Click here to post your comments …
First, if you missed our crucial strategy update or want to watch it again, this is the last week to do so. Just turn up your computer speakers and click this link.
Second, your opinion matters to us — more than you could possibly imagine. I would personally appreciate it if, after viewing the full video, you give me your thoughts or any follow-up questions. Just click this link to leave a comment.
Third, we created the Weiss Global Forum expressly for you, part of our ongoing commitment to help you avoid hidden investment dangers and seize emerging profit opportunities.
However, if there’s someone you trust who is also looking for similar information, you have our permission to invite them to view this unprecedented strategy update as well. Simply send them a link to this blog post or give them the link below — before it’s taken offline later this week.
http://weiss.streamlogics.com/Aug13-09/
I am truly grateful for your friendship and support. If there’s anything further we can do to help you, please let us know at any time.
Warmest regards,
Martin


{ 345 comments… read them below or add one }
This response is a coutesy as I left my comments yesterday after viewing the video. D. Garner
I watched the hour of the global forum and found it informative and useful. I appreciate the planning and marshalling of your resources to make such a program available to your subscribers. Bravo!
Really REALLY awesome. Amazingly well done, accurate, concise, helpful. I can’t thank you enough for putting that on!
I found the video most interesting.
Having said that….I have become increasingly suspicious of the financial markets Stateside….not to mention foreign….. and I tend to put my money in real estate. I can touch it and I am the Captain of the ship.
didnt intend to spend anhour —-but caught my attention right away –very well presented and informative– —sent it on to several of my friends—
thank you
I was unable to view the Weiss global forum and also didnt receive any help in connecting to it. I had no trouble viewing the first one some weeks ago and the set up to watch it was the same and was not to pleased being that the same method i used to witness the first time didnt work this last time.
Dear Martin:
I noticed that your Far East guys were pretty bullish on China while the markets there seem to be tanking into a “Bear Market” since I viewed your presentation.
Perhaps you and your advisors could let us know, with a little more certainty, when the storm clouds have lifted in Asia. Do you really think China can pull us out of this?
Seems there are really few places to put one’s money right now, so that’s why I keep it mainly in cash and precious metals, especially in light of the coming September/October “two worst months for the market”.
Best regards,
George Scott
Very informative and learned a lot.
In my opinion, your recent forum was presented in an excellent manner by excellent presenters. It was very educational concerning investments and no products were being offered for sale.
I am looking forward to watching your next forum presentation.
Your associates appear to accept as truth the Chinese figures and details and disbelieve American statistics. Understandable you think the USA stats are slanted and wrongly interpretated but the Chinese Government (which you and your assocaites would not feel free expressing your opinions living in their regime if you thought them wrong) - you seem to absolutely accept - Larry Edelson, Tony Sagami, and all. Why accept figures from an authoritarian regime - why believe their percentages?
Congratulations Martin and Staff, great discussion.
Hopefully the themes expressed will resonate with more of the general public as to how our standing in the world is changing. The challanges of the future will be addressed by a more informed public as relates to education and how investors react.
Washington would be the place to get policies in tune to deal with the new realities regarding our ability to compete economically at the International level. Keep these messages coming.
Thanks again, Phil Henninger
I have watched all your videos and recently subscribed to the Foundation Alliance for $1,997.00 and have followed and bought all the recommendations. However, I am concerned or have a question on why you sell at market or buy at market. I do my own trading thru Wells Fargo Trade Account where I pay 3.95 per trade because my portfolio is over 1 million. I have always purchased with limit prices or sold at market as its done instantly so I get my selling price. Why do you/they do market orders only?
I have talked with others that I talked them into joining the Foundation and they are pretty much confused as I am. Please let me know ASAP you reasons so I can adjust my strategy if needed.
Thank You
Murray Kellman
I’ve been reading your M and M newsletters carefully. Didn’t learn too much from the video. Would have much preferred a transcript.
One question, which I think is crucial. Who is buying the U.S. treasury debt, and how, and for how long? Is the Fed secretly monetizing, beyond its’ public commitments? A lot of people are tiptoeing around this one, and it’s key to a lot of other issues, such as inflation vs deflation.
Finally! You have risen to the occasion showing a glimmer of hope some where in the world outside your usual pit of despair and condemnation. Not that the message has changed any, but a more positive spin is appreciated.
thank you for the one hour presentation. It was one of the best things I have ever seen. It is I who am truly thankful!
Very informative.nice to get some counter opinions,to debate the other side
Dr. Weiss:
I have now reviewed your Global Forum three times and taken notes in order to make certain that I glean every nuance of the information provided in the presentation. Useful and actionable information such as this makes me totally grateful that I am a subscriber and I don’t say that lightly after a more than 4-decade career in financial services.
You and your team truly help me add value to the clients that I serve in what appears to be the most challenging period yet in my long career as a registered investment advisor. Thanks a million to you and your team. Warmest regards, Tony Janik
Thank you Dr. Weiss. The briefing was wonderful. I have already acted on several of your recommendations.
I appreciated your thorough survey of the global pitfalls and opportunities out on the horizon. While I have read about a global shift in power amongst world players within the last several months, your forum presented tangible data points, which is very, very helpful. I am a fan! Thank you…
I use your info regularly and live by it. My computer ability is poorly. L.B.
Hi Martin,
Yes, the Global Forum was very well done. You provided an excellent service. If you will allow me to make a related comment. I am a member of both the MCP and the Alliance Foundation. The MCP got off to a rocky start as the markets moved in the opposite direction to which Claus was anticipating. We missed a 47% bear market rally. Over time, I am sure Claus will prove to be a great addition to your team. I am concerned about the Alliance. The early recommendations have been quite mediocre. There seems to be a disconnect between what I am seeing on my screen and what the Alliance is recommending. For example : My chart is showing a stock hitting new all-time highs, and yet the Alliance is recommending a BUY as if it were at the bottom of a multi-week trading range. Doesn’t make sense. And the results so far are confirming my skepticism. Anyway, thank you for allowing us to communicate directly with you.
Stuart
Dear Martin: First, let me think you for being a trusted source of information and a solid fellow citizen. I have been tuned in to your work for many, many years. Lately, the news of the Foundation’s work has been of particular interest to me (I’m enrolled). I have been studying the biology of emotion for many years, and my interest now includes seeing how the concept of cycles relates to our affective inner life. The affects, biologically speaking, are the primary motivational system of the human being– not the drives as Freud believed. If cycles can be seen in the tides of human emotion, I think it will give a more comprehensive picture of human life at all levels, including our financial markets. What say you?
Gary David, PhD
I found your forum quite interesting.
I’m 56 years old and am completely new to investing. I do have funds available for investment (sitting in a bank, unfortunately) but, with my lack of experience and knowledge, I’m sort of gun-shy about getting started.
Any input or suggestions?
I like Mike and some of the others but the more I see of the Weiss contributors the one who is Martins number one guy is the one who is the least impressive, he looks arrogant, a legend in his on mind, puffed up with self pride ( a… just look at me I so smart attitude) It’s pathetic. Martin needs to reconsider and let all the others contribute more and a lot less of the self aggrandizing unimpressive Larry Edelson. I don’t think I am alone in that opinion.
Cannot connect on the day you do these shows. However, when you put them on later, I can connect.
The most recent show was one of your very best. Very informative with all speakers doing an outstanding job.
I really enjoyed the global forum video. However I keep running across statements that China’s apparent growth is deceptive. Some people think it’s a bubble destined to collapse. Is there a way of knowing how much of the China promotion is just hype? Do we really know China’s economic status?
I have had a business in Russia since 1993. I have believed for years that China/Asia will be the production capital, and Russia will be the resource capital of the world before long and for a long time. The USA will be the consumer capital until we have been left in the dust. I bought Placer gold properties years ago and for now don’t work them much but I have the gold tied up in the “River Bank” to see my family through tough times if and when they occur. I am 67 years old and listened to the horror stories my father related to us about the depression. The other 5 kids didn’t seem to soak that up, and of course subsequent generations don’t think the good times will ever end.
This morning I responded to the latest Austrian Fischer/Price up-date from Claus:
Dear Money and Markets,
I had been meaning to get another note off to you guys, but have been delayed in sending it until this latest attempt at economic, Austrian sanity in a world gone mad.
There are two glaring omissions from your analysis. First you keep speaking in terms of “ups” and “downs,” but without any sound “Bureau of Weights and Measures.” Of all the things that historically needed weighing and measuring gold was probably the most important. But I don’t want to get ahead of myself here.
Given what is passing for soundness in the U.S. Government, and its associated hand maidens, it is certainly within the realm of possibility that it’s minions will figure out a way to move into hyper inflation, including the prices in $s of stocks and bonds without any significant “down turn” in the markets. The reason is that it has become a “MAD MAD MAD World,” and the Stock markets have bought into the insanity.
As for Gold, the banker’s war on gold has been going on for quite some time now, aided and abetted by the advocates of Messianic governments. The credibility of gold had to be the first thing to go if the monetary shell game was/is to succeed.
In the short run, it may appear that the integrity of Gold is the friend of creditor nations, but in the end, the integrity of gold is the enemy of every power hungry politician in the world.
The last time that gold got in the way of the centralized control freaks, they simply confiscated it. It wasn’t until 1974, that Phil Crane finally succeeded in getting the U.S. government to recognize once again the right of U.S. citizens to own gold once again.
That said, my second point is your continuing advice ignoring the very high probability that gold will simply be confiscated once more.
If you are going to come up with some meaningful advice, something that will have a better result than your vaunted “contrarian portfolio,” You need to think a little deeper and better if you are going to help protect us from the present economic madness/tyranny. Luke 7:31, 32
Sincerely,
James Jay Ferris
Martin and Foundation,
Now that we know that the Asian market is the place to invest, do you have any recommendations forth coming for us from the Foundation that will fit the Asian markets?
Martin,
Thank-you for once again bringing ordinary folks such as myself such financial quality, clarity, and honesty in a timely manner. You and your organization and all of your associates are the best. Your striving to bring even more excellence appears to be a continuous process. Over many years you have correctly and courageously stood for sound principles of money management and fiscal discipline. I appreciate the stand that your father, yourself, and your organization have taken to help guide us through some of the worst financial times this world has known and help us prosper along the way.
Thank-you,
Bob Williams,
Valdez, Alaska
Hi Martin,
I was particularly intrigued by your remarks about Chinese using cellular networks for internet connectivity. That is our core business. If you believe this assertion, there is a lucrative play here. I tried calling you and spoke briefly with Elizabeth but have not had a return call. How can I speak with you about this personally?
Sincerely,
Dean
Thanks so much for the information that you provided in the webinar.
It is rare to get this kind of insight and overview for free. Thank you!
The webinar content and perspectives are very helpful in bringing a good dose of reality to standard financial news.
Once again you have earned more of my trust and respect.
Hi Martin,
I am feeling somewhat confused - each of the talks that I have viewed has been excellent and very logical, but there seems to be a missing link between broadcasts. In the first presentation there was a strong emphasis on cycles, and a very clear indication that in the second half of 2010 the present ‘fools rally’ can be expected to end amidst further world wide financial crises. The latest discussion indicated sustained future growth for China and other Asian countries without any mention of how they will handle any further world financial crisis/meltdown. I accept that an economy growing at 8+% per year will handle a further crisis better than one that is already contracting, but even in the case of China, did your team not present just one (bright) side of a very much more sombre picture ?
Many thanks
Hello Mr. Weiss,
That was very thoughtful of you for sending me my very own letter. Thank you sir.
I know very little about investing and starting to learn. Boy !!!!!! it sure is confusing to me right now. I am only 65 yrs.young.
It will be several months before I can start to do any investing but trying to learn some of the basic for now. I do think for a starter I should invest in short to med. term trading. Then if I can make enough and not loose my shirt, then I would be able to invest more at a later date.
I patiently wait for my Money&Markets in my mail box. I enjoy them and the video from last thursday. Wow !!! That was GREAT..
Thank you so very much and God Bless you Mr. Weiss.
Patty.
To Mr.Weiss I believe you and your partners are right on. About one month I heard a minister talking about the end times and how we as a country would not be a super power in the later days. He was talking about the book of Revelations in the Bible, where as the powers rising up would be from the east. I do not know if you believe inthis are not but I do . He was explaning how things go in cycles. His name is Perry Stone he has a web site ,I think you should check out I believe you and him could share some insights. Keep up the great work you are doing and may God bless you greatly. Thank You Jeff
I found this very imformative and insightful. I thought you might have a little more about Brazil, considering your background. Thank you so much for doing this. It is a great sevice!
I thank you for the Global Forum! I have been watching US markets for several years, but am totally ignorant when it comes to world markets. I am watching the ETFs that have been recommended and hope to trade some of them in the future. Thank you and your staff for the time, money and trouble to make this education available to those of us who are isolated from the “real world” by distance and time.
IN GOD WE TRUST
Bill
Enjoyed your global forum very much. I have watched it twice and believe you have put together a relatively quick overview of the Global Economy, that can be easily grasped and understood. I am working with a number of organizations that could benefit from this overview and your services. I understand the forum will not be available after this week on the web. Will it be available for purchase in CD or DVD form? If so, I would be interested in introducing it to affiliates that have millions of members. Thanks for this valuable information and if you could have someone from your organization get back with me, this would be great. My cell is 303-946-0692. Merlin
I found the video seminar very informative. The variety of opinions and the knowledge of the participants was solid throughout. My question: Most of the recomendations for investment center on equities, however, I was curious about investing in bond ETF’s and your recommendations?
Be assured that I and my family are deeply grateful for the education and insights your team gives… and for free. That is unheard of in today’s world. Because of your team, I believe my hard fought for retirement plan is protected against what’s coming in the next year.
God bless you’ll,
Doug
The summit was eye opening and invaluable information to know as an investor.
As a subscriber to the Contrarian portfolio, I would enjoy access to the broad economic charts (DJIA, S&P and Nasdaq) from the alliance foundation. This would give me more confidence that the recommendations by Claus and the others is within my personal comfort zone.
Thanks!
Martin,
The Global Forum was excellent and puts in context this current bear rally and the investment opportunities it presents with the longer term bear market which you forecast to resume in 2012. While I have never thought we were close to exiting this bear market, I was concerned that the Weiss group of people were not seeing opportunities for investment gains within this bear market. Within the last 60 days that has changed. As a subscriber to the Alliance Foundation, better tools are available to navigate this bear market. Also, thank you for being a voice of reason to the dead head spenders we have in Washington D.C. I just wish they would listen!!!
What our governing politicitions are doing to this country is scary as hell . The only thing I feel safe with is gold .
The Global Forum was a very worthwhile session. Many thanks for arranging it.
Thanks for the tremendous forum.
I’m a subscriber to the new “Foundation” cycle letter and look forward to seeing recommendations which lead to great returns. As you know currently the recommendations have not been “profitable” and now with the latest “SLV” ETF we are looking for some upward movement.
While watching the video of the Forum, I kept wondering how the Foundation’s cycle(s) would pick-up on the down and upward moves mentioned in the video.
It was was an exciting and chilling forecast!
Sincerely,
Frank
It seemed like you were recapping the portion of the game that’s already been played without having bet on the leading team. I wonderred why we haven’t bet on China or Brazil up til now, and I don’t recall any specific recomendations for the upcoming part of the game.
Hello Martin. Your forum was very informative. These market conditions are very hard for a new comer to figure out. I wonder if you consider how much the market is being manunipulated by government. Are we all being had. Maybe we should just stay out alltogether. Kim Beyeler
I appreciate your efforts to get various points of view from around the world. You really care about what is going to take place and are trying hard to determine what course of action is the best to take.
Thank you,
Robin
I am deeply impressed by your forum. I have spread the word to many a friend and relative about where to find it. You have given excellent, specific recommendations for my investments. I have even put a brief review and strong recommendation on our blog (which has been read worldwide for 3 years now by people interested in our national security.) Further, I wish people who run our government would consider economic consequences in light of your observations and recommendations when they “invest” our money and set national policies. GREAT WORK and THANKS.
Great hour of chock a block information…damn shame it comes off so soon and isn’t kept on your website…have to watch it many times to get all that is said. Well done…one wonders why they don’t see all the patterns themselves ! Thanks again !
I greatly appreciated the international overview of the many very
qualified speakers in the video.
However, I live in Canada where the economy is quite different than the
one in the U.S. …..just to refer to the banking system. Of course the
stock market’s ups and downs apply wherever one lives…..but it would be
nice if one of your specialists would address the Canadian Economy more
specifically…
Great insights…..keep up the good work…..many thanks
Dear Martin: I found the global forum informative and helpful in a macro sense. However, a s a member of the Million Dollar group who has invested, I am concerned we are getting nowhere fast. First we went with Claus on shorting the S&P and financials then we got out based on the bear rally which now looks like its in trouble,. In short, although I am in a loss position thus far, I am more concerned about overall direction as we seem to be whipsawing back and forth to no great advantage. what is the plan/next steps? I am losing confidence in Claus! Please advise. Thx. Bill Luceno
I thought the presentation was ’spot on’. I enjoyed it as an educational tool that gave me a birdseye view of global economics. I’m a VERY SMALL fish compared to the types of numbers that were discussed but at least I can see the probability of what the future holds. Great discussion!!
I shared the Global Forum with several key advisors and business associates. Many said: “thanks for the reality check” , “this helps break some pre-conceived, short sighted ways of looking at the economy and markets” , “would like to have on going access to the Age/Population Pyramid Demographics with a free market policy curve barometer shown”. This last item provoked a lot of interest. Great work! Thankyou JJK
it was a great presentation, very informative and professionally done. THX
I would like to thank you for helping me crossing the major crisis with lower losses (I stil lost a lot).
Unfortunately the recomendations of the program I’ve enroled to (The Million Dollar Contrarian portfolio) coused me not to enjoy the latest Ralley and even to loose while the markets made the correction (due to the bett against the market).
Can I trust the future recomendations of this program? Can you incorporate information from other tools you have to help us investors and your customers to gain part of these losses?
