Comments on: The New Mantras for 2010 http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/ THE hub for finance and investing insights from the new generation. Sun, 13 Jun 2010 22:30:47 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Zafira http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-873 Zafira Wed, 13 Jan 2010 15:58:23 +0000 http://youngandinvested.com/?p=674#comment-873 I for one am contemplating training in the hedge fund area. What are the people with the most experience doing and thinking? I came across www.fintuition.com - "Understanding Hedge Funds post Madoff Era" ! I for one am contemplating training in the hedge fund area. What are the people with the most experience doing and thinking? I came across http://www.fintuition.com – “Understanding Hedge Funds post Madoff Era” !

]]> By: Mike Fromowitz http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-861 Mike Fromowitz Mon, 11 Jan 2010 04:01:59 +0000 http://youngandinvested.com/?p=674#comment-861 buy gold and silver and hold on to it. watch it rise. interest rates will creep up-dangerous. don't invest in china-also dangerous-they own too much US paper US is still on the cliff buy gold and silver and hold on to it. watch it rise.
interest rates will creep up-dangerous.
don’t invest in china-also dangerous-they own too much US paper
US is still on the cliff

]]> By: Hans van Beek http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-860 Hans van Beek Mon, 11 Jan 2010 03:56:13 +0000 http://youngandinvested.com/?p=674#comment-860 In general, I would say that it is interesting to read and speculate on what may happen and to review afterwards what really did happen. Note that the black swans could turn any well-founded expectation upsidedown. Shishir, thanks for sharing your views and starting the discussion. For my index investing actions, I know I cannot predict the future and do not need to. My open door is: trends will continue till they change. No need for me to predict when they change (I can't), I just focus on recognizing it when they do so I can take the action at that moment: www.StockTrendInvesting.com In general, I would say that it is interesting to read and speculate on what may happen and to review afterwards what really did happen. Note that the black swans could turn any well-founded expectation upsidedown. Shishir, thanks for sharing your views and starting the discussion.

For my index investing actions, I know I cannot predict the future and do not need to. My open door is: trends will continue till they change. No need for me to predict when they change (I can’t), I just focus on recognizing it when they do so I can take the action at that moment: http://www.StockTrendInvesting.com

]]> By: Steven K. Moore http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-859 Steven K. Moore Mon, 11 Jan 2010 03:55:00 +0000 http://youngandinvested.com/?p=674#comment-859 Shishir, My feeling is that the unemployment rate will stay higher in the USA for most of 2010. In any event there will be many money making opportunities in ETF's and common stock if you follow the trends. I think no matter what the government says we are moving into higher inflation levels. That will mean that hard assets, commodities and the like will be the trend in the later part od 2010. Currently I am in ETF's in a big way but mostly emerging market funds and trade only if they are above the 200 day moving average. I sell them when they go below the 200 day moving average. As far as the big correction or any correction I think it will happen sometime in the late January or February timeframe. I think that is only because the "big money" is selling on strength. The reason why the market has not corrected normally is that there is too much money on the sidelines and jumps in every time that there is any down day. That being said I am looking for something that will spark a real down situation such as a real bad employment report etc... There has to be a catalyst. Stick to the uptrending stocks and ETF's and you will be OK. Shishir,
My feeling is that the unemployment rate will stay higher in the USA for most of 2010. In any event there will be many money making opportunities in ETF’s and common stock if you follow the trends. I think no matter what the government says we are moving into higher inflation levels. That will mean that hard assets, commodities and the like will be the trend in the later part od 2010. Currently I am in ETF’s in a big way but mostly emerging market funds and trade only if they are above the 200 day moving average. I sell them when they go below the 200 day moving average.

As far as the big correction or any correction I think it will happen sometime in the late January or February timeframe. I think that is only because the “big money” is selling on strength. The reason why the market has not corrected normally is that there is too much money on the sidelines and jumps in every time that there is any down day. That being said I am looking for something that will spark a real down situation such as a real bad employment report etc… There has to be a catalyst. Stick to the uptrending stocks and ETF’s and you will be OK.

