Tag Archives: sector

Beware a German Bund Fight!

Posted on July 15, 2012 by Mal Spooner

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading →

Posted in Random Thoughts | Tagged asset, bank, bill gross, bonds, bubble, bund, bunds, cfa, companies, coupon, crisis, debt, decline, deposits, dover, EFT, europe's, expecting, friday the 13th, fund, German, gold, government, indicator, interest, investment, investors, linkedin, malvin, markets, maverick, maverickinvestors.com, opportunities, options, pimco, port, predicted, price, rate, rates, return, sector, securities, spooner, technical, timing, U.K., US$, yield | 1 Comment

Trees are GOLD in China; but Sino not the only way to play!

Posted on August 29, 2011 by Mal Spooner

If you think the forest products industry is boring, be sure to watch this video. I recall many years ago being invited to a live demonstration of heli-logging up close and personal on Vancouver Island. It was a remarkable experience. Trees are gold in … Continue reading →

Posted in Random Thoughts | Tagged agencies, agency, allen, angst, Australia, C$, canada, CEO, chairman, chan, china, construction, economic, forest, furniture, gold, growth, heli, helicopter, IFP.A, industry, international, investors, logging, logs, mal, malvin, market, markets, mature, maverick, moody's, New Zealand, products, rating, sector, sellers, short, sino-forest, South America, spooner, stock, stocks, trees, TSX | Leave a comment

Time to buy resource stocks again?

Posted on August 16, 2011 by Mal Spooner

Resources to start Rockin’ Again? I think so. A year or two before the resources fund I launched (long gone now) would start a steady climb towards the #1 spot in those performance charts, the mood was just like it … Continue reading →

Posted in Random Thoughts | Tagged bank, china, coal, commodities, company, copper, debt, dividend, economy, europe, expectations, global, gold, growth, guidebook, industrial, insurance, investors, mal, malvin, maverick, nickel, production, resources, sector, spooner, stocks, teck, U.S.$, US$, yield | Leave a comment

Global meltdown or “a pause for the cause?”

Posted on April 18, 2011 by Mal Spooner

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors. Good news because if everyone were seeing the … Continue reading →

Posted in Random Thoughts | Tagged Alan, bonds, boom, buers, data, economy, europe, exhuberance, fund, global, Greenspan, interest, investors, irrational, Japan, mal, malvin, markets, maverick, meltdown, monetary, money, mutual, policy, rates, rotation, sales, saving, savings, seasonality, sector, sellers, spooner, stocks, tech | Leave a comment

How to identify new stock market leadership

Posted on April 14, 2011 by Mal Spooner

I’d like to add some context to my previous commentary. I’ve stated before that I believe we are in a revitalized global boom, the progress of which was seriously damaged by the financial crisis we barely survived. I first made … Continue reading →

Posted in Random Thoughts | Tagged bonds, boom, commodities, crisis, cycle, demand, east, economic, far, financial, global, guidbook, investment, investors, Jim, leadership, market, maverick, natural, real estate, resources, rock, Rogers, sector, stock, stocks | 4 Comments

Tag Archives: sector

Beware a German Bund Fight!

Trees are GOLD in China; but Sino not the only way to play!

Time to buy resource stocks again?

Global meltdown or “a pause for the cause?”

How to identify new stock market leadership

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