drbubb Posted December 26, 2016 Report Share Posted December 26, 2016 xx GOLD vs EEM (Emerging Mkts. etf) GLD vs EEM, etc ... update EEM -to GLD // EEM, last: $34.28 / Gold, last: $1133.6 / GLD, last: $107.93 / Ratio: at 3.02% of a Gold Ounce / 31.2% of GLD Buy Gold, Sell EEM now, at over 3% of a Gold oz., buy next at near 2% Link to comment Share on other sites More sharing options...
drbubb Posted December 26, 2016 Author Report Share Posted December 26, 2016 Rob Arnott likes Emer.Mkts in the Long Term EEM / Emerging Mkts etf ... All-data : 5-years : > http://kingworldnews.com/rob-arnott-12-10-16/ MP3 : https://api.soundcloud.com/tracks/297179905/download?secret_token=s-uJrnJ&client_id=cUa40O3Jg3Emvp6Tv4U6ymYYO50NUGpJ Link to comment Share on other sites More sharing options...
drbubb Posted December 26, 2016 Author Report Share Posted December 26, 2016 Arnott says that Emer,Mkts are a good hedge for rising inflation... and have better Demographics (so maybe now... better than US stocks): Consequently, investors’ mindsets should be focused towards higher inflation, higher interest rates, and reduced disinflation. As an example, China’s PPI hooked up in September for the first time since 2012. We believe the same thing is happening here in the U.S. Time To Own Gold, Silver And Other Hard AssetsAccordingly, REITs, timber, agriculture, collectibles (wine, art, diamonds, precious metal coins, farmland, etc.), and MLPs should have an increased weighting in portfolios, in our view. To this MLP point, we recently met with one of the savviest MLP-centric portfolio managers on Wall Street, who believes the midstream and downstream MLPs are ripe for a number of good years going forward. He suggests the bad news is in the rearview mirror: the capital markets are wide open for the MLPs; we are consuming an extra 1 million barrels of crude oil per day, and the MLPs traded at around a 30% discount relative to par. Speaking to valuation, of the major asset classes, emerging markets remain the cheapest and we recommend tilting portfolios accordingly. And we favor active management over passive management at this stage of the market cycle. Manifestly, when stocks are undervalued, and the indexes are rallying, you want to own cheap beta. But, when stocks are neutrally valued, you want to be an active manager who can say, “I don’t want to play the FANG stocks and low volatility names.” ***To listen to the extraordinary KWN audio interview with whistleblower Andrew Maguire, where he discusses the gold and silver smash, what is really happening with gold demand in India and China, government plans for capital controls and much more, CLICK HERE OR ON THE IMAGE BELOW. > http://kingworldnews.com/one-major-firms-chief-investment-strategist-says-its-time-to-own-gold-silver/ Link to comment Share on other sites More sharing options...
drbubb Posted September 25, 2021 Author Report Share Posted September 25, 2021 Looking Back to 2007 Clif High-2017 Predictions on Everything - inspired the following chart UPDATED Zodiac Cycle: EEM-etc-2007: === Link to comment Share on other sites More sharing options...
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