]]> By: Steve Matre http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-858 Steve Matre Mon, 11 Jan 2010 03:54:10 +0000 http://youngandinvested.com/?p=674#comment-858 Your article definitely hits some macro trends. I really think consumers, customers today are totally focused on value. "Beware of hidden fees" is a mantra right now...so many consumers are so disillusioned by the industries that thrive on hidden fees (banks, airlines, etc.). People do NOT want to feel that their money is wasted. There was a luxury backlash - it is all about value right now. People are passionate in their belief that businesses (stores, restaurants, what have you) need to offer the best value – a good quality, appropriately priced product. Combining marketing mantras and investing, companies should be very careful about the pricing models they put in place. Those companies that focus on providing a solid product at a good price, then marketing this focus, are the companies that are going to come out ahead in the consumer economy. Your article definitely hits some macro trends. I really think consumers, customers today are totally focused on value. “Beware of hidden fees” is a mantra right now…so many consumers are so disillusioned by the industries that thrive on hidden fees (banks, airlines, etc.). People do NOT want to feel that their money is wasted. There was a luxury backlash – it is all about value right now. People are passionate in their belief that businesses (stores, restaurants, what have you) need to offer the best value – a good quality, appropriately priced product. Combining marketing mantras and investing, companies should be very careful about the pricing models they put in place. Those companies that focus on providing a solid product at a good price, then marketing this focus, are the companies that are going to come out ahead in the consumer economy.

]]> By: Rikke Jorgensen http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-857 Rikke Jorgensen Mon, 11 Jan 2010 03:53:07 +0000 http://youngandinvested.com/?p=674#comment-857 I'm seeing clients thrive who are in the business of providing experiences - workshops of all stripes, further education, events, community-related services, and so on. I’m seeing clients thrive who are in the business of providing experiences – workshops of all stripes, further education, events, community-related services, and so on.

]]> By: Nigel Swaby http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-856 Nigel Swaby Mon, 11 Jan 2010 03:51:50 +0000 http://youngandinvested.com/?p=674#comment-856 Like the last recession, I think we're going to see the "nesting" instinct return, but with a focus on improving communities, reusing/remodeling what we have and a larger focus on the green mindset. Large corporations like Pepsi are already starting: http://seobyswaby.wordpress.com/2009/12/28/ten-fearless-predictions-about-internet-marketing-in-2010/ Like the last recession, I think we’re going to see the “nesting” instinct return, but with a focus on improving communities, reusing/remodeling what we have and a larger focus on the green mindset. Large corporations like Pepsi are already starting: http://seobyswaby.wordpress.com/2009/12/28/ten-fearless-predictions-about-internet-marketing-in-2010/

