• 07 Feb
    Thinking About Investing In GE? Read This First

    Thinking About Investing In GE? Read This First

    • I’ll give a simple overview of what investing in GE means now, what the risks and rewards are.
    • Depending on what your required returns are, GE might be an attractive investment.
    • However, a lot of bad things can still happen.



    Introduction

    General Electric (NYSE: GE) was one of the worst performing stocks in 2017 and the situation hasn’t changed in 2018. More →

  • 06 Feb
    This Is What Could Keep The Stock Market From Crashing

    This Is What Could Keep The Stock Market From Crashing

    • There are scenarios that could see stocks double from current levels, no matter how crazy those scenarios might look now.
    • I’ll explain what’s going on, why, and what can you do about it.
    • No one can know exactly what will happen, so the key is to be prepared for anything.



    Introduction

    After yesterday, many are expecting a stock market crash. And by looking at what happened in 2000 and 2009, it seems pretty logical that the market will crash as things are looking ridiculous. More →

  • 05 Feb
    Europe Is Drinking Its Own Kool-Aid

    Europe Is Drinking Its Own Kool-Aid

    • Europe is full of confidence which is good, but is it really that healthy?
    • Listening to the Davos ‘global leaders’ tells you a lot about what is going on.
    • Yes, Mario Draghi is a magician. Be careful that your money doesn’t disappear.



    Introduction

    A recent Wall Street Journal video from Davos interviewed many global leaders about the European economic upturn. The level of confidence in their words amazed me because from my perspective, Europe is in deep trouble.

    Let me first tell you who said what and then we’ll look under the hood. More →

  • 02 Feb
    Beware: Buybacks Are Destroying Your Value

    Beware: Buybacks Are Destroying Your Value

    • I’ll explain how buybacks destroy your value.
    • It’s important not to own GE-like companies going into the next economic downturn, which is nearing.
    • $517 billion per year could be invested much better.



    Introduction

    If there is something I am against, it’s buybacks that are made at any price. Would you pay $3.5 million for a house when the building cost plus the land cost just $1 million? Probably not, but that is exactly what corporate managers do on a daily basis while they keep telling you how good of a thing they are doing. Buybacks might seem like a good idea, but it destroys your value in the long term. Let me explain what’s going on. More →

    By Sven Carlin Buybacks Investiv Daily
  • 01 Feb
    It’s Time To Watch Gold Mining Stocks

    It’s Time To Watch Gold Mining Stocks

    • I will discuss gold miners to give you an overview of what you can expect when investing in them.
    • As I’ll cover all the holdings of the biggest gold ETF, the Van Eck Gold Miners ETF (GDX), you will also get a good idea about the ETF. This article is part one of the top 10 holdings we’ll discuss.
    • Perhaps it’s too early, but it might actually be the best time to hedge your portfolio with gold miners.


    Introduction

    I’ve already described why it’s important to own gold miners in your portfolio. No one knows if gold will hit $5,000 or $500 in the next 5 years, but if you can invest in a way where you can’t lose much but you can also win big, it’s definitely a thing to look at. More →

  • 31 Jan
    Why You Should Think Twice About Investing In Potash & Phosphate Now

    Why You Should Think Twice About Investing In Potash & Phosphate Now

    • Today, we’ll discuss potash and phosphate producers as the world will be needing more fertilizers.
    • The demand for both fertilizers is expected to grow by 20% over the next 5 years.
    • Unfortunately, investing isn’t as positive as the demand trend.



    Introduction

    Lately, I’ve been discussing how the agriculture sector looks interesting and should be a part of a well-diversified portfolio. More →

  • 30 Jan
    The Black Swan Investing Strategy You Need To Know

    The Black Swan Investing Strategy You Need To Know

    One of my favorite authors is Nassim Taleb. I find his books The Black Swan and Antifragile mind blowing.

    There is a lot of entertaining philosophy in his text and one must really dig deep to extract practical tools to use in this environment full of black swans, randomness, and fragility. Here are a few of his ideas that you can apply if a black swan investing strategy fits your personality.



    What Is A Black Swan?

    A black swan is a metaphor for an event that comes as a surprise but has a huge impact on the market and is later rationalized. For example, the 2008 housing crisis was such an event. Now it’s clear why and how it happened, but only a few saw it coming in 2007. A positive black swan would be an even that is a surprise but has a huge positive impact. More →

  • 29 Jan
    At Davos, Dalio’s Message Tells You Everything You Need To Know

    At Davos, Dalio’s Message Tells You Everything You Need To Know

    • Dalio didn’t say that cash is trash or that it is stupid to hold cash.
    • I’ll explain in more detail what Dalio said.
    • Is the biggest risk nobody is seeing—with the exception of Dalio—political in nature?



    Introduction

    I love Davos because there is always a Bloomberg interview with beautiful mountain scenery and a freezing Ray Dalio.

    Perhaps because of the cold, Dalio always wants to keep the interview as short as possible and spits out all his thoughts on the economy, markets, etc. Some of it will be misinterpreted by the market, but the key message is always extremely important to hear. More →

  • 26 Jan
    Are Emerging Markets Still Attractive?

    Are Emerging Markets Still Attractive?

    • The MSCI emerging market index is up 53% in the last 12 months.
    • However, nothing has actually changed in the long term fundamentals which makes things much riskier.



    Introduction

    If you have been following Investiv Daily for the past year and a half, you know that I have been extremely bullish on emerging markets because of their relative cheapness when compared to developed markets, positive demographics, and positive economic growth. More →

  • 25 Jan
    Why You Should Consider Seafood Stocks

    Why You Should Consider Seafood Stocks

    • Last week, we discussed why investing in agriculture is important and also 7 different investing opportunities in the agriculture sector.
    • I see the agriculture sector as an excellent play in this current environment because it offers no correlation to the current exuberant stock market and there is high potential upside coming from a rebound in food prices.
    • A big part of the food chain is seafood, so today we are going to analyze the sector by discussing seafood stocks.



    Seafood

    Seafood consumption is relatively small in comparison to land-based animal proteins. An average American eats 138.1 pounds of beef and chicken per year while only 14.1 pounds of seafood. However, the attitude toward seafood is growing more and more positive which should bode well for seafood producers. More →

    By Sven Carlin Food Investiv Daily
1 2 3 4 5 55
Search