50 Search Results: lease

Real Estate Ownership Types: Know Your Collateral and Rights
Articles / Ownership Types

1. Fee Simple: Outright Property Ownership 2. Leased Fee: Land Ownership 3. Leasehold Interest: Improvements and Land-Use Ownership 4. Recommended Ownership Types It is essential that investors know exactly what they own when purchasing real estate. For instance, if investors are considering the purchase of a property with McDonald's as the tenant, are they buying both the land and the building, just the ground under the building, or only limited rights to the building without owner...

Published: Nov 11th, 2011 - Popularity: 3804 views
Real Estate Investment Solutions
Articles / Investment Real Estate

Whether a client's real estate purchase is motivated by tax deferral or real estate diversification, the benefit from this section is its focus on the fundamentals of real estate analysis, investment, and ownership. This section will equip investors with the essential aspects of investment real estate and help them identify the types of investments that are right for their particular needs and objectives. Real Estate Ownership Types :  This article addresses the three most common forms...

...nts by helping the client examine the 1) location, 2) asset, 3) tenant, 4) lease, and 5) ownership structure of investment real estate. While this article is applied specifica...

Published: May 24th, 2012 - Popularity: 1468 views
What to Look For in Single-Tenant NNN Properties
Articles / Asset Classes

Long-term, single-tenant triple-net properties can be one of the most reliable forms of income- producing real estate ownership, provided that you have the right 1) location , 2) asset , 3) tenant , 4) lease , and 5) ownership structure in place. This article will address how these aspects of NNN real estate ownership are reflected in each of the primary categories of NNN property. 1) Location: The right location includes the concepts of "replace-ability" and tenant demand. Often, tri...

Published: Nov 11th, 2011 - Popularity: 2585 views
Real Estate Investment Solutions Summary
Articles / Investment Real Estate

Whether a client's real estate purchase is motivated by tax deferral or real estate diversification, the benefit from this section is its focus on the fundamentals of real estate analysis, investment, and ownership. This section will equip investors with the essential aspects of investment real estate and help them identify the types of investments that are right for their particular needs and objectives. Real Estate Ownership Types: This article addresses the three most common forms of ...

...nts by helping the client examine the 1) location, 2) asset, 3) tenant, 4) lease, and 5) ownership structure of investment real estate. While this article is applied specifica...

Published: Nov 11th, 2011 - Popularity: 227 views
Analyzing Lease Terms: What you should look for in a lease
Articles / Net Lease

In addition to securing the right type of tenant, a sufficient lease term and the right lease structure, the terms of your lease protect your rights and the value of your asset over the long run. The lease terms described in this section are not unique to triple net leases --they must be considered for any type of lease, including office, retail, industrial, and any other type of real property that has a longer-term lease attached to it. Obligations: In any type of lease structure, it is i...

Published: May 8th, 2012 - Popularity: 1513 views
Spring REISA 2013 and ExchangeRight Update
Blog / Miscellaneous

JRW Investments, Inc. will be attending the Spring REISA conference for 2013 in San Diego this weekend through the early part of next week. REISA stands for the Real Estate Investment Securities Association, and is one of the larger trade associations educating and serving the needs of approximately 20,000 professionals and their clients who operate in the real estate and alternative investment industry. One of REISA's primary missions is to serve investors by educating industry representa...

...e launched ExchangeRight to provide our clients and the industry with net-leased investments backed by investment grade credit tenants a little more than one year ago and ...

Published: Apr 13th, 2013 - Popularity: 212 views
Introduction to Investment Grade Long-Term Net-Leased Property
Articles / Net Lease

What Are Investment Grade, Long-Term Net-Leased Properties? Benefits of Investment Grade, Long-Term Net-Leases Drawbacks of Investment Grade, Long-Term Net-Leases Other Considerations of Long-Term Net-Leases This article was originally written during one of the most tumultuous and difficult economic times throughout our nation's history. Though many economists are calling for a recovery, we believe that the market is headed for more trouble throughout the next several years. Both...

