Breaking the Shackles of the 9 to 5 | by The Time & Money Group

In 2005, when I constructed the Big-Build Out (BBO) portfolio I imagined that there would be turn-over due to mergers and acquisitions.  However, never in my wildest dreams did I envision the world’s largest mining company, BHP Billiton, as a target.  Acquirer yes.  Target no way! That just demonstrates how much money is sloshing around looking for a home.

If you are not familiar with theory behind the BBO take look at its backgrounder.  The portfolio is up over 25% year to date.

Here is the current BBO roster: Continue reading ‘Potential Private-Equity Bid for BHP Billiton’

Global growth - you gotta love it!  It is the basis on my investment strategy.

Source: Bloomberg 

By Luzi Ann Javier and Xiao Yu

April 2 (Bloomberg) — Charlie Sartain, chief executive for copper at Xstrata Plc, the world’s fifth-largest miner, said the growth in China’s demand for all commodities “is just phenomenal,” and prices may rise for the next few years.

Demand for copper in the Asian country may increase 8 percent to 10 percent this year compared with 2006, Sartain said in an interview in Manila. “We do see, across all commodities, phenomenal growth,” he said.

China, the world’s fastest growing major economy, has spurred a five-year rally in commodity prices as manufacturers use more steel, nickel and tin. The price of copper on the London Metal Exchange rose to a record $8,800 a ton last May. China is the world’s largest user of the metal.

The “Chinese economy will keep growing strongly and so will commodities demand, including copper,” Chen Yue, Shenzhen- based analyst at Guotai Junan Securities Co., said today. “We are bullish on copper prices for the next few years.” Continue reading ‘Xstrata Says China Commodity Demand Is `Phenomenal’’

There is a lot of bullish Gold commentary floating around.  If this is the real deal - I am locked and loaded.  Refer to the portfolio threads to see where my money is parked.

Source:  January Gold Report
In conclusion, I would like to make one more change in my December forecast. I stated that, looking a little further out in the calendar, I believe we’ll see a close above US $730.40 in the spring of 2007 and a new all-time high sometime later in the year. I now believe that this leg up will not exhaust itself until we see a $775.00 print at the very least. This market spent months, from May 11, 2006 until January 25, 2007, being compressed into a tighter and tighter trading range and I don’t believe we did that to simply rally another $70.00 or so.

Source: Gold Powering Up for Major Uptrend
Because gold stalled out again at the zone of heavy resistance centered just above $660 last week and didn’t actually end the week up all that much, many investors haven’t cottoned on to the significance of last weeks’ breakout. So let us be absolutely clear, it was MASSIVELY SIGNIFICANT, and we shall be much obliged to those sellers last week who are providing us with a last chance to board the train before it leaves the station. This is the time to load up with promising stocks across the board.

In my article, “Wealth Building Thru Gold Investing - It is All About Supply and Demand” I stated that Asians have a strong affinity for gold and as Asian investors become wealthier their ownership of gold will increase.  The sheer number of potential Asian investors buying small amounts of gold will create an unprecedented demand driving the price of gold higher.  The following provides additional support for my position.

Continue reading ‘2007 Year of the Golden Piggy Bank’