[Money-matters] FW: [Money Matters Newsletter] Market fights with 12, 000. Portfolios. Holdings and Gamblers Plays Updated. Feb 5, 2011

Sat Feb 5 23:54:58 UTC 2011

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From: Money Management Radio [mailto:marc at moneymanagementradio.com] 
Sent: Saturday, February 05, 2011 3:49 PM
To: bayareaprocess at att.net
Subject: [Money Matters Newsletter] Market fights with 12,000. Portfolios.
Holdings and Gamblers Plays Updated. Feb 5, 2011

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Money Matters Newsletter: Market fights with 12,000. Portfolios. Holdings
and Gamblers Plays Updated. Feb 5, 2011

Marc's Notes:

Margarita Dinner still available for those wishing to sit down with me over
a great meal and margaritas, all at my expense. Cost is $199.00 per person
and you can add a person for only 50.00 bucks more. Email me. 

Dream Porfolio and Super Dividend Payers List is updated as of last week. 
Is the market rolling over? 

It's tough to tell. Dow 12,000 appears to be the new battle line. If we
chart the Dow's movement against the Feds Quantitative Easing (Money
Printing Programs), we see a direct correlation with the FEDS first round of
printing and the second one announced in November. 

Shortly after they announced QE 2, the markets headed north again. With 600
billion dollars spread out over 6 months, we should keep our eyes on about
April, when the money starts to run out. 

It's probable that if the markets turn down again they will announce another
round of easing (money printing). They will use the excuse that the recovery
isn't strong enough to move unemployment down fast enough and that more
easing is necessary. 

That will be our cue. Unemployment will be the excuse to further juice the
markets. 

How does quantitative easing (money printing) juice the stock market? 

Easy. The FEDS print up money, and then announce they will be buying
Treasuries not from the Treasury Dept but from Goldman Sachs and the rest.
Then Goldman and their cartel friends' front run the FED and buy the
Treasuries from the Treasury Dept, then mark them up in price and resell
them to the FED. 

Then Goldman uses the money it got (and the profit) to gamble in the stock
market. Since they can't get much interest in savings accounts (sort of
speak) just like you and I can't get good rates, they gamble where they
think they can make more money: in stocks and commodity markets.

This drives up these markets making the recovery we all see. A slight of
hand from the FEDS and the BANKS to make investors think a recovery is
afoot. 

Problems arise with this trick however. Firstly, only well-off citizens can
afford stocks so only they and the banks profit. 

These rising markets also drive up food and energy prices so the poor who
don't own stocks have to pay more for the things they buy. 

Adding insult to injury, all of us PAY for the money they printed and gave
to the banks through higher deficits which will have to be paid back by our
children sometime in the future. (Nothing is "free"). 

Lastly you don't have to be a rocket scientist to figure out when the
printing runs out, so does this so called "recovery".  What is left over is
the bill for it all and the higher prices. 

Not a good recipe for lasting economic health. 

Worse yet is when the markets revert back to their "mean" and "real" values,
stocks reverse leaving the average investor even worse off then before. 

The only ones that have a chance are the banks and those that sell at the
top. Something which is very hard to time. 

Meanwhile in the debt market (bonds)  where all this borrowed money lives, a
glut of bonds drives down the price of bonds which forces UP interest rates.
As more and more debt is issued, bonds go further down. 

Most advisors and brokerage managers still hold the opinion that bonds are
safe however, even in the face of this massive supply, so many investors
still hold bonds thru bond and mutual fund families. 

A toxic recipe for investor loss sometime in the future. 

How do we know if you own any bonds? Ask or look in your statements. Usually
bonds are listed as such and bond funds have names like "Fixed income" or
"High Yield".

You may have to look at the prospectus of the fund, or for an easier way, go
to Yahoofinance.com and enter your fund or stock symbol, then go the
"Profile" on the left side of the screen. 

You will see a short paragraph describing what the fund holds.

If you see "debt instruments" or "mortgages" or "corporate debt" or other
similar name, you probably hold bonds in some form or another. 

The only bonds I want to hold are short term US government guaranteed bonds,
notes or Treasuries. I don't hold anything else except a small amount of
foreign country bonds or corporate bonds in a large fund, but again only a
VERY SMALL AMOUNT. 
If you look over market news from a reliable source like PrudentBear.com,
you will note recent articles about entire countries, states, cities and
corporate budget problems surfacing. This is the start of many defaults and
problems with bonds and you should be aware that trouble stirs in all things
debt. 

