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Global Investing

Emerging Markets

Investing in India: 600 Million Reasons to Keep Your Eyes on This Country

At Madison Square Garden on Sept. 28, Indian Prime Minister Narendra Modi announced to our nation's top corporate and political leaders that India is now open for business.

As old as India's culture is, millions of its citizens seek the contemporary American dream of opportunity and prosperity.

Here's how Modi plans to deliver on this promise - and what it means for those investing in India...

Global Economy

Banco Espirito Santo's Newfound "Clarity" Just Makes Things Foggier

So what if there was some momentary panic over some Portuguese bank, Banco Espirito Santo, last week and contagion fears spilled out across the globe and markets tanked?

It's all better now. Everything has been cleared up. How do we know? Because the bank's regulators and the country's central bank, Banco de Portugal, are telling us so. It's all contained, they say.

Well, if you're reassured, don't read on - because this is going to <em>ruin your day</em>...

stock market today

Dow Jones Industrial Average Slips on Higher Jobless Claims, Ukraine Concerns

The Dow Jones Industrial Average slid 21.97 points to finish at 16,558.87 on Thursday on news that jobless claims were higher than expected and the International Monetary Fund committed $17 billion to stabilize the Ukrainian economy.

The S&P 500 was down 0.27 points to finish at 1,883.68, while the Nasdaq was up 12.90 points, closing at 4,127.45.

Here’s your recap of today’s major market events.

Global Economy

Our Man in Japan Shares a Soros-Beating Move

Editor's Note: Our readers always benefit from our global perspective. We're sharing this Private Briefing interview with our readers because it gives them a unique window into the one profit play that beat George Soros to the punch – and delivered returns that were more than 60% greater than what Mr. Soros himself enjoyed. Here's Bill…

KYOTO, Japan – I can't think of any Westerner who has a better handle on Japan-related investment opportunities than our own Keith Fitz-Gerald.

And there's a reason for that. Keith, the Chief Investment Strategist here at Money Map Press, married into a Japanese family many years ago and spends at least part of each year living in that country.

That's given Keith an unrivaled global vantage point and has given his readers the kind of "first-mover" advantage that usually leads to big profits.

Let me share a story that illustrates my point…

Energy Investing

Where the "Wired" Money Is Going Next

The Internet has been spotty, the phones are out, and the only people who can fix it are "off island" for the holidays.

Welcome to the Bahamas.

Of course, Marina and I can hardly complain. The temperature is in the low 80s, the rain falls after dark, and the friends we have built up over more than two decades are here to ring in the New Year.

The down time is certainly welcome…but it hasn't all been sleeping on the beach.

On this occasion, two interesting and profitable trends emerged...

Top News

Ten Numbers Shaking the World Right Now


Here are this week's need-to-know facts about the stock market, economy, Wall Street, and life-changing global events…

It's the numbers that count in this crazy world. They can tell stories that words sometimes can't.

Here's a look at some of the fascinating, infuriating, amusing, depressing, and altogether important numbers that the world has put up on the board recently – and why you need to know them.

To continue reading, please click here...

Global Economy

How to Make 46% on My "Australian Independence"

I like Australia's stock market right now. I think it provides you with a ton of upside potential.

Virtually every analyst on Wall Street disagrees, of course. They hate Australia. But they didn't like Chile, either, where we're up 46%. And they weren't crazy about Indonesia – another market that's making us good money.

Independent thinking pays well, plain and simple. And right now, Australia can pay you extremely well.

And there's more than one way you can make money.

Stocks

Put Politics Aside, Invest in this South American Agriculture Stock

Three weeks ago we mentioned that Morgan Stanley announced that it will close the agriculture segment of its commodities business.

The move was just another sign of hedge funds and banks electing to shift away from soft commodities, and place greater emphasis on the oil and gas markets.

Over the last two years, a number of banks have struggled in the agricultural sector. As they continue to show impatience for the long-term, many on Wall Street have picked up the ball and gone home.

Still, from our research and conversations with investors like Jim Rogers, the agricultural sector provides one of the best investment opportunities over the long term.

With demand outpacing supply and global food stocks hovering near record lows, the fundamentals are clear. It's is why Rogers told Money Morning this year "the price of agriculture has to go up a lot, or we're not going to have any food at any price."

But there's another important investor out there who is long South American agriculture. And he's using an entirely different strategy than the big banks in New York.

The investor is George Soros, Jim Rogers' former co-founder of the Quantum Fund.

Even though many Money Morning readers might not agree with Soros' politics, there's one thing you can't deny: Like Rogers, he too is a legendary investor.

And sometimes you have to put politics aside and find the right investment. And sure enough, he's long one stock that is ripe given the need for more food development in South America.

More than One Way to Invest

Wall Street banks are pulling out of the agricultural sector for two reasons: One, the short-term focus on profitability clouds their ability to see the long-term value of agricultural holdings. Second, soft commodities are a very difficult to master.

There are many different ways to invest in agriculture, but most are subject to short-term volatility given the global supply and demand picture, and the factors impacting prices such as planting cycles, weather variations, energy and shipping costs, and political uncertainty.

While animal technology continues to be our favorite way to invest in the sector, the Soros strategy has centered on a valuable investment vehicle that remains popular with hedge funds around the world: farmland.

Farmland continues to rise in price as investors attempt to cash in on the growing need for food in a world that will have nine billion mouths to feed in 2050.

And it's a solid hedge against rising prices. Over the past 70 years, farmland real estate appreciation has easily outpaced the annual inflation rate.

But farmland isn't just spiking in price here in the United States. It's also becoming a very hot commodity down in South America and portions of Africa.

And one stock provides an opportunity to get in on the development and ownership of farmland south of the equator.

Land Opportunities Abound in South America

To continue reading, please click here...

Precious Metals

The Best Reasons to Own Gold NOW

Whether you own gold or have been sitting on the sidelines, you must be wondering whether now is the time to buy more or to finally get in the game.

The answer is one of refreshing clarity in these uncertain times.

1. Gold prices are now at or below production costs.

With gold falling to its current levels, we are very near gold production costs ($1,000 – $1,100 an ounce) for many mining companies around the world.

You can now buy gold at or near the price it would cost a mining company to get it out of the ground. Buy now and you buy right.

And don't be afraid of further price dips. Here's the likely scenario: Any further falls in prices will cause miners to cease production and/or stop opening new mines.

Supply will have a harder time keeping up with demand. Prices will rise and you will sell right. Buy low, sell high and protect your portfolio from rapid fluctuation in the market value for your securities.

Your overall nest egg will be healthier by including gold, because you can wait out the market uncertainty in your stock and bond holdings.

Global Economy

Don't Let the Global Economy Wreck Your Investment Strategy

There's trouble all over the global economy, from fresh tremors in the Eurozone debt crisis to unrest in the Middle East and uncertainty over the fate of Obamacare here at home.

With so many threats to the markets coming from so many directions, what's an investor supposed to think?

Fortunately it's the job of Money Morning's Chief Investment Strategist Keith Fitz-Gerald to figure out which issues investors need to watch and which ones they don't.

On Fox Business Keith spells out what he thinks are the biggest threats to the global economy now and what investors need to be doing about them.

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Want to know more? Here's what Keith thinks would be The Worst Investing Mistake You Could Make Right Now.

To continue reading, please click here...