Published: Nov 11th, 2011 - Popularity: 1531 views
Primary Types of Single-Tenant Net-Leased Properties
Articles / Asset Classes

1. Necessity Retail 2. Fast Food Restaurants 3. Dollar Stores/Discount Retailers 4. Gas Stations 5. Business/Communications 6. Vehicle Repair/Parts 7. Casual and Budget Dining 8. Investment-Grade NNN Office 9. Updated Property Providers and Tenant List This article provides a general description of the primary types of single-tenant triple-net assets investors encounter in the market and outlines a road map of the trade-offs of each asset type. These are general guide...

... in this asset class. Credit ratings may apply to parent-backed, corporate leases. Ratings were as of 2009 or the spring of 2010; these ratings may change over time. Whether ...

Published: Nov 11th, 2011 - Popularity: 7153 views
Real Estate Investment Structures
Articles / Investment Real Estate

1. Sole-Ownership 2. Tenant-In-Common Ownership 3. Delaware Statutory Trust Ownership 4. Real Estate Investment Trust 5. Real Estate Funds (LLC or LP Structures) Real estate ownership is often thought of only in the context of owning an entire building or portfolio of buildings outright. Sole-ownership, however, is only one of the multiple investment structures that accommodate real estate ownership and investment participation. Investors are able to utilize many different types...

...stment real estate and comply with the 1031 guidelines. In 2002, the IRS released Revenue Procedure 2002-22, giving 15 guidelines to consider when using Tenant-In-Common real ...

Published: Nov 11th, 2011 - Popularity: 2083 views
What is a Real Estate Investment Trust (REIT)?
Articles / Real Estate

A Real Estate Investment Trust is a corporation that exists for the purpose of acquiring, managing, and selling real estate for the benefit of shareholders. REITs are one of the primary types of investment structures for clients who desire to participate in the potential for income and capital appreciation supported by commercial real estate. This article will help you understand the structure and operations of REITs, the potential benefits and risks of REITs as investments, and the way ...

...dging. For example, some REITs primarily comprise investment grade net-leased properties . The lease guarantees that back the income for these types of properties may be m...

Published: Feb 20th, 2013 - Popularity: 811 views
Dancing On The Edge Of A Cliff
Articles / Macroeconomics

As many of our clients have some level of exposure to the stock market, I am writing to all clients to warn of a potential market fall in the near term. I do not pretend to be a great "trader" or "market timer," but several indicators of extreme optimism are converging at the same time that usually accompany important market tops. Put another way...watch out below! Given the underlying weak fundamentals of the economy and the short-term technical extremes that are present, downside risk is ver...

...lt with the definitions and descriptions of both inflation and deflation. Please feel free to contact Susana Dryden, our Director of Client Services, via email at clientserv...

Published: May 1st, 2010 - Popularity: 158 views
Finding Value in a World of Misdirected Liquidity
Articles / Macroeconomics

The issue with writing a newsletter rooted in the common sense of value investing is that though the circumstances of our economic landscape are ever adjusting, the long-proven principles of wealth management do not change. Thus, in "frothier" times such as these, common sense becomes less common and can begin to be viewed as passe by the readership. Human nature inherently ebbs and flows with the misdirected exuberance and despair of the crowd (herd mentality). Moreover, human nature is restle...

...Board: http://www.federalreserve.gov/releases/H10/summary/indexn_m.txt...

Published: Jun 6th, 2011 - Popularity: 135 views
1031 Exchange Property Identification Rules
Q & A / 1031 Exchange

In order to successfully defer capital gains taxes using a 1031 exchange, an investor must identify potential replacement properties, in writing, by midnight of the 45 th calendar day after the close of escrow on the relinquished property. If the IRS requirements concerning property identification and receipt are not met, the transaction will be recognized as a taxable sale rather than a tax-deferred exchange. Here is what you need to know. [If you are looking for property, you can fill out t...

