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Month: May 2019

Investing in Non-Chinese Rare Earth Producers

The trade war shows more and more signs of becoming a permanent fixture in our lives and especially in the world of investments. In our article about the possibility of the trade war becoming permanent, we discussed how both China and the U.S.A. view this issue in the broader scope of global power and homeland security. As such, both sides are ramping up their tariffs and making no-so-hidden threats about what comes next. One of the things that especially caught our attention was the Chinese threat to cut off the export of rare earth metals to the U.S.A. At...

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Swine Fever Risks to Investment in U.S. Agriculture

African swine fever has killed about 200 million pigs in China and U.S. hog and soybean farmers are worried. A good measure of the swine fever risks to investment in U.S. agriculture is the fact that local news outlets are featuring this story in farm country. The Herald Sun, published in Durham, North Carolina writes about the spread of African swine fever in China. It first appeared in China last August and since then it has spread like wildfire, decimating China’s pork industry and affecting millions of pigs across that entire country. From there, African swine fever has spread...

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FANG Regulatory Risk

One of the many concerns in today’s stock market has to do with potential regulation of FANG stocks. Facebook has come under heavy criticism for not policing its social media against Russians interfering in the US elections, data privacy breaches, and terrorists posting videos murdering innocent people. Now Market Watch believes that FANG stocks are going to be “smacked down� by regulators. Stock-market investors live by the FANGs, and they die by the FANGs. That may be one takeaway from recent comments made by Savita Subramanian, head of US equity and quantitative strategy at Bank of America Merrill Lynch....

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Are There Safe Investments in China?

China has been the land of investment opportunity for decades with many investments in China doing very well. The benefits of investing in China came from its emergence as a developing economy, huge population and consumer base, and cheap workforce which attracted lots of foreign direct investment. Over the years China’s stock market matured, offering investment opportunities for average investors and many Chinese companies became listed in the USA as ADRs (American Depositary Receipts). Likewise, many mutual funds provided reasonably safe investment options by including Chinese stocks in their portfolios. There has always been risk associated with investments in...

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Is There a Safe Fifty-year Investment?

This question came to mind when we read an article by The Motley Fool, 3 Growth Stocks to Buy and Hold for the Next 50 Years. First of all, we give you their thoughts on the subject and then ours. In today’s world of high-speed trading and short attention spans, it might seem unfathomable to hold any given stock for years, let alone decades. But the world’s best investors know all too well the best way to consistently beat the market is to buy high-quality stocks and hold them for extended periods. To that end, we asked three Motley...

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