Joseph Shaefer | TalkMarkets | Page 7

Joseph Shaefer

Money manager with 40+ years experience / Geopolitical analyst
Contributor's Links: Stanford Wealth Management
Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor. Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the intelligence ...more
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97 to 112 of 131 Posts
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Does Chinese Flight To Safety Place A Floor Under U.S. Real Estate?
Friday, June 17, 2016 1:31 AM EDT
A total of $62.4 billion left Asia for other safer destinations in 2015. The bulk of that - all but $13.5 billion - came from China, Singapore and Hong Kong, with the latter two often way-points along the path from China to other destinations.
In this article: EQR, NHI, OHI, PSA, RQI, SPG, STWD, SPY, BXMT, DOC
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“Winter Is Coming” (to Winterfell, Certainly, To The Market, More And More Likely)
Monday, May 16, 2016 6:21 AM EDT
Having been told repeatedly by scores of analysts that “winter is coming” to this particular market and that the White Walkers will surely destroy the market, we can be forgiven if we have tired of their bearish chatter.
In this article: STWD, CTL, T, VZ, SIVBO, VARAX
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The One Way To Stay "Long" In A Down Market - Un-Beta Part III
Monday, April 18, 2016 12:47 AM EDT
Our Un-Beta Portfolio is designed to protect your capital but still enjoy capital gain possibility, no matter what the market itself does. Here's how we go long in this portfolio.
In this article: BLL, BRK-B, CAT, JPM, PHG, TGT, WIT, WMT, XOM, GEAGY, AKREX, AQMIX, AQMNX, GLBLX, ICMAX, LCORX, BPIRX, BPRRX, AAPL, AMZN, COST, EQIX, GOOG, ITRI, MSFT, NATI, NFLX, ORCL, TSLA, TXRH, BTAL, META, GOOGL, PE, BGRSX, QLEIX
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Protection Always Beats Prediction (The Un-Beta Portfolio Part II)
Sunday, March 20, 2016 3:37 AM EDT
Healthcare is down right now, but whether the feds decide to penalize the healthcare industry even more than Obamacare already has or not, people are still going to age and they are still going to get sick.
In this article: HCN, HR, HST, LHO, LTC, VTR, HTA, DOC, AHP
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Sidestep The Decline: The UN-Beta Portfolio
Wednesday, March 2, 2016 5:39 PM EDT
If we are beginning a bear cycle, even “defensive” stocks won’t protect investors. Here's an alternative: The UN-Beta Portfolio.
In this article: BKN, NEE, PSA, PFOAX, PONDX, PGF, PGX, PZA
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Is This An Epic Market Breach Or Flash In The Pan?
Tuesday, January 19, 2016 6:25 AM EDT
If the market ultimately ends this cycle down 20-30% or more, those of us returning “just” 7-10% will be there with our portfolios intact to pick up the gold amidst the rubble.
In this article: SPY Also: HDGE, SH, SDS, GRZZX, EUM, TWM, CHAD
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Should You Be A Passive Investor These Days?
Friday, December 18, 2015 3:59 AM EDT
Passive investing is over-rated. Robo-investing merely rebalances to enhance passivity.
In this article: CVX, XOM, AMZN
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Lies, Damned Lies, Corporate “Earnings” And “Volatile Markets
Sunday, November 15, 2015 3:00 AM EDT
Corporate earnings aren’t always what they seem; the loudest headlines often give the wrong impression. We prefer to stick with oversold value, like those we suggest below…
In this article: QID, QQQ, AAPL, AMZN, GOOG, MSFT, SPY, META, JNJ, BPRRX
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Russia: Buy At Your Own Peril
Wednesday, November 11, 2015 2:55 AM EDT
Russian stocks look incredibly cheap by traditional valuation methods, but, then, traditional valuation methods presume transparency in reporting. Many analysts recommend certain Russian stocks because of their “compelling value.
In this article: LUKOY, OGZPY, SBRCY, RBL, RRC, AR
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Sell Shell, Buy These Instead…
Thursday, November 5, 2015 2:39 AM EDT
We are slow and steady advisers that like to see incremental gains during bull markets but buy big when we see serious value, typically after a market or individual stock decline. Shell is no longer thinking protection and steady growth..
In this article: AR, RRC, CVX
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China's Numbers: Real Or Fake?
Monday, October 19, 2015 9:00 PM EDT
The Chinese numbers have about as much credibility as Noah Cross, the villain in the movie Chinatown. The character is based upon the real-life first superintendent of the Los Angeles Water Department, William Mulholland.
In this article: AA, CAT, CVX, DIS, XOM, SDS, AAPL, GILD, EEV, CHAD
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The Benchmarks Lie. Here's How.
Tuesday, October 6, 2015 6:55 PM EDT
Many investors, new and experienced alike, are intent upon "beating the Dow" or "beating the S&P." A laudable goal except that... those indices are too often moving targets!
In this article: SPX, DJI
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What Does The Movie "Chinatown" Have To Do With Emerging Markets?
Thursday, October 1, 2015 11:15 PM EDT
Villains are villains. Autocrats are autocrats. They don't change for the better as they age! How to invest better by avoiding such types...
In this article: CAT, CVX, HDGE, XOM, QID, SDS, AAPL, GILD, TWM, CHAD
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Enough With When The Fed Will Raise Rates — Get Over It
Friday, September 18, 2015 1:03 PM EDT
So the Fed didn't raise rates this go-round. Can we please stop obsessing over it?!
In this article: CHAD, EEV, HDGE Also: SDS, AAPL, AMZN, GOOG, NFLX, TWM, META
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You Followed Our Suggestion To Hedge - Now What?
Tuesday, August 25, 2015 4:42 AM EDT
When some 20% of all stocks in the S&P 500 are down 10% or more, and most others are flat to a little down or a bit up, trouble is brewing.
In this article: HDGE, SDS, VXX, CHAD Also: SPY, AAPL, NFLX, GOOG
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The Good And Bad News About Those “Driverless Investment Vehicles”
Sunday, August 9, 2015 1:13 AM EDT
The problem with robo-investing is that one "might” never experience as serious a loss as Mr. Buy-and-Hold, but Ms. Rebalance-with-Regularity will also never hold on long enough to enjoy long-term sector outperformance.
In this article: BP, MPC, SDS, HEDJ, VXX, FDIS, THQ, DXGE, CHAD, FNV
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97 to 112 of 131 Posts
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