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 Featured Video
What the Hedge Funds are Doing
How hedge funds invest can sometimes be an indicator of where the economy and markets are heading.
Vincent Deluard, global equity strategist at TrimTabs Investment Research, and Kenneth Heinz, president of Hedge Fund Research, talk
with Bloomberg's Carol Massar and Matt Miller about their outlook for
hedge funds in 2010.
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Dear Members,
We live in a world where everything is go, go, go. A world
where a yellow traffic light means speed through instead of slow down.
In last week's newsletter, Another Shot at Glory, we urged
our readers to prepare for a correction that will soon take place before 2010
is over. Despite the fairy tales Wall Street is telling you about strong
corporate earnings, market data, and insider buys, do not succumb to the
glitter of green arrows. That's exactly what they want you to think...so they
can dump their profits on you before the next crash.
The Obama administration, with the help of Wall Street, is
leading us to believe that the markets have not only recovered, but are ready
for growth. Is it really possible to experience what we have experienced over
the last 2 years and already be on the road to strong economic recovery?
That's exactly the mentality that got us into this mess . And
that's why we need to be patient.
Fundamentals, corporate earnings, market data, and historic
events can all help us determine and predict what may happen in the future.
We're not saying we can use this information to predict what happens tomorrow,
but we can use it to help us predict what happens in the years ahead of us.
We need to look at the road ahead, and not just the road we
are on.
Economics 101 teaches us about cycles. Right now, we're in a
cycle of a long economic recovery that could stretch many, many years.
Regardless of what we're being told by the press, we are still in a depression
stage as true US unemployment numbers are closer to 20% (see A Hidden Agenda).
The economies of the world are still collapsing:
These are just a few of the signs that will ultimately lead
to another correction this year or early 2011.
Our recent stock market recovery since the bottoms of March 2009 to January 2010, reminded us of a comparable recovery during the
crash of October 1929. The recovery in market prices, much like ours today, stemmed
from government intervention via loose monetary policy, the spending of
hundreds of billions of borrowed money, and extremely low interest rates. This helped the Dow recover close to 50% of
the losses incurred in the October 1929 crash.
In the past, government incentives gave investors a renewed optimism and sent retail investors flocking
back towards stocks, only to see another correction months later in April 1930.
Despite being in a completely different era, we are
expecting the same thing to happen again. We predict the markets will correct itself
later this year, with debt being the catalyst for our next economic and stock
market decline.
Even with the best banking system in the world, Canada is at risk.
Household debt in Canada rose to record levels in 2009, with almost
two-thirds of families reporting that they would be in financial
trouble if their pay cheques were just one week late, according to a
report by the Vanier Institute.
In its 11th annual assessment of the state of the Canadian family, the
institute found that average household debt rose to $96,100 last year.
That resulted in a debt-to-family-income ratio of 145%, the highest
ever, with the level set to climb to 160% by 2012.
Based on our cycle theory, the debtload per household, and a rise in interest rates, we can expect real estate prices to drop significantly in Canada some time within the next three to five years.
It's scary, but it's not all bad
This time around, we can not only protect ourselves, but reward ourselves by
being prepared (see We're Back and It's Time to Prepare)
Precious metals such as gold and silver were the investments
that allowed investors to reap strong returns during the recovery of the 1930
crash, with precious metal shares outpacing metals prices themselves.
While we like the prospects of gold and silver, we favour the
junior miners even more (see A Clear and Present Danger)
Which leads us to one of our featured companies, Trueclaim Exploration (TSX-V: TRM)
As we have mentioned before, the world of major gold discoveries and easy to spot
formations are OVER! If you look at every gold company that is being funded
right now and have access to capital, they all have one thing in common:
Historical Data!
What smart geologists do now to find massive deposits is
start by going back to the biggest and best of the old ones.
And that's what Trueclaim Exploration (TSX-V: TRM) has done, with their past producing property at Scadding.
Towards the end of last year, we announced Trueclaim Exploration (TSX-V: TRM) as one of our featured gold companies of 2009. During that time, Trueclaim (TSX.V: TRM) had some advantages over its peers including:
- Existing underground ramp, open pit, tailings pond, powerline infrastructure and all-year access roads.
- Potential for near-term restart of the past producing operations.
