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Economics
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Mike Discusses the Healthcare Bubble Jan 30, 2015
Release of October 2014 Global Economic Analysis Excerpts Jan 21, 2015
The Best Risk-Adjusted Trades Right Now Jan 20, 2015
Gold, Currencies and US Market Forecast Update Jan 18, 2015
We just released an important update for gold, currencies and US stock market forecasts. This report was published on video and discusses gold, silver, US dollar, Swiss franc, euro and the US stock market. Below Mike has released Chapter 12 of his own 2007 book showing that he was the only one to not only have predicted the financial crisis, but also showed specific ways to land huge profits. Check to download . View Mike Stathis' Track Record , , and .
Opening Statement from the December 2014 Intelligent Investor (Part 3) Jan 15, 2015
Opening Statement from the December 2014 Intelligent Investor (Part 3) First published on December 9, 2014 for subscribers to the Intelligent Investor Over the past couple of months we have been advising readers to consider gradually raising cash through a process of selective selling (selling on strength) as we approach the New Year. We reminded readers this recommendation was not a market forecast but served as a risk management call based on what we have identified as several points of...
Opening Statement from the December 2014 Intelligent Investor (Part 1) Jan 7, 2015
Opening Statement from the December 2014 Intelligent Investor (Part 1)First published on December 5, 2014 for subscribers to the Intelligent Investor Despite persistent and widespread claims of a global recovery, very few fundamental improvements have been made in the world’s most worrisome economies. It is very possible that we will soon enter into a new period of increasing macroeconomic risk. We continue to stand by our forecast of 450 for the CRB Index. We first set this price...
Global Economic Analysis - Nov 9, 2014 (Excerpts) Dec 21, 2014
Opening Statement from the November 2014 issue of Dividend Gems Dec 20, 2014
Opening Statement from the November 2014 issue of Dividend Gems First published on November 17, 2014 for subscribers to Dividend Gems Over the past several months economic headwinds from around the world have materialized largely as we anticipated. From our perspective there have been very few if any surprises to speak of. Accordingly, the capital markets have generally behaved in a fairly predictable manner. Even in circumstances when the capital markets have responded irrationally, most of...
Opening Statement from the November 2014 Intelligent Investor (Part 3) Dec 17, 2014
Opening Statement from the November 2014 Intelligent Investor (Part 3) First published on November 5, 2014 for subscribers to the Intelligent Investor In the Opening Statement section (Part 3) of the October 2014 Intelligent Investor we characterized the behavior of the US stock market by predicting the appearance of trading micro cycles that would trend down over time. In the September 2014 Market Forecasting section we advised that only active or aggressive investors look for an entry if...
Opening Statement from the November 2014 Intelligent Investor (Part 1) Dec 10, 2014
Opening Statement from the November 2014 Intelligent Investor (Part 1)First published on November 5, 2014 for subscribers to the Intelligent Investor Over the past several months economic headwinds from around the world have materialized largely as we anticipated. From our perspective there have been very few if any surprises to speak of. As a result the capital markets have behaved in a fairly predictable manner. Even in circumstances whereby the capital markets responded irrationally, most...
Opening Statement from the October 2014 issue of Dividend Gems Nov 15, 2014
Opening Statement from the October 2014 issue of Dividend GemsFirst published on October 19, 2014 for subscribers to Dividend Gems The irrationality of the masses coupled with the IMF’s attempts to play superman through its poorly communicated warnings spooked the market, paving the way for any reason to sell. As German economic data came in weak, the markets used that as an excuse to bail, while bond investors rushed into the safe haven US Treasuries. Meanwhile, investors viewed...
Opening Statement from the October 2014 Intelligent Investor (Part 3) Nov 8, 2014
Opening Statement from the October 2014 Intelligent Investor (Part 3)First published on October 7, 2014 for subscribers to the Intelligent Investor As forecast in the September Market Forecasting presentation (September 12, 2014), the Dow Jones has thus far retraced down to the 16,600 range on October 2. It is important to note that the Dow made an intraday low of 16,674, but closed up slightly at 16,801 on October 2. Two days later the Dow rallied to an intraday high of 17,099. This is...
