Print
Eric Linser, CFA | Jan. 26, 2010
(Reprint of Jan. 26, 2010 E-Newsletter)
Dear Investor:
This past week's market action was like riding a see-saw. We go way up...then way down. However, unlike an actual see-saw, it wasn't much fun for investors. There was concern about China reigning in their bank lending so that their property markets don't overheat (and that's a bad thing?) Note: don't more ...
Thematic Investing for 2010 and Beyond
Eric Linser, CFA | Jan. 25, 2010
If the crippling financial events of 2008 and 2009 proved one thing, it's that investors need to rethink the entire philosophy of "portfolio management." Today, some of the best-performing managers around the world manage their portfolios more ...
Eric Linser, CFA | Jan. 25, 2010
It is the time of year when market pundits offer predictions for how the coming year will pan out. Such forecasts should always be taken with large grain of salt, given the dynamic nature of markets and the inherent unpredictability of the future. Moreover, successful investing requires flexibility, humility and openness to a range of possible outcomes. This mindset is particularly important in the present environment, given more ...
Eric Linser, CFA | Jan. 12, 2010
(an article on the US stock market and technology shares)
Welcome to the New Year (two thousand ten, or twenty-ten?). As we quickly look back on last month and last year and look ahead to January, we believe the main focus of the market for the month will be 4th quarter earnings reports (starting this week) and corporate guidance given for the year ahead. Quite often the market softens in the weeks preceding the more ...
This theme is based largely on demographics, which cannot be altered by monetary or fiscal stimulus spending. The aging boomer theme relates to the increasing demand for healthcare, pharmaceuticals, and any product or service that can assist an aging population (in the US and around the world).
Healthcare needs aren't tied to the economic cycle, so demand for medical care and medical equipment tends to be steady. As for medical equipment, an aging population and more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