...May Be Exchanged Land that is conveyed without its improvements (ground lease ownership) and land conveyed with its improvements (fee simple ownership) are like kind and ...

Published: May 2nd, 2017 - Popularity: 613 views
Dancing--Nay, Sliding Down the Edge of a Cliff
Articles / Macroeconomics

Before jumping into the content of this current newsletter, I would like to make a couple of important points regarding the stock market warnings in our last letter. In early May, I warned of a large market fall--right before one of the most significant single stock market drops in history. First, with respect to the timing, I certainly would love to claim genius or ownership over some proprietary market-timing crystal ball; however, it was simply a bit of luck and eerie timing. Though I did a...

...oying losses. (For a more in-depth discussion of inflation vs. deflation, please request our last two newsletters.) I have spent considerable time discussing my view that def...

Published: Jun 27th, 2010 - Popularity: 186 views
The Five Categories of Collateral
Articles / Principles of Wealth Management

Given the complexity of investment vehicles today, it can be difficult for investors to know what actually backs their investments and what their rights to the collateral are. We composed this article to help our clients understand the types of collateral that ultimately stand behind their investments and how we leverage this knowledge to achieve broader diversification, better risk mitigation, and greater potential upside with their investments. We believe that, despite the typical comple...

...house Office Military Stocks ETFs Bonds ETNs Preferred Equity Annuities Leases Domains Currencies Municipal Bonds T-Bonds TIPS Fannie/Freddie Ginnie Mae Figure 1 ...

Published: Feb 14th, 2013 - Popularity: 2137 views
Wile E. Coyote, the Road Runner, and the Cliff
Articles / Macroeconomics

Why the Feeling of Flying High Will Not Ultimately Overcome the Consequences of Gravity General Motors emerged from bankruptcy with one of the largest initial public offerings of all time, this November. This impressive show of investor optimism was heralded as just another indication that the economy turned around and that the U.S. is free and clear from recession. On the other hand, only weeks prior to the GM IPO, the Fed announced a second round of massive credit expansion (Quantitative Eas...

...ing exposed to certain markets, such as the stock market or bond markets, please at least maintain stops or, better yet, trailing stops  beneath current prices. Trail...

Published: Dec 6th, 2010 - Popularity: 477 views
Quick Update on the Euro
Blog / Currencies

It looks like the Euro trade vis-a-vis the US Dollar is going just about as expected . I have spent a little more time sharpening trend lines and potential fibonacci levels to refine a probabilistic roadmap for the Euro. Initially, the bounce came as anticipated and right in line with a primary fibonacci support line (see chart below). Following the bounce, as I had hoped, the Euro continued its decline quite rapidly. Currently, there is a trend line that forms nicely along the low points...

... additional short exposure after a potential bounce off of those levels. Please keep in mind that I am only talking probabilities and assumptions through the lens of technica...

Published: Feb 8th, 2013 - Popularity: 84 views
I Have Just Taken Profits in My Yen Short Position
Blog / Currencies

After a very, very extended profitable run, I have just now taken profits in my Yen position and reduced my short exposure by half. I originally took the short position by buying the USD/JPY currency pair at an exchange rate of 77.785 Yen to $1 US Dollar and I took profits at 87.049 Yen to $1 US Dollar. In other words, each USD buys approximately 10 more Yen, reflecting an 11.9% drop in the Yen's value since September! This is a major move in currencies in a very short period of time and is pa...

...n pulls back a bit from its recent decline. Happy investing out there and please remember that currency trading can entail a lot of leverage and risk. Please ensure you are em...

Published: Jan 8th, 2013 - Popularity: 75 views
Interim Cliff Diving Report
Articles / Macroeconomics

This letter will be quite a bit shorter than most. There is not too much to add to the mid-to-longer-term analysis of my former letter, and much of what I forecasted in the short term has come to pass. It is my hope to simply throw a quick warning flag out there as certain markets are showing record or near-record readings of optimistic sentiment and as my shorter-term views are coming to the potential close that I outlined. In this letter, I will very briefly cover many of the markets that I ...

