Bullish Miller Bets Against Whitney with Tice and Rogers Also Bearish

The markets seem caught between improving sentiment and a slumping economy. After last week’s finale to the masterfully executed stress test propaganda, the markets are waiting for a catalyst from either the bear or bull side to ignite the next move. Below is a survey of some professional opinions on the state of the markets: [...]

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Portfolio Performance: -18.1% YTD thru Nov 2008

Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: -18.1% YTD (including dividends) DJIA: -33.4% Nasdaq: -42.1% S&P 500: -39.0% DJ WIlshire 5000: -39.6% Russell 2000 (smallcap): -38.2% The portfolio sagged ever lower, finishing November down [...]


[Book Review] A Bull In China by Jim Rogers

AUTHOR: Jim Rogers RATING: 6 of 10 Highlights Clear, concise writing style makes for quick reading. Good introduction for those unfamiliar with the China story. Despite Rogers’ tendency for fast quips during media appearances, on paper he tends to provide more facts and figures to support his arguments. Provides a wide survey of different industries [...]

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Jim Rogers & Marc Faber Sound Off On Financial Markets

Unsurprisingly, neither of them predict that this will turn out well for the US in the long-term. Frankly, if you’ve been following these gentlemen for any length of time, you won’t find many new insights here.  Faber maintains his recent shift towards being bullish on US$ in the short-term while Rogers has covered most of [...]

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Investment Returns and the Theory of Relativity

What were your returns last year? Well, the answer is, it’s all relative. Many of the mis-categorized perma-bears (Peter Schiff, Jim Rogers, etc.) have repeatedly asserted that diversifying away from the US dollar is essential and that any nominal gains are illusory. Not surprisingly, the mainstream pundits have a very difficult time comprehending this very [...]

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New Addition to Enlightened-American Portfolio: Elements ETN linked to Rogers Commodities Index – Agriculture (RJA)

Below is the email I sent to research subscribers on 11/05/2007: RJA is an exchange-traded note, similar to an ETF except that is liability based on an index, as opposed to a fund. What this means is that the security does not actually buy the commodities contracts and roll them over, say the way GLD [...]