Year: 2011

How To Respond To a Wall Street Correction; 2011 Money Portfolio

Bill Valentine, founder of Valentine Ventures, LLC, shares three important investment tips to consider during a stock market correction.  A stock market correction can range anywhere from 5 to 20%. Anything beyond 20% would be considered a bear market. The first tip Bill discusses references an earlier blog post of his titled  “Trust Your Instincts, 

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The Real State of Real Estate in Bend

Last week, I gave a talk to a local realty company and thought I’d share my presentation.  The point was that if you judge the state of real estate solely by median price or default numbers, you only get half the picture. Here in Bend (the poster child for the Real Estate Bubble), our transactions

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Hyperinflation….or High Inflation?

Hyperinflation or high inflation? What is the difference?  Bill Valentine, CIO and founder of Valentine Ventures, shares his insight on the difference between hyperinflation and high inflation. Investors are always concerned about high inflation as an economic risk. Bill says if we were faced with a hyperinflation scenario,  the only way to protect yourself would

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“Outcome X” Would Spawn a Million (Economic) Harold Campings

I so badly want to believe that our country’s only way out of our debt mess is some combination of economic implosion, hyperinflation, dollar debasement, and default.  I really do.  It would serve my purpose and validate many of my views. I’m a fiscal conservative.  I believe our President’s economic policy is profoundly reckless.  I

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Silver, Stansberry, and Inflation

Silver is down mightily since the last Market Message…what a call! And the world has still not melted down. Settle down, Mr. Stansberry. And measuring inflation…….we’ll address the “shadow statistics” with some market intel from the bond world. To view this video on YouTube and comment, click here.

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The Silver Fetish – A Bubble if There Ever Was One

Silver is showing the classic signs of an asset bubble.  Bill walks you throught the evidence. To view this video on YouTube and comment, click here.

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OPERS Investment Account Running Off The Rails?

I’m always amazed to hear the investment officers at the Oregon Public Employee Retirement System (OPERS) lauded for their longer-term performance record.  It entirely ignores the concept of risk, and fails to acknowledge how the officers’ risk-taking has manifested in the weakened state of the fund today, and the damage its doing to municipal budgets

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Porter Stansberry is world’s biggest shark (preying on you and your fears of economic collapse)

Porter Stansberry needs to be called out for preying on your fears of economic collapse to sell his investment newsletter. If you don’t know who Porter Stansberry is, read Brian Deer’s resource page for a Sunday Times of London investigation of California-based VaxGen Inc., which led to dealings with Frank Porter Stansberry, a tip sheet

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Oil: Where it’s headed, how to trade it, and hands of the Strategic Reserve!

– Some perspective on oil (0:58) – Strategic Reserves do not equal opportunistic reserves (1:47) – Oil’s historic price action (3:09) – Disruptions in Libya (3:50) – How to trade the Texas T (5:35) To view this video on YouTube and comment, click here.

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