Dr. Marc Faber
Why US protectionism can not be the answer
- Dr Faber gets an email from a top fund manager suggesting that the US may now switch to protectionism as its economic policy. But Dr Faber is convinced protectionism would quickly fail, and explains why, thoug this could be good for US equities in the short term.
- Sunday, July 27 - 2003 at 10:18 |
Buy Japanese equities while you can!
- This year is a mirror image of 1981/82 when rational investors should have sold overpriced Japanese equities. Today, in a time of global reflation, conditions are exactly in reverse and it is time to buy in the land of the rising sun.
- Wednesday, July 02 - 2003 at 14:48 |
South East Asia and Oil are the best buys now!
- The US stock market rally has only a couple of weeks left but Asian equities will deliver good results for investors over the next five years and have attractive dividends. SARS is a buying opportunity. There is also still good value in oil stocks which should be accumulated.
- Monday, June 02 - 2003 at 10:01 |
Hong Kong: rise and decline of a great City
- Dr Faber sees historical parallels between the SARS and earlier diseases which decimated great cities, though economic forces unleashed by the fall of communism have more to do with the decline of Hong Kong as a great city.
- Hong Kong: Thursday, May 08 - 2003 at 15:24 |
War in Iraq, no help for US equities
- What will be the repercussions of the Iraq war for equities? Will the problems of the US economy now catch up with valuations? Before the allied forces began their attack on Iraq, stocks around the world began to rally sharply, as a quick resolution of the conflict was expected.
- Monday, April 14 - 2003 at 12:02 |
Why most investors are mostly wrong, most of the time
- Today, investors - brainwashed by the Wall Street propaganda machine - believe that stock markets around the world are weak because of the uncertainty surrounding the impending war with Iraq. But is this really the case?
- Monday, March 10 - 2003 at 15:29 |
Specific recommendations for 2003
- From a longer-term point of view we like investments in Asia, since the Asian economies are not only recovering from the 1997 crisis but remain extremely competitive in the manufacturing and, increasingly, in the tradable service sector, while their stock market valuations remain relatively low.
- Sunday, February 09 - 2003 at 20:04 |
The precarious position of the US consumer
- Each time retail sales in the US rise and beat the Street's estimates by a small amount, Wall Street cheers and pushes the market higher.
- Sunday, January 12 - 2003 at 09:09 |
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