Quarterly Report

The Coming Bond Market Collapse: Three Ways to Dodge the Damage

We're on a collision course with the worst bond market collapse in decades.

The warning signs are as clear as day.

There's still time to dodge the damage – and even to profit – if you know what to look for.

But the time to make your move is now…

To understand the three moves to make now, please read on...

Cash-Rich Companies Share the Wealth with Trillion-Dollar M&A Activity in 2011

Mergers and acquisitions, or M&A activity, so far in 2011 has been a driving force in the stock market's positive performance.

In fact, global M&A activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine., which tracks the M&A market, says 130 deals have either already been closed in 2011 or are currently pending. And, while the total number of global deals is down slightly from the same period in 2010, the actual value of the deals is up more than 55% (with deals involving U.S. companies accounting for 49.6% of that total – a 117% jump from 2010).

Looking forward, most M&A analysts now predict more than $3 trillion in takeover activity for all of 2011.

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Pocket Higher Profits By Spotting the Next Takeover Target

Investors lucky enough to hold shares in a company before it's acquired by another can snag some hefty profits – and this year has been one of the hottest on record for deals.

Global merger and acquisition (M&A) activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine. Looking forward, most M&A analysts now predict well more than $3 trillion in takeover activity for all of 2011.

The question is, how can you spot a likely takeover target before the announcement of a potential deal hits the news?

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Oil Prices Look to Top $150 by Midsummer On Resilient Demand and MENA Turmoil

Money Morning predicted in its 2011 Outlook series that oil prices would see $100 a barrel by summer. And that's proven to be true – but not entirely for the reasons we discussed.

In addition to the increased demand we talked about in January, violence in the Middle East and North Africa (MENA) has driven oil prices into the stratosphere. The price of light, sweet crude climbed above $112 a barrel last week, up more than 22% from where it started the year.

A recent pullback has driven prices back down to about $107 a barrel, but don't be fooled. Strong demand in emerging markets, a weak dollar, political turmoil in the MENA region, and a strong speculative sentiment will continue to push oil prices higher.

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Investing in India: First Comes the Pain, Then Come the Gains

As investments go, India has really great long-term prospects. No doubt about it.

Indeed, India has enjoyed very decent growth rates for the last decade, pulling many of its people out of poverty in the process.

But investing in India can be tricky.

Allow me to show you why.

For our forecast for the India stock market, please read on...

Silver Options: How to Protect Your White Metal Profits

Turn on the television or flip through the pages of any major newspaper, and the top stories will be either the stock market's unrelenting rise in recent days or gold's climb to yet another record high.

Without question, both are worthy of note – but the real star over the past eight months has been silver.

Stocks, gold and silver all hit cyclical lows during the final week of August 2010. The Dow Jones Industrial Average bottomed on Aug. 26, closing at 9,985.81, while June Comex gold futures closed at $1,223.30 an ounce on Aug. 24, and July Comex silver contracts settled at $18.121 per ounce on Aug. 23.

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Silver Investing Strategies: The Outlook for the "Other" Precious Metal

Silver rose as high as $41.98 an ounce this week – a 31-year high – and has remained above the $40-an-ounce level. That means that the "other" precious metal is up about 32% so far this year – and has more than doubled since Money Morning recommended it to readers in early September.

But where does it go from here? And how should investors position themselves? To answer those questions – and others – Money Morning brought its top "gurus" together for a roundtable discussion.

For this discussion, Money Morning Executive Editor William Patalon III and Associate Editor Kerri Shannon sat down with Money Morning Chief Investment Strategist Keith Fitz-Gerald, contributing editors Shah Gilani, Martin Hutchinson and Peter Krauth, and Contributing Writer Jack Barnes, the author of our popular weekly "Buy, Sell or Hold" feature.

The consensus: The long-term outlook for silver remains bullish, and a projected near-term pullback might even be healthy. But certain stocks and exchange-traded funds (ETFs) will likely be winners, and certain metals dealers are more reputable than others.

What follows is a transcript of that silver investing strategies roundtable discussion:

For our forecast for silver prices – and our top profit plays – please read on…

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Canada: Investing in the World's Safest Economy Can Put Profits in Your Pocket

When a March 25 "no-confidence" vote toppled the government of Canadian Prime Minister Stephen Harper, it also set the stage for a new general election.

This May 2 election will be Canada's third in five years and fourth in seven years. In light of the civil unrest in the Middle East/North Africa (MENA) region – not to mention the financial problems that continue to plague Europe – it would be understandable if global investors added Canada to the "do not invest" list.Money Morning Quarterly Report

But don't make that mistake: Our neighbor to the north remains one of the most stable big-market profit plays on the planet today.

Some investors even refer to it as the "world's safest economy." And with good reason.

For four ways to profit from the world's "safest economy," please read on...

Post-PC Era Poses Challenge to Techs: Adapt or Face the Consequences

The accelerating transition to mobile computing devices – such as smartphones and tablets – will drive tech companies to adapt to shifting consumer preferences or risk getting left behind.
Although they haven't yet tossed out their desktop or laptop PCs, more and more people are adopting mobile devices for such activities as checking e-mail, browsing the Web, playing games and interacting with social networks like Facebook and Twitter.
Indeed, the recent success of Apple Inc.'s (Nasdaq: AAPL) iPad, for instance, is just the one example of an ongoing paradigm shift that has come to be known as the "Post-PC Era."

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Music Streaming First Salvo in Battle to Dominate Cloud-Based Computing

Cloud-based computing is shaping up to be a major battleground in the U.S. high-tech sector for the rest of this year, as companies compete to deliver such services as music streaming to consumer-based mobile devices.

And it figures to be a true clash of titans, with such high-tech heavyweights as Inc. (Nasdaq: AMZN), Apple Inc. (Nasdaq: AAPL), Google Inc. (Nasdaq: GOOG) and Microsoft (Nasdaq: MSFT) serving among the major combatants.

And music is just the beginning.

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