The Jubak Picks: 50 Stocks That Will Rebuild Your Wealth & Safeguard Your Future
Jim Jubakâ€™s top-down stock-picking method is based on being in the right asset at the right time, ensuring that your portfolio is composed of stocks with the wind at their back and that are trending upward. He shows how to find the best stocks by first understanding ten macro trends changing the world, including:
â€¢ The economiesâ€”Brazil, Russia, Vietnam, India, China, and the "rest of the gang"â€”driving global demand
â€¢ The rising tide of retirement money in an older and wealthier world
â€¢ The commodities crunch in a world ever more hungry for natural resources
â€¢ The end of cheap oil
Knowledge workers are the new capitalists
"knowledge workers are highly mobile within their specialism. They think nothing of moving from one university, one company or one country to another, as long as they stay within the same field of knowledge. There is a lot of talk about trying to restore knowledge workers' loyalty to their employing organisation, but such efforts will get nowhere. Knowledge workers may have an attachment to an organisation and feel comfortable with it, but their primary allegiance is likely to be to their specialised branch of knowledge."
Why I'm not buying the U.S. dollar
"At that point, the Squanders are forced to deal with an ugly equation: They must now not only return to working eight hours a day in order to eat -- they have nothing left to trade -- but must also work additional hours to service their debt and pay Thriftville rent on the land so imprudently sold. In effect, Squanderville has been colonized by purchase rather than conquest.
In general, the batting average of doomsayers in the U.S. is terrible. Our country has consistently made fools of those who were skeptical about either our economic potential or our resiliency. Many pessimistic seers simply underestimated the dynamism that has allowed us to overcome problems that once seemed ominous. We still have a truly remarkable country and economy."
Charlie Rose Conversation with Elizabeth Warren
"If your worldview is that itâ€™s all about that handful of banks
on Mount Olympus, then you have a different notion of what the problem is
and you have a different notion of what the solution is. If your worldview
is about 117 million American families, households, and you understand the
kinds of pressures they are under and the problems facing them, you have a
very different vision of where we need to concentrate our resources and
where we need to start solving the problem."
USA, China and Japan Lead Manufacturing Output in 2008
"The first chart shows the USA's share of the manufacturing output, of the countries that manufactured over $185 billion in 2008, at 28.1% in 1990, 27.7% in 1995, 32% in 2000, 28% in 2005, 28% in 2006, 26% in 2007 and 24% in 2008. Chinaâ€™s share has grown from 4% in 1990, 6% in 1995, 10% in 2000, 13% in 2005, 14% in 2006, 16% in 2007 to 18% in 2008. Japanâ€™s share has fallen from 22% in 1990 to 14% in 2008. The USA has about 4.5% of the world population, China about 20%."
Fund manager keen on Malaysia
"Mobius said that over the past 25 years, he had been telling people that equities was the way to go and emerging markets were the places to be. Supply of stocks is growing in Asia and is actually soaking up the flow of hot money from offshore to this region.
'I am bullish on property everywhere. I put one third of my own money in equities, a third in property and a third in cash.'"
Choosing the Road to Prosperity Why We Must End Too Big to Failâ€”Now
by Harvey Rosenblum, Federal Reserve of Dallas.
"We can perpetuate [Too Big to Fail] TBTF, with its inequities and dangers, or we can end it. Eliminating TBTF wonâ€™t be easy, but the vitality of our capitalist system and the long-term prosperity it produces hang in the balance...
When competition declines, incentives often turn perverse, and self-interest can turn malevolent. Thatâ€™s what happened in the years before the financial crisis...
The term TBTF disguised the fact that commercial banks holding roughly one-third of the assets in the banking system did essentially fail, surviving only with extraordinary government assistance."
Foreclosures Spread in USA, Idaho Home seizuers Soar 822%
"The number of homes seized by lenders at least doubled in 19 states and more than tripled in seven of them
New defaults are declining and appear to have bottomed in states where the crisis began, falling 43 percent in California, 37 percent in Florida and 27 percent in Nevada in the second quarter from a year earlier
Home seizures soared 822 percent in Idaho in the second quarter, and the state had the seventh-highest foreclosure rate, according to RealtyTrac. Boiseâ€™s median house price was $140,100 in the quarter, down 34 percent from the peak $212,800 in 2007."
Investing Web Sites and Resources
NPR Planet Money
Blog from National Public Radio (USA) on personal finance, the economy and all matters money related.
"The goal is to bring you the best market intelligence that I can on a schedule that keeps you at least one step ahead of the market.
What's my definition of market intelligence? Iâ€™ve always aimed for a mix of analysis that lets you understand how things work â€” money flows, new technologies, company strategies, economic trendsâ€”and specific stock picks that let you make money from that analysis. When I make a buy or a sell I want you to understand the logic and facts behind it so you can say, Yes, that makes sense for me, or No, I disagree because..."
The Baseline Scenario
The Baseline Scenario is dedicated to explaining some of the key issues in the global economy and developing concrete policy proposals. By Simon Johnso, James Kwak and Peter Boone.
"We handpick articles from the world's top market blogs, money managers, financial experts and investment newsletters - publishing approximately 250 articles daily. Seeking Alpha gives a voice to over 3000 contributors, providing access to the nation's most savvy and inquisitive investors."