]]> By: Sunil Kumar Singh http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-855 Sunil Kumar Singh Mon, 11 Jan 2010 03:49:29 +0000 http://youngandinvested.com/?p=674#comment-855 Shishir, you have raised very interesting discussion on the New Mantras for 2010. I believe you have correctly selected consensus view on new Mantras for 2010. Before commenting on new Mantras, we need to assess the tools available to the financial analysts. Among many things, some of the major tools available to financial analysts for macro analysis are trend analysis, how the crisis in past was resolved, how long it took to resolve the crisis and assessment on monetary and fiscal policies of central banks of the respective countries (or group of countries such as European Union) and G20. Assessing the situation from different angles will give you different opinion. Then, events like Bears & Sterns, Lehman Brothers, and recent event like Dubai may prove you completely wrong. All of sudden, bullish view will become financial bubbles. Prediction is based on the experience and judgment of analysts/economists who take their position on particular subject based on the available information. Hence, each prediction irrespective of stature of economist/analyst is fraught with risk of going either way. Ultimately, diversification comes to the rescue. Individual investors should analyze his risk/return profile and take position. Gold is shining on several concerns as dollar is weak; central banks are printing money’ relatively stronger economies are buying gold, and risk of reduced gold supply in time to come due to declining gold reserves from mostly old mines. Everything is positive for price to go up further. What is your call on gold? How much weight you will give to gold in your portfolio? 10%, 20%, or 90%. In my opinion, even if you are too bullish on gold, you will not hold it more than 20%. Other most important expectation about 2010 is “non performers in 2009 will outperform in 2010” has its own merit. Or who knows, they will again be non performers in 2010 and performers in 2009 will still out perform in 2010. Considering these inherent uncertainties in predictions, my optimum portfolio will be formed by taking consensus views and having my independent assessment considering risk and reward trade off. Shishir, you have raised very interesting discussion on the New Mantras for 2010. I believe you have correctly selected consensus view on new Mantras for 2010. Before commenting on new Mantras, we need to assess the tools available to the financial analysts. Among many things, some of the major tools available to financial analysts for macro analysis are trend analysis, how the crisis in past was resolved, how long it took to resolve the crisis and assessment on monetary and fiscal policies of central banks of the respective countries (or group of countries such as European Union) and G20. Assessing the situation from different angles will give you different opinion. Then, events like Bears & Sterns, Lehman Brothers, and recent event like Dubai may prove you completely wrong. All of sudden, bullish view will become financial bubbles. Prediction is based on the experience and judgment of analysts/economists who take their position on particular subject based on the available information. Hence, each prediction irrespective of stature of economist/analyst is fraught with risk of going either way.
Ultimately, diversification comes to the rescue. Individual investors should analyze his risk/return profile and take position. Gold is shining on several concerns as dollar is weak; central banks are printing money’ relatively stronger economies are buying gold, and risk of reduced gold supply in time to come due to declining gold reserves from mostly old mines. Everything is positive for price to go up further. What is your call on gold? How much weight you will give to gold in your portfolio? 10%, 20%, or 90%. In my opinion, even if you are too bullish on gold, you will not hold it more than 20%. Other most important expectation about 2010 is “non performers in 2009 will outperform in 2010” has its own merit. Or who knows, they will again be non performers in 2010 and performers in 2009 will still out perform in 2010. Considering these inherent uncertainties in predictions, my optimum portfolio will be formed by taking consensus views and having my independent assessment considering risk and reward trade off.

]]> By: Thakur Kunal Singh http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-854 Thakur Kunal Singh Mon, 11 Jan 2010 03:46:59 +0000 http://youngandinvested.com/?p=674#comment-854 Well, in 2009, Market rallied without any major improvement in the global economy. Now its time for the economy to start improving. Ideally, we should start receiving better GDP numbers, growth in housing demand, reduction in unemployment, along with improvement in other economic variables. Thus, I believe that during 1H2010 the market would be range bound (within wide range), rather than moving in one direction. 2H2010 should witness further improvements in both economic figures and the market. thus, market should start touching new levels. Inaddition, the years 2010 and 2011 should witness profound increase in M&A's, consolidations, restructuring, etc. Well, in 2009, Market rallied without any major improvement in the global economy. Now its time for the economy to start improving. Ideally, we should start receiving better GDP numbers, growth in housing demand, reduction in unemployment, along with improvement in other economic variables.
Thus, I believe that during 1H2010 the market would be range bound (within wide range), rather than moving in one direction.
2H2010 should witness further improvements in both economic figures and the market. thus, market should start touching new levels.
Inaddition, the years 2010 and 2011 should witness profound increase in M&A’s, consolidations, restructuring, etc.

]]> By: Gregory Denk http://youngandinvested.com/markets-and-economy/the-new-mantras-for-2010/comment-page-1/#comment-853 Gregory Denk Mon, 11 Jan 2010 03:43:54 +0000 http://youngandinvested.com/?p=674#comment-853 Some investors, perhaps led by the quasi-institutional ultra-HNW segment, will actuate their dis-illusionment with the repetitive over-extensions of financial value (away from inherent value toward a daisy-chain of debt, derivatives and distribution systems) to non-traditional assets and innovative (sub)asset classes. Some investors, perhaps led by the quasi-institutional ultra-HNW segment, will actuate their dis-illusionment with the repetitive over-extensions of financial value (away from inherent value toward a daisy-chain of debt, derivatives and distribution systems) to non-traditional assets and innovative (sub)asset classes.

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