The video overview is good but it is lacking recomendations. Bett on China is good but not enough and should be applied to a small portion of the portfolio due to the risks involved.
Can we get a more specific plan in the way of this is what your full portfolio should include assuming you have $1M.
Thanks,
Asaf
It was simply “GREAT”
Thanks, Martin
Hi Martin,
Many thanks to you and your team. That was a fascinating “big picture” briefing. I write a fair bit on both global M&A and on the settlements and clearance infrastructure around the world and found the China section particularly good. I like playing the indices through spread betting, not a route you talk about much, and boom or bust are all grist to that mill. For buy and hold investors, your ETF recommendations on gold and China look spot on. Two observations, stability in China looks to be very heavily predicated on jobs being found for the huge inflows to the cities from the countryside. Appeasing the prols is a tough trick to pull off year in and year out, as successive Roman emperors found to their cost. Your experts probably do not want to be seen speculating on the ability of the Party to keep herding cats in the right direction, but it is worth them pondering the point. As a senior HSBC man in Hong Kong told me during an interview recently, “Every time the Chinese Government tells the market to go left, it goes right…” In a high growth environment that probably doesn’t matter, but if growth falters all bets are off. Second point, Asia or at least SE Asia, is getting very exercised over the idea of pan-Asian settlement infrastructure initiatives to rival those in Europe (which envies the US position). Would a pan-Asian bond settlement infrastructure actually do anything, do you suppose, to increase intra Asia investment in one another’s sovereign debt? A growing Asian bond market would seem to be a likely outcome of the shift in power from West to East and that presents opportunities that will be worth pondering as these countries harmonise/reform/open up their sovereign debt markets. Fringe points, but I raise them for your interest.
Best regards
TH
I thought the Weiss Global Forum was excellent. One of the best programs you have had.
Thank you for your email -this is intended as observation of the forum - in some ways you finish it and leave it up in the air - the observations and facts and views are clearly correct and well put together by every one but it remains just that - there is no action - a few recommendations. I am sure I cannot be the only one who has not got enough knowledge or time to do the required research -that would give the confidence to invest in any one of the areas such as China or the BIC countries.– I could subscribe to another one of the investment news letters you have to get this advice — but I already subscribe to CP. I cannot keep spending my funds on more investment recommendations when I need these funds to invest. The risks are too high these days in buying more investment advice and putting funds on the market. Passed experience of buying one or two of the subscriptions has proved to be less than profitable. - As I said these are observations not complaints.
It would be good to know if any of the ideas would be included in say CP or any other publication - other wise I think I am left with a set of very good ideas and no where to go - because of the reasons I have given and other personal reasons
the global forum was well done. it was both helpful and worth the time. thank you
Loved your presentation. Do you have a written summary of the forum available? Thank
you.
Excellent presentation…Your worldwide coverage and assessment was the best ever, especially from people who were familiar with the sites they wre discussing…….
Thank you very much
Dear Martin, 20/8/09
Thank you for the videos - they are very interesting. I like the way you appear - it gives me a good idea of your character.
I have a Self-employed Superannuation Fund with approx AU$300K invested in mainly Australian Managed Funds run by BT Wrap and I am interested in taking a more direct role in managing it, if I can apply your system to doing so. My close family has approx AU$20M directly invested in cattle and cattle grazing land. Our profits are being choked by too much debt and the rising AU$, and I want to do something about it!
Do you know somebody reliable who assist me in doing so? For instance, how do I factor in the movements in the AU$ if I am investing on the American Stock Exchanges? (the AU$ has risen substantially recently and it is lowering our cattle prices because most of the beef that we produce is exported to Japan and America). What is the Income Tax situation if I invest on the American Stock Exchanges?
I have never done any direct trading on a Stock Exchange however I do have a good Satellite Internet Connection even though I live remotely in Australia and can work a computer fairly well. Am I correct in assuming that it would be practical to use your recommendations with online trading even though I operate in Australia? Do I have to trade on American Stock Exchanges?
I look forward to hearing from you.
Sincerely,
Edgar
Perhaps the economic cycles are just a few degrees out of phase. September is traditionally known as a down month. If we slide the market cycle just a few degrees it will coicide with
September.
50% into gold in these uncertain times. After viewing your presentation, I feel good about half gold, half cash positions. Information about the ongoing power shift from West to East and your information on cycles is invaluable. This information isn’t coming from any other sources that I am aware of. Thank You!
Martin…thanks for the great “not a debate” …very far seeing and focused and a pleasure to listen to the group of expert “experts”. For guys like me, who are reading oriented, a transcript would have been nice. I’m not sure why time sensitive video information can’t be transcribed. Other than that, I and I suspect others were impressed and thankful that it was presented. James O. Nelson
Great presentation-best you and your team has ever done in the 30 plus years I have been following you. I think you should warn your readers about the dangers of the entire criminal banking system including the FED. Currently we are using or stuck with a 4 cent dollar measured in 1914 dollars. Also, please have your readers support Ron Paul’s bill to audit the FED. I think this bill is RH1207. Thankyou - James
Absolutely wonderful information. Easy to understand, and I agree with every part of your presentation. Thank you Dr. Weiss, and thank you to all your wonderful and highly informed guests. I look forward to receiving my daily e-mail from your organization, and am planning my future investment strategies with much of your sound advice.
Thank you,
Ron Harrison
I found the Weiss Global Forum very informative and interesting. For the past 15 years I have been following different demographic trends and have come to similar conclusions. Almost all the trends are pointing down in the U.S. and for Europe at least for the next few years. I especially enjoyed the varied insights represented from your excellent team during the forum! Thank you for making it available to us!
Martin
My comments reflect most of what has already been said. However there is one
area for which I have seen no comments. Here goes: Your one million portfolio
is great but have you thought of a one thousand dollar portfolio. Many do not
become actively involved because they do not have the funds. A one thousand
dollar portfolio restarted an one thousand each year would go a long ways to
get small savers involved. Once they have experienced the gains they would
be more willing to come up with larger investment amounts and subscriptions
to multiple services.
Steve Klukas sjklukas@gmail.com (763) 754-6692 Blaine-MN
Dear Mr. Weiss
I have been reading your information now for many years, best out there. Keep up the great work, I have passed onto many others your site and many have joined in.
I have one question:
It is about the fund “GLD” it was as I thought to be backed by Gold. But I have read several articles by different people that it is not Gold backed and can not be audited. Here is a link to one of these articles and several others are saying the same thing. I would like you to check it out and give me a response or an update to us all if turns out to be a concern.
Thanks, Steve Klukas Blaine-MN
http://news.goldseek.com/JamesTurk/1101100282.php
I absolutely love what you do! I am living in the Czech Republic which is currently hit hard, and the information you provide help me with investments and especially with keeping a 30.000 feet above the ground overview of what is happening and likely to happen. Thank you!!!!
Please accept my thanks for this forum. I am very interested in Economy. I like to hear your thoughts. Thank you again.
Monique
As the choir leader your selection music is aimed directly at the targets I precive, I’m attempting to sing along. Thanks
Martin - I sent this in response to an email but I will write it here again. I watched the global forum and it was great and to the point. Therefore I wonder why we are not directed to invest in the foreign markets you discussed. I have not been to China but I have been to India. The biggest thing I noticed in most of the developing nations is that those children who are able to go to school spend more hours in the classroom than we do in this country. And the work day is longer and the work week is six days in many places. If India learns how to deal with 40 % of their population in extreme poverty and get it under control, their educated and diligent workforce will out produce us. Because China dealt with their population issue many years ago they do not have to deal with a large number of persons in extreme poverty and will continue to out-produce us and soon own all of us. Aren’t we able to invest there?
I visited India, Bangladesh, Nepal and the Rotary International service projects I have been involved with to help women become self supporting. I believe that until the world of women are able to be productive we will continue to have more people when we need more products. I am working toward solving that problem.
I believe that for my own financial plan, I will come out ahead with your leadership during this financial crisis and your reasoning sounds logical to me so for the first time in my 75 years I have taken on a portion of my investment for my own choices (really yours). I hope we will soon start to trade on the world market. I have pledged to the Rotary Foundation 20% of any profit I make from working with you. This is very serious with me and I want you to know that the women around the Ganges River in India are counting on that money for education centers exclusively for women, in Nepal young girls are looking to attend school and in Bangladesh, to learn tailoring so they can make clothes for us. I’m in the world market now, when do my investments get there? Barbara Maves
An informative and thought-provoking presentation by an excellent panel.
Thank you Mr Weiss for producing the Global Forum, it was very informative and I learned a lot.
1
They are all skillfully acted and look like a soap opera’s, yet there is a fundamental truth.
2
The problem is that markets are irrational especially at times of change, and prediction is highly speculative, resulting in tantalizing but never attainable profits.
3
The cyclic analysis (fourier transform and auto corelation) has potential, and can work because the “signal to noise ratio” is high enough to disguise cyclic behaviour to the eye, but the fft and ac can decompose any waveform into a series of cosine waves that stand above the background noise.
4
As any vibration analysis person knows, the natural frequency can be excited and clear for a while and can also be obscured by closely spaced fast changes so there is no pattern for a while, which is the key ingredient needed to make money.
5
That is what is happening to Larry and Richard right now.
Cheers
John
Hi Martin,
Thank You for your informative forum.
I am an Australian investor trying get a handle on this global crisis, and I find your information and disscussions coming from an area of common sense and honesty instead of what someone might hope it would be.
I am a retired grain farmer, and common sense has been a big factor in my decision making over many years.
Keep up the good work, and show us the way through this mess, Regards, NED
My brother and I enjoyed listening to the video and appreciate the experience of the panel. Obvious that your panels recommendation is China and the Asian Pacific region for the near future, along with a few other South American opportunities. I am already invested in ETFs that include most of those investments through my investment advisor. I look forward to moreof these videos.
Hello Martin,
A very nice day to all at Money and Markets.
It is with a feeling of sincere gratitude and admiration that I write to you, to express my opinion regarding the Weiss Global Forum you so wisely and generously provided.
In my opinion, what you have done with this forum has a far greater meaning than just the financial markets’ and global economys’ analasys’ which you so competently presented.
Indeed, it was totally demonstrative of the NEED for a bigger over all picture of what is
HAPPENING ON EARTH. The forum brought into context, some of many issues which, are largely being defined and shaped by the financial sectors, economys and market driving forces, yet are much more important than what many would conceive ….. WITHOUT the forum.
The demographics of population growths is one example …… The fact that (as Claus) defined,
there is NO MOTIVATIONAL GROWTH INCENTIVES in Europe or the USA IS ANOTHER …….
thirdly ….. as Tony and Larry pointed out, the stupendous influential magnitude that internet technology is having on world markets, trends, economys and more.
These are just a few examples of the wealth of insight which is revealed when a panel of professional people with extremely analytical minds …. is pooled into a think tank with future vision as the key objective, guided by an intelligent wise and experienced analyst host.
I feel that you are in a kEY position to make a significant contribution to the reduction of Global Warming and numerous other critical issues which we are all facing, by bringing into the psyche and consciousness of those who would open their mind, ( hopefully Governments ) these revealing insights into the statistical and factual data’s and it’s implicative and consequential potential effects ….. BEFORE it actually has happenend.
No one has a crystal ball but The Weiss Global Forum’s panel of experts is as close as we will ever get.
Every single Government in the world should be using this kind of analytical approach and allocating significant resources to employing professional teams such as yours to get to the bottom of what’s HAPPENING everywhere ………. instead of buying armourment as a consequence of not knowing, and being scared of not knowing how to profit in this world without manipulating oil supply ! ….. The myriad of conflicts, war, poverty, and dominative greed and the range of associated social problems which they all create could all be adjusted to a more functional MODEL if they would only do what you are doing!
( as a method of analasys ) ……..and if they did, the human race would have a far far brighter future.
You’re a MAVERICK Mr Weiss …. A BEACON and a PERFECT EXAMPLE OF WHAT INTELLIGENT MEN SHOULD DO TO ASSESS THIS ESCALATING AND EVOLVING GLOBAL SITUATION.
With Sincere Thanks
Carle Cache
Martin,
I want to thank you for all the research,time and energy you and Weiss Research has put into the global forum. I have learned more in the past few months about the economy, trends, and current dynamics involved. It is simply stated and concise.
Thank you and God Bless
Dana
Mr. Weiss, very thankful for the work you do. Keep it coming I am learning alot and want to profit from whats going on. I enjoy all the updates and appreciate them. Thanks a million!! JIM
Thank you for a very informative session, especially with the Chinese market. Please keep these forums coming.
Best regards,
Pete
Martin:
Your online economic roundtable was very informative. It would be most helpful if all Americans could ponder the thoughts of that 64 minute discussion. We ARE seeing a historical shift in economic dominance to China. The free-floating anxiety I have about our country & it’s economic survival is directed towards my future grand-kids; it will be a whole different world for them. I am a history buff, and am amazed at the similiarity of the US & ancient Rome; archeologists digging down through the stratas of the Roman civilization have found the silver content in the coinage increasing going back in time. And what will our national debt make our civilization look like in the future after this game is over. My state, California, is an economic train wreck. Its inability to save itself is the result of a polarization of politics, special interests, lobbyists, greed, etc, of which I am afraid is a not-to-distant mirror of where our Federal government is headed along w/ the rest of the nation. Where we go from here….or can we!!
I have some specific observations of items covered in the talk…but will try later.
-Michael Cooper
It saddens me to know that China and perhaps India are the only players on the rise. With China, it is a mockery to our free Capitalist creed. China is beating us at our own game and zeroing in on our Capitalist Achilles Heel but has the pure power of being a paradox of Capitalistic Communism. From an investment standpoint, I should go the way of the Far East but my heart tells me this is a betrayal of our western ways and my ancestral countries (the EU). Shall I be a pure capitalist and invest in these areas or should I remain loyal to my roots and rally for a turn around. I still see China as a sleeping dragon that one never enters into a bargaining position because in the end you will be devoured. In the end China will “Checkmate” all its foreign players and do what is best for China. To China, Capitalism is only a clever means to an end.
Martin,
I have never written you or commented in the past, but on your email request, have decided to do so today. I must confess, I didn’t like you very well around 1991. That was the year you correctly called for the demise of First Capital Life in California, which came true, and I lost my company trip to sail on the Windjammer ship for 7 days with my wife off the coast of Tahiti.
But, here you go again. Correctly calling for trouble before it fully arrives. And, this time, I have nothing to loose and everything to gain. Sadly, most of your advice applies more to my financial clients than to me, being a very small investor.
Yet, I want to know what you are thinking and doing and I also thank you for sticking your neck out in “calling the future”, for us!
God Bless!
M.D. Anderson
Arizona
Fine program. Keep it up.
Will “cycles” be a part of all your recommendations in “Safe Money Report”?
Thank you very much for your sharing your professional opinions.
This was a terrific presentation revealing extensive experience and intellectual input. What throws a wrench in any predictions are in the words of Janis Ian “here they got you shooting with a crooked cue”. The corruption is incredible making all predictions on short and medium term virtually impossible. One day sanity may return.
The Weiss Global Forum was the best video you’ve ever done. You had a stellar panel of experts and the quality of information they shared was incredible! The fact that you weren’t selling anything really upped your credibility. It allowed me to listen with an open mind since I didn’t have to filter out the sales pitch. I hope this will be the first of many great educational broadcasts.
Your global forum was excellent. I also appreciated the fact that the forum was a true forum and that it did not end with a pitch to purchase a new service. All the best.
Thoroughly enjoyed it … thanks!
Best program by far. Very stimulating. Can you follow through with specific investment recommendations?
Martin,
The web cast was very informative and was not a plug for your organization. Keep serving the people, you are doing a great job.
question…. why should i concern myself with dropping the ETF’s that bet on the bear market if indeed the bear market is to return in a yr or so… can’t one hold for the longer term?? am i missing something…?? tks
Great job Martin.Now about the markets,I have read on the internet,newspapers,magazines,and heard on the talking head shows,as well as the nightly news, that this market rally is the real deal,that foreign markets is the place to put your money.The best way to make money is to get in a stock,or sector,before anyone else.With everyone now jumping on the bandwagon, I’m very cautious and have taken my money off the table two weeks ago.There is just two much talk for me, I will wait for a pull back,that is now happening in China and around the globe.I’m surprised you do not stress this to your subscribers.
Dr. Weiss,
I have followed your analysis of the economic conditions for the past several months. I feel you and your associates have as much of a handle on the conditions as anyone can.
I don’t think anyone can predict the future of this situation as there are probably multiple possible scenarios depending on the government and private investors actions, however I feel you and your staff have advised us as well as any.
Claus’s advice today about buying gold was, I think, appropriate at this time. I am a little concerned that President Obama’s “Cash for Clunkers” program is going to add to the credit bubble, as I think it may have inspired people who could not afford a new car to make this purchase. Think about this program. How many people do you know that have clunkers to turn in. Most of the clunkers I see are in areas of lower economic neighborhoods, where new cars are not the norm. Usually residents here will buy used vehicles.
Just a thought.
Very informative and interesting presention! Glad to have seen it. Thank you.
One comment on China:
China’s future may look very bright now, but with their one child per family birth restriction, their population by age distribution will eventually become a top heavy one instead of the ideal pyramid shape for positive economic growth. The top heavy population distrbution will eventually adversely impact their economic growth, since they will have a lot more aged people having to be supported by a lot less working people. I wonder how many more years can China continue to enjoy positive economic growth.
Dr. Weiss,
Your global forum was very interesting & educational. I have have take some actions as a result & am planning other actions. Thanks for keeping us informed of important international changes. Frederick
What a wealth of information and experts. It was helpful to listen to their views and suggestions.
I tend to favor mutual funds over individual stocks because its a safer, more convenient way to invest.
I appreciate your informing us in a unique way with the global forum you provided. I hope you will do it again.
For Sound and Profitable Investing,
Tim Munger
I appreciate your efforts to keep the public, which includes me, informed. The official lines of information have long been comprimised. Keep it up, Martin.