Close to all major infrastructure, major mining camps and
suppliers Past producer with historic (non 43-101 compliant) resources in excess of
130,000 ounces High potential for additional discoveries and an expanded high
grade ore body Prior production covered less than 10% of 2,240 acres (1,018
hectares) property (10.2 sq. km.) (They now cover over 41,000 acres) - A flagship property in one of the least hostile and most government friendly places in the entire world to operate a mine
Earlier this past week, Trueclaim released the results of
its Phase I drill program for their Scadding property in Ontario.
The results speak for themselves
Take a look:
(for a better view of the numbers, please click here)
Highlights of these results include:
- TRM-10-07 19.29 metres of 12.9 g/t
- TRM-09-02 10.10 metres of 3.5 g/t
- TRM-09-13 1.00 metre of 47.6 g/t
- TRM-10-02 4.00 metres of 9.6 g/t
- TRM-10-06 2.00 metres of 22.3 g/t
- TRM-10-06 4.00 metres of 2.3 g/t
- TRM-10-07 1.80 metres of 25.6 g/t
- TRM-10-10 9.00 metres of 2.9 g/t
- TRM-10-11 1.23 metres of 11.2 g/t
With the assay results of Phase I now complete, the Company is
preparing to launch the Phase II drill program in early summer, 2010.
The recent results, as the company has mentioned, offer oustanding potential for Scadding and Trueclaim.
We invest in every company we feature after our initial reports and our
investment criteria ranges from one to two years, depending on the
situation. Combine Trueclaim's advantages over it's peers and its recent drill results, you can see why we selected them as a featured company.
Next week, we will be heading over to the PDAC ( Prospectors and Developers Association of Canada) convention in Toronto, Canada to meet
with Trueclaim's management, as well as other companies of interest. If there
are any companies you'd like for us to check out there, let us know right away!
We are likely going to witness another a resumption of the
economic and financial problems that began in 2007 this year. This will presage another
move from fiat currency into gold and silver, driving
precious metals prices higher once again.
Be prepared.
Until next week,
Questions?
Call Us Toll Free: 1-888-EQUEDIA (378-3342)
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Gold, the IMF, and Dirty Jokes
 Jeff Clark, Senior Editor, Casey's Gold & Resource Report
How many IMF officials does it take to change a light bulb?
As you probably read, the International Monetary
Fund announced they would proceed with selling the remaining 191.3
tonnes of gold from the 403.3 tonnes planned. The money is to be used
for lending to poor countries. Lending implies the money will be
repaid, which, in the case of the IMF, is a joke that isn't funny. But
that's a topic for another day.
The IMF stated that sales will be conducted in the
open market, which is interesting because until now, gold has only been
made available to central banks. While the IMF remains open to central
banks buying some of the gold, sales will be conducted "in a phased
manner over time" to avoid disruptions to the open market.
So, will IMF sales depress the gold price? Well,
remember the price rose with the first sale, when it was announced
India was buying 200 tonnes of the 212 for sale. But that was an offtake deal, not an open market sale, so the question is legitimate.
One way to look at it is this: global mine
production was 80.9 million ounces in 2009, so the IMF's 6.7 million
ounces could be a market-jolting 8.2% addition if dumped all at once.
And an 8.2% load would indeed upset a market if we were talking about
strawberries or anything else that people buy only for the purpose of
consuming.
But most gold isn't bought for the purpose of
using it up. It's bought for the purpose of holding it. So the relevant
comparison for the IMF's 6.7 million ounces isn't annual mine
production. Instead, we should compare it to the world's existing
stockpile of gold, which is roughly 2 billion ounces. The IMF sale
would add just 0.3% to global inventory - hardly a market trasher.
Further, we've been down this road before with the
IMF. When they sold gold in the 1970s, the price dropped upon the
announcement of the sale, but then rose when actual sales took place.
And the dirty joke is this...
Click Here to Continue Reading
More Casey Research Articles
> Snow-cialism
> Is Ben Bernanke Smart Enough to Be a CEO?
> The ABCs of ETFs
> Colombia is Open for Business
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Zacks Investment Research: Effects of Rising Rates and Rising Oil Prices
 With the market searching for direction our panel of experts share some
of their top sectors and stock picks to invest in now.
Our experts
weigh in with their views in this video segment of Zacks roundtable
review.
Click the video to play.
