Mike's Content

This Expert's Unique Approach to Making Money in Real Estate

Posted by Michael Campbell interviews Jeff Olin of Vision Capital

on Friday, 09 March 2018 07:01

02:35 - 17:36 - Michael ask Vision Capital's Jeff Oilin how he averages 14.2% a year with his strategy of going both long & short stock market real estate Corporations & REITs 

....also from Michael: It's Horrendous Policy - But That Doesn't Stop Them




Timing & trends

Speaker Summaries From John Mauldin's 2018 Strategic Investment Conference

Posted by Mauldin Economics

on Friday, 09 March 2018 06:45

The renowned financial expert John Mauldin who put together this conference has sent out this summary of the thinking of 14 different analysts as well as the forecasts of both Biotech and Crypto Currency panels. Interesting thoughts, well worth reading - Robert Zurrer for Money Talks

Crypto-PanelDavid Rosenberg

For the 10th year running, Gluskin Sheff Chief Economist and Strategist David Rosenberg was the leadoff hitter at the SIC—and he had a warning for investors.

Rosenberg believes that the US is in the very late stages of the business cycle and that investors should now be de-risking their portfolios. He suggested that investors should be focusing on companies with high earnings visibility and low debt ratios.

On the macroeconomic level, Rosenberg said that long-term deflationary trends such as adverse demographics and high debt levels are stronger than ever. Given these trends, he thinks that the current uptick in inflation is little more than a transitory spurt and will soon fade away.

Finally, Rosenberg said that Gluskin Sheff, which has $9 billion in assets under management, recently moved to 25% cash across all their portfolios.

Louis Gave

Up next was Louis Gave, CEO of Hong-Kong based Gavekal. Gave has consistently been one of the highest-rated speakers at the SIC, and he didn’t disappoint with some unique insights into what is happening in China.

Gave pointed out that China is currently going through a huge economic paradigm shift, one which has profound investment implications.

For the past few decades, the incentive in China has been to grow as quickly as possible. But going forward, China’s incentives will be based around what President Xi Jinping has called a “Beautiful China.”

This means a more sustainable growth model with less use of materials such as concrete and coal.

Gave believes that this shift plays into China’s imperial ambitions—and that’s a trend he is investing around. He went on to suggest that investors should be looking at Chinese financial and consumer stocks, plus countries that will benefit from the One Belt, One Road infrastructure build-out.



Stocks & Equities

Martin Armstrong: The Analysts Are Turning Back to Bearish Again

Posted by Martin Armstrong - Armstrong Economics

on Friday, 09 March 2018 06:40

Martin Armstrong has some good news supporting a continuation of the 8 year Stock Market rally to new highs in the market averages. Martin also comments on Sovereign Debt Crisis, rising interest rates, trade wars & the collapsing Interbank Market - Robert Zurrer for Money Talks


CNN Money is reporting the headline “A top JPMorgan Chase executive is warning that stocks could fall as much as 40% in the next few years.” CNN reports that Daniel Pinto, JPMorgan’s co-president, said on Bloomberg Television he believed that market gains should continue for the next year or two. However, he added that nervous investors could result in a “deep correction” of between 20% and 40%, “depending upon the market values at the time the downturn starts.”

Indeed, this was the pause we were looking for from January. We did not see a collapse as in terms of 1987. Instead, this is simply the transition period where the marketplace must come to grips with a Sovereign Debt Crisis and that means rising interest rates will devastate the bond bubble. So exactly how does that equate to a 40% decline in equities?



Mike's Content

It Was Never Supposed to End Up Like This

Posted by Michael Campbell

on Thursday, 08 March 2018 07:34

"No Go Zones" in Germany and Sweden, where the government's authority is no longer in effect, are on the rise. Finally German President Angela Merkel has noticed.

....also: The Biggest Challenge to Our Standard of Living




Asset protection

Powerful Reasons to Avoid CryptoCurrencies

Posted by Simon Black - Sovereign Man

on Thursday, 08 March 2018 06:33

For anyone interested or involved in CryptoCurrencies this is a must read. Take particular note of Prodeum's Initial Coin Offering and Bitcoins study of 902 ICO's - Robert Zurrer for Money Talks


Nearly half of all ICOs (Initial Coin Offerings) last year have already failed and that’s a good thing

March 7, 2018
Santiago, Chile

The Securities and Exchange Commission clamped down on cryptocurrency firms last week in a major way.