Martin, thanks for great advice, wish I had paid strict discipline to the newsletter. I have been taking a survey for the last 2 years. Many very interesting replies. OK, if you had to move and could move anywhere in the world, where would you go?
Best regards,
John
Dear Mr. Weiss:
My husband and I have a small trucking company; we began in 1966. Early on, we made small investments in the Thrift and Loan, but had to withdraw to keep the cash
flow going. Over the years we invested any extra back into the company - no savings,
retirement, just more equipment, and a little real estate. I have been reading and listening to your very interesting investing information. We’ve never done stock market-type things and probably can’t now. But listening to you and your fellow
associates, to hear your optomism in the face of this depression, I have to keep my
chin up. I don’t know how we’ll make the payments if the dollar actually becomes un-
acceptable, but noone else seems to have an answer to that. Thank you very much
for sending along all that information. A lot of it goes right over my head, but I still
feel a sense of optomism listening to you guys. Barbara Orton
The strategy/portfolio review was excellent. I agree with your basic thesis and the straigtforward way you present it - “west to east,etc” is very good. Its easy to lose the forest through the trees with all the info available. The question I keep asking myself is about timing, and is the story approaching “consensus”? Even if it is, no doubt the major story is intact. Suspect India might be a better/less risky story - better demographics. China’s one child policy will present a problem in several years.
Martin,
I really appreciate your webcasts. Even when you are selling a service, they are still very informative ( I am a contrarian memer). I have learned quite a lot in the last year by tuning in to these. Thanks for keeping us informed, I think most people have their head in the sand, and at leats I think I know what to expect.
Klaus
Mr Weiss:
I wish to advise that your GLOBAL FORUM was without a doubt one of the most
informative of discussions on global financial matters which I have ever listened.
I appreciated your invitation to listen to your global forum and am very thankful to you and your associates.
sincerely,
michael oddi
Excellent blog.
Thankyou.
Dan
ONE OF THE MOST INFORMATIVE AND USEFUL SYNOPSIS OF THE WORLD’S ECONOMIC CONDITION I HAVE EVER HEARD….A TRUE LEARNING EXPERIENCE, TO SUM IT UP IN ONE WORD…..EXCEPTIONAL! LET’S DO IT AGAIN!
What is yor prediction on the value of gold in USD, EU, yuan, ruble and rupiah particularly as the Chinese market has recently suffered a very major reversal (which incidently also preceded the 2008 October Wall St crash - refer to Chinese market during the Olympics) ?
Did you recognize the AUD and ASX blue chip growth since March 2009? 119% gain!
The information that you provided in your video is very helpful in this time of our goverment spending like never before.
Thank Youl
I have watched all your recent videos and would sign up for your services if your offerings were more relevent for me as an investor based in Australia. From World Macro economiv view the information you pass is very relevant though.
I do however wonder how efficient both China and Brazil can become. China because they have a very powerful propaganda machine and its difficult to know what is really going. Also the micro management control they have over their economy makes me wonder if they can reach full potential with this? If they can, it would prove my whole underlying philosphical beliefs in free markets wrong!
Brazil is another matter. However with endemic corruption and self interest of politicians, business people, breaking or ignoring all sensible ethics and regulations I wonder how successful they can become also? Such markets lack trust and thus cannot fully develop either.
Whilst, Europe, the US and even Australia make every effort to disable the requred market place corrections it is conceivable that these two economic giants can prosper to a degree over us. However with sensible policies in place in the first world again it is difficult to see how the likes of China, Brazil and even India can prosper and become “first world” without major political cultural changes and practices in the underlying business and politcal process. I know this topic is big enough to have a whole library written about it, but it is something I believe worth exploring.
Regards
Mark Naber
Mr. Wiess,
thank you very much for your informative presentation. I do think that emerging markets will be good investments soon. However, at this point China is acting very much like a bubble market and it would be best to wait until that bubble pops before jumping into the Chinese market or other emerging markets. I love the research you do and appreciate your information on a daily basis.
I”m a subscriber of Larry Edelson,I think you guy do a great job , helping sore out vital
information that leads your readers to smarter choices . Larry,Clous, Tony, and Bryan are your Top Gun Boys. As a new Investor I think it would be great and I would be interesting if having a more one to one coaching from Larry .
Thank you for your hard work and dedication to all of us .
Martin, your 64-minute global strategy update was superb !!! It has changed the direction of my investment strategy — starting now.
Many thanks!
Hut Theller
Dear Dr. Weiss: I watched the entire webcast after market hours rather than during them. I found it outstanding in all respects. Your team made many salient comments and valuable recommendations. As you may recall, I am particularly interested in international opportunities, so this was “right down my alley!”
Sincerely,
Kenneth Keown
The general information you give is very insightful and helpful to a certain degree. I am a very small time investor as compared to alot or most others and therefore cannot afford to subscribe to the various services, let alone have the capital necessary for some of the types of investments you recommend. I know, mutual funds and etf’s do not require a large amount to start out so I guess my only hope is to be patient, take it slow, and invest for the long haul. I just wish I had more access to the information provided by the foundation for the study of cycles. I guess what I am really trying to say is I want higher rewards without taking higher risk. Ha Ha. I know you and your team put out a lot of good information and I will continue to closely monitor your advice. Thanks alot for all of the good work you are doing!!!!!!
Martin:
I really have enjoyed not only this web-cast, but all the others as well, in that we don’t have to listen to the same noise coming from those that have their own agenda. Most of the comments which have been posted on your blog mirror my thoughts. Thank you for this fine web-cast, most informative to say the least. I look forward to future programs which rival this one and which will help to guide my investment decisions. Many thanks again,
Fred R. Tuerpe’
Martin,
I thought your global economic summit was terrific. As a council member it is difficult to set a budget these days that makes use of the tax dollar wisely. Therefore, it is now even more important that I know what’s up in our world economically. Your program provided me with lots of info. Thank you. Sue
Dear Martin: first, thank-you for producing your insigthful overview from you and the Weiss global team. I learned alot and helped me step above the fray and noise. In the spirit of constructive criticism, what I found lacking was input in the area of renewable technologies, solar, wind, renewable building materials, biofuels (ethanol and algae) in particular those areas in Brazil, So. East Asia, India and China. As Thomas Friedman, Al Gore & Dept of Energy Sect. Steven Chu all say, the global warming problem, offers a huge financial opportunity. I enjoyed your blogs about your personal insight into the Brazilian strategic success with conversion to an ethanol fuel economy, that has been a mega-trend and financial opportunity of which the US has missed the proverbial boat. You and your team talked eloquently about greenbacks, what about the green opportunities in future webinars? thanks again for all your good information.
Spetember 2008: It was batten the hatches, get your money to safety. = 100%. I Love Martin.
Fast forward to mid 2009: A new get rich quick scheme/theory every month.
What gives?
To Weiss Research,
Congratulations on collaborating this dynamic and prophetic insight on how, when and where to invest, your organization has the key AND most up to date GPS in unlocking all the confusion in this unstable season. I can tell you first hand from Australia that your data is so ahead of time that all our public commentators in Australia are miles behind, this week they started promoting ETF’S.
Keep up the excellent work and I assure you that all your good work will come back to you 10 fold.
George Fotopoulos
Australia, Melbourne
God Bless
We found your Global Forum truly insightful and full of new information, as well as a new way of looking at the ‘big picture’. We intend to take steps to alter our investment strategies based upon this information. We look forward to more informational webinars.
Thank you and your hard working team for looking after your clients with such commitment.
Martin,
I enjoyed your “Global Forum” and I appreciated the opportunity to listen to the speakers. I have a follow up question that I would very much appreciate an answer on.
I just spoke to a representative of Fisher Investments. They are bullish on the stock market and I was told this evening (August 19,2009) that there has NEVER BEEN in stock market history a 50% retracement from a bear market low that wasn’t immediately followed by a new bull market. They imply that the degree of movement from the March lows means that we are in a new Bull Market. My question is do you think they have any justification for believing that simply because we moved 50% from the March lows that means we are in a new Bull Market?
Thanks for offering your views.
You’re looking good! But would look more youthful without the beard. I look the same
age as you, but I’m not. I’m 89! I look better than my 60-year old son!
The TV forum was excellent! Great picture of our economic conditions and where we stand globally.
I am really anxious about your investment recommendations.
Oscar Fuhrmann
enjoyed presentation, informative and thought provocative. Maybe highlite major thoughts of presentation along with stocks or companies that were being highlited. Give that info only to listeners that heard whole presentation and provided survey.
Dear Dr. Weiss, I am grateful for the wealth of timely information which was provided in the webcast by you and your confreres at noon on August 13th. I watched the video a
second time since then and look forward to the printed version when it becomes available. To have your people participate from around the globe enhanced the overall
presentation. It makes me even more appreciative of the effort that went into making
the webcast such an overwhelming success. Thank you, Melba Sport
I am an elementary special education teacher, starting a new school year in Lebanon, OR, at age 69. I do not want to give up my job until I have to; worried about Soc. Sec., OR PERS, my 403B, gold confiscation, inflation, higher taxes, and the Greatest Depression unfolding, and of course the action by our government and financial sector! I have been learning so much from Weiss Research!! I do not have much to invest, but I am trying to figure out how not to lose money and to make money too. The Global Forum helped me think about moving beyond US investments and to understand more about the rest of the world. Your information is very interesting and the best economy information that I have found! I also appreciate your book.
Hi Martin, I watched the original video, which I always try to do. You do a great job of communicating! As a former media executive — General Manager of the New York Daily News and The Christian Science Monitor — I appreciate your proven ability to get the message out in an understandable way. However, having read your recent “Important Strategy Update”, I sense a little moving away from your strong conservative position. Do not let your new affiliation with Richard Mogey influence you too much! Just today Jim Shepherd’s computer model declared we are heading into a “deflationary spiral” and last week, Dr. Stephen Leeb, who has always been less conservative than you or I, changed his view and stated that there is a severe market crash straight ahead. And Doug Casey has been saying that, too. If America goes down the tubes, Europe will certainly follow. Even China, India and Brazil may not do too well in the short haul. This is a time that I need your safe and sure approach, just like Irving guided me in those many years ago. So, hang tough in there, Martin, and stick to what your gut feeling is! I am counting on you!
With appreciation, Bruce McCauley
I don’t understand why you have not recommended the DIA, SPY, & QQQQ’s when you knew the market was in an uptrend. After listening to your broadcast, I went and invested in China and took a major hit. Silver has sold at a Stop Loss of 3% - more than the 2.5% “mental” limit. What is that? Either we are in or we are out. I am paying for definitive recommendations.
Congratulations on your excellent track record of forecasting, taking into account the many complexities affecting the market and taking a firm stance with rare vacillations. I read your offerings with interest, but have become hesitant to seek profits, having been burned in the market collapse and much too late taking your advice to get into cash. A widower of 84 with an emergency heart bypass and other heart problems in my medical history, it seems a bit late in my lifetime to try to recover past losses. I have concluded that it would be in my best interests to focus heavily on income-producing securities, allowing me to continue making significant monetary gifts to my children at Christmastime - they need the infusion more than I do. Probably the group size of people with similar objectives is small, but if you could deal with such situations a tad more frequently, I would surely be appreciative.
The latest web presentation was very interesting, however:), I wonder when Klaus(??) & Weiss will utilize some of that thinking. Having said that (smile again:) I need to check Klaus(sp?)/Weiss’ selections because I thought I heard Klaus say - “that’s why we picked x?x?x”. Maybe I’m wrong but never-the-less, it was a good presentation!!
I think one has to say, ‘these folks are doing a pretty good job’, you just don’t get this kind of transparency from other services …. sorry, if that statement will cost us … well, hell w/ you:), sorry if that will cost me (no smilie face:( ………….. :) But really, usually it’s a newsletter and that’s it!!
I very much enjoyed the presentation finding it quite useful.
FYI: I live in a community of seniors 55+ years and older. I, personnally, am still working in the academic field, administration, at a college in Ft. Lauderdale. I don’t have much money but many others do. All too often we hear the terms: short term, intermediate term and long term. Please explain what each means in terms of time periods involved. For those that need income, what reputable bond funds might you suggest or are there other alternatives?
Thanking you in advance,
Richard Schneider
Thank You
Mr.Weiss:thank you for taking the time to inform people about different investment strategies and explaining what is going on during this era of turbulence within the financial markets. Your seminars are quite interesting and informative and I look forward to visitthe next one. Thanks again.
Loris
just wanted to thank you and your fellow experts on what the future may be coming soon.
I have heard a lot of the info that you all brought up but it conferms it to me.
I will keep a sharp eye on the end of this year and the following year for the drop
in every thing.
Thanks for the information and your concern for those who would listen.
Bob Nessly
Dear Martin,
I am a long time admirer of you and your concern for your subscribers.
Your warnings about the dire circumstances surrounding the market have saved investors millions of dollars.
MY only criticism of your broadcast was that the majority of time was given to China.
I have been to China many times and the way to learn what’s going on is to go to the restaurants and bars where the Western businessmen sit and chat.
All the numbers coming out of China are phoney and cannot be relied upon for investment. China’s GNP and growth are numbers that are preset regardless of performance.
China will be lucky to grow at 0 to 1% this year and thats only because of the stimulus.
Huge office buildings (skyscaqpers)remain empty in Shanghai and Senzhen and thousands of huge factories have been closed.
Exports are down 25%.
They chinese accounting system books “shipments” when the money is released from the bank not when the project is completed.
Advise your readers to stay away from China just as Klaus advised them to stay away from Europe.
Regards,
Burt
I found the video very informative and timely . I was so impressed I have forwarded it onto my friends to watch. I plan on investing according to your advice. I plan on watching it again and taking notes. Thank you for allowing me to see it.
Also, thank you for the information you sent on the health insurance companies and the courage you demonstrate in fighting them . I am also forwarding that to many of my friends. I love getting your emails and you are teaching me so much. I trust you. That is the highest compliment I can give you.
Dear Martin,
I thought this discussion was quite good, especially the new perspectives on the Asia-Pacific opportunities.
In another forum, perhaps you could have someone go into the detailed mechanics of investing in Hong Kong, Shanghai, Seoul, Singapore and Tokyo stocks for American citizens. This would encompass how to use American brokers, if possible, to do this, or, how to establish other accounts through which this might be done. This would, of course, be different from buying ADRs in U.S. markets or buying ETFs or mutual funds in America that supposedly invest in only those markets. The idea is to buy only the stocks an individual investor may be interested in and do so on their exchanges and in their currencies.
Any help you could provide in this area would be very much appreciated, no doubt by many, as well as by me.
Thanks for doing all these forums on your own. Most interesting.
Yours truly,
Martin L. Green
Dear Martin,
Thanks for the opportunity to respond to your first Global Forum. I can’t remember when an array of analysis experts were assembled at one time to give in depth analysis of the global financial markets, not only where we are but where we should be looking for the future. A very informative vehicle that should be made a regular part of your investment program, perhaps on a monthly basis or bi monthly basis at the least.
It is obvious when listening to Larry, Tony, Monty, Klaus and yourself that your backgrounds are rich in both experience and wisdom and reflect an understanding and grasp of the economic and financial position of today and where to be to protect yourself and to participate in the anticipated growth of the future. I believe the common thread between all of you is you are individually and constantly “kicking the tires.” You are not just taking happenings around the globe and putting your own spin on it from behind a computer.
Keep up the good work!!
My only concern at this juncture is our unemployment situation. With some 14 Million people out of work and counting, the consumer engine that accounted for approximately 70 % of the demand in our domestic economy is now moribund. Our consumption also has a significant impact on the Eurpoe and Asian markets as well. Without significant improvement here, the export engines of the emerging markets will not be stimulated sufficiently to sustain their recent expansion and capex programs.
Martin,
It was a very good session.
I would only ask that when guests give recommendations for
funds or stocks, that they be visually reinforced with
ticker symbols and names.
Otherwise, very very informative.
I like your consistent effort to provide information
without trying to constantly sell products.
It is an approach that draws many, many more
people to your service than otherwise.
Thanks again,
Jack
The U. S., Chinese and Brazilian stock markets are massively manipulated bubbles being created by credit injections from banks, speculators and the media pumping them up. Brazil is up 317 % per year since March. The only unknown is when such unsustainable growth rates begin to decline and cause a large loss to the bettors (excuse me, investors).
Martin, I have researched China growth for years. I have friends in China. I tell my friends in Detroit about China growth, hey I am moving to Asia next week, But, it was not until I saw your video that it sunk in. Its not just growth. Its a Mega-Megatrend. Its not a shift in wealth from west to east, its a shift in everything. How can I describe it.
Its a major shift in opportunities for business as opposed to sharp contraction of opportunities here. The nail in the coffin is the capitol flight.
99% of Americans don’t understand. Oh they understand production jobs have gone to China, but none of my friends understand the profound change that has taken place. The historic change that has taken place. Even I did not understand the bigger picture until I saw that video. After watching that I just said to myself “WOW”. It was one of those light bulb moments.
I have seen the growth for myself, but you know everything has cycles. Now I realize that they (Asia) are at the beginning of a big new growth cycle.
People in America have the perception that everything China makes is exported to America. And that now that America is having troubles that China is suffering. As your report pointed out this is untrue. My research shows only some where around 20% of China’s exports go to USA.
Asia is taking the lead in the world. Taking it from USA. I am not sure even the Asians fully understand this.
Martin,
I do have flexibility for about 30% of my retirement assets to invest in the open market. However, the other 70% is in my employer 401(k). There is a Schwab short t-bill fund and a mix solid small, medium and large cap growth and blend funds; as well as a few bond funds and two foreign funds (all mutual funds). One recent addition is the Vanguard TIPS fund. What are your thoughts about putting some of my investment dollars into the TIPS fund as most of what I am reading indicates that t-bill interest rates are headed up and that should make this a pretty good performing fund?