Opening Statement from the October 2014 Intelligent Investor (Part 1) Nov 3, 2014
Opening Statement from the October 2014 Intelligent Investor (Part 1) First published on October 5, 2014 for subscribers to the Intelligent Investor As expected, the commodities market continues to reflect the realities of a weakening global economy. Without substantial economic stimulus, global economic momentum is likely to keep downward pressure on commodities pricing moving into 2015, aside from any short or intermediate term price retracements. We first discussed the deflation of the...
Opening Statement from September 2014 Dividend Gems Oct 20, 2014
Opening Statement from the September 2014 issue of Dividend Gems First published on September 17, 2014 for subscribers to Dividend Gems While much of the global economy continues to lose steam, the US and the UK remain atop of the advanced world with improving conditions each month. Recently, economists revised UK economic growth for 2014 and 2015 upward. The US economy recently posted strong manufacturing and service sector PMI data, each one now at multi year highs. Moreover, earnings for...
The China/Superpower Myth & The Best Investment Advice You Ever Heard Oct 18, 2014
Opening Statement September 2014 Intelligent Investor (Part 1) Oct 5, 2014
Despite an overheated property market and a large consumer and government debt burden, the UK continues to deliver strong economic growth which... Again, we feel that the ECB will eventually begin its own asset buying program (similar to that in the USA)... As Japan moves forward with the third phase of “Abenomics” the proposed structural reforms...Aside from the relatively stable economic environment in the US and UK, there is very little good news for commodities bulls. Thus, it...
MP3 Notes on Oil, USD, Euro, Pound, and Global Economy Oct 1, 2014
I plan to begin making more frequent communications to newsletter subscribers using an MP3 format. These audio presentations will augment the monthly presentations but will be less formal and provide more of a big picture and educational perspective. Obviously these MP3 recordings will not have any graphics. The presentations will not be scripted or rehearsed. Rather, they will comprise thoughts that pop up that I feel might be helpful. We also do not plan to subject these MP3 recordings to...
China Has Increased US Treasury Holdings by Over 2000% Sep 26, 2014
The following article is more than 7000 words and greater than 50 pages in length. The full article is only available to website Members and subscribers to one or more of our investment publications as well as other clients who have previously establish business relations with us. Below we have provided some excerpts. Among the endless number of myths that have been spread by gold dealers and their equally deceitful underlings over the years, there are a few myths that stand out above the...
Opening Statement from August 2014 Dividend Gems Sep 7, 2014
Opening Statement from August 2014 Dividend Gems First published on August 18, 2014 for subscribers to Dividend Gems In line with our expectations, US second quarter GDP came in at 4.0%, well ahead of the 3.1% consensus. Moreover, first quarter 2.9% GDP contraction was revised upward to 2.1%. Over the same period the US received upbeat jobs and manufacturing data, along with a continuation of positive PMI data from China, India and Taiwan. Thus, when taken together, one would expect the US...
Opening Statement from August 2014 Intelligent Investor (Part 1) Sep 3, 2014
Opening Statement from August 2014 Intelligent Investor (Part 1) First published on August 4, 2014 for subscribers to the Intelligent Investor As expected, the “Iraq trade” has faded for now. Meanwhile, recent upbeat economic data from the US and emerging market economies (China, Brazil and India) has done little to temper the retracement in the US stock market.
Opening Statement from July 2014 Dividend Gems Jul 30, 2014
Opening Statement from July 2014 Dividend GemsFirst published on July 17, 2014 for subscribers to Dividend GemsAccording to the most recent consensus estimates at our disposal, operating earnings for the S&P 500 Index are expected to
Opening Statement from July 2014 Intelligent Investor (Part 1) Jul 23, 2014
Opening Statement from July 2014 Intelligent Investor (Part 1) First published on July 7, 2014 for subscribers to the Intelligent Investor Without surprise, the overall commodities market remains weak. However there were two particular events in June that have had a significant although opposing impact on commodities.
Opening Statement from June 2014 Dividend Gems Jul 1, 2014
