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Tag Archives: real estate

April 2008 Issue

The mercury is climbing, blossoms are bursting out — so does Wall Street finally get to celebrate a springtime of its own? For eight long months now, a ferocious credit crunch, unprecedented since the Great Depression, has trapped investors in a deep freeze. Not only stocks and real estate, but even some of the (reputedly) safest bonds and money market instruments fell victim to the Arctic blast.

Happily, I’m detecting hints, here and there, of a thaw. It’s taking a lot longer than I had hoped, but we will see the end of this new Ice Age. As a balmier climate sets in, we can look forward to healthy markets again — and a return to the steady, consistent profits we enjoyed from 2003 to around mid-2007.

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!
In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.
And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!

In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.

And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

Housing: A Firmer Foundation

The housing market has been hurting lately — especially in parts of the country (such as the coasts) where prices climbed too fast. But I’m picking up indications that the bottom may not be far off.

No Surprise Here

A fascinating, eccentric critter this stock market is. Today, prices dropped sharply after the Federal Reserve voted to raise overnight interest rates another quarter-point (to 3.75% on the key federal funds rate). Yet the Fed’s move should have come as absolutely no surprise.

Time's Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Time’s Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Real Estate Swap

Real estate investment trusts (REITs) have chalked up huge profits for us in recent years. Now, though, the REIT market is becoming severely overheated — and dangerous. It’s time for us to take another small defensive step.

August 2004 Issue

In this month’s visit, I’ll show you how to fatten your portfolio regardless of who wins. Hint: Both candidates will grapple with the same set of economic challenges in 2005, so you can make a tidy fortune if you understand what those are (and how they’re likely to be dealt with). We’re already preparing for the road ahead by pocketing profits of more than 90% on our small-cap stocks while shifting cash into bonds, high-yielding blue chip stocks and even a low-risk “hedge fund.”

HIGHER RATES START TO BITE

We’re getting the first indications that rising interest rates are starting to crimp America’s borrowing habits. This morning, the Mortgage Bankers Assocation of America reported that its weekly index of mortgage applications for home purchase dipped to 409.6. That’s a cumulative drop of 11% from the peak in early June, and it comes during a week when mortgage rates had actually tailed off a bit. The spike in rates over the past few days will almost certainly continue to drive down next week’s purchase index.