that yield 5% or more.

    Today, I’ll present you with another 10 interesting dividend plays, and I’m sure you’ll find interesting picks that fit your portfolio risk reward appetite. More →

  • 18 Sep
    These 10 European Businesses All Offer Over 5% Dividends, But Are They Ripe For The Picking?

    These 10 European Businesses All Offer Over 5% Dividends, But Are They Ripe For The Picking?

    • There are some good European businesses with yields above 5% that will probably grow in the future.
    • There is even a Dutch speed algorithm trader that offers a yield of 5.39% and hasn’t lost money on any single day in the last 3 years.
    • There are also companies to avoid, like Italian banks.

    Introduction

    On the U.S. stock market, it’s difficult to find dividend yields of above 5% from long-term established companies that have a stable business and good long-term prospects. But in Europe, there are plenty of companies with dividend yields of above 5% that seem like ok businesses and are too cheap to be true. More →

  • 15 Sep
    How Jim Rogers Saw 4,200% Returns In 10 Years & How You Can To

    How Jim Rogers Saw 4,200% Returns In 10 Years & How You Can To

    • A person that achieves returns of 4,200% in 10 years should be listened to.
    • I’ll summarize Jim’s investing strategy into 15 rules. All of these rules are based on common sense, but are nevertheless very eye opening.
    • As for the contemporary environment, Jim is forecasting a crisis worse than 2008 due to higher debt levels. We’ll briefly discuss how to protect yourself.

    Introduction

    Jim Rogers is an out of the box guy. What he does is often regarded as crazy by mainstream investors. Nevertheless, as we are in a crazy macroeconomic environment with unsustainable low interest rates and debt levels, looking at so called “crazy” investment alternatives might not end up being all that crazy. More →

  • 14 Sep
    We Could See Gold At $20,000. No, I’m Not Crazy.

    We Could See Gold At $20,000. No, I’m Not Crazy.

    • It might sound crazy, but gold at $20,000 is a highly probable scenario.
    • However, gold at $600 is also a probable scenario in the short term.
    • I’ll discuss how to position your portfolio to take advantage of scenario 1 and not lose much in scenario 2.

    Introduction

    I’ve already written about how gold should be an essential, but small part of each portfolio. My theory is that by putting a few percentages of your portfolio into gold miners, you hedge yourself against anything that might happen while you don’t risk much as all you can lose are those few percentage points. More →

  • 13 Sep
    Why You Should Always Watch, But Not Always Listen To, Warren Buffett

    Why You Should Always Watch, But Not Always Listen To, Warren Buffett

    • There’s a difference between what Buffett says and what he does.
    • Perhaps he doesn’t do the dirty work, but he for sure has someone else do it for him.
    • I’ll discuss three famous quotes that can be seen from various perspectives.

    Introduction

    I often mention Warren Buffett and his valuable investing advice. However, not all that he says has to be blindly believed.

    In this article, I’m going to debunk some of his most famous statements by showing that he neither follows his own advice nor do some of his theories still hold in the current environment. More →

  • 12 Sep
    Why You Shouldn’t Worry About North Korea

    Why You Shouldn’t Worry About North Korea

    • I’ll discuss how you should look at the current headlines and whether they could impact your portfolio.
    • Significant events effect the stock market on the day they happen, not in the long term.
    • We’ll also discuss what impacts stocks in the long term and how you should go about dealing with it.

    Introduction

    In the last few weeks, there has been a lot of media space dedicated to issues surrounding North Korea. The story isn’t quite as hot now as the two hurricanes that are unfortunately leading to human tragedy have taken over most of the headlines.

    In today’s article, I want to discuss how important the news is for your portfolio. We’ll look at some past news stories, analyze their impact on stocks, assess whether you should fear what’s going on with North Korea, and if it can impact your portfolio. More →

    By Sven Carlin Investiv Daily North Korea
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