And so are the institutional investors I've run into during my latest investment-research visit to this country. These institutional players want to lock up some valuable land parcels before 2020. That's the date by which 500 million Chinese citizens are expected to have moved into China's cities as part of the greatest urban migration ever recorded.
You can do the math: We're talking about a group that's 1.6 times the entire U.S. population ... moving from China's countryside to its cities in the next 10 years.
And as torrid as this rally in U.S. stock prices has been, the lack of trading volume has been a consistent cause for concern.
Unfortunately for market bulls, even this well-chronicled concern doesn't tell the whole story. That's because U.S. stock market volume is even worse - actually, much worse - than anyone realizes. And this ultra-low stock market volume should be sending up some serious red flags for investors.
And she was right.
A wrestler, a standup comic, several movie actors, and former sports figures have been elected to office; tea parties are back as a way of challenging leadership; even a disgraced former governor makes it onto "Celebrity Apprentice."
But she never saw this one coming - a U.S. sanctions move against Iran that may actually work... and make you some money in the process.
However, the biggest factor in coal's recent price surge is steadily increasing demand for the fossil fuel in power generation and steel-making process, abetted by rising costs for other types of fuel, like oil and natural gas.
The question for investors, of course, is will this rising demand continue - and how can you profit if it does?
The answer to the first part of that question is almost certainly, "yes," but solving the second part is a little trickier.
Brazil's economy had only a shallow recession and is now recovering nicely. Its market has been one of the best performing since Dec. 31, 2008, and both inflation and the budget deficit remain under control.
Yet one can be only moderately bullish - and I'll explain why.
But a handy little tool called a "Form 13F" can help.
In case you're not familiar with it, the 13F is a disclosure document that the U.S. Securities and Exchange Commission (SEC) requires institutional-investment managers to file when they hold $100 million or more of certain U.S.-listed stocks.
China's $300 billion sovereign wealth fund (SWF) - the China Investment Corp. (CIC) - just filed its first-ever 13F with the SEC, revealing that it purchased about $9.6 billion worth of U.S. stocks last year.
And it confirms much of what we've been telling you since the global financial crisis began - namely that China would take advantage of the crisis by purchasing beaten-down stocks, resources, and hard assets ... and in a big way.
Even more important, this filing hints at what China is likely to do next - an insight that will help investors figure out where to put their money in order to maximize their personal profits.
We get asked a lot about the track record of The Money Map Report, our monthly advisory service in which Keith Fitz-Gerald, Martin Hutchinson and the rest of the Money Morning team ferrets out investment opportunities based on some of the most powerful global trends at work today.
Let me just say this: This portfolio is on fire.
Of the 24 stocks and exchange-traded funds (ETFs) in the portfolio, 21 are winners. Indeed, only three of the holdings are under water - two of them by such nominal amounts as 1.77% and 1.24%.
But the gains are eye-popping.
I obviously can't name the stocks or ETFs in the Money Map portfolio, but the current list of winners includes gains of 122.2%, 91.5%, 61.9%, 53.1%, 46.2%, 37.6%, 35.1%, 32.1%, 31.6%, 28.8% and 28.6%.
The Money Map Report is able to notch such gains because team members identify the most-powerful and profitable trends long before Wall Street even understands what's happening.
In fact, here's an example from yesterday (Monday).
Have you been reading about steel prices? The steel market was hit hard by downturns in the auto and construction markets. But prices have been on a tear. Scrap steel has zoomed 25% since November. Just yesterday, The Wall Street Journal reported that China's growing appetite for steel alone should be enough to cause steel prices to soar.
Now Wall Street is calling for steel prices of all types to continue their advance well into the spring. In fact, ABCNews.com yesterday reported that Wall Street equity strategists are now telling investors to buy the leading global steel stocks.
That's a nice call. But it's a little late.
Back in April - that's nine months ago - Money Map's Hutchinson told subscribers to buy shares of Korean steel giant Posco Inc. (NYSE ADR: PKX). At the time, Hutchinson said three catalysts would send the shares higher:
- A turnaround in Korea.
- Rising steel demand from China.
- And an overall increase in global steel prices.
In other words, while Wall Street was waiting for a clear signal as to which way steel prices (and steel stocks) were heading, Money Map Report readers were almost doubling their money on Posco.
And that's just one example.
In the newest issue, for instance, The Money Map Report will look at such opportunities as:
- A cash-rich company that's in a great position to buy back shares - and that may become a takeover target.
- A firm that's perfectly positioned to capitalize on the uptick in natural-gas prices, and that may be snapped up as part of the anticipated consolidation in the energy sector.
- And a firm that's poised to benefit from a rising tide of IT investments.
In the aftermath of the worst financial crisis of our lifetime, it's understandable that most investors want to avoid Wall Street and paddle their own canoe.
That task becomes a lot easier, though, when you have the right kind of map to guide you.
That's what we work to provide.
Good investing ...
William Patalon III
Money Morning/The Money Map Report
[Editor's Note: For more insight on global-investing profits, hot portfolios, and the best investment opportunities around the world, check out The Money Map Report.]
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Oil prices staged a remarkable rally this year on the back of a weak dollar and a nascent economic recovery. In 2010, it's likely that these same factors will combine with an increase in global energy demand to push oil prices back up over $100 a barrel.
With stockpiles still high and energy demand rebounding sluggishly, most forecasts are calling for the "black gold" to edge up into the low-triple-digit price range. That's 40% higher than where oil is trading right now - but is still well below the record high of nearly $150 a barrel that was established in 2008.
Money Morning Chief Investment Strategist Keith Fitz-Gerald is even more bullish. He believes that a price of $100 a barrel is "easily attainable" and says that some sort of unforeseen market shock could cause crude oil to spike as high as $150 barrel by the end of 2010.
So what's next for the dollar and the price of commodities like gold?
In order to answer that question we must look at the factors that brought us here: loose monetary policy and government stimulus.