Browse by Tags

America's Path Forward

A Recap of: THE WORLD IN 2020 : POWER, CULTURE AND PROSPERITY By Hamish McRae (1994) Before my memory fades, let me recap a bit of the fact and opinion filled book I read on my vacation. Essentially Mr. McRae, an acclaimed commentator with a 25-year career...

Published 07-09-2008 9:31 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View, US Economy, Politics, Global Investing, Macroeconomics, Historical Perspectve, The Principle of History, The Big Picture, Global Trend, Economic Common Sense, Consumer Spending, Service Economy, Industrial Economy, Global View, Global Economy, US Presidential Election, Capitalism, Congress, Big Picture, Economic Trends, The Principle of Crowd Psychology, Bullish on America, Bureaucracy, De-Industrialization, America, Culture, Trade, 2020, Natural Resources, Government, Hamish McRae, Change, Lifestyle, Living Standards, Service Sector, Telecommuting, Demographics
Energy Savers New Theme: More Buys

MORE ON MY NEW Energy Savings Theme. To review, just last Friday I introduced my latest theme. An investment theme is more than recommending you buy this stock or that. It’s about finding a trend, generally an economic trend based on changing economic...

Published 06-18-2008 8:51 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Green Energy, Value View, Investing Strategies, Alternative Energy, Charting, IBD 100 'New Names', Portfolio Strategy, Investment Themes, Trends, The Principle of Understanding Value, Energy Conservation, Economic Common Sense, Spin, Stock Market, Gasoline, Energy, CPST, CHP, BCON, Power Conversion, WGOV, Energy Savings, Energy Controls, MXWL, COMV, Alternative Clean Green, ITRI, ENOC, BMI
Oil Near a Peak? Yes.

OIL VIEW . I’ve been reading a lot about oil, the current state and the history of oil as we see prices keep rising and we all wonder where a top is. So below are some interesting tidbits which I’ve unearthed from the Internet (a great modern...

Published 05-29-2008 1:56 PM by Richard Schwartz

Filed under: Principles of the Stock Market, Value View, Stagflation, Commodities, Inflation, US Economy, Keys to the Market, Economic Data, The Principle of Primary Trend, Geopolitics, US Treasuries, Commodity Bull Market, Economy Weekly, Schwartz Rules, Historical Perspectve, Perspective, Oil, The Principle of History, Rallies, Investment Themes, Trend Reversals, Terrorism, Iraq, Iran, OPEC, History, Flight to Safety
Seeing the Other Side: The Bull's Case

T HE BIG PICTURE : Written Monday, May 19th, 2008 Let’s make the three-pronged bullish Big Picture case this morning. About time, right? 1. The bullish argument starts with the assumption that the “worse financial crisis since the Great Depression”...

Published 05-20-2008 1:17 PM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View, Inflation, US Economy, Bullish Signs, Weekly Letter, Historical Perspectve, Perspective, Recession, Globalization, Financial Crisis, The Principle of Understanding Value
"Are Emerging Markets Overpriced?"

I was just asked: “Are emerging markets overpriced?” Let me answer that question for all of us. Emerging markets are fairly valued. Not overvalued, considering their substantial going forward growth prospects but not undervalued either considering they...

Published 04-23-2008 8:57 AM by Richard Schwartz

Filed under: China, Principles of the Stock Market, Richard Schwartz, Value View, Investing Strategies, The Principle of Primary Trend, Brazil, Latin America, Macroeconomics, Historical Perspectve, Perspective, The Principle of History, The Big Picture, Global Trend, Emerging Markets
Visa IPO: The Rest of the Story

THE VISA IPO . Aha! The Real Story Comes To Light! When I heard of the upcoming initial public offering (IPO) of Visa a couple weeks back, I was shocked and wrote about it (Feb. 27 th ) wondering out loud why anyone would buy it. I did find the argument...

Published 03-18-2008 9:02 AM by Richard Schwartz

Filed under: Value View, Keys to the Market, IPO, Historical Perspectve, Perspective
Catching A Falling Knife?

THROWING GOOD MONEY AFTER BAD . Let’s think back some so as not to lose perspective. Where to start? Yep, right at the top of the five year bull market and the top of the private equity boom. June 21 st , 2007: CHINA backed Blackstone Group’s IPO at ...