...tial of reversing soon. I also attached a separate article I wrote to be released with the last newsletter but postponed due to the size of the last letter and constraints of ...

Published: Sep 29th, 2010 - Popularity: 124 views
Macroeconomic Thoughts - April 2018
Blog / Macroeconomics

The best laid plans of mice and men… Approximately one year ago I sent a letter noting my intention to resume providing you with occasional macroeconomic updates. As you may have noticed, that had not happened as of the time of this letter. I have not forgotten. In the period following that letter, my partners and I have been wholly occupied with stewarding what has now grown to exceed $1.2 Billion of client assets entrusted to our care. We have dedicated ourselves to building our te...

...h new investments that meet our standards for you to be able to reinvest. Please take comfort in knowing that we are in the exact same position, as we deploy our own capital r...

Published: Apr 6th, 2018 - Popularity: 198 views
Taking Profits on My Euro Position
Blog / Currencies

I have finally taken some profits off the table in my Euro short position. The initial head and shoulders formation worked perfectly and the Euro continued to break down after the formation had come and gone. While I continue to maintain a long-term, core short position in the Euro (expecting a longer-term decline), I anticipate that after such a large move down in such a short period of time, there is a rising probability of a bounce higher in the Euro to relieve the oversold condition. Ju...

...velops. If you would like real time access to our latest recommendations, please click here . Disclosure:  Currency trading involves a high degree of leverage and ...

Published: Mar 28th, 2013 - Popularity: 111 views
The Euro Has Completed Its Initial Leg Down: What's Next?
Blog / Currencies

Our recent Euro forecasts have been spot on--most recently calling for the Euro to decline without finding support until the $1.306 area. This is precisely where  the Euro stopped and just about where we are at the time of this post. The Euro has respected just about every Fibonacci Level all the way down (the Fibonacci Levels are represented by the horizontal lines across the chart), pausing for a brief bounce at each level before descending lower. We have been the beneficiaries of t...

...er levels in the $1.27 range if the Euro breaks definitively below $1.30. Please note that this would take time to develop and would not likely be in a straight line. Further ...

Published: Feb 25th, 2013 - Popularity: 103 views
Time to Take Initial Profits on Volatility
Blog / Equities (Stocks)

Volatility is up by approximately 30% from the time I made this recommendation (May 4) to profit from a potential spike in volatility . Volatility has spiked due to the current stock market correction and I believe it is now time to take profits on this trade. 17%-30% profits in approximately 45 days is not too shabby. The conservative strategy would be to close out 100% of the position(s) and take all profits now. Buy back to close the short position XIV at approximately $19.30 or low...

... Sell to close the long position UVXY at approximately $78.80 or higher Please note, these are not recommendations of new positions, but rather CLOSING trade instructions. ...

Published: Jun 20th, 2013 - Popularity: 211 views
1031 Tax Exchange DOs and DON`Ts
Articles / 1031 Exchange

Do: Utilize a Qualified Intermediary to handle your exchange proceeds. If you take possession (constructive receipt) of the proceeds from the sale of your property, this will forfeit your ability to complete a 1031 exchange. A Qualified Intermediary is a company set up to handle the transfer and close of 1031 exchange funds so that investors do not take constructive receipt. Do: Contract with a Qualified Intermediary that is both experienced and bonded. The QI must be able to handle your...

...eal estate exchange. For a list of these and other options with analysis, please contact us at 800-818-1031.   ...