More Zacks videos:
> PEG Ratio - Stock Screening Strategy
> Aggressive Growth Stock Picks - Feb. 23, 2010
> Growth & Income Stock Picks - Feb. 24, 2010
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Technical Trading with Harry Boxer
 Harry Boxer has more than 40 years of Wall Street investment and
technical analysis experience, including eight years on Wall Street as
chief technical analyst with three brokerage firms.
Watch the video as he walks you through his technical analysis on Astrotech Corp., Netlist Inc., PositiveID, TASER International Inc., and a whole bunch of other stocks. To see more videos, Click Here.
 Like his analysis?
Click Here to receive a Free
15-Day Trial to Harry Boxer's Real-Time Technical Trading Diary for Equedia
members.
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Equedia's Newest Feature - Embed Videos
Is there a video on Youtube or another website that you want to post without uploading it through our technology?
With our new Embed feature enabled, you can now upload and embed any object or video into your blog post. Many of our users are already embedding videos from Fox, Youtube, and CNBC and sharing them with our users.
Embedding is simple. Just copy and paste the embed codes from another website ino the main blog section of your post (not the exceprt).
Where do you find these embed codes?
Embed codes for videos are usually right beside a video.
Here is an example of where the code is on Youtube, highlighted in yellow:
So share what you find with everyone! To learn more, feel free to email or call us at 1-888-EQUEDIA
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Equedia Tips - The Markets Tab
Using the search function at the top right corner of the website, search for any company. Let's use Research in Motion as an example. Once you reach their profile page, click on the MARKETS TAB. You should now see 12 seperate tabs underneath their logo. Try clicking on them and you will find in-depth information such as:
Detailed Quotes - Depth/Level II - Options - Java Charts - News - Profile - Financials - Insiders trades - Filings - Analyst Consensus - Earnings - Historical Data (Highs/Lows, Volumes, Closing/Opening Prices) |
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Build You Network and Invite Your Email Contacts
You can invite your friends to automatically join your network using your email contacts from:
Hotmail, Live, Yahoo! Mail, AOL mail, Gmail, msn, and many more!
or
You can manually add your friends' email addresses by typing them in (or copy and pasting from any text documents)
Just log in with your username and password and click here:
So whether you are a media user or investor, invite your friends now and build your network of investment traders and professionals. Here are some obvious benefits to having a large network:
- Improved credibility to your work and news feeds - the more friends and people you have in your investment network, the more likely you will attract new friends and followers
- Media users with a large network will gain more exposure for their services and attract more potential investors or corporations to their services
- Access more knowledge and information through your feeds
- See your friend's buy, sell, and hold ratings and the companies they have an interest in
Of course, there are many more benefits to inviting your friends but should you give it a try yourself.
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Additional Features (you may not know)
Equedia has many features (you may have overlooked) that will help you manage your investment life and ensure a more enjoyable and useful experience.
Here are just a few of them:
Calendar subscriptions: Keep track of your business events, subscribe to other events, and have access to your online calendar from anywhere in the world. In the near future, we will be working with public companies to add their events to the calendar so that shareholders will never miss an important event again. So call your companies and get them to participate!
Tagging companies to videos and images: Did you know that all of your videos and images can be tagged to public companies? Do you have a video about Google? How about a blog with an image? How about just a blog? Tag it to Google in your blog post, so that anyone searching for Google's quotes and finances can find your coverage!
Buy, Sell, and Hold Ratings: Once you log in, you can submit your buy, sell and hold ratings on the ratings tab so that other shareholders can see what YOU think. You may also access your associates' ratings and see what they think of the shares you hold.
Blog feed subscriptions: Once you add someone as an associate, you will have access to all of their blog posts through your blog feeds. Simply go to your "blog feeds" tab once you log in!
Search function: By far one of the most overlooked but important functions on Equedia. Using the top right hand corner search function, you can find and add any corporations, media users, or investors to your network.
Markets Tab: Under any corporate profile, you will find this tab. Under this tab, you can find the company's news, level 2 depth (delayed), options, charts, profile, financials, insider trades, filings, analyst overviews, earnings, and historical data (these may not be available for all companies)
There are many more useful features on Equedia.com but we think its better if you experience them for yourself. The more associates you have, the more useful Equedia will become for you. So use the new "invite my contacts" function and get started!
