|
Many experienced investors prefer at least a portion of their overall investment portfolio allocated to investments that are more aggressive than traditional savings accounts, mutual funds, stocks and/or certificates of deposit. For those who do, we invest in the following on behalf of our clients in private, individually managed accounts: Stock Indexes: SP500, Dow, Nasdaq, Russell2000 Precious Metals: Gold, Silver, Platinum, Copper Energies : Crude Oil, Natural Gas, Heating Oil, Unleaded Gasoline Forex: All Foreign Currencies Commodities: Grains, Coffee, Sugar, Cocoa, Orange Juice Breaking Commodity News and Articles: The US financial system needs "four bazookas" fired at the same time to restore its health, Pimco Co-Chairman Mohamed El-Erian said. The head of the world's biggest bond fund manager, playing off a "bazooka" analogy from Treasury Secretary Henry Paulson, said on CNBC that launching the simultaneous policy initiatives is key to the future of large financial institutions: *Re-liquefying the system. "That means putting in funds like the central banks are doing--and cutting interest rates. *Injecting capital "in some key financial institutions." *Stop the massive deleveraging, or unwinding of debt, in the system by buying "top-quality, highly rates securities." *Shifting regulatory policy from a pro-cyclical to anti-cyclical stance, or focusing on areas that are inversely correlated to economic performance. "If you don't see the four bazookas firing at the same time it's going to be too little, too late on the policy front," he said. El-Erian, who called for a "regime change in policy," said the move overnight by central banks to inject a $180 billion expansion of temporary foreign currency swap arrangements helps but is not enough to stop the financial crisis. "There are many ways to do it. They are not elegant, but we're in a crisis mode," he said. "And when you are in a crisis mode you first stabilize the situation and then you deal with collateral damage." From Barron's September 15th Interview Special Report: Rebuilding the Mortgage Market -- AN INTERVIEW WITH JEFFREY GUNDLACH: Key lessons from the credit-crunch debacle and how to make the most of "an unmitigated disaster times 10." Gundlach, 48, has been around the mortgage block several times -- he joined TCW in 1985 -- so he's not afraid to speak his mind. And proving his mettle in mortgage investing, he's balanced strong quantitative skills with rigorous fundamental analysis, to build a column of good results. Where do you see some of the investment opportunities? Long-term Treasury bonds, as they find their lows, are a tremendous sale. Obviously, a 3% yield on the 10-year Treasury doesn't offer much in terms of absolute investment return. Plus there is a lot of opportunity cost locking in to a 3% yield should inflation bounce up to 6% or 8%. And, of course, there is going to be a mark-to-market loss waiting for those bonds to mature. But those higher interest rates are going to also make it a challenging environment for all financial assets. Presumably, higher rates don't bode well for equities, either. No they don't, unfortunately. And consider that most people's most liquid asset is equities. I think people are going to be selling equities just because they need to raise money. Broadly speaking, we've been in a bear market for a while, and that's going to continue. You're going to be better off in productive real assets such as commodities, fertilizer and food. Amerifutures Investments Firm is an online futures trading and commodity broker. We work with all levels of traders and investors from newcomers to old pros. No investment minimum is required though generally we suggest not starting with less than $10,000. For more information please submit request info form or call us toll free at 1-(888)306-5252 x8057. < br> |








