Six years ago, the markets could not get enough China. The iShares China Large Cap Fund (NYSE: FXI) quadrupled in just three years, and shares of PetroChina (NYSE: PTR) had surged 1,175% in the seven years before October 2007. Though most of the hard-landing crowd has been discounted, sentiment has clearly turned against the world’s second-largest economy. Shares of the largest China fund are down 12% over… Read More

Six years ago, the markets could not get enough China. The iShares China Large Cap Fund (NYSE: FXI) quadrupled in just three years, and shares of PetroChina (NYSE: PTR) had surged 1,175% in the seven years before October 2007. Though most of the hard-landing crowd has been discounted, sentiment has clearly turned against the world’s second-largest economy. Shares of the largest China fund are down 12% over the past four years and have underperformed the S&P 500 index by 77% over that period. But those focusing on the short-term economic weakness, a result of overcapacity and the government’s attempt to reposition economic drivers, are missing a very important figure that will drive real long-term growth. $8.1 trillion. That is the amount of investment needed over the next six years to meet urbanization needs in the country and to support more than 300… Read More

The U.S. Treasury will run out of money sometime in mid-October, and Congress won’t return from its August vacation until Sept. 9. In addition to the debt ceiling, lawmakers still… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding pipeline capacity and growth. That means a massive surge in demand for transportation by rail. An estimated 1.4 million barrels of crude and refined products were transported by rail every day in the first six months of 2013, an increase of almost 50% from the first half of 2012.#-ad_banner-# All signs pointed to another great year in 2013 and the sector again being a good investment. Then the unthinkable happened: Just after 1 a.m. on July 6, a freight carrier operated by Montreal, Maine & Atlantic Railway crashed in the Quebec town of Lac-Megantic,… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding pipeline capacity and growth. That means a massive surge in demand for transportation by rail. An estimated 1.4 million barrels of crude and refined products were transported by rail every day in the first six months of 2013, an increase of almost 50% from the first half of 2012.#-ad_banner-# All signs pointed to another great year in 2013 and the sector again being a good investment. Then the unthinkable happened: Just after 1 a.m. on July 6, a freight carrier operated by Montreal, Maine & Atlantic Railway crashed in the Quebec town of Lac-Megantic,… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding pipeline capacity and growth. That means a massive surge in demand for transportation by rail. An estimated 1.4 million barrels of crude and refined products were transported by rail every day in the first six months of 2013, an increase of almost 50% from the first half of 2012.#-ad_banner-# All signs pointed to another great year in 2013 and the sector again being a good investment. Then the unthinkable happened: Just after 1 a.m. on July 6, a freight carrier operated by Montreal, Maine & Atlantic Railway crashed in the Quebec town of Lac-Megantic,… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding pipeline capacity and growth. That means a massive surge in demand for transportation by rail. An estimated 1.4 million barrels of crude and refined products were transported by rail every day in the first six months of 2013, an increase of almost 50% from the first half of 2012.#-ad_banner-# All signs pointed to another great year in 2013 and the sector again being a good investment. Then the unthinkable happened: Just after 1 a.m. on July 6, a freight carrier operated by Montreal, Maine & Atlantic Railway crashed in the Quebec town of Lac-Megantic,… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding… Read More

While the markets seem to only be interested in rising rates and earnings, an entire sector has gone unnoticed and blown the doors off the market. The Dow Jones U.S. Railroad Index is surging with a 24% gain this year and has quadrupled since its 2009 low. Besides the general rebound in the economy, crude production is at 20-year highs, far exceeding pipeline capacity and growth. That means a massive surge in demand for transportation by rail. An estimated 1.4 million barrels of crude and refined products were transported by rail every day in the first six months of 2013, an increase of almost 50% from the first half of 2012.#-ad_banner-# All signs pointed to another great year in 2013 and the sector again being a good investment. Then the unthinkable happened: Just after 1 a.m. on July 6, a freight carrier operated by Montreal, Maine & Atlantic Railway crashed in the Quebec town of Lac-Megantic,… Read More

We’ve managed to avoid the great Mayan prediction of the end of the world in 2012, along with countless doomsday prognostications before it. But while we shrug off the continued calls that some people still predict about the end of the world, it’s undeniable there are good reasons investors should have a “doomsday portfolio” to protect them from catastrophic losses.#-ad_banner-# I’m not talking about the end of times, though. In the event of runaway asteroids or the second coming, saving for your golden years will be the least of your… Read More

We’ve managed to avoid the great Mayan prediction of the end of the world in 2012, along with countless doomsday prognostications before it. But while we shrug off the continued calls that some people still predict about the end of the world, it’s undeniable there are good reasons investors should have a “doomsday portfolio” to protect them from catastrophic losses.#-ad_banner-# I’m not talking about the end of times, though. In the event of runaway asteroids or the second coming, saving for your golden years will be the least of your worries.  But I’m also not talking about simply a global malaise in economic growth or the gradual loss of purchasing power in the U.S. dollar, either.   I’m talking about a quick collapse of order — a collapse of faith in our institutions and a resulting widespread loss in financial assets.   And if you think this could never happen, then think again, that’s why I’m showing you how to build a well-rounded portfolio.    Hurricane Katrina destroyed more than $60 billion in economic value and led to massive looting and… Read More

We’ve managed to avoid the great Mayan prediction of the end of the world in 2012, along with countless doomsday prognostications before it. But while we shrug off the continued calls that some people still predict about the end of the world, it’s undeniable there are good reasons investors should… Read More

This week, we looked at three stocks in position to profit — in an under-the-radar way — from the coming shift in U.S. demographics and the developed world. These three companies sell to the needs of the… Read More