The regulatory body issued dozens of subpoenas (some groups estimate more than one hundred) to companies that conducted or advised on initial coin offerings (ICOs). 

Notes readers aren’t surprised, as I’ve long warned that the scammy ICO marketis one of the biggest bubbles I’ve ever seen. 

Before discussing the fraudulent nature of the space, a bit of background on ICOs… 

A lot of people view ICOs as an asset class like stocks, bonds or real estate. But that couldn’t be further from the truth. 

Initial coin offerings are simply a funding scheme. Companies looking to raise money will post a white paper on a website, post some pictures of their “C-suite executives,” and set up a Twitter account… that’s basically it. 

The goal is to raise funds by issuing “tokens.” These tokens typically serve as pre-paid credits that can be used within the ecosystem of the company raising the funds. In other words, you’re not actually getting equity in the company… you’re buying a gift card. 

Think of it like the in-game credits you would buy (with real money) to get ahead in the old Facebook game, Farmville. Outside of Farmville, those credits are worthless. 

With almost no information, and the obvious, inherent risks to buying a prepaid service, investors are supposed to evaluate if there’s a valid, secondary market for these tokens. 

In the face of these many flaws, prices of these ICOs would soar. Not for any fundamental reasons… simply because we were experiencing a massive bubble fueled by hype. 

And the prevalence of outright fraud caught the attention of the SEC. 

One company called Prodeum was allegedly developing a blockchain for agricultural commodities. 

Prodeum raised $11 million through an ICO. Then the founders (who were likely made up in the first place) disappeared without a trace. And the only thing left on the company’s website was a single word – “penis.” 

Despite the many warning signs, companies have still raised nearly $9 billion to date through ICOs. And a lot of that money has simply disappeared. 

Bitcoin.com recently completed a study of the 902 ICOs that took place last year. 

Of those, 142 failed at the funding stage. 

Another 276 failed after either taking the money and running or simply failing as a business. 

So a full 46% of all ICOs last year have already failed. 

But it gets even worse… 

An additional 113 ICOs, according to Bitcoin.com, are “semi-failed” because the founders have ceased communications with the public or because the community of users is so small there’s zero chance of success. 

Once you add in these “semi-failed” firms, 59% of last year’s ICOs are goners.

Think about that failure rate… it’s astounding. And that’s in one year’s time. 

I’m certain that percentage will only increase. 

The vast majority (90+%) of cryptocurrencies and ICOs will fail for one simple reason… they have ZERO utility.

People forget, but when you participate in an ICO, you’re actually investing in a business. And that business has to provide value in order to justify its existence.

Let’s look at a couple of the more useless offerings of the past…

Skincoin allows you to get new “skins” for guns in video games. It raised $3.3 million. 

There’s also a TrumpCoin meant to “support President Trump and his vision of making America great again.” I have no idea how that’s even a token, but TrumpCoin was worth $3.38 million at its peak. 

I seriously doubt there will be much demand for Skincoin or TrumpCoin over the long term. And the fact that these types of coins are on their way to extinction means the market is working. 

And while I’m no fan of government regulation, operators in the crypto space are welcoming more regulation… because it gives them clear rules and guidelines to follow as a business. Some lawyers have said the SEC’s recent round of subpoenas was meant as an invitation to have a more open dialogue with these firms. 

Of course, I could think of a better way to start a conversation. 

But once there’s a clear delineation of what’s legal and what’s not when it comes to crypto and ICOs, more mainstream players and investors will get involved. And that will lead to a larger, less volatile marketplace. 

But ultimately, the value of these tokens is driven by demand. 

And in the long-run, demand has to be driven by some sort of utility. The coin must present some special benefit that other coins and tokens don’t have… and that people will actually NEED.

I’ve been talking a lot this year about avoiding big mistakes. Luckily, the ICO market is an easy one to avoid. 

To your freedom, 


Simon Black,
Founder, SovereignMan.com


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