Sunday, 9 February 2014

Marc Faber's picks

http://en.wikipedia.org/wiki/Marc_Faber
https://twitter.com/gloomboomdoom
http://new.gloomboomdoom.com/portalgbd/homegbd.cfm
http://marcfabersblog.blogspot.com.au/


http://online.barrons.com/public/page/roundtable.html?mod=BOL_hps_tnav_ranks
US magazine Barrons features Barron's Roundtable, where noted investors picks the best investments and Marc has leads with his recommendations:

http://blog.pundittracker.com/barrons-roundtable-2013-performance-updated-2002-13-rankings/?utm_source=rss&utm_medium=rss&utm_campaign=barrons-roundtable-2013-performance-updated-2002-13-rankings


He is quite a character, he concluded his June 2008 newsletter with the following mock quote:
"The federal government is sending each of us a $600 rebate. If we spend that money at Wal-Mart, the money goes to China. If we spend it on gasoline it goes to the Arabs. If we buy a computer it will go to India. If we purchase fruit and vegetables it will go to MexicoHonduras and Guatemala. If we purchase a good car it will go to Germany. If we purchase useless crap it will go to Taiwan and none of it will help the American economy. The only way to keep that money here at home is to spend it on prostitutes and beer, since these are the only products still produced in US. I've been doing my part."[

http://online.barrons.com/article/SB50001424053111903704404579334780442204564.html#articleTabs_article%3D0

Marc Faber's Picks & Pans

Investment/Ticker 1/10/14 Price/Yield
LONG
10-year Treasury Notes 2.86%
Market Vectors Junior Gold Miners ETF/GDXJ $32.70
Singapore:
Wilmar International/WIL.Singapore S$3.35
SATS/SATS.Singapore 3.21
SIA Engineering/SIE.Singapore4.99
Hutchison Port Hldg Trust/HPHT.Singapore$0.68
Vietnam:
HaNoi-Hai Duong Beer/HAD.Vietnam 41,800 VND
FPT/FPT.Vietnam 48,700
Vietnam Dairy Products/VNM.Vietnam 138,000
Short:
iShares Russell2000ETF/IWM$115.52
iSharesMSCIMexico Capped ETF/EWW 67.08
Turkish lira (spot) $1=2.16TRY
Momentum Stocks:
Tesla Motors/TSLA $145.72
Netflix/NFLX 332.14
Facebook/FB 57.94
Twitter/TWTR 57
Veeva Systems/VEEV 32.53
3DSystems/DDD 94.45
Source: Bloomberg

Here are some EFTs that make it easy to short Russell 200:
http://www.tradermike.net/inverse-short-etfs-bearish-etf-funds/



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