That was a great presentation and really helps guide investors. Also, I would like to hear more about specific investment companies, bonds, funds,ETFs, etc. but I know that is asking a lot.
I appreciated the history you presented of the action by a few of the wall street crowd and the insurance companies, like AIG, ABK, AND MBI. that caused the financial problems that caused many people lots of money. As a retired individual of 86 years I had also retired from active investing and was dependent on money markets, which dropped their interest rates to near zero.
Fortunately, I had accumulated enough money to last me for at least 20 more years without any interest on my capital.
John DeVillier
johndevillier2@yahoo.com
Hi Martin, I enjoyed your latest video quite a bit. Be advised that I can’t view them while I am at work so I have to view later in the evening. I joined the Foundation for the Study of Cycles so I am curently studying their work and works!
Their latest missive was entitled “Waiting for Godot or a correction, Is it futile” This encapsulates my view completely.
Do you think that there is so much money floating around the current rally has quite a while to go?
Thanks,
I think the only way investors can make out in the “new socialist atmosphere in this country is to buy foreign stock. In years past I was always “buy american”,but with a bunch of communist types running the country,there are many countries that have much brighter business prospects. It is sad to see but darn little I can do about it.
Unexpectedly had to miss the web cast, but caught it later. All the participants were excellent. They all give facts and charts that re-enforce their views. We are treated with respect and given solid facts for the position they take and not blindly expect us to follow every opinion.
Claus has taken some criticism because of his thoughtful investing principles, but I admire his logic and would encourage him to maintain his oohilosophy. The blogs indicate that some members have more day trading temperament. A good stock with good fundamentals will remain a good stock until the fundamentals change.
I have studied some of Prechter and the Elliot wave books and feel waves are important in life cycles, Richard has good basis for his wave theories. I did not find them fruitful in the 90’s. My age group is not as comfortable with close trading times even though my stock turnover is more rapid than any time in my life.
I intend to give Richard Mogey a good chance, but am not as comfortable as with Claus.
Thank you foir all your efforts.
Woow! What a phenomenal presentation, Dr. Weiss and Research team. I have learned so much from your videos and research. Thank God I have lived this long, I am turning 64 Aug. 28, and pursuing my second ph.d in education, first is in psychology and the third will be in economics. My goal is to have three ph.d’s by the time I am 74, I love learning and that is why your videos are God sent and developed.
FYI; One of my four careers is being a University Professor of Teachers here at National University in San Jose, California…I use the phrase being a Phenomenal MEAN..
Making Excellence A Necessity..Expert Teachers. Well Dr. Weiss, you and your whole team examplify being Phenomenal MEAN Research Investing Expert Teachers; you and your whole team are teaching people like myself how to prepare and invest in ths global difficult times.
Take care, be well and God bless you and your Research Team,
Kimo Sanchez
It was a fantastic Forum and I enjoyed very much. You should be commended for offering those quality professional men that conducted the Forum. I appreciated your offering these informative to us.
Martin: I have found your seminars to be superb, well coordinated, and so very helpful to my own investment processing. Your cohorts have shown great perception and timing in their sharings, and I want to thank them. I spent six years as an account exec in the old Thomson McKinnon on the circle in Indy, wandered far afield, but never never forgot the demise and dangers of those markets, 1969-70 and 1973-74 back to back. I lived through them, lost a career op by so doing, but put all that to work over the years….most recently, my wife and I lost a maximum of 7.1% of value last September-January, not the 35-40% of all the colleges, art museums, pensions, etc. And we, thanks to you characters, are back up within 1.6% of breakeven now. Awesome. I do think the Asian markets will not yet decouple for a couple of years or so, and hence may even lead the downside into next year. And as you know, 2010 will be the worst of the four years of the market in a Presidential Years cycle.
I have been in process of moving much of our moolah offshore, and now in the current political farse and tragedy in Washington, am doing so ever so promptly. But gathering cash right now, selling on rallies and holding back on new positions until we pass the October/November manhole. I again thank you so very much for your fine guidance. Go Team!!! Oh, I never buy anything without consulting both bar charts and Point and Figures.
Live by them. I love the tech charts and comments the guys are making. Bob Webb
Dear Martin,
I enjoyed your forum, thank you. Perhaps I am missing a simple economic principle in the following;
1. At the corporate level the well known “du pont” ratio of return on capital [roc=np/capital] is the product of two ratios ie. net profit/ sales * sales /capital.
NP/sales gives us a measure of efficiency while Sales/capital gives us a measure utilisation of capital.
2. At the state or national level it appears that the notion of national capital is omitted from general analysis of the present malaise. e.g. if the capital value of the USA [calculated in similar fashion to a corporation] is compared to its GNP [or GDP] ???
Dear Dr Martin
Your ‘CRUCIAL-STRATEGY-UPDATE’ is a unique piece of unparalleled research . Thanks . However , my one question remains unanswered i.e ” for almost one year you have been forecasting that DOW will touch 5000-mark , and you gave many reasons as to ‘why DOW must touch 5000-mark’ ; so then how come , you are not touching this point in your talks as to why it is moving North” . Please answer if you have one .
DR.AGGARWAL
very good info. what is you opinon on where the market is going (down)?
IT WAS VERY GOOD, I WITCH WE COULD GET RID OF ALL THE BAD PEOPLE THAT
IS DESTROYING THE USA. THANKS, I READ EVERY E-MAIL
very good info. what is you opinon on where the market is going (down
I am an Australia-based investor, not interested in agressive trading, but keen to manage retirement savings of wife and self to ensure they remain adequate for remaining needs and some left for next generation. I was lucky enough to forsee GFC before it happened and quit share investments > eighteen months ago. For last twelve months I have used your newsletters and video presentations as source of informed opinion on world financial markets additional to local media. I’ve recently moved back into shares with feeling of bird picking worms in front of proverbial road roller. With help of your info I hope to avoid being crushed. I’ll let you know how it turns out. Thanks and best regards.
Hi Martin,
I watched the global forum. I got chills up my spine. My scene has been one of turmoil and change for the last year. I’ve got several research projects going, and am constantly in a state of information overload. I am months behind in my reading. I have been getting your news letter now for some months. I’ve been scanning and filing and moving on, and I confess I haven’t given it the study it deserves. That said, I’m new to the markets and have a problem with basic definitions of things. I also don’t have a pot to piss in or a window to throw it through. When I watched the forum, I beheld the future. I see myself as a continuous life long investor under your influence and guidance. That is the reason for this email. Today my domestic scene is once again tranquil and I am starting over. I have nothing. I have only this direction, and the desire for this future. So my question to you is how do I best align myself with what you are doing? Sincerely, Tony Heil.
I am very thankful for Weiss. I have been a subscriber since the 70’s back when the “Old Man’ was still around. He had more integrity in his little finger that most Wall Street money managers can even imagine. Son Martin seems to be a chip off the old block! This is especially evident in the way Weiss has responded to the current financial crisis. Weiss consistantly and dependably goes to the aid and assistance of the small investor or citizen investor. He provides information and analysis I can locate no where else! Weiss seeks the truth. In an environment where lies are manufactured constantly this is extremely important. There is no other firm like Weiss.
Thank you for what you are doing. Today, Aug. 19, I saw the news about China’s stock market declining 20% since Aug. 4.because the Gov’t quite injecting “stimulus” money into credit for buyer’s to buy stocks on margin. I am sure there is more to this story, but this is similar to 1928-1929 pre crash when the Fed at that time lowered Fed rates, therefore creating more money for investors to buy on margin helping the stock bubble to grow. What are your thoughts on this? More importantly, how can you accurately determine what is really going on with China’s economy since they can manulipate any number and indicator they want for their own agenda? ( Which could be to attract large amounts of capital, therefore boosting their credit flows and cash without having the fundamentals to support it?) Thank you for your time.
I forwarded your forum to many friends and family…I am trying to sell my fabulous northwest art collection of Quentin Robbins …painted on mahoghany…northwest atmospheric scenes of blue cold snowy woods and cabins with a warm light in the window and lavender and northwest sunsets and moonscapes etc…with the texture of the woods and layers of northwest colors and subtlety of the artist…paintings that would be popular even with nonart lovers…If I sell it I can invest with you…some colleges would like the collection. I am selling 2/3rds of it for 1 million dollars, 20 paintings…they will each be worth millions as they are shown…the artist was rather reclusive and has MA Otis Art Institute Thank YOU Leigh
I appreciate your work and assessment of the world financial situations. As a Canadian senior retiree I am limited in making investments from my present location in Canada but I thoroughly enjoy following your actions along with your foreign consultants. Wishing you continued success. Walter Hood
I thought the Global Forum was superb with good, sound investment advice. As a result of looking at the Dow/Gold Ratio over time, I am investing in gold and looking for a spike if the stock market (banks) fail due to the enormous CDO risk/debt and ARM loan readjustments coming in early 2010. I am also looking for quality ways to play oil over time and am looking for some type of spike in prices there as well; allbeit down the road a little further out in time. I have also opened a small commodity options account recently. My main concern is the banking system and keeping my investments safe. Although we have had so much talk of green shoots, I think we are at high risk of a banking collapse. Since you have a reputation for safety, I hoped that you were going to address this in the forum and would be anxious to learn more on keeping money safe and how to get an accurate read on a banks solvency since the ratings agencies can no longer be counted on to provide accurate, realistic information. I am a subscriber to Larry Eddleston’s newsletter and find it phenominal. Keep up the good work and thank you.
Dear Martin, many thanks for the video. It all makes sense to me. But, I don’t know what to do any longer. I believe that the powers that be (NWO) will do what they want. Anything anyone does today is just a shot in the dark. When will ‘they’ determine it’s time to strike Iran? When will ‘they’ transfer everything from the Fed to the IBS? There are mad men ruling this world. I think your analysis of what SHOULD happen is excellent, but the ‘crazies’ may have other plans, or not…who knows?
Excellent overview of the World/Asia markets and their potential for growth. Definitely a move that I intend to make using ETF’s such as FXI and others for key countries. I concur that the US market is overvalued at the moment and even perhaps artificially hyped. Some US based equities will take advantage of the Asia growth such as AFLAC perhaps it would be of some value to mention these thus providing a more balanced perspective as well as alternatives for those fearful of going outside the US market.
Thanks for the perspective
Steve S
In that I have lost approximately $300,000.00 over the last year in the commodities market, (gold - silver- grains) I would like to know - If the stock market continues to deteriorate, will the commodities slide along with it?
Warren Ogren
Dear Martin,
a most useful program. I have mentioned your service to numerous friends and hope
that some of them have or will join the Alliance. Most are former corporate executives
who have their money managed by advisors who, I am afraid, are buy and hold types.
I have been writing to various Senators and Congressmen and have sent them a number
of your informative pieces. I am also working with the Concord Coalition concerning the
massive deficit spending by our government and am attempting to get a grass roots
protest underway. One feels so helpless, but I am hoping that the average American
will soon realize what is happening to him and his offspring. Keep up the good work.
I enjoyed the information on the video and found it very interesting……I am retired and have need of investments for my IRA….Do you recommend the same investments that are in your Safe Money Report and Real Wealth Report for my IRA….? If not, could you or Larry suggest some in one of your monthly reports or reminders.
Thank You
Hello,
I wish to thank you for your videos - I find them to be of help to me as I try to figure out what is happening in the world and how I may make a few bucks on the market. I don’t have alot of money but I do have some so I can invest in selected areas. Mind you, I am retired, and reading all the multitudes of “stuff” is fun but takes time and there are so many conflicting views. I trust what I see in your videos, they shorten it down for me and I like the fact I can get some pointers from you and your guys now and then.
thanks
Bill Eich
Your webcast was very informative but we have a mounting crisis here in the USA as we watch the International Banking Cartel attempt to takeover our country through the manipulation of a traitorous group of elected officials and a complicit national media who is working hand in glove with the Socialist World Gov.(UN) in order to establish a Fascist World Gov.(New World Order) for the benefit of the so called ruling elite. This will amount to about 6000 criminally insane individuals controlling a planet of 6 billion people who are increasingly being controlled by oppressive laws and regulations through the World Gov. that now exist. The USA is now in the process of being dismantled by design; and that ought to send chills up the spine of every person who has ever thought about a better tomorrow for themselves and their families. The real question the people who have resources now need to ask is:”Who will stand up to fight this tyranny now while we have the means to do so?” That is the spirit of 1776 and the time is now for the second revolution. We can either save our freedoms or go down in history as the generation that was too self-absorbed and cowardly to fight for what was right.
martin The information on the viedo. i really enjoyed along with your advisors . should i invest in all the etfs now or which ones do you suggest. i only have a small invest now at this time to invest.
Martin -
Great video packed with good information and insights.
Have already forwarded it to a friend.
Keep up the good work!
Bob Hinkle
What I am really concerned about is the information I am hearing on the internet and local business leaders about a banking collapse. Our church’s bank failed last week. The FDIC paid out $7 billion. 4 other institutions also failed. I have heard from local wealthy businessmen the FDIC is now broke. Congress failed to raise the debt ceiling for the year Monday afternoon, and the gov. is also now on empty. California is broke. There are reports that U.S. embassies have been shipped large quantities of cash w/orders to convert it to local currencies. Reports are circulating that 1000 other banks are on the edge of failure, and more are scheduled for closure this Friday…resulting in a run on banks Saturday and a bank holiday declared on Sunday.
We need direction about what to do with our money for safety…who cares about the stock market????
Thank you for bringing together a team of hands on professionals. I am appalled at what is happening to our country and find myself bouncing between anger and despair. Your video helped me refocus on the future. As a practical matter there is really little I can do to change the world. I simply need to adjust to where it is going. Your video was practical and pragmatic and a really solid macro economic lesson on the flow of wealth and power from the “old and declining” west to the resurgent east. I simply need to go with the flow and the video helped me realize it.
I am certain that there are many opporutnities out there for growing ones net worth, as your featured speakers made abundantly clear. However, for one such as I who is well past retirement years and afraid that government health care will rule me out, do I dare risk my savings in any program? You make them all sound very advantageous,
profitable and secure. One mistake placing funds in the wrong investment could mean
disasture for me. Short term treasuries is where I am but offers almost nothing in return. Am I safe and sorry or just sorry?
I enjoyed the program very much, but would have liked to have had more input from those participating related to their views re. markets world-wide. i.e. Is the recent Shanghai stock slump the beginning of something more ominous such as a start of a new bear market, resumption of recession or start of a possible world wide depression?
Thanks,
Rich
Excellent presentation, with very credible and informed participants. I am already a subscriber to your Foundation Alliance service, and have this question that is related to the study of cycles: is there enough accumulated data for Weiss to apply cycliccal analysis to its international investment recommendations, and to get the benefits of this tool as well?
Your Global Forum was fantastic, to say the least. For me, I greatly appreciated your
seeing to it that we were given specific names for purchase, in addition to the ever
present economic up to date info offfered.
Martin, I must voice my sincere thanks for your continued caring of your followers. I
wish good health to you and your lovely family, as well as many more years of your
unequalled contributions. Congratulations!!!
Dear Martin,
It was the greatest pleasure to watch you and the experts in the Global Forum. I was very impressed and watched it 3 times so far. What a priviledge to be able to participate. I am truely grateful.
Thanks a lot for the good work.
Christoph
It was an eye opening discussion on global economic issues. I have sent it to my children and nephew to listen to the indepth global economic issues, and I hope they get an insight into the economic issues at hand.
I am very impressed with the various Weiss analysts and so far consider my Contrarian Portfolio subscription valuable because of its insights, if not its specific recommendations so far. As an experienced trader, I recognize what a difficult market this is, particularly from the point of view of buy and holders. Since my time horizons seldom exceed a week, and I am most successful at day trading, I have been able to improve my P&L over your recommended strategies while keeping a bias on my trading consistent with your expectations. I will say that I am totally uninterested in your Foundation Alliance, which, according to my experience as a retired scientist, fails to convince me that they know what they are doing. I am happy to see that most of the recent communications of your analysts ignore that tool.
Hi Martin,
Thanks once again for a truly informative conference. What I cant seem to comprehend is that all of a sudden we seem to be getting a lot of good news coming out about China’s impressive turnaround.
Now this country only a year back was hit hard by the recession. Their exports which accounted for a large part of their output was in deep trouble with rising unemployment and closing factories.
Are we to believe that because of their government stimulus program and the hard currency that they hold works like a magic wand and poof all their troubles are over in less than a year??
If you look at the purchasing power of the local Chinese it is way lower than the American or westerner. Can their domestic buying make up for all the loss in demand they have suffered from exports and bring back the unemployed.
If their traditional exports are still in the doldrums then where is the foreign exchange coming in from. Something doesnt sound right here. I am confused.
Hi Martin and M&M Crew.
We have a 6 month old sweet and innocent baby girl.
We are truly Blessed that she is happy and healthy.
Like all parents, we want to give her the very best opportunity to grow and live a meaningful, adventurous life.
Who do we trust to guide us through the financial traps.
We trust you Martin!
We of course take full responsibility for our decisions and actions,
but we trust you to present the facts openly and honestly as you do.
Without all the smoke and mirrors accounting, the facts bring peace of mind,
even if they are not necessarily what we want to hear.
We were very fortunate to move our [small] capital base out of property with a healthy profit.
We will now follow your recommendations to secure our little girl’s future.
Thank you, thank you, thank you!
It was wonderful insight into the current market situation and I am being avid voucher of market movement for last ten years, Your Global Forum has strengthened my view.
Thanks lot for great work
Dr. Weiss’s team is great. But I would like to point out that I especially appreciate Claus’s points of view. I can sense that he doesn’t fully buy the recent efforts of Dr. Weiss in the predictability of a market, since he knows statistics. There are stationary and nonstationary processes. Stationary ones can be forecast with predictable propability of accuracy. Nonstationary ones (which follow new patterns) cannot. We are more in this second category, and it seems to me, that Claus is well aware of that. Good work, Claus.