Published: Sep 22nd, 2010 - Popularity: 628 views
A Century of Evidence on Trend Following
Articles / Absolute Return Strategies

Hat tip to Mebane Faber for highlighting this insightful study from AQR Capital Management regarding the long-term profitability of an active management strategy known as "trend-following". Trend-following is an investment strategy that is primarily focused on capturing the momentum of a particular market direction--regardless of the valuation of the particular market in question. Trend-following assumes that once a market direction is established, it is likely that trend will remain in place l...

...nsaction costs and consider returns both before and after fees.   [Please access the full article here: A Century of Evidence on Trend Following ] ...

Published: Oct 22nd, 2012 - Popularity: 444 views
A Little Chronic Deflation
Articles / Inflation vs. Deflation

Though I may disagree with the terminology Gary Shilling uses to describe various categorical increases and decreases in price, I do agree with the general direction Gary suggests many parts of our economy are headed. Gary is one of the very, very few major economists calling for pervasive deflation. He is one of the few economists who correctly predicted 10-year and 30-year bonds would have arrived at such low yield levels--and this he did in the face of very vocal disagreement with the majori...

...of very vocal disagreement with the majority of his colleagues.   [Please access the full article here: A Little Chronic Deflation ] ...

Published: Oct 14th, 2012 - Popularity: 192 views
Adding (Yet Again!) to My Short Position in the Euro
Blog / Currencies

Tomorrow, as soon as the currency markets are back in trade, I plan to add significantly to my short position in the Euro. The Euro recently shot up to over $1.28 against the US Dollar--a 2 cent move in just a matter of days on the hope that the Euro would be able to solve its debt problem with more debt. Adding fuel to the fire is the prospect that the US will be engaging in its own quantitative easing program fairly soon. The bottom line reason that I continue to favor the Dollar over the Euro...

...even higher prices should the Euro continue to rally from this level. Please keep in mind that currency trading involves a lot of leverage and thus, a lot of risk. ...

Published: Sep 8th, 2012 - Popularity: 57 views
Answers to Your Questions: JRW's Q&A is Now Active
Blog / Miscellaneous

We are excited to announce that we have completed the development and launch of JRW's Question and Answer Forum ! Though we have provided a wealth of educational resources for our clients, we know that there are always economic, tax- and investment-related questions we have not yet had a chance to address. Our hope is that this forum will ensure that we are serving your needs by getting you the specific answers you need to your questions. As this forum grows, we will continue to develop th...

...the issues that are most relevant to you. To access the Q & A Forum, please click here . You can review past questions and answers without being logged in to your accou...

Published: Apr 24th, 2013 - Popularity: 123 views
Brief Update on the Euro Short
Blog / Currencies

It looks like the EUR/USD pair is respecting the boundaries of its broader channel trend lines (see below) first discussed in the latest Euro update post . This could be a bounce before lower lows, or it could be a repeat of the last rebound off the broader channel lower trend line to much higher levels. The key trend lines to watch to help figure out which major direction might be next are the primary channel lower trend line (labeled "B" in both charts) and the broader channel lower trend...

...Disclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: Feb 11th, 2013 - Popularity: 95 views
Capital Gains Tax Solutions Summary
Articles / Tax Deferral/Mitigation Strategies

This section serves the needs of investors who face any capital gains tax situation--"regardless of whether it is the result of the sale of property or a business, the maturity of the principal on a note, a large sale of stock, or even certain debt forgiveness situations. Capital Gains Tax Worksheet and Example: This worksheet allows an investor to calculate their potential capital gains taxes on a particular transaction--whether real estate or otherwise. We would be happy to provide you ...

...e. We would be happy to provide you with an electronic copy upon request. Please email clientservices@jrwinvestments.com or call (877) 579-1031. 1031 Real Estate Exchange:...

Published: Sep 22nd, 2010 - Popularity: 1623 views
Corporate Credit Ratings
Articles / Investment Real Estate

Corporate credit ratings are issued by rating agencies in order to provide investors with better insight into how well a particular organization is operating and able to pay off its liabilities and financial obligations. The three largest rating agencies are Moody's , Standard and Poor's (S & P), and Fitch . Typically, these agencies will track and issue credit ratings for larger, national, and publicly traded companies. The highest credit rating issued by the rating agencies is "AAA"...

