Sovereign Wealth Funds: $7 Trillion Reasons to Stay Invested
May 19th, 2009 | By Alexander Green | Category: Stock Market InvestingIn February, I wrote that the decline in stocks was just about over. Why?
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In February, I wrote that the decline in stocks was just about over. Why?
In February, I wrote that the decline in stocks was just about over. Why? There was more money available to buy shares than at any time in almost two decades. The $8.85 trillion held in cash, bank deposits and money market funds was equal to 74% of the market value of U.S. companies, the highest ratio since 1990, according to the Federal Reserve.
Despite efforts by the Treasury Department and the Federal Reserve to thaw the credit markets, normal lending remains hamstrung. This is a both a significant problem and an enormous opportunity.
Due to the magnitude of the recent bear market, we’ve been able to buy a lot of fine companies for less than $10 a share. Many of them are already trading considerably higher. Yet some readers want us to go all the way down to the cellar.
Investors in the West have a poor track record when it comes to the world’s emerging markets. In particular, they have a bad tendency to leave them just when they should love them. This is particularly true today.
Last week’s headlines were filled with news of a historic legal crackdown on UBS, the Swiss banking giant and what a 2008 Senate hearing identified as $100 billion in annual tax evasion by American owners of foreign accounts.
Alexander Green the investment director at the Oxford Club gives readers a great way to spot winning companies in a down market by using insider trading statistics. In this article he tells you where to look… what everything means…
As I write, I’m here at The Oxford Club chapter meeting at the Intercontinental Hotel in Managua. When we’re not eating tortillas and sipping margaritas, my colleagues and I – along with about 60 Oxford Club members – are surveying the global economy, making assessments about what lies ahead for world stock and bond markets.
If you’re like many investors, a subconscious bias is currently wreaking havoc on your investment portfolio. Recognize this and a whole new world of opportunities will open up to you. Here’s why…
Amid the doom and gloom reports on the economy, Alexander Green says the stock market should perform well in 2009. The market generally recovers long before the wider economy, meaning big gains are possible even during a recession. And for the first time in half a century, stocks are yielding more than US treasuries, marking the return of a strong buy signal for stocks.