Martin,
I very much appreciate your work. I began looking at investment organizations in 2008 when my brother sent an email introducing me to your newsletter. Soon I was flooded with newsletters. I knew zilch about investing. I had always left that to our broker. I am 77 and don’t learn as quickly as I used to. I have no friends or acquaintances who know anything about investing. Parkinson disease has complicated my life considerably. Operating this computer drives me crazy. I knew that this country was in deep trouble, so for the sake of my family and friends I had better stick with the learning process. Somehow I always found myself going back to your newsletters as my best and most trusted informant. Even now as a member of The Foundation Alliance I find myself struggling with the nuts and bolts of using Scottrade to handle investments. As I watched this video I felt your program connecting a lot of dots for me. I do find it unique in the “news” rivers of ink that pour over us every day. So be assured of my appreciation of your work and of my determination to continue this learning process.
Thank you for the opportunity to express my appreciation.
Ed Steichen
Thank you very much for your most imformative and interesting video.
Regards,
John.
Thanks for the video, it was very informative and eye opening to see the bigger pic in the world. I’m in asia for about another week and trying to have wisdom about short and long term investments.Also about currency investments for short and long term. I’m interested in Brazilian CD’’s. What about other currency CDs. Thank you jean
Martin,
Thank you for the very informative Weiss Global Forum. I’m sitting in Asia and most of my investments are tied to the Asian region, China in particular, commodities and some in Latin America.
I have been following Weiss Research and a lot of the information is about the US. I am concerned here because I believe as you and many of your analysts believe the US$ looks to be in for a beating in the future.
You and your friends have advised moving investments to the East. Will the East be able to weather most of the storm when the next crisis hits the dollar and US government bonds?
I am a long-term investor with most of my money in funds and ETFs. Should I just sit through it all or at some point, pull out if not all at least partially? And, when might the timing be?
Anyway, thanks again for any info, advice that you can give in your future research.
Best regards,
Dan
The chinese stimulus package is nearly all spent however the projects started [many of which were projects delayed when their economy became too hot in 2005/6/7] will last for about 2 years .China andother parts of Asia are still hoping their export markets will come back in that time frame .
I cannot see the US and Europe recoverying much in this time as they will no doubt be stripping funds form any revenue base rto pay off their debts.
I agree there is a high potential for meltdown in or around 2012 +or minus 1 year but where can you seek protection for your assets unless you go inot physical commodities but then these physical markets may become frozen due to financial constraints …So do you simply buy Kruger rands ?
Good Afternoon, I enjoyed your world analysis from the various commentators & particularly the summing up of what they expect to unfold in the emerging economies around the world as this economic downturn starts to dissolve. I am a labourer & live in Brisbane. Thank- you once again for a chance to hear the inside story.
Best Regards to yourself & all your Team.
Ken.
thanks for the update. Very timely given market conditions.
An outstanding presentation which should be watched by all trying to make sense of the present financial debacle.
Dear sirs,
I enjoyed your series of transcripts very much. Not once I belive did you mention global warming and its effect on the world economy, that is in my opinion serious, to say the least, yet your prognosis is at least similar, remember I only say similar, to that where global warming takes place - you mention Russia having an advantage over europe for investment - I agree, but my concept of investment is not the classical model, it involves co-operatives and co-operation - its a totally different line of thinking. I am writing about it in three books, the first is not long from completion. Thank you for your time, Kind Regards Harold - Harold Lane from Highland, Scotland.
I’ve followed your writing for several years, and am impressed by your financial aucumen and the accuracy of your predictions/ understanding. But I wonder why the climate crisis and global warming is never included in your analysis, and you have not factored in the real cost of things — energy, commodities — from the point of view of earth - losses and potential/ impending catastrophe. I think your work would be richer and have more depth if you could include this very real and looming threat as part of your columns.
Is global trade sending us down shoot alley. Can taking big profits from the stock market hurt our ecomomy.
Thank you Martin for your skillful chairing of the Forum.
The clarity of the discussion was outstanding.
Dear Dr Weiss
Your Global overview was simply masterly from all your contributors, and the follow-up on China’s need for coal hammered the point home. How do we differentiate a small correction from the start of a big trend. i.e. the FTSE has a bit of time to run before selling, and the Far East prone to small correction too; so the timing of selling on a rise in Europe and buying on a dip in China is a huge part of the modus operandi.
Your advice here is key I feel
Dear Martin,
I believe it will be some time before the Asian markets de-couple from those of the West. In the medium term they will continue to move largely in synchronisation. They may outperform Western markets but that doesn’t necessarily mean they won’t be dragged down when the bear market resumes in earnest. Obviously there will be winners, but it makes the job of selecting them so much harder in a global downturn so that the risk of being long in a bear market is not too great.
I thought your strategy update was excellent and a great blueprint for the future.
Many thanks,
Torquil
It is a most interesting and logical presentation, with all participants giving sound reasoning for their conclusions. Well worth close attention for the 60+ minutes.
Based on the recommendation of buying EWY, South Korea’s index fund, I am not certain how that will grow since I just read in the Wall Street Journal that 2 banks are in
trouble. Should I consider selling?
Thank you,
Laura
Firstly I have amended the e-mail address you had listed above to my new one, please amend your records accordingly.
I enjoyed the session & found it very informative on the state of the world economies however while you mentioned Europe, USA & the B.R.I.C. economies there is no reference to our Australian market which hs reacted very differently to your USA or the European markets, could you qualify our situation & how we should be reacting to the present market here?
I found the information and presentation in your Global Forum to be excellent. Being in Australia we have a slightly different perspective on some of the problems/challenges. Like the USA we have lost much on the capital value our investments without an easy recover plan. However our international outlook has some hope as we are one of the few countries that does owe China; that is we have a favorable trade balance due to supplying China with coal, iron ore, copper and other minerals as well as natural gas. As mentioned in the forum China is attempting to buy some of those mining companies and has aquired a coal mining group. our worry is that they may try to artificially determine an export price and reduce the return to Australia.
Thank you for the forum.
A vital word was left out of my comment - the ommision of “not” gave an opposite meaning to what was intended
Like the USA we have lost much on the capital value our investments without an easy recover plan. However our international outlook has some hope as we are one of the few countries that does NOT owe China; that is we have a favorable trade balance due to supplying China with coal, iron ore, copper and other minerals as well as natural gas.
The Forum was very good and helpful. I am grateful to you what you are trying to do. Thank you for allowing me to have and follow your advice. I’m too small of an investor to participate in your new cycles program but I find your daily reports very helpful. God bless you.
Dear Martin.
Today again I watched the Global Forum video before you take it off the site.
Globel that was it and so surveyable.
This video was unique with many interesting comparisons between continents and countries.
I enjoyed especially the debates between Claus Vogt and Tony Sagani. The way they held different views on investing in China.
I am truly grateful for all these interesting informations.
Warmest regards.
Frieda
PS. Please excuses for the mistakes.
I watch all your excellent material but have found it very difficult to find a way invest in the ETF ticker codes that you suggest. I live in the UK and this makes it so difficult to find an alternative to your suggestions especially when ETF’s here do not work the same way as those in the U.S.
Your equity ETFs hold the stocks that comprise their underlying indexes, whereas European ETFs follow a swap-backed model, meaning that European ETFs are similar in some respects to exchange-traded notes.
While the swap-backed model reduces trading costs and eliminates tracking error, it introduces credit risk to the ETF model. For this reason I would prefer to invest in US ticker codes. The question is HOW?
Hi Martin
I really appreciate the ongoing education that you are providing individuals like me.
Your recent publication was very useful and the fact that you managed to get so many worlwide experts to give the analysis is invaluable.
Thank you
Rashmi
I’m retired and English, worked for a US company, so have some US stock and nieces and nephews in the US. My work involved some finance, but I have no conventional trianing in finance management. But I am - or was once - quite bright.
I decided some months ago to learn more about how it all works, but am limited to what I can do at home. Viewing the FT website here in England got me started.
I was attracted to your website because it reminded me of the newsletter producer in Arthur Hailey’s book “The Moneychangers”. He was a splendidly knowledgeable character, even if he was fictitious.
I thought the global forum was splendid, and have raved about it to friends here. Although I had picked up some of the ideas expounded I could not always see where they came from, and your speakers made it all much more logical, and I like listening to people who really understand the background to the opinions they have formed. The forum speakers made it all amazingly logical and therefore both credible and interesting.
I’m very flattered that you ask my opinion so personally though I can’t offer you much expertise - except, perhaps, in not being an expert in finance. And by the way, I am not given to going overboard with enthusiasm, very much the stiff, reserved, cautious English person. Which should convince you that I really mean what I have written.
I am looking forward to another such forum one day.
Sincerely,
June Dutton
DEAR MARTIN,
I HAVE BEEN READING AND WATCHING YOUR MAILS VERY REGULARLY ALMOST EVERY DAY AND LEARING A NEW STRATEGY EACH DAY. I MUST ADMIT THAT THE INFORMATION PROVDED THROUGH WEISS GLOBAL FORUM ARE UNIQUE.
I CONGRADULATE YOU AND YOUR TEAM OF EXPERTS FOR THEIR EFFORTS IN BRINGING SUCH INFORMATION TO OUR DOOR STEP UNCONDITIONALY.
I LOOK FORWARD TO YOUR NEXT TELECAST SOON.
GOD BLESS YOU ALL.
MUHAMMAD ANSARI
Job well done (re: global forum). paul
Martin and team I found the commentary informative, conservative and well thought through. Tks. for the vierws and tools to match the times. Darius
Martin, absolutely fantastic. I enjoyed the Global Forum immensely. Needless to say your entire team was very thorough and insightful. I’m not discouraged one bit by the fact that China has had a 20% sell off recently. Listenening to the talking heads on the popular TV networks you’d think China is finished. I think your long term view is absolutely correct, China is not going away…. they will become a financial global power.
Thank you again for this great service.
Robert Pashaian
I enjoyed the forum. I understand the shift. But, Is now the time to invest in the EDU? Also, should I keep my exxon stock? Sue
martin, thank you for your interest in my opinion of the global forum. i came away with a great curiousity about the best way to harness the great opportunities in both china and brazil. i am far from a sophisticated investor and feel that at this time in my life am not as open to risk as i have been in the past,however i am thinking that the brazilian fund (ewz) mentioned in the forum might be a good place to park a part of my portfolio.your insight and any further ideas on the best places for growth as well as yield going forward would be appreciated. also i currently own bridgeway agressive growth fund and thinking to change horses so to speak. any comments? beth
I appreciate all of your help in trying to navigate us through the tricky short and medium term outlook to try to get some profits while the market is trending up. All the while not letting us forget that the long-term outlook is still negative.
Martin, I feel your dad would be proud!!
Mr.Weiss:It is great to view your site on the internet and it is very informative. I am really a novice at investing. All my investing, in the past has been in real estate. At this point I am trying to become a more informed investor.Being in a world economy, it is much more difficult to feel informed about what to do. In fact, because I am an engineer I feel most comfortable with prsuing the penny stock investing. I find that because of the internet and the number of companies that are involved, the surges in price are really more reliable because of the number of recommendations (internet) that can be used to determine when to buy and sell.I also enjoy the excitement about this type of investing. I would only use a very small ortion of my holdings to begin, (1/100) at the most. If I am successful, I will channel more of my funding into long term investments. This will primarily be based on your program’s recommendations.It would be fantastic to see a forum about how it would be best to proceed with investing. I am very uncomfortable about investing with people over the internet, but it would, of course, be the most effective and time saving method in my circumstsannces.I am a gambler at heart and love to take risks, but at the same time I want to preserve and hopefully begin increase the value of our holdings. Our holdings are all in real estate, but I wish to becaome a totally informed investor in all areas.I am sure that you probably have had forums in the past that cover the above. In addition, I would like to find out how an individual like myself can best use your company’s information. I would love to organize my mode of investment planning as soon as possible.I am almost seventy years old, but I do have about fifty years left, based on my lifelong planning. Help people like myself, working out of my home, get started on the right track. Thank you for your time and best wishes,Ernie Renner
Martin,
Many thanks for a very informative Global Forum. I very much agree with the views of your analysts. The sequence of inter-related bubble and bust events from the 99/00 dotcom crash to the 07/09 real estate crash and now to the goverment debt bubble coupled with the seismic shift of wealth from west (mature econonmies) to east (emerging economies) will shape both the economic and political climate for many years to come. I would be very interested on your thoughts on how the government debt problem in both the US and Europe will play out, will it be by (a) US and European growth being stimulated (or rather rescued) by the impressive growth in the emerging economies, (b) years of inflation resulting in a major realignment of currencies, (c) massive cuts in government spending for the next 5-10 years, or (d) something else! My view is that (a) will only have a partial impact, (c) takes political courage and may lead to social unrest, (b) a likely outcome for the UK pound and the Euro - and to the earlier demise of the US dollar as a reserve currency with consequent inflationary problems for the US.
David
I have been following Martin since the “old days” of Computrac and Dr. George C. Lane. He always delivers the relevant, pertinant information for todays world. Very informative.
Being a Canadian I would like to see more on the state of the Canadian Economy than I have seen of late. I feel that this would be of interest to your Canadian Subscribers. Considering thatt Canada is the largest trading partner with the U.S., I think this would also be of interest to a number of Americans.
I am a retired Real Estate Appraiser and I have noticed that while the Candian markets have been hit along with every one else, it seems that the real estate market has not suffered to the same extent as the US market. As things continue to unfold do you think that Canadian markets will suffer as they have in the United States. Are Canadian Financial Institutions as vulnerable as those in the U.S.?
Thank you for your attention to this.
Sincerely
Gary Gunn
Dear Martin,
I have reviewed and studied your “global forum” presentation.
I have subscribed to both your Million $ Contrarian and the Foundation Alliance.
My question is: based on the information provided in the Global Forum, will you be providing us with SPECIFIC trading recommendations based on your Global Forum insight enabling us to use this information within our Million $ Contrarian or Foundation Alliance portfolios???
Faythe Vorderstrasse (dss0960)
i watched your global forum. true it is good to get in on the ground floor of emerging markets. but you should have released this info years ago. when it was actulally going on, not when the markets are top heavey. i have been investing in selected overseas markets for over twenty years and i can tell you the big profits have already been made and are trying to be had again by playing on the ingorance of the masses. if they had the same information assimatry that you have, they would be doing the very same thing you are doing, SELLING! real time, raw info is what the smart investor gets, not pick over, spun and outdated info that you push.
Disappointed in yesterday’s forum — in contrast to earlier excellent ones — because it was too promotional and too full of redundant generalities. But I’ll keep listening.
Appeciate your service and pointing out what could be ahead.
As I live in the UK, though, I sometimes feel your research is entirely aimed at the American Investor.
Thanks for the comments on emerging market ETF’s though, something anyone can use
Hello again, Martin!
I already left my comments on your blog several days ago. But since I received your request today to comment again, I’ll just repeat my THANK YOU for your on-going efforts to help us all through these uncertain and difficult times of investing. It’s especially challenging (and scary) for Boomer’s and Seniors, as it’s so easy to have one’s life savings and investments disappear. For those who depend solely on investment income to survive their remaining years (like my father did) it’s a nightmare. You’ve done a great job helping people survive, but we’ve got a long way to go, so keep up the good work! I appreciate you very much!
LH
Dear Sir,
I found the forum to be very informative. I learned a
great deal. I agree with many of your speakers on
their analysis. I also see a financial shift occurring. That
may be unfortunate for the United States. I hope that
things will get better for us in the west. Thank you again
for placing your forum on the web. Your guest speakers
were impressive. I agree with the fellow from Berlin
that the deficit is a problem. Thanks again.
Rob
Martin, We attended a couple of your presentations at the money show in Las Vegas
when your father was still with us. we thought he was a marvelous person
What many people who mistakingly support the Obama bunch do not realize is they
are not only going to raise taxes,but they are going to tax your wealth thru
inflation.Our country is under assalt by these people. Best regards,
Bill & Lucy Cusack
Over time I have come to admire Money and Markets. First rate coverage of the global scene and a lot of information that I don’t find anywhere else. You don’t get this quality of service without a first-rate team. So my thanks and congratulations to all of you.
Martin - an outstnding panel and content. I think you have a real market for his type of service. Keep it up. Your team is obviously bright, well spoken, versed in their specialities
Hello Martin and Co: Thanks for the email. I greaty enjoy all of your communication - emails, books, video conferences etc. I have recommended you to several of my clients. So I am a big supporter. As such I have a few suggestions:
1) your credibility comes from excellent analysis but some of the newsletters come with lots of typical sales hype that inflate expections about spectacular returns in short periods of time. Be very careful with these communications.
2) You rail against insurance carriers yet made no distinction between group and individual health markets contributing to all the noise and confusion on health care debate. Comparing apples and oranges in terms of consumer protections.
3) Your book rails agains cash value life then you endorse the Bank on Yourself whole life model. Inconsistent at best.
4) Cycles trading - typical portolio is $25k with 10% dedicated to each trade ie $2500. How can you make any money doing this? A 10% move is $250 less trade feees.
Thanks. JS
The information was just the best. To hear from those living the truth is the best. We got real informtion, like it or not, that can mould our futures.
I will participate in all your events.
Thanks
Rich
Mr. Weiss,
I am not an economist, nor a market guru, yet I was overwhelmed by the insights and information provided by your panel. I was especially impressed by the observation of the gentleman from Germany and the views he expressed about the future of our national economy as viewed by professionals in other countries.
I would hope that you would find some method of distributing this information to the mass media and our political establishment. You might be limited to talk radio for starters of the Fox Network, but please make an effort.
