Spamdex - Spam Archive

Report spam

Send in your spam and get the offenders listed

Create a rule in outlook or simply forward the spam you receive to

Also in

The Global Guru: The Global Stock Market Washout

If you are on a mobile device or cannot view the images in this message view this email in your web browser.
To ensure future delivery please add to your address book or contacts.

The Global Stock Market Washout

Can You Really Get 51% a Year with Covered Calls?
In a series of free videos, income investing genius Bryan Perry reveals his proprietary covered call investing program that earns on average 3.5% per month. When compounded, this produces an annual return of 51% -- allowing savvy investors to generate an extra $1,750 per month on every $50K trading account. Watch the free videos here.

Click Here Now!

Last week, I discussed how BRIC investing went bust.

Well, as it turns out, I may have unfairly picked on the BRICs.

After all, investors everywhere on the planet are having a rough time.

In the past, it has been true that “there is always a bull market somewhere.”

But in today’s interconnected world where both information and lousy market sentiment pass at light speed, there has been no place to hide.

The Global State of Play

I follow 47 global stock markets that U.S investors can invest in on a daily basis at my firm, Global Guru CapitalNOTE: Global Guru Capital is a Securities and Exchange Commission-registered investment adviser and is not affiliated with Eagle Financial Publications.

And the news is pretty grim…

Not a single stock market has gained over the last month. Only a single market is up during the last three months. And that’s the iShares MSCI Ireland Capped (EIRL) by a hairsbreadth.

Zooming further out, nine markets out of 47 are up in 2015, with Ireland and iShares MSCI Denmark Capped (EDEN) leading the way with gains of 15.75% and 15.01%, respectively. iShares MSCI Israel Capped (EIS), iShares MSCI Italy Capped (EWI) and Market Vectors Russia ETF (RSX) round out the top five with gains of 8.97%, 7.15 and 5.17%.

Perhaps most surprisingly, there are only four markets out of 47 that have generated positive returns over the past 12 months.

I cannot recall ever seeing such a sea of red since the financial crisis of 2008.

At the top of that heap stands the much-reviled domestic Chinese A-Shares through the Deutsche X-trackers Harvest CSI300 CHN A (ASHR), up 17.4%. It is followed by Ireland, Denmark and Israel -- none of which are likely to make up core positions in your portfolio.

Now, of course, these markets could turn on a dime. It doesn’t take much shift in sentiment to see these markets rally 10% or more between now and the end of the year. But even that would leave 26 markets out of this group of 47 underwater for 2015.

THIS Will End Up Being the Biggest Profit Story of 2015
This sounds like something out of a movie -- but it’s absolutely true. Right now, a small, dirt-poor island nation is about to practically take control of the $234 billion-a-year bio-pharma industry!

Profits of up to 10,000% await if you move fast… and if you play it exactly right. Click here now to learn how to cash in on the once-in-a-lifetime opportunity created by this “Miracle Island.”

Click Here Now!

Where the Smart Money is Going

And don’t think the smart-money investors are immune from the downturn.

Warren Buffett’s Berkshire Hathaway (BRK-B) is down 6.02% over the past year. Activist investor Carl Icahn’s Icahn Enterprises, L.P. (IEP) -- he likes to boast he has a much better track record than Buffett -- is down 31.78% over the same period

At the same time, extremes are where money is made. So it’s worth looking at what the smart money is doing at times like this.

I. Commodities

Low commodity prices are good news for the construction and manufacturing sectors.  The plummeting price of oil may mean that a gallon of gasoline may slip below $2.00. That’s the equivalent of 33 cents a gallon in 1970.

The smart money today is betting that commodities won’t stay down forever. Carl Icahn recently took an 8.5% position in copper miner Freeport-McMoRan (FCX) -- a gutsy move. Warren Buffett just placed a $4.5 billion bet on the price of oil by upping his stake in Philips 66 (PSX) to 10% of the company. Private equity firms are looking for deals in the sector, arguing the commodity price crash is temporary and that bets placed today will look smart in 24 to 36 months.

The question is timing. The JPMorgan Chase & Co. Global Manufacturing PMI has fallen 4.5% since its peak in February 2014, signaling that commodity prices might still trade lower. But sometimes investment gains on these bets come quick and fast. On the day Carl Icahn revealed his stake in Freeport-McMoRan, shares soared almost 30%.

II. Gold

Gold dances to its own tune. From a financial valuation standpoint, it is more a religion than an investment and trades more on sentiment than intrinsic value. There is no textbook financial formula for valuing gold.

That doesn’t keep gold from becoming the favorite of speculators. Former Soros Chief Investment Officer Stan Druckenmiller has reportedly placed a $323 million bet on gold. That make the yellow metal his single largest position. This even is as gold flirts with falling below $1,000 per ounce -- a level that another former Soros associate, Jim Rogers, predicted it would never see again.

At the same time, there may be some fundamentals behind gold’s future rebound. Swiss precious metals refiner Valcambi has estimated demand for gold might rise to 950 tons by the end of 2015. That’s up 6.6% from 891 tons in 2014.

