Alpha Hunter
Alpha Hunter taps into stocks in hyper-growth markets (wherever in the world that might be)…where the amount of potential customers with rising incomes is increasing by at least 10% per year…and where you can still tap into “fortune building” businesses. Read on…
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As this is the final portfolio update, here’s what we recommend you do with our open positions.
Events in Japan have rocked the international financial markets badly. But I see this as only temporary. Panic selling is to be expected, given the appalling news out of Japan. But there are signs that this is abating. And I expect our long-term positions to hold up well as the year progresses.
Today, I want to tell you about the two strategies that are working in the emerging markets right now.
As rioting intensified on the streets of Cairo and Alexandria on Friday, traders across the world hit the “buy” button on oil.
WTI crude oil for March delivery jumped $3.70 a barrel on the Nymex (the New York Mercantile Exchange).
Although Egypt is a relatively minor player in the oil markets, the protests that started in Tunisia and spread to Egypt could spark a domino effect throughout the oil rich Middle East.
This could be the start of a sea change in the region.
Oil prices aren’t going to stay low forever. In fact, we could see oil …
Last week, we looked at where we stand with the two main “buckets” of the Alpha Hunter portfolio: the Emerging Market Middle Class and the Building Blocks of Growth.
Today, I want to look at our third portfolio “bucket” – Currency Opportunities.
As this is the final portfolio update, here’s what we recommend you do with our open positions.
Events in Japan have rocked the international financial markets badly. But I see this as only temporary. Panic selling is to be expected, given the appalling news out of Japan. But there are signs that this is abating. And I expect our long-term positions to hold up well as the year progresses.
On Friday, the Earth’s axis shifted 9.8 inches. The force of 1,500 one-megaton nuclear bombs exploding beneath the seabed off the coast of Japan triggered one of the most powerful earthquakes in recorded history. A lethal tsunami followed.
If you want to go hunting for overseas profits you need to have the right equipment. Just as you wouldn’t use a shotgun to hunt a lion, you wouldn’t use a rifle to bring down an elephant.
Same goes for investing. The “shotgun approach” uses exchange-traded funds (ETFs) to take a broad aim at a big trend. This lacks a certain amount of precision. You buy into a basket of stocks rather than focus on just one stock.
Since we added the iPath S&P 500 VIX Short-Term Futures ETN (NYSE:VXX) to the …
We are clearly in the midst of a nascent asset bubble caused by central bankers’ response to the recent crisis.
As I’ve been saying, this is causing big inflationary pressures across the emerging world. But it is leaving the U.S. relatively unscathed.
The reason for this is simple. The world’s system for measuring inflation is deeply flawed. Crucially, food costs make up more of emerging nations’ consumer prices indexes (CPIs) than they do in America.
Last month, Chris told you how to buy into the cheapest stock in the oil patch – Petroleo Brasileiro (NYSE:PBR).
Since then, shares are up 12.5%.
He also predicted that “we could see oil at $100 a barrel by mid-Summer.” I’ll admit – his timing was off on this one. It’s only February, and WTI crude oil futures are trading at $101 a barrel.
Today, Chris has another exciting opportunity for you – in a commodity even more precious than oil.
We sent Chris halfway around the world to bring you this report. We hope you enjoy it.
Oil prices aren’t going to stay low forever. In fact, we could see oil …
In this issue:
* The Fed’s “Rubber Duck” Economics
* 2011: The Year of Rising Volatility
* U.S. Stocks — A Road to Nowhere
* More on Our “Growth at Value” Model
* The Markets Are in “Risk On” Model
* A “Bedrock” Addition to the Portfolio
* 9% a Year Growth from a Steady Dividend Payer
* Is PM Good Value for Money?
* Do We Have a Safe Entry Point?
* Portfolio Review
In this issue:
Trouble on the 49th parallel…
Three threats to the emergings…
More on our global food play
The Fed has set the stage for a big rally in emerging markets stocks and commodities. Much of the $600 billion the Fed has announced it will flush into the economy will find its way to higher yielding assets overseas. This plus the compelling growth story of the emerging markets will send valuations higher.