Respectfully,
the presentation was good. Nevertheless I came up with the opinion that you may need to repl;ace Claus with one of the other presenters. So far we have next to nothing relative to the MDCP and whether or not we will receive furtheer instructions.
i have a sugestion for all you people who invest in iras, 401ks and mutial funds. get out of them now! why? iras and 401ks you do not have control of your investment money, and when you can begin to draw money out of thes plans without paying early withdrawing penilties you get taxed at the ERNED INCOME RATE, NOT AT THE PASSIVE OR PROFOLIEO TAX RATE WHICH IS WAY LESS. secondlyly if your investment in these types of accounts go sour you are pretty much chained to it and have to ride it to the bottom ( no exit stratigy) and not to mention the account maint. fees, account manager commisions that are took out too. get a financial education and take control of your own investments, don’t let some one else do it for you.
thank you for the global forum. It was excellent. I found it to be your best presention. your experts were extremely knowledgeable and informative. Their sincere honesty was refreshing and very helpful. thanks again.
I liked it very much i liked what the German advisor had to say he sounded more concerned about the up-coming future events. I really wanted to know more about future commodity prices however, but thank you for this news event, it still was helpfull.
Martin & Team:
My sincere thanks to you and to all of your associates for producing the first Weiss Global Forum! It was innovative, educational, and very refreshing as well. In this new age of so-called 24 hour “investment news” media and over-hyped and dangerously structured “investment vehicles” created by the Wall St. crowd, your forum was a welcome change.
The central problem with most individual investors (and especially individual investors within the USA!) is investment myopia; they have not trained their minds to “think globally”, nor have they given sufficient thought to diversification; some who have a small portion of their investments in a global mutual fund delude themselves into believing that their portfolio is sufficiently “international.” Then there is the common American notion that there are many “good” investment alternatives here in the USA (global and international mutual funds, commodities derivatives, etc.) that will give their retirement portfolio an international flavor. In essence, that’s all it is . . . flavor! They smell the aroma, but aroma can never satisfy their hunger.
Martin,
The seminar was most valuable. It hit the point on some very important ideas.
Thanks for arranging a top quality , practical meeting. Would it be possible to prepare
a brief review of the most important points covered. I did take notes however,
much the trasmission was broken and impossible to hear, especially the overseas
discussions. Keep up the in depth work. You are most creditable, Bill Miller
I travel the world like you, and am 69 so I have seen a lot. For years money has been pouring out of the US. It is now pouring out of Russia, China. India and the US. (It should be pouring out of many other countries, but the folks have no idea where to put it).
Everywhere is unsafe in the minds of men everywhere. Russians and Chinese think we are the best hope in America. We believe America is lost. We are all in fear. Fear about what we do know and fear also what we do not know.
You give good advise, this is not over. More bad news will come. More unemployment will come as the winter sets in. More houses will fail, more credit card will fail, we will lose hope…That is a good sign, before it can get better people must change their thinking. Resting a bit and getting back into the same ways will not work. So we must give up… almost and then slowly come out of this. If we do it slowly we will be better people.
I saw it all coming, but could not get out of my Real estate holdings in time. It is Ok I will live, but I have already changed my thinking and will never carry a balance on a card again.
Again I travel in elite relms and see in person what you tell us. This is powerful truth. Those that get it, and digest it, and then live it, will survive and prosper the rest are lost. The crowd is preaching recovery now, jump back in now, buy a new car now.
I do believe that there are bargains now, buy better ones await…when WE start buying the downturn will have ended and when we do no one else will be buying.
Thank you
Sumner
Your recommend holding physical gold. I have had gold (mostly in gold coins) but I have never figured out how I could negotiate them in a crisis. Banks will not handle them, coin shops could be a very risky option, I have been ripped of by most of the “Big Boys” like Blanchard, Investment Rarities, etc. Even getting coins valued safely is a problem. No, I am not paranoid, but you and I have similar views of what can happen when people get desperate.
My decision to buy gold stocks (like Newmont) was a disaster. The went down when gold went up!
Also, I understand that profits from selling gold funds are taxed at maximum rates?
Mr Weiss: Thank you for your information and the work you and your team is doing. My situation is as follows. I am 66 yrs old and retired. I lost about 40% of my 401k in the debacle last September. I transferred what was left to Ed Jones where a friend of mine works and now manages my account. I have the bulk of it in Franklin Templeton, put some in Royal Dutch Shell, some in At&t, some in Nordic American Tanker, and some in an emergency cash acct. I am a rookie at this and have been relying primarily on my friends advice, but he pretty much follows the Ed Jones party line. Although there has been some growth I am not comfortable with what I have done so far and my friend and I do not see eye to eye on strategy. After viewing your seminar, I am contemplating making changes, so the questions are as follows.
1. Can I enter these foreign markets through my friend at Ed Jones
2. Can I transfer my funds over to your investment service
3. Is there a minimun amount I need to transfer to become a client with your
company.
At this stage in my life, my risk tolerance is low. I do not currently need income from my investments to live although a little extra each month would not hurt. My goal is to provide some security for emergencies, and to be able to leave something for my family in the event of my demise. Your work, time, and any suggestions are appreciated. Dennis
Wow! Thank you so much. I have learn a great deal from all of you and would like for you to do this frequently. This is all very new to me and apparently nobody I know, believes nor wants to be concerned with this or what you are saying at this time. I find it alarming myself. I will want to ask you questions as I learn and become familier with this new way of thinking and possibly maneuvoring funds in the “hopefully” near future. Thank you for sharing and being open to everyone. Tracy
Dear Martin,
Yes, I found the video interesting and informative , regarding investments in Asia, however, I believe that no matter how hard the Chinese economy runs, it will not prevent a US led collapse in world economic activity. All the signs are there, a collapse in world trade, persistantly lower sales by US corporations, and other multinationals, excessive debt in the hands of consumers, corporations and governments, lunatic fiscal policies of G8 countries etc.
In my opinion , we are not heading for recovery, instead we face the next leg down, into a deflationary collapse. I wont be buying any stocks over the coming year.
John Wilson.
Martin
Thank you for your valuable service.I appreciate the longer term thinking of you and your colleagues.I appreciate the international exposure and expertise that you offer us.I look forward to reading your comments each day.I think you offer us realistic guidance .
GOD BLESS
Thank you for the valuable information. I follow your emails daily.
Best wishes,
Ron
dr weiss,
thank you for your presentation, you spoke highly of the future of chinee stocks even if the have not performed too well lately.
I live in the uk, how do i buy into the chinese market?
derek cordell
Martin, Thanks for your friendly reminders.Please accept my apologies.I truly listened like a student and took some notes. You moderated this forum very well. I realize from Clause Vogt’s comments that the population shift between West and East is very important. Not only are Americans aging, but they are now sick, broke and homeless.
The youth are jobless and up to their eyeballs in student loans. The economy is weak and the stimulus money was borrowed and the banks are buying up other failed banks instead of lending to businesses. How did Brazil reinvent it’s economy? and, if CHINA
owns their banks and regulates their credit card lending practices, why are Americans complaining that the US Government is too involved here.
The advent of technology and the cell phone may have catapulted China into the 21st century but in probably ten years they might reach their saturation point.
Martin,
After following you and your colleagues for several years now, I have come to trust your opinions and insights regarding the economy and markets. I very much appreciate you taking the time to share your high-level views of current status and also midterm trends that will soon be upon us. I can now strategize with my investments and trading with a higher level of confidence. That is valuable to me.
Kind regards,
Mike
The webcast was very insightful and helpful in formulating my thoughts and goals for
future investment strategies. As such, it would also be very helpful to have a written transcript of the webcast so that we could go back and review it periodically as a refresher, or to help review certain aspects of the content.
Greetings,
The info presented on the video is sobering to understand the forces in play in the world that tilt the playing field to the east. What this represents for the US and Europe is boggling to my mind. Thank you for your indepth insight and the recommendations you made. I will continue to monitor your lead, and hopefully manage to avoid any major pitfalls. Thanks again, WW
Martin,
Thank you for an excellent presentation. You and your associates have provided investors with a well rounded discussion of timely and pertinent topics. I also had the pleasure of reading your article titled “Health Care War”, excellent work!
Regards,
David
Thanks for an excellent and comprehensive presentation.
Some factors that weren’t included in your presentation that I think impact the next decade’s economic course are:
a) The concentration of income into fewer and fewer hands…. as indicated in “Striking it Richer: The Evolution of Top Incomes in the United States by Emmanuel Saez UC Berkeley Dept. of Economics. His Fig. 3 showed the top 0.1% of earners pulling in 6% of total income… a 5% concentration happened in 1928, and from 1943 to 1982… the glory years of the US economy, the annual concentration in the top 0.1 % was under 1.6%. Significance: control of decision making becomes concentrated in fewer and fewer hands… the default condition of all backwards economies. There is a correlation here to Tax Policies and deficit financing… borrow and spend rather than tax and spend.
b) The cycle of bust… actions by government that kick the can down the road until later on a bigger bust… were well described, but not the end game which is that government itself falls apart. California is one of the canaries in the coal mine with this regard… and the US government may only be a few years behind. Government serves two functions: to set a stable national and global infrastructure that serves as a hot-house for business growth, to regulate excesses. Our failure to properly fund the government so that it can do either job puts the government itself in danger. The myth “lower taxes is always better for business” is precisely as stupid as a statement that “lower prices” are always better for the companies supplying the goods and services…. at some point lower prices may up the volume, but will kill the business with losses. Taxes are a government’s pricing mechanisms…. must be enough to pay for the services and keep it healthy. We have long since abandoned that pay as you go approach that held during the golden years of the US economy.
08202009
Dear Martin,
Many-1, many-2, many-3,———-, many-n thank you’s to you and all of your staff for all of your very professional,dedicated, informative, creative works and special presentations starting with the beginning of “Money & Markets’ & “Uncommon Wisdom” to the present.
Suggested subject / topic or an off shoot thereof for a future discussion:
“Effects of Unpredictable Events, such as the Washington Economic Establishment’s Reactions To Economic Crises, on the Foundations Future Stock Market Timing Cycles”.
————-Reference, (A very excellent article):
————————–”The Next Crisis in the Making”, by Claus Vogt 08182009.
I suspect that many of your appreciative “students” as myself, as an aging senior, have made significant changes to our investment portfolios based on the many insights that you and your staff have graciously provided to us.
The Market Timing presentation was very powerful and extremely interesting; but I was somewhat uncomfortable about practically applying that particular investment strategy in depth.
However I have used some of the revelations therein to get the big picture of where the stock market is headed.
Recall in the Market Timing presentation earlier this year the cycles were indicating a “perfect storm” e.g. a “heavy duty” market down turn in the earlier part of 2010 which certainly is a likely possibility, especially if the current economic policymakers continue their “drunken sailor” spending habits, and / or raise taxes, etc.;
However let’s assume the economics team abruptly changed course to expand rather than to hinder free market growth such as President Regan did following President Carter.
Impact of the above for the Foundations’ short term and longer term timing cycles.
I recall the caveats for the useability limitations of the cycles, such as a 180 degree reversal.
How quickly will the cycles correct adapt to changing situations.
Reliability of Timing Cycles for various situations, etc.
Thank You to All!
Sincerely,
Leo
The Global Forum video was one of the most informative investment forums I’ve seen. The national population graphs were fascinating. The insight into the way China is mitigating its dollar exposure by increasingly buying natural resource companies was stunning. How smart of them to figure a way to deal with the fact that selling those dollar-backed debts would be counter to their interests.
All in all the best thing I’ve seen in a very long time.
All the forecasts are coming true. Very informative. Makes you really think. Looks like the wolf will eventually knock down the brick house (USA). The 3 little pigs are going to become dinner for sure. The sad part is the wolf won’t stop there. China is not a democracy, so you can’t check the books. They will operate the way they see fit and don’t get in their way.
Martin,
Special thanks to all of your intelligent, honest professionals. The presentation was excellent and very helpful. I have watched a several e-conferences and you guys are the most informative, honest experts.
Thank you.
Hello:
A highly concise and timely presentation and with no commercial breaks. I’m planning on becoming a subscrbier shortly. Question. When it becomes public that the FDIC is insolvent, will that not apply voltage to the velosity of liquidity moving out of this county, thus deflating main stream mutual funds ? I’m so pleased to have found your services.
Best regards, James Hoard
Thank you Martin for a very informative discussion .
However much of the greenshoots thinking is based on China’s resumption of growth .
Your forum I feel was influenced to a great deal by that thinking .
Two problems counteract that thinking .
1. Too many factories were built to supply the large but temporary demand in the US .
Many of these facilities are no longer functioning according to my sources .
2. Ditto for the office buildings in Beijing and Shanghai . Many of these are vacant and without a revenue stream to pay for their financing as is the case with the factories.
End result less employment and more debt without a revenue stream .
As well as the above , I believe Larry spoke in glowing terms of the 100 million Chuppies
. As has been the case in the US and other countries the number of these millionaires can also rapidly decrease with a global economic depression .
Dear Martin,
The Weiss Global Forum was fascinating! I enjoyed hearing each participant’s opinions and their enthusiasm!Martin, as a new subscriber to Safe Money Report, is there a way to invest in the global shift to Asia, while minimizing risk? I’d appreciate your advice.
Thank you very much!
Cathie
I like your conservative advise especially and have been following it. Read your book too. Most seniors would do well to be on guard as to loss of capital. Waiting for that once in a life time interest rate spike. Sound like you were getting pretty excited about it a few week ago, then rates dipped. Maybe the buy back money will run out by years end and we will get our opportunity.
Hi Martin, your colleagues and staff, thanks for your Money and Markets information… associated info. sites, thought-provoking and informative videos, and also the technological investment you’ve made for it all to be broadcast so successfully and seamlessly.
My wife and I have limited (retirement) finances to take advantage of your suggestions but much has been learned and and we will continue to read and heed your advice in our ongoing investment objectives.
Thanks again, best regards from downunder
John
Best presentation to date.
Claus? might comment more about the east Europe situation and expand on WHY it has not been a good investment. I have used PROVESTA of Deutsche Bank since about 1985. I am thinking of pulling out and going to Asia now.
Tony reassured me that China/Asia is not the boogy man of investment centers. I view Russia as a gangster homeland where govt leaders routinely appear to declare that what you have developed now belongs to the state…more or less for free. China’s rio tinto news of last month gave me a tinge of the same feeling happening in China.
Percess reminded me of your comment about Brazil reinventing its economy. WHEN? I will need to research this via “Economist” magazine? Obviously American politicians and leaders are out to lunch on this aspect. Unfortunately, i expect them to kill Canada as a side swipe. Canada though has sold natural resources for some 300 yrs. With the north opening up[global warming], more natural resources could continue to appear economic to extract. There is some concern about limited time ice roads and very poor infrastructure though. Will China deal with Canada and will USA impose restrictions upon Canada doing so ?
This was a truly great forum. There is nothing like it on the net. Your global advisor net is terrific. I was really impressed with their insights, especially the new guys; Claus and the guy that had run the hedge fund.
Thank you for the service you provide to conservative investors and for that God bless you!
Jim
Martin,
Thankyou for allowing me to watch the video, I agree with other subscribers that this was a truly excellent forum. We received a brilliant insight to the global shift taking place from your experts positioned in the US,Europe and Asia. It really brought home how the debt burden and demographic distribution will hold the West back in relation to the East.
Many thanks again.
If only we could get such honest and worthwhile information here in England.
I have a problem investing in a communist country that has a questionable legal system and without an independent judiciary. How do you and your people justify taking this risk? How do you weight Chinese investments for this risk? I know some very smart business people are investiing in China, including one of my holdings, Walmart. I really question their judgement. I anticipate your answer will be to keep your investment in China low, that is, diversification. If this is the case, it will require selling off regularly if Chinese investments appreciate, correct, in order to keep your exposure low?
I thought the forum was very informative, even for someone like me who didn’t have much background on the topics. I found it enlightening — and scary!!!
I have just finished reading Claus Vogt’s news letter on the “The Next Crisis in the Making”. What I think is being missed by most if not all the analysts is the political expediency that has been rolled into the monetary policy. What I mean, and what I have seen is major political parties (US Republicans… George Bush Junior) injecting money into the market (mostly through credit policies) to stimulate the economy when approaching an election. The appearance of a better economy at the time of an election bodes well for the governing party, and enhances the chance of reelection.
As I say, I do not find analysts or economist looking at the monetary policies of the government in the months prior to an election. I believe the loose money policies of the governing parties prior to elections needs to be factored into, discussed, and must be made part of any analysis of economic, fiscal, and monetary policy.
Sincerely,
Dr. Dennis Wilson
No, thank YOU, Martin, for your untiring dedication to keeping your readers truthfully informed. I find the political and economic wisdom of you and your associates to be unsurpassed. This, your first Global Forum was absolutley top notch!
It was troubling that the Global Forum did not mention that a significant part of the Asian countries’ export market has disappeared.
The U. S. Department of Commerce has a current chart showing a significant decline
in U. S. imports. For the 2nd quarter of 2009, U. S. imports are down about 35 % year-over-year. This is a negative development for foreign stock markets, especially the Asian ones. To whom will the Asian exporters sell more of their production to make up for the lowered imports of the U. S. ?
This makes foreign investing that much more risky.
The forum confirmed what we had believed and acted on. As a result we are $50,000.00+ ahead having liquidated some US bond holdings…moved them to Asia when the market tanked last Fall. The Asian market recovered promptly and we recently drew off some earnings and placed them in short T-Bills. We still have comfortable monthly dividend income from that which remains in that Asian investment. We have certainly benefited from reading Prechter (Elliott Wave) as well as Weiss and are members of the Weiss Contrarian Portfolio. THANK YOU !!!!
I enjoyed the global forum as much as I could for someone who doesn’t know much about finance! Since your book came out I have followed your advice and saved myself a lot of worry and have passed your info on to others. Thanks for taking the time to put this together and into a language even I could understand. Knowing more about the global economy and why all this is happening helps to make some sense of all that is going on.
Pat
Very insitefull and informative. Well supported and obviously well researched with undisputable data combined with experience to come to well founded conclusions in wealth shifts. Also oppurtunities presented in China’s posturing for sustaining thier future growth dominence was very intriguing.
