HOW TO AVOID LOSSES IN STOCK MARKETS?

Don't invest in stocks.

HOW TO GAIN FROM THE STOCK MARKETS?

Search for stocks with great opportunies, hidden behind the common eye.  UOB recently underweight on telecommunications sectors. For me, one's threats is anothers' opportunities.  Perhaps, from telco to towerco? Or consider the more competitive telco?

WHAT IS GARY SHILLINGS LATEST ADVICE ON 1ST MARCH 2016?

He still believe that oil will drop to USD10 per barrel.  Today is about USD34 per barrel.  Perhaps one can consider shorting it (just an idea).

He likes USD currency and Treasuries.

He dislike equities and bonds.

Reasons for the above is ZIRP, QEs, and NIRP if facing diminishing return.  All these policy only cause misallocation of resources and there is limit to it.  Like what we learn in economics, the diminishing margin return or productivity.

WHAT DO YOU THINK?

USA GDP is 2% since 2010.  Revenue growth of S&P is less than 5% over last 5 years yet earnings is growing faster?  How?  Share buybacks at peak again, close to 2007.  Cost cutting on labors.  Loan to pay dividends.

USA over the last 10 to 15 years has been focusing on the financial sectors.  Not a great idea.  Financial sector does not creat much real economic value.  

QEs and ZIRP force the market looking for higher yields with short term (Zero interest) and long term higher interest.  Hence, the hedge funds will borrow low and invest into EM equities and bonds, commodities etc.

STOCKS BEAR ENDED?

No one know WHEN is the end games.  But most know it is going to be UGLY.  Well, at least one thing Gary Shilling is quite sure of, crude oil will be close to USD10 per barrel.  I have a strong feeling this uncle prediction is better than a lot of other uncles.

I give a thumbs up for Gary.

HOW COME NO STOCK TIPS?

If you read between the lines, there are two stock ideas, and about five macro ideas you can consider.