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Pinnacle Professors

The Lesson from Japan for PM Investors

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

It feels a little callous writing about Japan with respect to precious metals after the country suffered such a terrible tragedy. However, I think it’s worth discussing because there’s a lesson in it for all of us. In fact, I think the moral could be couched in terms of a warning.Japan’s Background with Precious MetalsIt’s commonly known in Japanese ... [more]



U.S. Consumers Have Big Banks To Blame For High Gasoline Prices

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

There is a bit of irony here in that the very same banks that taxpayers bailed out, and saved from going completely belly up, are now making you pay once again in the form of higher Oil prices, and the resultant higher gasoline prices at the pump (Fig. 1). Don`t be fooled by the rhetoric generated in the media ... [more]



The Big Q on QE-2: What Happens When it Ends, if it Ends?

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

The US Treasury is set to lose the biggest buyer of its debt within a few months, and investors are asking what will happen when the US Fed stops being the dominant player in US government debt.Will the close of its 2nd round of asset purchases under Quantitative Easing, aka QE-2, change the direction of the financial markets?POV's are ... [more]



Shock and Awe – An Investor’s Battlegrounds

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

No, not “shock” and “awe” as in how the military uses the terms, but rather shock as a characterization of what has hit the US and world economies recently and awe in terms of how resilient both have been.  Just think of the variety of shocks that financial markets have had to digest and synthesize.  First there was the ... [more]



No More Storage in Cushing: WTI Will Be $90 in a Month

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

The latest inventory report came out on Wednesday, March 30 from the U.S. EIA (Energy Information Administration) showing Cushing stocks at a record 41.9 million barrels (Fig. 1). And guess what? The news is only going to get worse for WTI longs, as the next couple of weeks will bring the total storage at Cushing close to the max ... [more]



BENSON’S ECONOMIC & MARKET TRENDS – For a House in a Hamlet

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

To Buy, or Not to Buy, That is the Question There is no question that buying a home can be an emotional experience. Sometimes the desire to own is so strong the “want” to own outweighs the actual “need” to own. This strong desire can suddenly run into a brick wall of economic reality, however, when a would-be buyer realizes ... [more]



Euro Escapes Gold’s New Highs as ECB Fights for "Credibility", Inflation Rises, Fresh Debt Crisis Looms

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

THE PRICE OF GOLD price jumped to $1437 per ounce Thursday lunchtime in London – less than 0.8% below last week's new Dollar high – as European stock markets fell together with Eurozone government bonds.Precious-metal trade in Asia had been "a one-way street" said one Hong Kong dealer, with silver "most responsive" to strong demand and rising to $37.80 ... [more]



Middle-Class Middleweights to be Growth Champions

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

Over the next 15 years, the number of children in middle-class households in emerging market cities around the world may grow 10 times faster than those in developed countries. This future generation living in places such as China, Latin America and South Asia should drive the demand for goods and services, housing and transportation that extend beyond the basic ... [more]



Don’t Allocate Too Much (or Too Little) to Stocks

Apr 3rd, 2011 | By brinvest | Category: Pinnacle Professors

As long-time readers of this Newsletter are aware, at the beginning of each quarter we present our updated Model Portfolios featuring not only which specific fund categories we recommend, but also our recommended overall percentage allocations to stocks and bonds. These percentages normally don't change drastically, but rather in small increments to reflect quarterly changes in how attractive we ... [more]