Martin;
You are doing a great job in communication. I listened to the Global Forum twice. twice. Keep these transcripts available for a week or more as frequently the access is jamed from so many viewers trying to get in. All the updates and opinions are appreciated. You re doing a tremendous amount of work but know that it is all very much appreciated. Sincerely, Joan Laue
I listened to the Global Forum twice and wish I could listen to it again. I appreciate the information provided and need time to digest it all. Your panelists provide such a wealth of information that is beneficial in so many ways. Thank you for what you are doing.
Thanks Martin and team. The forum was challenging stuff. In NZ our commodities are so linked to exchange rates that any $US fluctuations impact enormously. The decline of Europe was surprising as the affairs of finance in the US do over-shadow activity elsewhere. Actions of US administration are followed closely so commentary from your reports provides real interpretation of what is happening. The growth of China and Asia dicussed in the forum is amazing. 15 years ago woollen mills couldnt get enough $US to buy wool from us to keep operating. What a turn around which leaves me pondering how fragile that huge growth level may be.
Recent claims re commodities taking off along with gold has me puzzled. Dairying has suffered price collapse, grain is unsold, wool is rock-bottom, and meat prices though firm do fluctuate alarmingly. so I would like to see more analysis in the world food scene. Where next? Meantime sincerest thanks for your great work.
I appreciate your efforts to pull all this together. It was very helpful. I had not yet bought the Korean fund Claus had recommended, so after the presentation I doubled up on the amount I was going to buy and made sure I got it the next day. So far it’s doing very well.
One thing I’ve learned over the years is that I can’t manage my portfolio by myself. I’m grateful now to be able to take advantage of the talents of your experts — Claus, and Richard & Larry.
In every presentation I’d like to see more of the application of cycles to the topics you discuss. That’s a powerful tool. I hope all of your people are using it!
David
Martin, I have been impressed with nearly all your commentary over the last two years. In fact, I went heavily into cash in March last year when our market was tanking as much as anywhere else. So, your latest moves to get a handle on the market are a welcome change to your previously extremely bearish stance on the world markets.
As an Australian I have viewed my investments in a slightly different perspective. Our market seems to have held up well especially recently. As a result of our location, we are also slightly bullish on Asia and I have invested in the BRIC block. So your recent commentary on Asia were some comfort. My main concern is that I cannot take advantage of your various investment offers, as it very very expensive (in terms of brokerage fees) to invest directly in the US and other overseas markets and we do not have acces to short selling the ETF’s as you often recommend. Is there a way to work through your organisation to do this?
Best, John Baines
Well done, Martin & all participants. I would suggest you invite one or two economically minded military strategists and forward thinkers to participate in future forums.
Thanks for int’l forum update. As usual you have provided up to the moment news with great specificity, which is almost always ahead of most other fianancial folks.
Thank you for such solid based research. No spin…. just good common sense approach to all of finance..
From the Global Forum, I can see what is happening to the U.S. and European economies as contrasted to those of China, India, Russia, South Korea. The U.S. and European economies are going into devolution while the eastern economies are moving into evolution. The eastern countries are growing and the western countries are stagnating.
We should be buying eastern countries in the domestic sectors like health care, education, railways, communications., and also buying into commodities that are being to the east.
The one thing in life we all have to control is Greed and Fear. Everyone wants more and more just because someone else has it.
If we all could understand our wants and needs we would all be better off .
We in Canada live in likely the best country on this earth ,so I give thanks each and every day . Life is good and I am very thankfulthat the good Lord is watching over me.
God bless Neville.
Although not resident in the US, but in the middle of the Irish Sea namely the Isle of Man, I played the whole of the conference through twice, and found it most thought-provoking and extremely useful. There is no doubt that the UK (from which in this small island we are not nearly as independent as many of us would wish), due to 12 years of really wasteful, incompetent and destructive government, is now in an even bigger economic mess than the US or indeed than anywhere in the Western World, for proportionately its very badly managed banks now totter along under three times the level of bad debt mortgages than your banks in the US have, so your combined ideas for future investment are more than welcome.
Very best wishes, and “more power to your elbow”!
Mike Bourne
Very worthwhile. Excellent communication and info. Keep up the good work, and thank you very much!!
This was the 3rd 1 hour broadcast of yours that I have tuned into. They are really great, very informative and thought provoking. As a UK based investor it is rare that I can invest in the ETFs and stock you recommend, nevertheless your thought provoking assesments help me formulate similar strategies utilising funds, ETFs and stock easily available in the UK.
Thats the best one you have done yet !! Retail Sales , Realestate , Drugstore, Natural resourses , Railroad Builders , china communitation construction, Utility construction , Japan , South Korea , hedge funds. I left out a lot but if you don’t watch it you are going to miss out on a lot .
Mr. Weiss, The global forum was very informative and really helps to understand the world financial crisis we are in. Thanks very much. Al
Truly interesting insights about investment strategies all over the world from the horses mouth what I call “experts”
Thanks
VIshwas
I very much appreciate both Money and Markets, and the Global Forum, for giving me an understanding of what is going on in the financial world, without going above my head. Martin seems to be genuinely concerned for the welfare of the average investor. Honesty and sincerity are so welcomed in a world in which you don’t know who to believe, as so many are putting self interest before truth and the welfare of the client. As a Foundation Member, and a Canadian, I am wondering if we will be getting direction as to what to buy in order to take advantage of world trends, as well as Canadian opportunities. Thank you, Martin, for wanting feedback. I do hope the Foundation Alliance will prove to be something I can enjoy the benefits of, such that I can continue to invest. God bless.
Martin,
I re-viewed your Global Forum, and I must say that I am appreciating the insights from Claus Vogt more and more. He adds real value to all of your webcasts. Mike Larson is, as always, good. He adds value to your webcasts. It was great that you had Tony Sagami on this global forum, because I have found that Tony really does his homework. He too added real value to this global forum. The insights from Monty Agarwal were revealing, and I wouldn’t mind seeing him on one of your webcasts again.
I would have liked to have heard some analysis of the growth in Brazil, but there was almost nothing said except a few comments by you. Maybe next time?
Hi Martin -
Enjoyed the presentation, best I have seen so far!….wondering if you could elaborate more on the “recovery signs” mainstream is reporting. Feel like we are getting information from parallel universes: 1 group seeing signs of recovery under every rock, and the other group is saying the worst is yet to come here and in Europe. Another option (or threat) heard is: “just wait until 2010 & 2011″…No question Asia in general and the Far East appear to be moving ahead just fine but how do you account for so many factories closing, widespread pollution, and graft? Won’t these governments need to pay the piper sooner or later?
Thankyou for all you and your team do . It isso refreshing to hear good sound advice. you dont have to be an economist to recognize your advice is sound with commonsense feel to it . and an easy to understand diologe. Thankyou again so much
Martin,
God bless you and your (very astute) staff. I treasure every morsel of information you and your staff impart. Your information makes so much sense, and it all adds up to comfort, and confidence in my decision making during these quite volatile times.
I’m very grateful;
Jack Huffman
The Global Forum was a real eye opener giving tremendous insight into the global picture. It further brought home how badly managed the financial crisis has been mainly by those nations that brought it on. Ironically, for all the historical cry about government intervention into the “free markets” the real winner touted in your Global Forum was the Chinese government’s handling of the crisis.
Let’s not forget that China is still and probably always will be a “communist” state where the banks and production are under government control. It just shows what can be done when governments truly take a positive role in the management of an economy. Unlike the disaster that has ensued especially in the US. I am sure the irony of this situation is not lost on readers of your blog and forums.
Mr. Weiss: I’m a novice at this game and am learning through your newsletters which I appreciate. I’m loaded with all this information of where to put the money but my question is how do I get it there into the stocks recommended in your newsletters? Appreciate some help on HOW to invest in these recommended stocks without having to pay an arm and leg, and who do you trust?
Thank you for the info,
Haz
Hi Martin,
Thanks for your interesting video and ongoing information. I am however troubled by the fact that you seldom if ever address interest rates.
I feel very strongly that no free market system can prosper with interest rates at ZERO or near to ZERO. I think it would be interesting to Annalise all the economies that have done well during the economic crises and you will see that these countries have fair positive interest rate structures. To mention a few - CHINA , BRAZIL, INDIA. The opposite is true to be said of JAPAN where interest rates have been ZERO for over 20 years and that economy has never recovered over all this time only to again lead the downturn.
The destruction of income ( which also means expenditure) of large portions of the population who rely on interest to live from, also stops the MULTIPLYER process of such expenditure causing a drop in GDP and Tax income to the fiscus. In short no free market system can prosper without fair and moderate REAL interest rates.
I believe that the world economies will only realy recover when we return a fair and possitive interest rate structure.
The converse will arise if this is not achieved soon and that is, a return to high inflation resulting in overly high interest rates which in turn is bad for economic well being
I believe in moderation, and the sooner the better.
Your comments on this subject would be welcomed.
Regards, Boris
Martin,
Heartfelt thanks to you for offering this Global forum video to us. It has opened my eyes and ears to the new shift of economic power from West to East. No longer will I wring my hands about what happened to the 401K, nor worry what to do… I can use what’s left of it to begin a new strategy for rebuilding the way it should be…and even better! You’ve brought new insight and inspiration with this video–I’m grateful to all of your panel experts and to you for this Forum’s clear explanations of why the shift of power is headed East…and how investors can benefit by knowing what to expect and specifically where to look into growth opportunities. Thanks again!
Sincerely,
Carol Hook
Greatly enjoy your Global Forums and the cogent views of your experienced team. At this chaotic and unstable time in world economics I look forward to a feast of common sense on financial matters, so sadly lacking in most politicians in western economies.
Like your team I am a fan of gold, but would like your views on the proposed IMF sale
of 400 tonnes of the metal which could start as early as October. Although this
would be spread over a period it could fetch in the region of 12 billion dollars and should some governments decide that this is a good way to raise cash, will this not depress the gold price significantly ?
It is my understanding that Japan has stimulated its economy for twenty years without growth being the result, and inflation has not arisen. What makes you think we won’t be like Japan?
Martin,
Thanks for all of the work you have done for all of the members. I am in insurance and I have followed your work for a long time. You are usually spot on! I have a question that I haven’t seen anybody discuss up to this point. If we enter into inflation (which seems inevitable), Real estate prices go up as the value of the dollar declines, right? So when you have inflation coupled with the predicted tsunami of foreclosures that are coming in 2011 and 2012 due to the rate resets, etc, what will that added force do to the price and value of real estate? It seems those two forces are exactly opposite of each other, so which one wins?
Your Weiss Global Forum was absolutely incredible.
Will you please consider making it available again as I was only able to view on the final night of the Sunday August 23rd. This is so powerful that I want to share with many that didn’t get the same opportunity.
Thanks so much.
Martin,
I was quite uneasy yesterday as I saw the headlines that hailed the choice of Ben Bernanke as “The one who saved us from a depression”. In my view, that is WAY to early to tell. I think there is a very real chance that this “rebound” will be short-lived and the next leg down in the markets could get much uglier. What are all of our state governments going to do next year when they don’t have a bailout money from the Feds to rely on. A lot of the states put off critical decisions this year because of the largess from Uncle Sam. This will only make the decisions even harder next year as their tax revenues continue to fall and they don’t have the Federal government to rely on. I see this as a huge ticking timebomb. If severe cuts aren’t made, we will see states go bankrupt-mark my words!
good Morning Mr. Weiss and team. I am a novice to fiancial newsletters blogs etc…I am not a novice to investing. I find your group and the contents of their messages the best that I have read online as well as in print. i am a member of the United merchant Marine and travle globally for my profession. I have a global mindset. I think as you and your fellow contribitors do. I read your latest book and it is well written as well. thanks again for all the good work! Regards, Michael Carello
Excellent insights. If you listen to the mainstream media, you would be completely brainwashed. Your people make sense backed up with history and statistics.
Thanks. Paula
Are ETF’s completely safe? I have used them as a trading vehicle for a few years, now. But only for short term trades. Can you have someone look into the “strength” or safety of them and which ones are the best.
Thanks again.
Paula
Keep your videos coming! They are very informative, particularly during these very unique times.
Regarding gold: if you want to sell it but the dollar has crashed, who wants to get paid in dollars? In other words, how can you get paid in a currency that’s worth what you’re cashing in? This is a major concern I have about owning any gold.
Your Global Forum was outstanding! I am retired and not an active investor but have funds managed by a firm with a good track record investing in mutual funds until 2008. I watched some foreign investments go down 40% and no one knew where the bottom was. My only alternative at age 81 was to sell and reinvest in CD’s. At my age buy and hold because in 7- 10 years the market will come back, etc., etc. is of no consequence.
That’s when I bought “The ULTIMATE DEPRESSION GUIDE” and you opened my eyes.
I wish I had known you much earlier. (I’m sure that hgas a familiar ring to you).
Martin: Lots of interesting analysis on the Global forum. Well done. I watched it twice. Reminded me of the global riches report I got when I first signed on, but updated. Steve Leeb has been beating this drum as well, with the twist that he doesn’t think the full development of the Asian economies can ultimately occur, due to resource depletion, peak oil, peak natural resources, game over. But we have some time between then and now.
What a swing in the global outlook! I thought a recent comment by Claus was particularly telling: ‘the bad financial news we were expecting [more money needed for FANNIE and FREDDIE, continuing bank losses, etc] occurred and yet the market rallied.’
Haven’t heard Tim Geithner mentioned much lately. Wondered how the effort is going to get the toxic assets off bank balance sheets and into the hands of other investors? Are the continuing bank failures part of that picture? No luck dumping toxic assets therefore more bank failures?
Wondered what happend in California. Sending people IOUs and saying no way are we bankrupt. With unemployment continuing to rise, and tax revenues falling, state social services have got to be in a world of hurt. Has that turned around?
Anyway, the bad news is still there, but we don’t talk about it any more. Maybe that lets the market heal? I appreciate the analysis you provide of the Fed Flow of Funds Reports and of the banking industry.
Thanks for your hard work. Hope you have a wonderful, restful, renewing vacation.
Great MoneyandMarkets from Brian Rich today 8/29/09. I appreciate his work and the education Ron Rowen is providing on ETFs. Good stuff. By the way, I know Claus is taking a lot of heat, but I am learning a lot by watching his approach to the markets. His caution is refreshing. Got nothing but respect for his work.
AB
I really don’t know enough to participate in this, but I’m just hoping to follow the leader with a small part of my investment funds, and hopefully not lose too much in learning, maybe actually make some! It’s for sure and certain things are spiraling downward in the financial world, most places. As to the Forums, I feel they are great, but my hearing isn’t very good, and some of the speakers speak rather fast and for that reason I’m unable to make out lots of what’s said, unfortunately, and I’ve been wanting to say I surely would like a printout of what was said at these occasions. or I won’t know, even though I listen. I may add that my Dad was a banker for fifty years, and an honest one, too, with integrity…and I’m just glad he didn’t live to see what’s happened in banking.
Hi Martin,
Eric my husband & I cannot begin to thank you and your associates around the world for their honesty. Martin your insights saved us from making some disastrous investments and now we have a very clear picture of where we are headed.
Hi,
I just read the Ultimate Depression Survival Guide. It’s an awesome work. Thanks!
I’m curious though, if things get as bad as they’re predicted to get, what are the chances that we’ll have access to viable ISP services? If the ISPs go down (because so few people have access to the money required to make their monthly payments), how do we get our subscription e-mails or access to our brokers to take action on the opportunities in those communications?
Is there a premium /commercial-grade ISP service that’s more likely to still be viable in such a situation?
I believe this to be an issue that’s extremely relevant to all of your subscribers.
Thanks,
— G
Martin,
Sorry for being so late in responding, but I thought this discussion was one of the best you have had. I thought the content had details that helped to support some of the discussions. However, the news about China is still a little ‘fragmented’ in that there didn’t seem to be much connecting the items discussed. Perhaps a little more detail about where the Chinese are sending their products, now that the U.S. is demanding less, and how does this fit with the overall picture for this year’s expectations, particularly since China can not allow much unrest among their populace. Also, with the change in Japan’s political picture and the growth in Korea, how does the Asian picture change regarding the distribution of wealth and the possibility for Japan to alter their financial situation?
Thanks for your continued transfer of info.
Gerald
Martin what is going on?? It seems you guys are missing most of the inportabt moves at the moment? Regards Gerrit
I’ve got trouble with the lastest MCP intent to buy because I’m in the UK.
First of all the PepsiCo investment appears to be in shares rather than an ETF.
Secondly there’s a large once off fixed charge of US$50.00 to trade in these US investments.
Help! Any ideas what’s best for me? What shall I do?
Hi Martin,
I am a new subscriber after reading your book. My first move was to move all of my IRA money out of stocks into the mutual funds money market fund…..my next move would be to move that money into a Money Market Fund investing in Short-Term U.S. Treasury Securities or Equivalent. The family fo funds I am invested in currently (Alliance Bernstein) does not have one. Here is a problem I am encountering. Each time I check on one of these funds I am told that they are “closed” to new investors. What would you suggest?
Martin,
As always many thanks for bringing us this information in this format. I really do appreciate it. I reside in Melbourne, Australia and here things are very different to the US and Europe. Whilst the economy has slowed it has continued to grow. Unemployment has not risen to the levels predicted earlier when the GFC first hit, retail sales are down but holding steady and we are experiencing a property boom driven by low interest rates and a huge undersupply. My question is: recently the Australian dollar has rallied recently against the USD and i expect this trend to continue for two reasons. a) we are a commodity based economy b) interest rates are predicted to increase in the near term. On this basis, Gold doesn’t seem to be an attractive investment for myself with investments in AUD denominated investments. Would you agree?
Dear Martin, In March 2009 I chose to follow your advice to sell at any small rise in the markets because you were certain the markets would go lower - ie dow 4500. Since my untimely selling in march 2009 all of the stocks I sold are now up from 400% to 1200% in the last 6 months. I have missed out on probably the greatest rallye in American History and about 5 million in gains if I just rode it out, but instead I have a million in losses. What I have learned is when good companies are down 90-95% due to extreme market panic it is the time to buy, not bail out and sell. Yes the markets did rebound as past history dictates. Personally, I am as shocked as probably you are that the markets rebounded so explosively over the last 6 months. What was missed is that many companies were so ridiculously oversold that it was in fact the buying opportunity of the century. If I ever see good companies down 90-95% again I will be buying.
