This market is so wild, so volatile, that I’m calling it the “Andy Warhol market” — everyone gets a turn to be right, but only for 15 minutes at a time! And right now, there are massive forces lined up that could thrust stocks and commodities to the moon … and an equally formidable array of triggers that could send them tumbling lower. The stocks I’ll leave to others … But let me show you the forces that are pushing around gold and oil. Plus I’ll give you four ways to play these wild swings. Gold-ilocks and The 3 Bears I’m generally bullish on gold, so it’s good to acknowledge the bearish forces as well. While total gold demand rose 18% in the third quarter, the fourth quarter was when ...

Instead of unloading small-cap and value stocks, portfolio manager is sticking to his guns. But he's shifting into TIPS and away from Treasuries.

 

Tim Courtney admits that financial markets do tend to break down from time to time.

A prime example, says the Oklahoma City, Okla.-based portfolio manager, is what's going on today in markets across the globe.

"But markets have proven to be efficient enough over the longer-term to dissuade us from trying to time a recovery or squeeze any possible excess losses by using individual stocks," said the chief investment officer for Burns Advisory Group, which is headquartered in Oklahoma but has offices in California and Connecticut as well.

Courtney used to work with large institutional investors at Fidelity Investments on developing retirement plans and asset allocation requirements. He joined John Burns, who started the business and serves as its chief executive, in 1997.

These days, Courtney is

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Headquartered in Minneapolis, Minnesota, Avalon Oil & Gas, Inc. is an oil and gas company engaged in the acquisition of producing oil and gas properties. Trading on the OTCBB, the Company is doing this in Louisiana, Texas, Arkansas, Kansas, and Oklahoma. Their corporate strategy is to use efficient reservoir maintenance and innovative technology to obtain stable cash flows and production.

In August, Avalon announced the expansion of their interests in the East Chandler Field, Lincoln County, Oklahoma. This is a property with development potential and Avalon believes that this acquisition will increase their revenues significantly. The Company also looks to further growth through other initiatives. Avalon’s technology group acquires and develops oil production enhancing technologies. Through Oiltek, Inc., their majority owned subsidiary, they are building a portfolio of innovative energy technologies in the oil and gas industry to maximize enhancement opportunities.

In September of this year, Avalon Oil & Gas

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After I recommended a bearish position in RCE on Friday, the markets surged like a rhino on cocaine. Typical! Still, it's better than a hot-death sandwich, if only because A) we kept the position small and B) my other services, which are longer-term, retain their bullish stance on gold, energy and agriculture.brbrAnd the markets are looking to open well up this morning, but Friday showed us how quickly these things can turn around. Keep an eye on the dollar ...brbrimg alt= style=width: 480px; src=http://local.content.compendiumblog.com/uploads/user/7e88b461-578b-47f3-88ec-038e212ad053/aa0ff38d-9bb9-44a5-bba5-8be30d8f6977/dollar.pngbrIt seems to be heading lower. If the US dollar breaks below 84.5, it could go to 82.65 or stronger support at 81. A weaker dollar should be supportive of gold (it has been so far this morning -- gold is up by about $24 as I write this) but it doesn't have to be.brimg alt= style=width: 480px; src=http://local.content.compendiumblog.com/uploads/user/7e88b461-578b-47f3-88ec-038e212ad053/aa0ff38d-9bb9-44a5-bba5-8be30d8f6977/gold.pngbrHere is the news I'm reading ...brbrGLOBAL MARKETSbrbra style=font-family: verdana; href=http://biz.yahoo.com/ap/081208/world_markets.htmlWorld markets surge on global stimulus hopes/abr The ...

Faber says buy physical gold OUTSIDE the United States

Faber: Global Economy Imploding, Buy Gold

Tuesday, November 25, 2008 2:26 PM

By: Gene Koprowski

The global economy is “imploding” and central banks have “become asylums for economies that have gone insane,” says noted contrarian investor and economist Marc Faber.

