Welcome to Money Morning - Only the News You Can Profit From.

Skip to content

S&P - Money Morning - Only the News You Can Proft From.

Ignore the "Experts": 7 Reasons Not to Invest in Japan

July 10, 2010

[Editor's Note: Money Morning Chief Investment Strategist Keith Fitz-Gerald has spent portions of each of the last 20 years in various parts of Asia, and more recently has spent part of each year living in Japan. In fact, he's there right now. So he brings investors this latest report on Japan's economic malaise directly from that country.]

By Keith Fitz-Gerald, Chief Investment Strategist, Money Morning

Now that Japan's Nikkei 225 is half the relative price of the S&P 500 – and the cheapest it's been in three decades, investors are flocking to invest in Japan. But, Money Morning Contributing Editor Keith Fitz-Gerald isn't "buying" it. Find out why the "experts" are wrong in this free report…

  • About the Author
  • Syndicate

"Experts" Grow Bullish on Japan …But We See Reasons For Caution

June 29, 2010

[Editor's Note: Money Morning Chief Investment Strategist Keith Fitz-Gerald has spent portions of each of the last 20 years in various parts of Asia, and more recently has spent part of each year living in Japan. In fact, he's there right now. So he brings investors this latest report on Japan's economic malaise directly from that country.]

By Keith Fitz-Gerald, Chief Investment Strategist, Money Morning

KYOTO, Japan – Japan's Nikkei 225 is half the relative price of the U.S. Standard & Poor's 500 and is the cheapest that it's been in nearly three decades. This has led many Western analysts to conclude once again that it's "time to invest" in Japan.

I don't "buy" it – and you shouldn't, either.

To understand the obstacles Japan still faces – as well as better profit plays to make – read on…

  • About the Author
  • Syndicate

With this Bear-Market Insurance, You Can Keep Riding the Bull

March 19, 2010

By Martin Hutchinson, Global Investing Strategist, Money Morning

During the last few weeks, the U.S. stock market has recovered from its mid-February swoon and clawed its way to a new high for the year – returning share prices to levels not seen since late 2008.

At this point, based on consideration of its change in value since the money supply inflation began in early 1995, stocks appear to be substantially overvalued, perhaps by as much as 40% to 50%.

However, if our experiences of the late 1990s taught us anything, it's that the stock market can remain overvalued for years – meaning investors who opt out of the market completely risk getting left behind.

Still, given the soaring run-up we've seen since the stock market's March 9, 2009 nadir, I thought this would be an excellent time to review the ways nervous investors can protect themselves – even as they remain invested. That's just good, sound risk management.

And there is a way to achieve both goals – with a type of bear-market "insurance' that's fairly easy to use.

To find out about “bear-market insurance,” please read on…

  • About the Author
  • Syndicate

A Year After the Bear-Market Bottom, Investors Must Still Pursue Profits – Without Ignoring Risk

March 11, 2010

By Money Morning Staff, Contributing Writer, Money Morning

With the Standard & Poor's 500 Index up nearly 70% from the post-financial-crash low it set on March 9, 2009, U.S. stocks on Tuesday recorded their second-strongest showing ever for the first 12 months of a bull market.

But that near-record-setting performance brings to light two key issues.

  • First, despite the numbers that stand as evidence of the market's stunning surge, many still-shell-shocked investors refuse to label this as a true "bull market."
  • And second, no matter how great a market's performance has been, the real question to answer is "where do we go from here … and how do I position myself to maximize possible returns while mitigating risk as much as possible?"

Money Morning turned to several experts – including Money Morning Chief Investment Strategist Keith Fitz-Gerald, and respected market researcher Bespoke Investment Group LLC – for some perspective on both these topics.

  • About the Author
  • Syndicate