21 December, 2010

The US Economy Will Not Double Dip For Now.

"I don`t think it will double dip for now, we are living in a global economy today and you have parts of the world that are relatively weak, like the US and Europe, although from the lows they have recovered somewhat. Than you have other parts of the world that are very strong, emerging economies, especially China and India. The big question is what will happen to that part of the world."

in Bloomberg

Related: iShares MSCI Emerging Markets Indx (ETF) (EEM), iShares MSCI Brazil Index (ETF) (EWZ), Market Vector Russia ETF Trust (Public, NYSE:RSX) , iShares FTSE/Xinhua China 25 Index (ETF) (FXI), iShares MSCI Japan Index (ETF) (NYSE:EWJ), SPDR S&P 500 ETF (NYSE:SPY) , ProShares UltraShort S&P500 (ETF) (NYSE:SDS), iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM), SPDR S&P 500 ETF (NYSE:SPY)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

20 December, 2010

Emerging Markets: Turkey

“If I was an investor with a huge sum of money with me, I would definitely invest half of my money in one of the emerging economies. For example, investing in a farm in Turkey, I would personally not even think for a minute.”

in equitymaster.com

Related: iShares MSCI Turkey Index Fund (NYSE:TUR)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

17 December, 2010

US Bonds Are Not A Good Investment.

“United States government bonds are not a good investment and they are just not attractive. In the next ten years the U.S. will not have a real interest rate, more likely to have a negative interest rate – which means investors will loose nearly 5 percent of their savings.

Neither U.S. bonds nor U.S. cash should be considered as an instrument of investment.”

Related: ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT) , iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT) , PowerShares DB US Dollar Index Bearish (NYSE:UDN)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

15 December, 2010

I Have Been Lightning Up Positions.

"I have been lightning up. I still have positions, because I don`t see a lot of alternatives. I own gold, silver, real estate and I own equities. " - in Bloomberg

Related: SPDR Gold Trust (ETF) (NYSE:GLD) , iShares Silver Trust (ETF) (NYSE:SLV)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

14 December, 2010

Energy And Natural Gas Outlook

"Investing in the energy sector including natural gas is the best choice these days".

in Commodity Online

Related: United States Natural Gas Fund, LP (NYSE:UNG) , United States Oil Fund LP (ETF) (NYSE:USO)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

We Can Have Somewhat Of A Recovery In The US Dollar

“If I look around markets, we had a very negative sentiment about the euro six months ago. Recently, we had a very negative sentiment about the US dollar. From this very low sentiment level for the US dollar where everybody hated the US dollar, in other words we can have somewhat of a recovery.”

in www.commodityonline.com

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

13 December, 2010

US Government Bonds: The Republicans Don`t Want To Increase Taxes And The Democrats Do Not Want To Cut Spending

My view has been for quite some time that in December 2008, when the 10 Year Treasury note yield went down to 2.08%, that was a kind of a generational low. That this was a secular low, and that from here onwards yields will go up, either because of inflation / better economy or because of the huge deficit. Or a combination thereof.

Increasingly investors begin to realize that between the republicans and the democrats...the republicans don`t want to increase taxes and the democrats do not want to cut spending, so the deficit in my opinion will stay above 1 Trillion dollars for as far as the eye can see. -
in Bloomberg TV

Related: iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT) , ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT), iShares Lehman 7-10 Yr Treas. Bond (ETF) (NYSE:IEF)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Bloomberg Video: Deficit To Remain High As Far As the Eye Can See!


Topics: Us Government Bonds, US deficit, 10 Year Yields

Related: iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT) , ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT), iShares Lehman 7-10 Yr Treas. Bond (ETF) (NYSE:IEF)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

10 December, 2010

Emerging Markets Outlook

"In general, emerging markets have been weak relative to the US and relative to Japan and for the next six months emerging markets (EMs) will not perform all that well."

Related: iShares MSCI Emerging Markets Indx (ETF) (EEM), iShares MSCI Brazil Index (ETF) (EWZ), Market Vector Russia ETF Trust (Public, NYSE:RSX) , iShares FTSE/Xinhua China 25 Index (ETF) (FXI)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

09 December, 2010

The Biggest Threat To The Global Economy.