In an interview with Bloomberg TV, Faber said that investors need to act as their “own central banker” and invest in physical gold assets.

“Worldwide, governments are injecting liquidity and then everything goes up, and some things go up more than others,” said Faber.

“You can trade this rally in ETFs, or physical commodities, or derivatives, but, at some point, from January to March, the global economy is imploding. There is not going to be a recovery despite the government intervention.”

Faber, who heads his own firm, Marc Faber Ltd., said that international liquidity has to improve dramatically for the economies of the world to settle down.

Faber said he

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In many respects, being a small fish in a big pond can have benefits when market conditions are difficult. This often used analogy suggests a certain amount of flexibility and latitude as larger concerns work to manage more problematic issues associated with smaller margins on a larger scale. This doesn’t diminish the issues associated with maintaining a smaller business in these types of conditions, but it does let a company assess and position a little more easily when margins are less than ideal. It is a difficult balance to find (free cash/opportunity/production) but if found, there may be a nice opportunity for profit.

Pinnacle Energy Corp., a Canadian oil and gas exploration and development company, works to discover and extract oil and gas primarily in Oklahoma. The company has been having solid successes with current wells and is pursuing expansion of acreage through past agreements.

At present, the company has continuing plans

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The one bill that consumers will do everything they can to pay is their utility bill. Most people can't do without their electricity or natural gas. I previously wrote about the high yielding electric utilities; here is a list of the top natural gas utilities with high yields. Amerigas Partners ( APU ) is a a retail propane distributor structured as a limited partnership. The stock has a forward PE of 10.9 and a yield of 8.6% . National Grid Plc ( NGG ) is a London based company which has a gas national transmission system in Great Britain and also distributes electricity. The stock has a forward PE of 11.5 and a yield of 7.1% . Atmos Energy Cp ( ATO ) is a Dallas based distributor ...

When the stock market is volatile and in recessionary times, investors often turn to electric utilities as investments. The advantages are the high income, less volatility than other stocks, they are monopolies, they provide a product that everyone requires, and during a recession when people are cutting back, one of the last things they cut back on are their electric bills. The following electric utility stocks all have yields over 6%, PE ratios below 18, and PEG ratios below 3.Great Plains Energy Incorporated ( GXP ) is a Kansas City based generator of electricity from coal, nuclear, natural gas, oil, and wind. It pays a yield of 8.70% , and has a PE of 10 and a PEG of 1.42 .Ameren Corporation ( AEE ) is a utility that serves Missouri and Illinois. It pays a ...

The recent downturn in the market has created incredible opportunities. Smallcap stocks that were trading for more than $15 a share are now headed toward sub-dollar territory. Of course some of these companies have incredible amounts of debt with little cash in the bank and a bleak future, but there are those who have also seen their stock price hammered even though they have good liquidity and maintain steady profits. Those who will gain the most from the market’s inevitable rebound will be investors who carefully chose companies that are able to weather the storm without getting bruised or broken.

Headquartered in Tulsa, Oklahoma, Dollar Thrifty Automotive Group is a Fortune 1000 Company with a mission to deliver value every time. Their two brands, Dollar Rent A Car and Thrifty Car Rental, serve value-conscious travelers in approximately 70 countries. To date, they have more than 800 corporate and franchised locations in

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Oklahoma is a land of innovation. After all, the first parking meter came out of this state. Today Oklahoma is a top producer of automobiles and planes. Centrally located, mild temperatures and low cost of living make Oklahoma a very attractive state. Here are some interesting facts about Oklahoma:1. Oklahoma’s top exports are pumps for liquids, and liquid elevators.2. Oklahoma offers an incentive program for new employers generating employment within the state. Its quality jobs program pays up to 5% of the total payroll expense for up to 10 years.3. The cost of doing business in Oklahoma is the 10th lowest in the country.4. It is estimated that Oklahoma will be the second largest provider of wind power by 2030.5. The state’s aerospace industry employs over 143,000 people.6. There are 4 foreign trade zones within the state.7. ...