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Forward-Looking Statements
This Newsletter and report contains forward-looking statements. Forward looking statements are statements which relate to future events. In some cases, you can identify forward-looking statements by terminology such as "may", "should", "expects", "plans, "anticipates", believes", "estimates", "predicts", "potential", or "continue or the negative of these terms or other comparable terminology. These statements are only predictions and involve known and unknown risks, uncertainties and other factors that may cause our or our industry's actual results, level of activity, performance or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements.
While these forward-looking statements, and any assumptions upon which they are based, are made in good faith and reflect out current judgment regarding the direction of our business, actual results will almost always vary, sometimes materially, from any estimates, predictions, projections, assumptions or other future performance suggests herein. Except as required by applicable law the companies in this report do not intend to update any forward-looking statements to conform these statements to actual results.
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Companies Under Evaluation
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Disclaimer and Disclosure
Disclaimer and Disclosure
Equedia.com & Equedia Network Corporation bears no liability
for losses and/or damages arising from the use of this newsletter or
any third party content provided herein. Equedia.com is an online
financial newsletter owned by Equedia Network Corporation We are
focused on researching small-cap and large-cap public companies. Our
past performance does not guarantee future results. Information in this
report has been obtained from sources considered to be reliable, but we
do not guarantee that it is accurate or complete. This material is not
an offer to sell or a solicitation of an offer to buy any securities or
commodities.
Equedia.com has been compensated to perform
research on specific companies and therefore information should not be
construed as unbiased. Each contract varies in duration, services
performed and compensation received. Equedia.com is not responsible for
any claims made by any of the mentioned companies or third party
content providers. You should independently investigate and fully
understand all risks before investing. We are not a registered
broker-dealer or financial advisor. Before investing in any securities,
you should consult with your financial advisor and a registered
broker-dealer. The information and data in this report were obtained
from sources considered reliable. Their accuracy or completeness is not
guaranteed and the giving of the same is not to be deemed as an offer
or solicitation on our part with respect to the sale or purchase of any
securities or commodities. Any decision to purchase or sell as a
result of the opinions expressed in this report OR ON Equedia.com will
be the full responsibility of the person authorizing such transaction.
Please
view our privacy policy and disclaimer to view our full disclosure at
http://equedia.com/cms.php/termsr. Our views and opinions regarding the
companies within Equedia.com are our own views and are based on
information that we have received, which we assumed to be reliable. We
do not guarantee that any of the companies will perform as we expect,
and any comparisons we have made to other companies may not be valid or
come into effect. Equedia.com is paid editorial fees for its writing
and the dissemination of material and the companies featured do not
have to meet any specific financial criteria. Equedia Network Corporation., owner of Equedia.com is being paid $7,500 Canadian dollars plus gst per
months of advertisement coverage on Trueclaim Exploration Inc. in an on-going contract. We have
been paid by the company. We have also been compensated 30,000 shares
of Trueclaim Exploration by a third party for other marketing services as well as 50,000 warrants at $0.10.
These services includes but is not limited to the creation and
distribution of reports such as this one written by Equedia.com.
Equedia.com and its affiliates own shares in Trueclaim Exploration at
the time this report was released and we may purchase more shares in
the company and sell them for our own profit, without notice to our
subscribers. The companies represented by
Equedia.com are typically development-stage companies that pose a much
higher risk to investors. When investing in speculative stocks of this
nature, it is possible to lose your entire investment over time.
Statements included in this newsletter may contain forward looking
statements, including the Company's intentions, forecasts, plans or
other matters that haven't yet occurred. Such statements involve a
number of risks and uncertainties. Further information on potential
factors that may affect, delay or prevent such forward looking
statements from coming to fruition can be found in their specific
Financial reports. Equedia Network Corporation is a distributor (and
not a publisher) of content supplied by third parties and Subscribers.
Accordingly, Equedia Network Corporation has no more editorial control
over such content than does a public library, bookstore, or newsstand.
Any opinions, advice, statements, services, offers, or other
information or content expressed or made available by third parties,
including information providers, Subscribers or any other user of the
Equedia Network Corporation Network of Sites, are those of the
respective author(s) or distributor(s) and not of Equedia Network
Corporation. Neither Equedia Network Corporation nor any third-party
provider of information guarantees the accuracy, completeness, or
usefulness of any content, nor its merchantability or fitness for any
particular purpose.
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