"We're loaded to gills in uranium shares," says Mark Leibovit, often ranked among the top market timers. In his VRTrader, he looks at the market and some favorite uranium plays.
"Another day. Another record for oil prices. Has oil gone parabolic? It is starting to look that way. Meanwhile, the metals are following in oil's footsteps. With oil and metals up sharply, bonds are worried about inflation and dropping.
"Dollar weakness is contributing to the commodity rally. The dollar was looking for a while like it was on the verge of a larger rally, but recent weakness has shelved any ideas that the dollar bulls (if there are any) were ready to mount a serious charge.
"Interest rates are now low enough for the Federal Reserve to pause and take a wait-and-see stance in coming weeks, Fed Vice Chairman Donald Kohn said. But it might not be so easy for the central bank to take a break for long.
"On the downside, home prices continue to fall and this could put pressure on fragile financial markets. On the inflation front, it appears that some of the Fed's favorite measures of inflation expectations have moved higher.
"Uranium shares extended their recent gains and it appears an important trading bottom has formed. The top of $154.95 down to $58.00 represents to me a full correction and we probably have seen bottom!
"Meanwhile, the Uranium shares are asset plays. Ultimately, in my view, they will be acquired by one of the BRIC countries needing a guaranteed source of future supplies for the upcoming boom in nuclear plant construction (everywhere but the U.S.).
Ken Kam follows 70,000+ stock pickers who run virtual portfolios on Marketocracy; he looks for stocks bought by the 'best' while being sold by the 'rest'. Here's his two latest ideas.
"We've recently seen a nice assortment of stock splits," says Neil Macneale, whose 2-for-1 portfolio only include stocks announcing splits. Here's his latest buy: Graham Corp. (NYSE: GHM).
In The China Trader, editor Keith Fitz-Gerald looks at two plays in Chinese online gaming, noting, "Each has spectacular numbers in recent months and stellar growth prospects."
"Despite the expected pullback in oil, we're as bullish as ever," notes Larry Edelson, editor of Real Wealth. Here, he looks at Canadian pipeline operator, Enbridge (NYSE: ENB).
Although not yet formally recommending the ETF, fund expert Doug Fabian takes a look at the a new ETF invested in dividend-paying Middle Eastern stocks in his Making Money Alert .
Mark Skousen's latest book, “EconoPower: How a New Generation of Economists is Transforming the World” (Wiley & Sons), is available for $16.47 (plus shipping) from Amazon.com (retail price is $24.95).
Included is a discussion of the new field of behavioral finance, with economists as Richard Thaler, Robert Shiller, and Jeremy Siegel.
Global ETF expert Carl Delfeld of Chartwell Advisors is hosting a investment tour from January 26th to February 2nd, 2009. The luxury tour visits Singapore, Malaysia and Thailand plus 3 days on the Orient Express. For information, call 877-202-4939.
Sy Harding, editor of Street Smart Report, has just published Beat the Market the Easy Way -- an in-depth review of seasonal market patterns and their application to long-term timing.
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