Opening Statement from June 2014 Dividend GemsFirst published on June 17, 2014 for subscribers to Dividend Gems Over the past several years we have discussed that the IMF has had a tendency to deliver overly optimistic estimates for economic growth, whether we are talking about the United States, European Union, China or Brazil. Consistent with this trend, the IMF’s recent downward revision for US economic growth in 2014 (from 2.8% to 2.0%) is more in line with our previous...
Opening Statement from June 2014 Intelligent Investor (Part 1) Jun 26, 2014
Opening Statement from June 2014 Intelligent Investor (Part 1)First published on June 1, 2014 for subscribers to the Intelligent Investor Last month we highlighted the downward revision in Q1 GDP. Recently, the second revision was released and was even worse. On May 29, 2014, revised data for GDP Q1 2014 showed the US economy contracted by 1%, versus the previous revision showing the economy expanded by 0.1%, which was down from the initial reading of a 1.8% expansion.
Global Economic Analysis: November 25, 2013 (Overview) Jun 21, 2014
Take a look at just one more example of the accuracy and scope of insight held by Mike Stathis in this video presentation from November 2013. Part 1 and 2 of this presentation, as well as numerous additional economic presentations are available at no charge to website members. For additional material on Mike Stathis' track record visit this . Mike Stathis remains the lone voice of reason and wisdom for Main Street.
May 2014 Opening Statement from Dividend Gems Jun 17, 2014
Originally Published on May 18, 2014 from the May 2014 Dividend Gems One of the primary variables responsible for market uncertainty is earnings growth estimates. Obviously these estimates are always being revised. Therefore, what might look like an undervalued security or stock market today could become overvalued tomorrow if earnings estimates change sufficiently, earnings are missed or the forward guidance is negative. This is a very important point to always keep in mind. At the same...
May 2014 Intelligent Investor (Part 1) Opening Statement Jun 17, 2014
Opening Statement from May 2014 Intelligent Investor (Part 1)First published on May 5, 2014 for subscribers to the Intelligent Investor We have been discussing the relative progress made in the US and euro zone economies, as well as our warnings of some excessive optimism which is now being revealed. Recently, US GDP for Q1 was revised downward from 1.8% to 0.1%. The huge miss was in part a reflection of unforeseen weather conditions. But it was also the result of overly generous estimates.
Mike Stathis Offers to Bet Peter Schiff Money that Hyperinflation Will Not Occur Jun 6, 2014
We recently ran across this excerpt from an interview given by Mike in June 2012, discussing the Rape of Greece by the Jewish bankers. You sure aren't going to hear this from the Kosher media because it represents the truth.
Opening Statement from April 2014 Intelligent Investor (Part 1) Apr 12, 2014
Opening Statement from April 2014 Intelligent Investor (Part 1)First published on April 2, 2014 for subscribers to the Intelligent Investor Over the past couple of months we have highlighted relative improvements in the US economy. We have even seen some modest improvements from the EU, but this region continues to face numerous challenges. Although we have seen some newer data reflecting weaker than expected activity in the US economy, this has not surprised us because we had previously...
March 2014 Opening Statement Intelligent Investor Part 1 Mar 17, 2014
It is always important to remember that salesmen always have reasons why something they sell or promote will go up as a way to get their audience to buy it. But they rarely if ever discuss the reasons why it could fall in price. That is why it’s called sales. Do not allow yourself to be sold to. Successful investors don’t follow cheerleaders. They follow unbiased analysts who have established credibility and a consistently good track record.
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2013 Mid-Year Global Economic Analysis (Video Presentation)

The Most Comprehensive Global Economic Report in the World

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60 Stocks Poised for HUGE Moves

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Fundamental & Technical Analysis of Twenty Stocks Trading over $100

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Economic Focus: Canada

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UK Economic Analysis: Housing and Banking Risk

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Investment Strategy Video Tutorial

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Italy, France and Japan Economic Analysis

As a reminder, we released an economic analysis of Italy, France, Japan and the US in the October...

 
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