Investiv Daily

  • 07 Oct
    Oil & Gold Are Speculation Plays At The Moment, Are You Up For It?

    Oil & Gold Are Speculation Plays At The Moment, Are You Up For It?

    • The long term trend for oil is clear, but short term moves make it a great trading asset.
    • Gold is in a decline as the global economy looks stable and yields are slowly increasing.
    • A quality miner with dollar cost averaging might be the best gold diversification option.

    Introduction

    Two indicators that can give us insight into how the global economy is doing are gold and oil.

    Estimations from various analysts are all over the place for both commodities, some say gold will be at $1,900 in a year or two and oil at $100 while some see oil below $30 or even worthless and gold at $800. What will happen is anyone’s guess as the factors that will influence the outcomes are as yet unknown. As an example, nobody knows if Russia or Iran are going to increase oil output or if additional supply from U.S. shale will be enough to push prices down again. Nevertheless, a look at price movements from the two commodities can give us some interesting insights into the short term expectations and aid  us in the assessment of risk. More →

  • 06 Oct
    Is Your Brain Wired For Investing?

    Is Your Brain Wired For Investing?

    • Recency bias, probability neglect and aversion loss are just a few of the concepts that we, as humans, find difficult to avoid in our investing.
    • The average U.S. investor underperformed the market by 7.4% per year in the last 30 years as a result of taking action under the influence of emotions.
    • Fundamentals, valuations and dollar cost averaging can help you put your emotions aside.

    Introduction

    Today we’ll discuss how humans aren’t really mentally prepared for investing. We are wired to survive in the woods with a freeze, fight or flight system, which has nothing do to with the markets. There is no threat of death when it comes to investing in the markets. More →

  • 05 Oct
    How Investing In Food Now Can Make A Difference

    How Investing In Food Now Can Make A Difference

    • Food is a delicate subject as it is a matter of life and death.
    • Food prices are influenced by weather conditions which work in 2-5 year cycles, but the market only looks at short term supply and demand balances.
    • By investing in food when prices are low and selling when prices are high, you do good by bringing balance to the food market which is essential for eliminating hunger and creating a sustainable global food ecosystem.

    Introduction

    Today we’re discussing a delicate topic: food and investing in it. More →

  • 04 Oct
    Market Clues From The Short Term Credit Cycle

    Market Clues From The Short Term Credit Cycle

    • Comparing the current credit cycle with the last two may tell us exactly how close we are to a recession.
    • As productivity growth is slowing down, credit is the only thing keeping the economy up.

    Introduction 

    How often do you think of what happened during the Great Recession?

    Exactly 9 years ago, the S&P 500 was around 1500 points and everything seemed fine, and headlines looked like this: More →

  • 03 Oct
    Mexico May Be Overvalued, But There’s Still Opportunity

    Mexico May Be Overvalued, But There’s Still Opportunity

    • Mexico has economic potential, but potential isn’t enough for investing success.
    • The valuations and economic ties to the U.S. don’t make Mexico a good international diversification play.
    • Some interesting U.S. recession-proof investing options can be found.

    Introduction

    Mexico was a hot topic of last week’s presidential debate. Politics is noise, so in this article we’ll instead focus on the fundamentals of investing in Mexico, the county’s economy, future prospects, potential risks, and demographics in order to provide you with the best hard data-based overview of Mexican investment opportunities. More →

    By Sven Carlin Investiv Daily Mexico
  • 02 Oct
    Sunday Edition: Diversification or Accumulation?

    Sunday Edition: Diversification or Accumulation?

    Joel Greenblatt, in my opinion, is one of the greatest value investors of all time. 

    One thing that sets him apart from many other investors is his willingness to concentrate on a handful of deeply undervalued companies rather than diminish his returns through over diversification, or as Warren Buffett once said “diworsification.

    So how many stocks is the right amount to own to be diversified enough, yet not diminish your potential returns? More →

  • 30 Sep
    Index Funds: It’s Time To Stop & Reflect

    Index Funds: It’s Time To Stop & Reflect

    • Thinking for yourself and not doing something just because everybody else is doing it can get you far, especially in investing.
    • Equally weighted indexes have outperformed market capitalization weighed ones.
    • The solution is to look for common sense in investing and to look at valuations.

    Introduction

    Mutual funds and ETFs that track indices are very popular these days. The prevailing attitude is that only a handful of active investment managers can consistently beat the market and therefore it is best to just invest in the whole market. Investing in the whole market means buying a small piece of every company, or at least that is how it should be. In this article we’ll explain the biases behind index investing. More →

  • 29 Sep
    What Do Investments, Yields & Buybacks Tell Us?

    What Do Investments, Yields & Buybacks Tell Us?

    • The 10-year and 2-year treasury yield spread is getting smaller.
    • Investments peaked last year.
    • The market is standing on legs of hope coming from positive expectations. What are you standing on?

    Introduction

    We will take a look at yields, investments, buybacks and valuations, and look for trends that might trigger a bear market. More →

  • 28 Sep
    Earnings Season Is Approaching. Are You Ready?

    Earnings Season Is Approaching. Are You Ready?

    • Earnings will decline for the sixth consecutive quarter.
    • We question the 2017 forecasted earnings growth based purely on higher oil prices.
    • We’ll take a look at what can be done to limit your risks and increase returns.

    Introduction

    What we know is that for the last 5 quarters, the S&P 500 has had declining earnings. The situation doesn’t seem to change course for the next quarter, but most analysts expect earnings growth to come in 2017 as a result of a rebound in energy prices.

    As our readers know, this rebound should have already happened six months ago according to the same analysts’ expectations. In this article we’ll tell their story, but we’ll also analyze what else is out there that can influence future earnings. More →

  • 27 Sep
    Should You Worry About What’s Happening With Deutsche Bank?

    Should You Worry About What’s Happening With Deutsche Bank?

    • European stocks pushed global markets down after the German Chancellor said they will not help Deutsche Bank if it fails.
    • Europe still offers too much risk for the expected return.
    • In this article we’ll share two critical things you have to think about in order to weather all possible storms.

    Introduction

    After a long and quiet summer, stocks are showing increased volatility. Last week’s FED decision not to increase interest rates has quickly been forgotten as markets try to digest news from Europe where increased fears over capital requirements for Deutsche Bank, which sent European markets down on Monday.

    In this article, we’ll assess the depth of the issue and look for the real reasons behind the European 2% market move on Monday morning. More →

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