Yields Up to 15.6% with these High-Yield Havens
A recent poll found that 92% of Americans believe there’s a retirement crisis, and it’s not hard to understand why. With the cost of living skyrocketing while Social Security and pensions shrink, many people who dreamt of retiring in their 50s or 60s now realize they’ll have to work well into their golden years just to make ends meet.

But luckily for them, one analyst has just released a brand new report that details four “high-yield havens” that offer the chance at consistent, double-digit income. Click here now to learn their names and how to play them for gains of up to 15.6%!

Click Here Now!

III. Emerging Markets

Making a bullish case for emerging markets is much like the story of the boy who cried wolf. Investors have been disappointed with emerging markets’ performance for so long that the investment case for emerging markets is falling on deaf ears. Collapsing commodity prices, a slowdown in China and the threat of rising interest rates in the United States makes emerging markets the ultimate contrarian bet.

No wonder investors have yanked $40 billion from emerging market stocks this year -- a record pace.

At the same time, emerging markets as a whole are now valued at a discount of 40% compared to the United States. But few investors seem to care.

Morgan Stanley recently suggested emerging markets might have bottomed in August. That’s less based on fundamentals than reading the tea leaves of technical analysis. By Morgan Stanley’s reading, emerging markets are tracking a similar price action as in 1995, 2002 and 2011, after which emerging markets rallied strongly. That’s a tenuous hook to hang your investment hat on.

Truth be told, few smart money investors are buying the emerging markets value story.

Or if they are, they are doing so very, very selectively.

Yes, emerging markets are now hated and relatively cheap.

But you've got to be a dyed-in-the-wool contrarian to bet on the near-term prospects of emerging markets anytime soon.

In case you missed it, I encourage you to read my e-letter column from last week about the fall of BRIC investing. I also invite you to comment in the space provided below my Eagle Daily Investor commentary.

Nicholas Vardy
Nicholas A. Vardy
Editor, The Global Guru

Subscribe to my Newsletter and Trading Services.
Follow me on Twitter.
Check out my Blog.
To ensure future delivery of Eagle Financial Publication's emails please add the domain to your address book or contact list.

This email was sent to because you are subscribed to the Nicholas Vardy's The Global Guru List. To unsubscribe or update your delivery preferences, please click here.

If you have questions, please send them to Customer Service.

Eagle Financial Publications - Eagle Products, LLC. - a Caron Broadcasting Company
300 New Jersey Ave. NW, Suite 500 | Washington, D.C. 20001

© 2015 Eagle Financial Publications. All rights reserved.


All titles, content, publisher names, trademarks, artwork, and associated imagery are trademarks and/or copyright material of their respective owners. All rights reserved. The Spam Archive website contains material for general information purposes only. It has been written for the purpose of providing information and historical reference containing in the main instances of business or commercial spam.

Many of the messages in Spamdex's archive contain forged headers in one form or another. The fact that an email claims to have come from one email address or another does not mean it actually originated at that address! Please use spamdex responsibly.

Yes YOU! Get INVOLVED - Send in your spam and report offenders

Create a rule in outlook or simply forward the junk email you receive to | See contributors

Google + Spam 2010- 2017 Spamdex - The Spam Archive for the internet. unsolicited electric messages (spam) archived for posterity. Link to us and help promote Spamdex as a means of forcing Spammers to re-think the amount of spam they send us.

The Spam Archive - Chronicling spam emails into readable web records index for all time

Please contact us with any comments or questions at Spam Archive is a non-profit library of thousands of spam email messages sent to a single email address. A number of far-sighted people have been saving all their spam and have put it online. This is a valuable resource for anyone writing Bayesian filters. The Spam Archive is building a digital library of Internet spam. Your use of the Archive is subject to the Archive's Terms of Use. All emails viewed are copyright of the respected companies or corporations. Thanks to Benedict Sykes for assisting with tech problems and Google Indexing, ta Ben.

Our inspiration is the "Internet Archive" USA. "Libraries exist to preserve society's cultural artefacts and to provide access to them. If libraries are to continue to foster education and scholarship in this era of digital technology, it's essential for them to extend those functions into the digital world." This is our library of unsolicited emails from around the world. See Spamdex is in no way associated though. Supporters and members of Helping rid the internet of spam, one email at a time. Working with Inernet Aware to improve user knowlegde on keeping safe online. Many thanks to all our supporters including Vanilla Circus for providing SEO advice and other content syndication help | Link to us | Terms | Privacy | Cookies | Complaints | Copyright | Spam emails / ICO | Spam images | Sitemap | All hosting and cloud migration by Cloudworks.

Important: Users take note, this is Spamdex - The Spam Archive for the internet. Some of the pages indexed could contain offensive language or contain fraudulent offers. If an offer looks too good to be true it probably is! Please tread, carefully, all of the links should be fine. Clicking I agree means you agree to our terms and conditions. We cannot be held responsible etc etc.

The Spam Archive - Chronicling spam emails into readable web records

The Glass House | London | SW19 8AE |
Spamdex is a digital archive of unsolicited electronic mail 4.9 out of 5 based on reviews
Spamdex - The Spam Archive Located in London, SW19 8AE. Phone: 08000 0514541.