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Recent Market Sell Off

By Faisal Laljee

The recent market sell off that has seen the Dow Jones go from 10,700 to 10,100 is a little more than a mere regulation pull back. Attempted bounces and recoveries have failed and I can’t say I am surprised. The economy shows little signs of recovery, and credit remains tight. Housing market has not... »

Hedge your US Dollar Risk

By Faisal Laljee

The US Dollar has recovered over the last 8 months or so, partly due to the weakness in global markets and currencies and partly due to the decline in oil. Now that oil has moved much higher from its January lows, the dollar is starting to show signs of resuming its long-term downtrend. So... »

Jim Rogers likes Commodities: Says No to Stocks

By Faisal Laljee

Jim Rogers recently spent an hour with Bloomberg. Key points from his interview: Stocks and Bonds are too risky and Jim wants to stay away. He likes commodities and specially agriculture, due to lack of farmers, farming and shortage of food and fertilizer. He thinks government should let banks go belly-up and stop flooding... »

Fancy Exchange Traded Funds for all Appetites

By Faisal Laljee

ETF’s are a relatively safe way to invest in the stock market. It is often the preferred way to invest for inexperienced investors or those who don’t have much to invest. It allows you to diversify even the smallest of portfolio’s without the cost of buying many different stocks. With the markets in recession... »

Stay Away From Consumer Stocks

By Faisal Laljee

There is not a bull out there who hasn’t been hurt by the 16% drop in the S&P 500. Such a steep decline in less than 2 months is certainly cause for panic. I am sure I don’t need to remind you that this decline has not only impacted financials and retail, but it... »

Benazir Bhutto’s Asassination May Have Far Reaching Implications

By Faisal Laljee

I asked a friend who lives in Karachi, Pakistan about the state of things in his city a couple of days after the Bhutto assassination and his response gave me the chills. Please keep in mind that he lives in one of the richest areas of Karachi, a city that is the New York... »

Chinese Market Looks Dangerous

By Faisal Laljee

I hate to be a party pooper, but the Shanghai Stock Exchange, along with all the China stocks, and Chinese IPO’s remind me of the Nasdaq exhuberance of 2000. Granted China is growing at 10%, but does that justify a multiple of 80 that is currently sported by the Shanghai stock exchange compared to... »

My Top 10 China Plays – Time to Make Some Changes

By Faisal Laljee

Back in May, I posted a piece on the Top 10 China plays. While I am happy to report that within 2 months, that portfolio of 10 stocks is up almost 14%, I believe its time for some changes. You can see the entire portfolio and individual stock gains on Stockpickr.com by clicking here.... »

LJ International Pulls Back on Delayed Filing

By Faisal Laljee

This 11% pull-back in LJ Int’l (JADE) is a buying opportunity. So many companies have delayed filings in the past and their stock beaten down only to rise again later. For analysis of JADE, please see my post on Top 10 China Stocks. – Faisal LaljeeFull Disclosure: I do not own JADE for my... »

Top 10 China Stocks to Buy Now

By Faisal Laljee

China has been a hot bed for investors for a few years now, and most of the easy money seems to have been made. In fact, investors who bought into the China 25 Index (FXI) in Oct 2004 are up over 100% in 30 months. Since my last analysis of the China opportunity last... »

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