Comments for Strategic Investment

Comment on September 2009 Issue by Dawson Lodge

Dawson Lodge — Tue, 23 Mar 2010 03:18:20 +0000

I think this event should be more properly called
“THE BUSH DEPRESSION”, since that criminal put the final
nails in the coffin building his fascist police state…

Obama is a jerk and CFR stooge as well, but he has inherited
this mess and it can’t be said that he caused it.
(Of course his job is to crank it up another order of magnitude
to finally destroy the Republic).

Of course we could call it the “Congressional Depression”,
since those dolts and pimps enabled it over the last 40 years,
but that name just doesn’t have the right ring to it.

It’s just a big shame that Americans are too ignorant and
conditioned to realize who is really at fault.

Comment on Economic Collapse on Cue by gorbachevy chaes

gorbachevy chaes — Fri, 19 Feb 2010 00:53:06 +0000

They have dont it in the past, now they will do it again. alll it requires is for hillary to sleep with the right partners to underline the strenght of the geopollitical masters.
if she gets the right partners then dollar wil d and stock will go h
all the best hillary. I have coined this new strategy the Sleep right theory.

Comment on A Financial Vesuvius Is Erupting by Lisa

Lisa — Wed, 10 Feb 2010 05:51:16 +0000

I too am wondering if you are going to start writing Notes from the Underground again. It is unclear, given that I am a relatively new subscriber, where the value added is when the daily email is discontinued, after changing authors, and the subscription posts are so few and far between.

Comment on A Financial Vesuvius Is Erupting by Dave Johnson

Dave Johnson — Mon, 01 Feb 2010 23:18:17 +0000

The links for the video and the subscribe button are still not working. Is the Strategic Investment letter still published?

Comment on A Financial Vesuvius Is Erupting by marc

marc — Sun, 31 Jan 2010 08:08:02 +0000

Hi, would really love to subscribe but links not working for me either. Thanks

Comment on A Financial Vesuvius Is Erupting by N Williams

N Williams — Wed, 27 Jan 2010 01:14:25 +0000

The links for the video and the subscribe button are not working.

Comment on A Financial Vesuvius Is Erupting by Tim

Tim — Mon, 25 Jan 2010 02:31:46 +0000

Your email-subscribe link isn’t working.

Most of the quotes from people are not discernible from the rest of the copy – whole thing needs a tidy up.

Tim

Comment on A Financial Vesuvius Is Erupting by Jim

Jim — Sun, 24 Jan 2010 05:09:26 +0000

Notes from the Investment Underground just went off the “air” yesterday (Jan 21), with a final note from Andrew Snyder. Odd that you’re pushing this publication today, don’t you think?

Comment on The Sunny Side of the Leverage Cycle by Anthony Lo Presti

Anthony Lo Presti — Tue, 29 Dec 2009 06:21:26 +0000

Glad SI is back in action.
Welcome back James Dale Davidson. We certainly need you now to get through this mess.
Our politicians lie so much you can’t believe them when they tell you they are lying. The concept of Capitalism is so corrupted that it stifles creativity and growth.
Guiness (developer of the beer) said. “if you want to make money from people you have to let them make money from you”. Ford said, “if I pay the workers more they will buy my product”. All this wisdom is lost on the Numbnuts in DC. They have developed such an innate greed that they exactly fit the caricatures of the robber barons. I know you know this but a guy has to vent somtimes. Lou Dobbs,CNN, said it right, “it’s war against the middle class”.

Tony

Comment on The Plague of the Black Debt by Frank

Frank — Tue, 08 Dec 2009 01:41:32 +0000

Dear James,

It is great to see you posting more frequently. I hope this will continue. I have been following your writings since Blood in the Streets, and am a subscriber to your Strategic Newsletter and Crisis Strategy Alert. I am a huge fan, and recommend your books and research to many people – whoever will listen to me.

I also follow a number of other commentators through Bloomberg and their books, blogs and videos, including Bonner, Wiggin, Jim Rogers, Bill Gross, Noriel Roubini, Harry Dent, George Soros, John Paulson, Robert Prechter, Marc Faber, Mohammed El-Erian, Nassim Taleb, Peter Schiff, Charles Morris, Ron Coby, Michael Shulman, William O’Neil, and many others.

I liked your SNE Short idea, and think you were just a bit early. I think SHLD may also be an interesting short candidate – collapse of consumerism, poor management, heavy exposure to commercial real estate, tough competition from WMT and TGT. Look at the correction it had on its last earnings disappointment. A tough holiday season could send it down sharply. Remember the merger deal was touted as brilliant because of the huge real estate holdings of Sears and K-Mart. May not be so brilliant in retrospect. IBD gives it a 35 composite rating and a 40 EPS rating.

BTW, if you are not already a fan, I highly recommend that you listen to Tom Keene’s radio show on Bloomberg radio – Surveillance in the morning with Ken Prewitt(7-10 AM EST); and On the Economy at 6:00 PM EST. You can also check out the podcasts on http://www.bloomberg.com; or listen on Satellite Radio. It is must listen stuff. Check out the archives. They interview some great people and ask great, insightful questions.

I enjoy your posts, and believe it would be useful to have more specific recommendations, as well as your view on the timing. For example, how best to play the coming meltdown in the Regional Banks from the Commercial Real Estate debacle that is unfolding in front of us. Do you recommend using the ETF or puts on ETF’s?

How about going long the VIX using ETF’s with long term options? What is your view on this?

I would love to hear your ideas on a rationally diversified approach to protecting yourself and profiting from the coming collapse using an asset allocation approach, with specific recommendations within each asset class, utilitzing a mix of both specific stock recommendations and ETF recommendations.

For Example, the layout could look something like this:

Long:

Precious Metals 10% (of which 30% GLD; 30% SLV; 30%WGR.TO; 5% MFGD; 5% OKOFF)
Oil and Gas(…)
Agricultural Commodities
Emerging Markets
VIX ETF

Short
Short Regional Banks
Short S&P 500
Short US Treasury Bonds

Anyway, you get the idea. I know this approach would be more burdensome, but an allocation guideline would be tremendously useful in practice. What is your view on when the S&P correction begins? I know it is impossible to time the market, but your thoughts on this would be appreciated.

I would appreciate hearing your feedback on any or all of this. Feel free to contact me by e-mail as well. Keep up the great work! Thank you for everything.

All the best,

Frank