The National Investor | Investing News and Advice

The National Investor

The Fed ramps up its game of Monetary Jenga — What are the Market Implications? - (Posted Thursday morning — Sept. 21, 2017) Yesterday afternoon, the Federal Reserve –as was widely expected — announced that it would begin unwinding its bloated, $4.5 TRILLION balance sheet. Further — as I had been warning — the F.O.M.C. gave a bit of a comeuppance to those who had been a little too smug in […]
Have We REALLY Started a New Metals Supercycle? - Breakouts especially in the price of “Dr. Copper” of late have some investors giddy over a new “super cycle” for base metals. To be sure, there are factors recently that have caused copper, zinc and other metals to surge. But is this going to give us the “easy pickings” of that epic 2002-2008 stretch when […]
Portfolio Moves: Navigating the Storms (Posted August 29, 2017) - In today’s commentary, I tie together numerous thoughts I have on the markets as we deal with North Korean war fears, the devastation of T.S. Harvey and the political storm in B.S. (Bellicose Storm) Washington. I discuss in the below not so much what we want to DO as investors right now, but just as […]
An Infrastructure Bill’s importance to “The Game” - (Posted August 16) — This week President Trump announced some unilateral measures he was taking on the regulatory/administrative front to try and remove some of the road blocks to speedier approvals for infrastructure spending projects. This is intended to precede a coming legislative measure–one of Trump’s key policy initiatives–that would more substantially fund a meaningful […]
MID-YEAR RECAP AND FORECAST (early July, 2017) - In some ways America — and the world — are getting what was expected from the Reality TV President. In some ways not. While I am not surprised that the core pieces of the so-called Trump agenda are still mere hopes rather than present reality, Wall Street has not cared. Stocks have continued to move […]
The Ominous Message From “Two-Face” Yellen - (Posted June 15, 2017) At yesterday’s F.O.M.C. get-together, we got something decidedly different from just the latest (and possibly last) “dovish rate hike” most of us were expecting. Indeed, Fed Chairwoman Janet Yellen seemed to be channeling that old Batman villain “Two Face” in so starkly presenting in greater measure than we’ve seen during her […]
The Comey “Nothing-Burger” Post-mortem - (Posted June 11, 2017) The circus-like atmosphere of this past Thursday’s hearing starring former F.B.I. Director James Comey had plenty of red meat for most everyone. BUT make no mistake: the key objective of this whole made-for-TV (and the Twittersphere) political soap opera has as its objective the protection of the Deep State agenda concerning […]
Back to the 1970’s. . .In More Ways Than One? - (Posted May 12, 2017) — For some time I’ve suggested that we’ll be moving inexorably toward a “Stagflation Lite” type of environment where–among other things–REAL assets again outperform now-overvalued financial assets for a host of reasons. This week we’ve received more news in the form of “hot” producer price inflation to go along with the […]
Trump’s Neo-Mercantilism is NOT Populism! - (Posted February 1, 2017) — FINALLY, in a Financial Times piece this morning, I saw the broad economic trade/policy provisions of President Trump correctly identified. Whereas elsewhere this major newspaper (and most of the rest of the media) have INCORRECTLY described as “populist” what Trump is pushing, he is instead seeking to resurrect the MERCANTILISM […]
Webinar Replay: The Good, the Bad and the Phony (Post-election webinar; posted Sunday evening, Nov. 13, 2016) - For those who missed it, our Thursday evening Round table was notable for several things we laid out. If I may say — given that my Thursday night predictions on Trump’s intentions on subjects from Obamacare to his likely demeanor toward his vanquished foe, Crooked Hillary, are already coming true — this Webinar will serve […]
WEBINAR REPLAY: Ecuador trip recap and opportunities, AND Election Implications - For those who were unable to tune in — but also if you like re-runs!! — here is a recording of the webinar Cory Fleck of the Korelin Economics Report and I did on Tuesday evening October 18. Go to: https://www.youtube.com/watch?v=btTDj59CEUw&feature=youtu.be In the first half I discussed my recent Ecuador trip, the evolution of its […]
EXPOSED: The usual Hucksters and their warnings (again!) of a new “world currency.” - (Adapted from the first August, 2016 issue) — On schedule, those “experts” who specialize in taking a grain of truth and spinning it into a mountain of B.S. in order to sell you something are at it again! The following is adapted from our most recent issue, where we again debunk these spurious claims that […]
The Sarepta saga continues. . . - Generally, I do not make known to anyone other than paid Members the specific ETF’s and stocks I recommend; at least until well after they have first had a chance to act, and usually not even then. But the ongoing story of Sarepta Therapeutics (Nasdaq-SRPT) is more than an investment one; and it’s one I […]
Is the Biggest Bubble of them all Unbreakable? - (From the March 5 issue) — With the Nasdaq having managed to reclaim the 5000 level for the first time since the heady–and bubbly–days of early 2000, bubble talk is again all the rage. But I’m here to tell you that today’s Nasdaq, or stocks generally, are NOTHING of the kind of bubble that the […]
How to invest like Peter Lynch - While we must certainly make decisions based at least somewhat on our outlook for the overall stock market and “macro” situation, the best gains by investors (and most fun!) have traditionally been had by searching for the right companies, and buying them when they are cheap and/or relatively undiscovered. No matter the big picture, there […]
Calling Mrs. Merkel - (From the August 11, 2014 Issue) — There is ONE — and only one — world leader who has it most in her power to end the diplomatic, economic and, perhaps, looming military standoff over Ukraine. And that is German Chancellor Angela Merkel. Already, this renewed cold war of sorts has affected economies (chiefly, Europe’s) […]