Martin,
Is there a way for me to communicate with you securely so as to present a unique trading concept appropriate to current economic conditions?
Bert Warren, Ph.D.
Martin,
I am becoming increasingly worried about this recovery and pattern being the
very same as the Great Depression. I know the government has done a number
of different things but do you believe we still may be headed for another great
depression or are we out of those woods so to speak?
What % odds will you give that we are past armeggedon?
Thanks
Hello Martin,
I took your advice and purchased shares in UNG there has been controversary regarding SEC eliminating certain leverged products nad commodity investments.What is your opinion on this? Also I hear a lot about dollar collapsing ,and I should get my money out of all US dollar denominated assets. What say you sir?
Martin, I have a maybe a dumb question. If the government decides to reset the value of the dollar, say 10 o 1 or whatever, what happens to my mortgage. Does it reset at 10 to 1 also?? In othe words if the government says the value of $100 goes to $10.00 and I have a mortgage of $1,000,000, then is my mortgage amount ajusted to $100,000.
Martin,
I have been reading for a while about the US deficit and how the dollar will decline and be losing power versus other currencies. Besides investing in gold and other commodities, if I invest in a ETF that protects against inflation such as TIP or IPE be a good investment?
Hi Martin,
I just read “Deflation to Inflation”. Have you considered the effect of the M1 multiplier going (and staying) under 1.0 for the first time since records were kept by the St. Louis Fed? Do you have an explanation for a negative money multiplier?
I have another unrelated concern regarding China. The social structure is unstable and quickly prone to violence as has been shown in certain Chinese Iron and Steel factories. It’s the same old struggle, management vs. workers but with explosive incidents already on record and this “recession” is far from over. There is major centralized planning in China, exerted by the controling Communist Party and military. This creates well know malinvestments and China is no exception. For these reasons I have been skeptical of the claims (here and elsewhere) that China will replace its’ export income with domestic sales. Likewise for the theory that China will be the engine to pull the world out of “recession”. There are many other reasons to be skeptical of Chinese investments at this time, but this is enough for now.
I would be interested in your opinion about the current US dollar/ US equity market inverse relationship. I understand that you are concerned about the US dollar significantly losing value against other currencies in the months to come. On the other hand, although not immediately, you still believe that a depression is unavoidable. Do you blieve that there could be a moment in the markets where the US dollar/ US equity relationship changes and both depreciate simultaniously over a longer period of time. Could this scenario play out if the US slips into a hyperinflationary depression as some economists believe could occur? Any thoughts, explainations, concerns etc. would be appreciated.
Thanks for all the useful information. I would like to know how your 1 Million dollar investment with Claus is doing?
I appreciate your letters. However, I’m skeptical about the seriousness of the USD situation. Many questions remain without answers.
First, all these denominated US assets that investors dump must be bought by others. These “others” still believe in the USD. For me there is just a transfer of owners.
Second, your country won’t be more in debt than France or Germany by 2014 according to the IMF. Italy the third EC economy will have its debt reaching almost 200% of its GDP at that time. So why is it so serious for the USA? Will we see France and Germany sinking?
I’m French and Canadian but still believe strongly that the US economy will be able to sustain the USD thanks to its flexibility and productivity gains. China will have to go through many crisis before getting an efficient market and administration.
On the Dollar Crashes Against the Yen, yesterday…
Martin, the problem with our economy is simple: We have the largest generation in US history–baby boomers–collecting checks, be it retirements from government service and/or SSI, or both; we have a majority of these baby boomers collecting in tandem with their parents–people are living unprecedentedly longer; we have swelling government sector employment needs–not just support and administrative, but national defense, law enforcement, local fire, sanitation, etc; but, we have only a $7 - $10 per hour tax revenue base (new money) coming from the private sector to support all this! We have what physicists would say is impossible: perpetual motion…of money: that is, the government being the largest employer of living wages collecting weekly income taxes on payrolls they’re expected to meet the following week, and add to that: simultaneous SSI entitlements for two generations of recipients! Something’s got to give, and as you reported, they’re borrowing at a staggering rate.
Trouble is, our forefathers of economic planning 30 years ago, when the ideas of offshoring the manufacturing sector (the wealth engine) came to light, set us up for this disastrous path, or pile of debt we are swimming in today. We produce very little wealth in the US today! Instead, these ingenious planners set us on a course to borrow our way from foreign sources–who manufacture the wealth. Oops, somebody forgot about the cost of money! And they also misunderstood some fundamental laws and values of money flow: like that its value can’t be created but only destroyed, and its value can only increase–intrinsically–when it transfer hands from cost of goods sold. They also forgot about the part where money, in international markets, only gains in value when it transfers hands through the sale of products from one nation to another. Or did they really forget? Perhaps they saw this coming, way back then, and they didn’t care because all they were concerned about was the greed they could conquer for a select few industries, or industrial types!
Well, Obama, Bernanke, and friends are left with the mess; and, they have a choices to make. Bolster the dollar, we drown in interest payments we can’t make! Drive the dollar in the ground, we’ll make the payments, but we swelter in wealth depravation! (Hymm–depravation, excludes some) What’s their choice?
Some choices I say they ought to make are three pivotal and revolutionary ones: tax reform, entitlement reforms, and bring back some manufacturing, or wealth…and do this in conjunction with the energy talk they walked on the campaign trail.
Essentially, reform tax code to abolish the tiered tax system. Forget the flat tax idea, that’s to lopsided and burns too many. Instead, enact an all exclusive federal sales tax–start with 5%–this should emulate states’ sales tax codes. That’s smart taxation! That’s fair taxation for everybody, regardless of financial stature! And we’ll rake in more money then we’ll know what to do with, simply because we’ll start collecting from people who don’t ordinary pay income tax the traditional way.
Reform the entitlement process to a “one-time government donation” for each category where we now have an honored entitlement. For example, SSI retirement: the way this would work is the government makes a one-time deposit of, say, $50K into a high-yeild (FDIC or similar) savings account for each an every US citizen (key word), say at birth; this account should be controlled by a committee of federal government, state government, and private interest, with overriding rights by the individual. This committee should function in the spirit of one objective–foster and increase the size of this account! This $50K, or principle, is never to be touched, one can add his/her own cash to it (over a life time), but only its interest is divvied out once the individual reaches a predetermined age–62; and, when this individual should pass, before or after, that predetermined age, only his/her own added cash is inheritable–the original seed money ($50K) is return to the general fund where it is disbursed to another newborn. And if anybody says: that sounds nice, where’s the money coming from? My answer is the IRAQ war! Bush borrowed 10Bil a month…surely, Obama, Bernanke, and friends can secure the funding to seed this endowment! After all, the key word here is “seed money”, because once this idea is started, it’ll steamroll thru time on its own without costing no more than administrative cost associated with counting people’s money and sending interest checks out to people who hit the “predetermined” age. And the unused accrued interest alone from the seed money, postmortem, will take care of that cost!
Manufacturing: gradually…bring some of it back! At the very least, start with the textile and shoe sectors. These sectors are very versatile, low wage (but new wealth oriented money), virtually environmentally safe, and a perfect fit for big cities–and local smart growth initiatives. These sectors can provide jobs that will easily compete for labor with illegal drug cartels, reduce hideous urban crime, and definitely put a dent in our overall trade deficit. (Once upon a time the US sold a lot of shoes and clothing to overseas concerns; now, we don’t sell, we buy. In fact, we buy our own–look at the labels and where it made–and foreigners flourish in our cash! Twisted Economics!)
It is disturbing that our own government is trying to dilute our wealth by debasing the Dollar. However, as a full time Forex trader, I’m resonably sure the doom and gloom will not happen overnight. Outside of active trading, anybody who bets on large dollar decline should adopt a long term perspective of 3-6 years. And it will likely be a roller coaster tide. But I am in agreement on general health of USD- it is deteriorating with awfull long term prognosis.
Dear Martin
Many years ago you endorsed the Prechter book “Conquer the Crash”. I use their theory to do very well, thankyou very much, with my investments. I have absolutely no doubt that they have picked the next collapse phase in the Stock Markets and everything else, except for the USD. This is the same as they have consistently done for years. Your scenario of a destroyed USD is probably correct; you are just two years or so early. What concerns me is that you will lead people into the wrong decision at this time. Please take a look at the Ellitt Wave Forecast and be very careful before you take your next step. Of course, the dollar has been a basket case since March as the markets rallied, but right now the markets have gone ito to full reverse and they and the Euro will collpase, exactly opposite to what you and the rest of the world are predicting. A huge Wave 3 down started on 23 Sep and will destroy much in its path, but NOT the USD which is still the safe haven, despite its being unloved AT THE MOMENT. This chatter by all and sundry about the demise of the USD will quickly fade away in a month or two.
Keep smiling
Andrew
I thank Dr. Weiss for his thorough analysis of oureconomy. After reading these comments, the questions which are foremost in my mind are:
If Dr. Weiss was President Obama what would he do differently to lead us on a parth of economic recovery?
What is the alternative to a debt-driven economy?
Can the U.S. economy recover without foreign debt?
Can the U.S. population finance its own recovery without borrowing from foreigners?
I would like answers to these questions from Dr. Weiss?
“We have lost our country without firing a bullet in defense.”
The lemmings have fallen into the sea and they are all blind to the circling sharks, willy nilly calling “swim with us and you’ll be safe”.
These are totally intentional moves directed by the Chinese (buying our debt and giving us (fat, undisciplined Americans a false sense of security). The Chinese have utter contempted for our society. Obama and the media are simply cast members.
Watch the video ‘Future of the Dollar’ on the CNBC website which first aired on Fri. Sept. 25, 2009, at 5:41 A.M. (Search ‘dollar’ and go way down the video list by date untill you get to it) if you wish to see Jim Richards of Omnis Consulting lay out the secret Federal Reserve Bank plan to devalue the US dollar by 50% during the next 15 years, so as to reduce the real value of the National debt during that period from $60 trillion to $30,000,000,000,000 (big # isn’t it!). It is an AMAZING discussion, but you only get a brief glimpse of Becky Quick.
I remember thinking, when I first heard former US Comptroller David Walker warn of the unfunded $75 T US National debt, ‘ they’ll never pay off that sucker, they will have to inflate it away.’ Looks like, for once, I was right. I want to see them successfully pull that plan off!
Dr. Martin,
I currently subscribe to three Weiss services. I remember well how your Father shook up the insurance industry with Weiss independent ratings. So I an on-board with much of your thinking. Except:
Continually you and your team are talking about the possibility of foreign lenders refusing to lend to the U.S. anymore. You know that for decades Japan pursued a strategy of shipping us Toyota cars and we shipped them Treasury Bonds and the like. Why did they take long-term paper in exchange for real goods? The had to keep the Yen from growing too strong with respect to the Dollar. About two decades ago this broke down. They lost 40% in yen-terms on their U.S.-Bond portfolio. But guess what, they are to this day buying huge amounts of U.S. Bonds. Enter China.They have been doing exactly what the Japanese did and their day of reckoning may be approaching.
So are these folks going to stop buying U.S. Bonds and price themselves out of their largest export market? I don’t think so. Maybe they can grow their domestic markets enough so they don’t need to export. If they succeed, we will be buying less from them and issuing less paper to them.
The situation is complex and dynamic.
What are your thoughts on my argument?
Keep up the good work.
Martin Schrage
Now that gold is getting so hot: Are there any recomendations for gold from the Foundation ?
Kerstin
I watched your video CD sent to me saying sell everything and hold cash for the impending deflation caused by high interest rates on treasury bills which will happen due to the falling dollar
Today I watched the video of you querying Larry Edelson in which he says buy resource and resource-dependent assets like gold mining stocks to capitalize on the dollar bear market expected to last until 2012.
Are you now changing your original advice given in your CD to immediately cash in all assets and wait for the ipending major deflation in which there will be bargains galore to Larry’s strategy to cash all dollar-dependent assets and invest in resource-dependent assets and BRIC stocks until the ultimate end of the dollar crash (when presumably the U.S. Treasury will begin to offer much higher interest rates? Or is your original advice to be postponed until the dollare demise runs its course, and if so when will that end occur? Or will the Fed just go in effect until it is bankrupt because the dollar value will fall faster than it can create dollars because no one will want dollars anymore?
Also with the dollar rapidly falling, what will happen to U.S. real estate prices? Real estate is a hard commodity like gold — you can’t create it with printing presses or banking computers. It’s a necessity. People need shelter to live. Larry is for food commodity investment. But he says nothing about real estate. Why?
Do not leave the ultimate safety of Treasuries? Wake up and smell the coffee, Martin! FIAT currencies created at the whim of a few moves on the computer keyboard never EVER represented safety. We are going to witness an Argentinian style implosion and concomittant wicked one day 30-40% de facto devaluation of the DOLLAR. Safety indeed!
Seems to me that they’re going to keep rigging this market with their automated trades and Fed bailout money. No way does it reflect the real economic situation. BUT that doesn’t matter…they rig, and that becomes the reality. And so we get wiped out on these inverse ETFs we picked up on the last time the sky was falling because the market rigging can go on indefinitely. Great…
Too many people too deep in greenbacks to bail out. Green back goes, they go, and they know it. And if they really want to play hardball, the US Navy touches off a tanker war in the P. Gulf, blame it on Iran and it’s game over for Asia (whom we also feed, by the way). They’ll keep Americans in check with sophisticated agit-prop against an external foe and enough food handouts to keep them from open rebellion (and the current Prez was the perfect pick for talking people out of burning the inner cities…precisely why he was chosen).
Asia, the Saudis, Russia…they are all very aware of this.
Nothing short of external catastrophe (a la asteroid strike, a real plague or an EMP weapon) is going to dislodge these players in DC and at Goldman, so get ready for 14k again. (if you have anything left after losing it all on inverse ETFs)
marv Writes: “It’s a necessity. People need shelter to live. Larry is for food commodity investment. But he says nothing about real estate. Why?”
My guess is because access to real estate by the average citizen the one who drove the housing boom(s), is dependent upon consumer credit…which is no more. So in that particular market, there will be some deflation of asset values. A consequence of A. Overbuilding, and B. easy credit to people who derived their income from consumer based economy (which without credit is toast as well).
Food, on the other hand, is THE necessity and gov’t will buy with fiat currency if necessary to keep bread lines flowing (electronic ones, via food “stamps” which are not stamps anymore but debit cards). Add to that China and India’s burgeoning populations and there will be no slow up at ADM.
But real estate? For the average Joe? Not anymore. As deflation in that area hits, large players with huge reserves will step in and become land/slum lords on a scale unseen since the Middle Ages. (their revenue guaranteed by housing subsidies and those still clinging to gov’t jobs). A nation of landless, peasant renters…
Which also look for a bunch of this overbuilt commercial property to get converted into efficiency housing as well. But you’re gonna need major juice to play in that arena, so if you didn’t get a TARP handout by now, consider yourself excluded.
.
My opinion, having watched your latest CRISIS report and Forum is this: From the very beginning after the COLLAPSE of the Banking and large portions of the Economy around October of 2008 ( or at least the part that was released to the Public) I believed that there was more to the cause of it besides just giving out Mortgage Loans to people who couldn’t pay them back.This was part of it. Of course they can’t punish these people because the Federal government was giving out the lending guidelines.
Why was this however??? Was it to justify the deregulating for whoever was supposed to benefit from it? Was it a preplanned EVENT???
Also, at the same time as that this was going on based on my EXPERIENCES in another field, I also believe there was other WHITE COLLAR CRIME going on AT THE SAME TIME.All of this, in my Opinion contributed to the DISASTER. I don’t know as I believe you don’t either, if the country can recover from so much collapse.
Please keep sending me these informative updates on the STATE of THE ECONOMY.
Mary E. Bender
My comments, cocerning the economy, goes like this, lets take the car industry, Chrysler, purchased by Fiat, is still scratching its rear end, letting Dealers, know nothing, as to whats happening, while Chrysler is setting on inventory, thats not moving, I predict another Government cash stimulus, which will wind up like the rest of the programs? As the car industry goes, so goes the economy, Some Einstein came up with a Pet Tax reduction? I would like to know, are they finding these drop outs, in the water, on Mars? I see nothing, in our kids future, except debt. No wonder it took so long to Discover Madof was a scam. The so called Financial Experts, in Washington, I would not hire to run a lemonade stand for me
Now that GM has a hydrogen cell car, the Equinox, we should improve on it’s weaknesses.
1. It only gets 168 miles between fuelings. Hydrogen has more latent energy than gasoline. All we need is a larger fuel cell to get 800 miles between fueling. (No fooling)
2. The way we propagate hydrogen that has an energy penalty and leaves a carbon footprint must be replaced by a sea powered generator that uses the energy from the rocking
motion of sea waves to generate DC current and hence to electrolize sea`water into hydrogen at near zero cost with only a kiss of oxygen as the other efluvium. The D.O.E. already has the plans (see Rick Farmer) and I have the working prototype,
3. We need Congress to subsidize implementation and construction or conversion of filling stations.
4. We need to let the president know that this is available at no cost because in time it will pay for itself while providing millions of jobs and really lower emissions. Too bad about the oil cartel. They will have to drink their oil.
Hi Martin,
I’ve read your articles with great interest and have been in agreement with most of it.
HOWEVER, I read Mike Larson’s latest piece about the housing market, basically outlining his opinion that “by mid-to-late 2010, we should see pricing stabilize and gradually turn higher…”
No where in his article does he mention the enormous wave of Option ARM and Alt-A resets that are coming.
I sell REO properties for asset management companies and they confirm from the banks themselves that a tidal wave of foreclosures will start in early 2010.
I know Mike has written about the Alt-A problem in the past. Has he forgotten about it, or, does he think it has gone away?
I’m a bit perplexed and confused.
Thanks.