Published 03-13-2008 9:11 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Value View, Investing Strategies, US Dollar, Keys to the Market, Distribution, The Fed, Portfolio Strategy, Schwartz Rules, Historical Perspectve, Perspective
Monday Weekly Letter: Full Sample

PRINCIPLES OF THE STOCK MARKET A learning, teaching, always evolving stock market letter and advisory service Seventeenth Consecutive Year of Publication ; Letter #1; Sept 18, 1990 Mon day, March 3 rd , 2008: Three people yesterday told me they were sick...

Published 03-03-2008 8:20 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Clean Energy, ETFs, Shorting, Technical View, Green Energy, Value View, Commodities, Investing Strategies, Hedging, Alternative Energy, Soft Commodities, GDP, Inflation, US Dollar, US Economy, Charting, Personal Remarks, Keys to the Market, Economic Data, The Principle of Primary Trend, Seven Principles, Global Investing, Plunge Protection Team, The Fed, Update On The Stock Market, Stock Market Weekly, Weekly Letter
IPO VIEW

VISA Wants to do the Largest US IPO of all time ? Right now? Well, I guess if the fees are juicy enough Visa will pull it off as there is little other business around for investment banks to work on. But still, with consumers cutting back use of their...

Published 02-27-2008 9:00 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Value View, Investing Strategies, Keys to the Market, Distribution, IPO
Political Big Picture

Anyone who is into politics, please skip this section as it might just really irritate you! Today’s longer range perspective or The Big Picture as I call it revolves around American politics. Although I detest politics here goes. It starts with the assumption...

Published 02-27-2008 8:33 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Clean Energy, Green Energy, Value View, Climate Action Partnership, US Dollar, US Economy, Politics
Weekly Economic Update

THE ECONOMY Monday, February 18th, 2008: Maybe I’m taking the wrong approach, updating you each Monday on the health and path of the economy. And talking about the ongoing debate about recession or not lying ahead. Maybe the best approach is to look at...

Published 02-21-2008 8:57 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View, Stagflation, GDP, Inflation, Jobs Report, US Economy, Keys to the Market, Economic Data
Clean & Green

FINALLY, YOUR CLEAN GREEN WEEKEND UPDATE Don’t forget about me, says the green clean business sector. Good point. Since the blow off top in the solar stocks and my resulting recommendation to take some profits in solar and clean green alternative energy...

Published 02-21-2008 8:54 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Clean Energy, Green Energy, Value View, Investing Strategies, Green Investing, (HOKU), (PLUG), (CHCHF), Alternative Energy
St. Valentine's Day

Thursday , February 14 th , 2008: Happy Valentine’s Day! To my Lucy, I’m so lucky, and to everyone else too. I just wish restaurants wouldn’t mark up the price of dinners and then call it a “ special .” Be honest about it and just say since almost everyone...

Published 02-14-2008 10:24 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View, Personal Remarks
Greenspan & The Big Picture

One of the Big Picture and thus most important takeaways for me from reading former Federal Reserve Chairman Alan Greenspan’s recently released book, The Age of Turbulence (at the beach; yea!) is that the two decade long economic backdrop of disinflation...

Published 01-03-2008 9:19 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View
More on Greenspan

MORE ON ALAN GREENSPAN’S THE AGE OF TURBULENCE . I’m proud of myself! I read former Federal Reserve Chairman Alan Greenspan’s whole tome on vacation (505 pages and 23 chapters). It was quite a challenge but I enjoyed most all of it. It’s really an economic...

Published 01-03-2008 9:16 AM by Richard Schwartz

Filed under: Principles of the Stock Market, Richard Schwartz, Value View, Alan Greenspan

Blog Subscription Form

Syndication

Recent Posts

Have You Seen This?

Tags

Archives

Have You Seen This?

America's Path Forward

Energy Savers New Theme: More Buys

Oil Near a Peak? Yes.

Seeing the Other Side: The Bull's Case

"Are Emerging Markets Overpriced?"

Visa IPO: The Rest of the Story

Catching A Falling Knife?

Monday Weekly Letter: Full Sample

IPO VIEW

Political Big Picture

Weekly Economic Update

Clean & Green

St. Valentine's Day

Greenspan & The Big Picture

More on Greenspan