Bank lending in China today is higher then in the United States and its a smaller economy. We also have a credit bubble in China and their dilemma is if they would do the right thing, the economy would go into recession. So, they will postpone it like every other government will do and eventually you have a bursting of the bubble.

Now, will it happen in 3 months, 6 months, 9 months, 3 years? But that is the biggest threat to the global economy.

in Bloomberg Radio

Related: iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI) , PowerShares Gld Drg Haltr USX China(ETF) (NYSE:PGJ), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Holding Cash And Government Bonds Is A Disaster In The Long Run.

"In this situation, as we have it today, I think that holding cash and government bonds is a disaster in the long run."

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

06 December, 2010

What Is The Safest Investment?

Normally what is the safest investment? Treasury bills, cash deposits with banks and then government bonds, corporate bonds, equities are more volatile and more risky, but they also have a higher return. And the highest risk is in commodities because, they do not generate any cash flow. But in this situation, as we have it today, I think that holding cash and government bonds is a disaster in the long run. You may hold a US treasury today and it may rally for 10 days, 3 months, but over the next 10 years it will be a disaster as to have held greek bonds.

My advice is that every responsible individual has first of all, to diversify his assets because we don`t know exactly at what stage the rebooting of the global financial system will happen. Have some money in physical gold ideally outside of the US. You should have some money in equities because as you print money, equity markets tend to go up. Own some farmland, so at least you can live when the reset will happen.

in Bloomberg

Related: PowerShares DB Agriculture Fund (NYSE:DBA), SPDR Gold Trust (ETF) (NYSE:GLD), ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT), iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT), SPDR S&P 500 ETF (NYSE:SPY), iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

03 December, 2010

European Bailouts, A Bigger Problem In The Long Run.

"In my view, right from the start it would have been better to let some financial institutions go bankrupt and for the governments to guarantee the deposits, so the shareholders would have lost everything and the bondholders would have taken a haircut. 


But I think these continuous bailouts,  call for more and more problems in the long run."


in Bloomberg


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

02 December, 2010

"The ECB, like the Fed are masters at money printing."


Bloomberg,  December 2nd


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The Whole System Depends On A Massive Ponzi Scheme.

"The whole system depends on a massive Ponzi Scheme. And its going to go on, until like ocasionally your computer will break down, and you have to reboot it... and the rebooting of the global finacial system will have to happen one day."


in Bloomberg


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Bullish On Japan.

"Of all the developed markets, Faber likes Japan the most. He thinks a declining yen will help Japanese equities. Furthermore, Japan is under owned by institutions."

Related: iShares MSCI Japan Index (ETF) (NYSE:EWJ)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

01 December, 2010

December Outlook: Currencies, EU Debt Crisis

"Euro is going down against the dollar and will likely fall further because of the EU debt crisis. Generally, a higher dollar leads to lower stock prices. Long-term the dollar will weaken but for now it continues to benefit as the world reserve currency.

Overall, Faber expects world equity markets to remain well supported in the medium-longer term because people have nowhere else to put their money. Once bond yields start to rise, all of those people who piled into bonds will redeploy funds into equities. Also, all of those people sitting in cash are getting tired of zero percent returns and equities make the most sense."


in IStockAnalyst.com

Related: ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT) , iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Stock Market Correction Can Continue As Things In Europe Worsen.

Marc Faber is out with his latest report which discusses his outlook for stocks, bonds, commodities, gold, and the dollar. Here are a few highlights:

Equity Markets--Last month, Faber was somewhat cautious on US stocks, saying that sentiment was overly bullish and vulnerable to a correction. So far, we have seen a slight decline in stocks as the QE euphoria fades and worries mount in the PIIGS. Faber thinks the correction could continue as things in Europe worsen. However, he does not expect the market to fall below the 1010-1050 range on the S&P 500 because of the Bernanke. Of all the developed markets, Faber likes Japan the most. He thinks a declining yen will help Japanese equities. Furthermore, Japan is under owned by institutions.

in IStockAnalyst

Related: iShares MSCI Japan Index (ETF) (NYSE:EWJ), SPDR S&P 500 ETF (NYSE:SPY) , ProShares UltraShort S&P500 (ETF) (NYSE:SDS), iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.