In other news, we announced some gamblers plays on last week's shows and
they are as follows:

TBT our interest rate fund is rising and it's ok to add small amounts of
this UNDER 40.

Euro problems still lurk so EUO is a good vehicle to explore. It will rise
if the Euro falls.

Gold and silver had our expected correction so adding some gold or silver
stocks here might yield some quick profits. 

Oil is firming and with Egypt issues in the news, any further upset over
there could spike oil. I use USO for this trade. 

I plan to sell these gambler plays on any increase over 5 % or so depending
on how fast they rise. 

Long term holders and investors should not gamble but continue to hold gold,
silver, TBT, RRPIX (interest rate funds), dividend payers, foreign
currencies and physical gold and silver. Energy stocks are also a good play
to consider as well as commodity funds such as DBC and DBA. These 2 funds we
hold from years ago and are now in the black again due to the rising food
costs. 

Uranium continues its ascent since our mention of it a few months back.
URPTF,  CCJ  and NLR are ways to play this and are up nicely since our
newsletter that mentioned it. Long term we hold these at higher prices and
wait its ascent into profitability once again.

Bank accounts for most of your money is still valid as well as short term
Treasuries but you should be guarding against dollar inflation with foreign
currencies, gold, silver, dividend payers and Swiss Annuities. On these
asset fronts, foreign currencies continue up into nosebleed territory and
those holding Swiss Annuities should be getting your statements this month.
You will definitely like what they say. They are UP UP UP!

Our foreign currency funds, FXA, FXC and FXF are continuing their ascent and
paying us interest to boot, so hold. They never did correct to a new "buy
in" level after we sold off a portion so we wait for now. If they continue
up, we make money there too.

A new EVERBANK product with no risk is in the works but no details yet so
stay tuned.

Overall the US dollar continues its fall but I suspect a brief rally may be
in order. If stocks fall then the US dollar will rally. Interest rates
continue higher still and this does not bode well for long term market or
dollar health, nor will it help the consumer as his borrowing costs will
soar. 

Housing continues its descent into the depths as I warned many times and
with millions of foreclosures still due, rising interest rates, and more
underwater homeowners due to falling home prices, nothing good I have to say
about real estate. Lower prices are ahead and ahead and ahead. 

All for now except thanks for the great support all of you showed during the
membership drive and a big thanks to our anonymous donor that appeared at
the start of the show. (You know who you are).

Email me with your questions. Pledgers for consults, the dinner, the website
access and newsletter should be contacted shortly with information and
access passwords.

Marc

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Where I buy some of my gold and silver: What I call "Possession Gold". 
Blanchard and Company, Inc.
P.O. Box 61740
New Orleans, La 70161-1740
Direct toll free number: (888) 727-7537
Rick Baugnon

I have probably purchased the most ounces of gold and silver from Blanchard.
Not only do they sell regular coins and bars, they are the only contact on
this e-letter that also can provide you with graded coins and collectible
coins. Although I usually recommend only standard coins, I do own
collectibles as they may help against a confiscation scenario and we need to
be prepared for everything. Please call Rick Baugnon and tell them you are a
Money Matters Listener and he will give you special consideration and he
knows my preferences. Use his direct line above. Rick and I have discussed
Money Matters needs and he knows what to provide.

Monex Deposit David Feldberg x 2216
4910 Birch St., Newport Beach Ca 92660
1 (800) 949 4653 (GOLD) ext 2216 You may refer to Marc Cuniberti and Money
Matters and David will know what Marc recommends. 
Take delivery and store in a safe place. You may have 25 % of this amount in
silver and the remaining 75% in gold. I usually buy only generic 1 ounce
rounds or ounce bars, no collectibles. You may buy any 99 % pure gold or
silver assets but pay no more then a few percentage points over spot. Again,
buy NO Collectibles, No Margin account, No Commodity accounts. Take delivery
of standard coins only. 
I usually buy Gold Eagles, Buffalos, Kruggerands, Silver Maples. Gold Pandas
Generic Rounds. Peace Dollars or Morgans. 
Follow Marc and Money Matters on Facebook
<http://www.facebook.com/topic.php?uid=225256048565&topic=11908#/pages/Money
-Matters/225256048565> . 

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