In the last few months we have seen a very strong stock market rally. The market has recovered from highly distressed levels and posted exorbitant gains. In addition the “wall of money” from the U.S. Federal Reserve has pushed risk-prone investors back into the market, pushing its general level up.
Brazilians used to joke that their country was the country of the future – and always would be because a new crisis seemed to crop up every time the economy came close to fulfilling its potential.
Back on Feb. 17, as the market was on sell-off mode, I recommended buying The Coca-Cola Co. (NYSE: KO). The stock is up some 16% from our entry point. That’s because Coca-Cola recently reported a near-20% jump in profit, which soared to 67 cents a share, excluding restructuring charges.
Upbeat headlines have been everywhere in recent weeks, and they all seem to point to a single conclusion: The U.S. economy is in the early stages of a very rapid recovery.
Keep an eye on the Chinese and Brazilian stock markets on Monday.
On Monday March 9, barely three months ago, I strongly recommended buying Diamond Offshore (NYSE: DO) as part of Money Morning’s “Buy, Sell, or Hold” feature. Both the stock and the Standard & Poor’s 500 Index had both hit 52-week lows the Friday before. But oil had already bottomed three weeks prior, and the lax fiscal and monetary policies of governments around the world seemed almost certain to promote reflation.
Payout Trader editor and Crisis Strategy Alert senior analyst Charles Delvalle says Russia and Brazil are entering the big leagues.
For quite some time I was interested in recommending that my readers invest in Russia. I still had concerns about some political issues and organized crime in the country. Most experts out there tell people to stay away from Russia, so I knew I had to do further research myself.
The Brazilian stock market is on fire right now and they are immune to a lot of the ills that America is suffering from, like exposure to toxic assets. Make sure you put a small portion of your portfolio into emerging markets like Brazil.
Like most investors, Harvard University’s billion-dollar endowment fund took a beating during the global financial crisis. Many investors cashed out, opting for the safety of the sidelines. But Harvard called a new play. During the first quarter, Harvard engineered a dramatic shift in its endowment-fund investment strategy – boosting its stakes in some of the most prominent emerging market exchange traded funds (ETFs).