faber

[teknobucks]

http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vJxYIrQzGc8Q.asf&vCat=/av&RND=024669495&A=

[Show-me]

That was a great interview!

[etftalk]

3-Part: Marc Faber Expect Social Unrest in coming Months: Feb. 27 2009

Interesting thoughts on silver and gold about 5 minutes into the 1st video.


http://www.youtube.com/watch?v=EkvOQZW6gvs

http://www.youtube.com/watch?v=P8gaeb-B2Ys&feature=channel_page


http://www.youtube.com/watch?v=NPjJs2FT8W4

[etftalk]

Is Marc Faber turning bullish? :blink:

"The past week has seen a number of previously stalwart bears adopt a more bullish posture, (http://finance.yahoo.com/tech-ticker/article/204750/%22Big-Bear-Market-Rally-Coming%22-Says-Noted-Bear-Barry-Ritholtz?tickers=%5Edji,%5Egspc,CSCO,XLF,SPY,DIA,Q QQQ) including Doug Kass, Marc Faber, Steve Leuthold, Barry Ritholtz and Richard Suttmeier."

http://finance.yahoo.com/tech-ticker/article/204750/%22Big-Bear-Market-Rally-Coming%22-Says-Noted-Bear-Barry-Ritholtz?tickers=%5Edji,%5Egspc,CSCO,XLF,SPY,DIA,Q QQQ

[XL-entLady]

Marc Faber has a blog now!

http://marcfaberblog.blogspot.com/

And I just saw that there is a video interview that was just posted on it that was taped on (I think) May 8. Faber says a correction and then a push upwards into July!!

Interesting. Take 20 minutes and listen. I highly recommend it.

Lady

[XL-entLady]

Today's blog post from Marc Faber:

May 13, 2009

Buy Agriculture Commodities (http://marcfaberblog.blogspot.com/2009/05/buy-agriculture-commodities.html)

"Going against the grain may be costly. Investing in agriculture today will be like investing in oil in 2001 to 2002 when oil prices halved to US$17 per barrel says Marc Faber editor of The Gloom, Boom & Doom Report. Agricultural commodities fell by half from June 2008 highs, but fundamentals remain strong says Faber.

Faber points to a weak build in agricultural stocks (supplies) during the bumper harvest year of 2008. Low stocks, declining productivity, and increased demand persist from a long term perspective says Faber and will drive prices higher. Population growth is rising until 2030 and will have produced an additional billion mouths to feed between 2000 and 2012 alone.

Faber is well known for highlighting long term trends in asset prices through a careful read of history. He points to the Green Revolution between 1976 to 1986 as the era when growth in food production transitioned from increased land usage to higher yielding agricultural methods yet those benefits have run their course. Productivity fell by almost half between 1990 and 2007 and will continue that trend over the next decade.

Faber recommends only one-third allocation to commodity futures products due to the negative carry costs in those markets and also warns against farmland companies due to poor yields. One third of investor capital should go to listed agricultural companies and the other third to private companies. The long term opportunity is now."

http://marcfaberblog.blogspot.com/

Does that mean I need to look at buying MOO again??? I'm heading over to stockcharts.com to look at it.

Lady

[JTH]

Thanks Lady


This falls inline with my future surgar & coffee play :)

[XL-entLady]

Thanks Lady


This falls inline with my future surgar & coffee play :)
Yeah, J, I thought about that when I was viewing his video that I linked in the post below. Just don't let my gourmet dark roast get too expensive, okay? I could be in deep trouble without my caffeine! And I'm too spoiled to drink Folgers. :toung:

Lady

[XL-entLady]

Faber says foreign markets. China. Foreign REITs (like RWX?). He says his whole investment strategy for the next decade is that we are going to have severe inflation. Good video at his blogspot.

May 19, 2009

Latest CNBC Interview, May 2009 (http://marcfaberblog.blogspot.com/2009/05/latest-cnbc-interview-may-2009.html)



"In Asia we have lots of assets that are reasonably priced. We have sectors that are attractive like banks in Singapore, Thailand and Hong Kong."

http://marcfaberblog.blogspot.com/

Lady

[etftalk]

http://www.youtube.com/watch?v=bfjj4J6F81g

http://www.youtube.com/watch?v=FuITMaxVIoU&feature=related

[etftalk]

Government Expanded 'Like a Cancer': Marc Faber (http://www.cnbc.com/id/37747651)

"Some economists raise the spectre of deflation, but Faber pointed out that inflation in the UK is high and that food prices are rising by 20 percent in emerging economies.

"People who tell me about the big deflation in Japan, why don't they spend a day in Tokyo? It's still the most expensive city in the world," he added.

"At this level I'm not particularly interested in buying anything," he said in response to the deflation argument. "I buy gold, I don't know what else to buy."

"Faber prefers to be invested in stocks rather than government bonds at this moment, because bonds have had a period in which they out-performed stocks and from now on, he predicted that bond yields will rise.

"Stocks are "in a correction phase" and got very oversold two weeks ago, he said, adding that 1,170 points was the S&P's resistance level. Indexes are unlikely to hit the lows of March 2009 again in the near future, according to Faber."