... like more information on the strength and credit of a major corporation, please let us know. We would be happy to help. We also provide our investors with detailed lists of c...

Published: Nov 11th, 2011 - Popularity: 587 views
Deferred Sales Trust Introduction
Articles / Deferred Sales Trust

1. What is a Deferred Sales Trust? 2. How Does a Deferred Sales Trust Work? 3. Guidelines for the Deferred Sales Trust to Qualify 4. Failed Exchange Rescue 5. Other Considerations If you are considering the sale of a business, corporation, or investment real estate, you may face capital gains taxes associated with the sale. For the investor who does not want to continue holding investment property or remain in the same business, a Deferred Sales Trust should be considered. A...

...he QI are subject to capital gains and depreciation recapture taxes once released from the QI to the investor. The Deferred Sales Trust provides a ready solution to this prob...

Published: Nov 11th, 2011 - Popularity: 73396 views
Doubling Down on My Euro Short
Blog / Currencies

Over a good portion of last week I materially increased my short position in the Euro (basically doubling down) as it reached highs not seen since about a year ago. I write this to remain transparent with my thought process as it unfolds and for those of you who have followed this or similar trade recommendations.  For  longer-term  trades, I do believe the Euro is overvalued here relative to the US Dollar, but shorter-term traders should be aware that the Euro has dropped abo...

...Disclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: Feb 5th, 2013 - Popularity: 325 views
Doubling Down on My Short Position in the Euro
Blog / Currencies

The hype surrounding QE3 has provided a tremendous opportunity to short the Euro. The argument for a higher Euro against the U.S. Dollar is that our printing presses will be running faster than theirs to bail out our respective economies. However, the Euro sovereigns bit off more than they could chew when they bailed out the banks, and now that the lifeguards are drowning, who is going to bail out the lifeguards? The only way out of this other than outright default and restructure of the Euro is...

... can involve a high amount of risk due to the level of leverage employed. Please do not invest accordingly unless you understand and are able to tolerate these risks. ...

Published: Sep 14th, 2012 - Popularity: 54 views
Hoisington Investment Management Q3 Outlook and Review
Articles / Federal Reserve

Van Hoisington and Lacy Hunt outline the effects of QE3 and the likely direction of the economy in the months and years ahead. I consider this one of the best analyses I have thus far encountered with regard to the negative side effects of quantitative easing on the economy and consumers at large. It turns out the side effects are much worse than the symptoms targeted by the Fed, creating a massive bifurcation between the small portion of the population that benefit from quantitative easing and...

...ve effects of additional quantitative easing. [To read the full article, please click here: Hoisington Investment Management Q3 Outlook and Review] ...

Published: Oct 26th, 2012 - Popularity: 256 views
Initial Resistance Held - Brief Update on the Euro Short
Blog / Currencies

Thus far, the initial level of resistance that I thought might constrain the Euro's upward march has held. The initial bounce from these levels was a high probability event. The real key will be whether or not this line in the sand remains uncrossed if there are additional tests of the trend line (B) to come (which I would expect). If the Euro is going to go much higher against the US Dollar in the near term, it will need to break through the $1.346-1.3475 range (above trend line B). If i...

...Disclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: Feb 12th, 2013 - Popularity: 84 views
Insider Selling for Stocks is Surging. Caution is Warranted.
Blog / Equities (Stocks)

The Vicker's Weekly Insider Report does the hard work of aggregating insider transactions from SEC reports filed on a regular basis. Insider transactions are the purchases or sales of a company's stock by the corporate executives who run that company. If corporate executives are buying their own stock, it is generally a good sign of confidence given how intimately they know the company's position, relative health, and potential for stock market gains based on growth or exciting developments....

...ho would know better than the executive management? With that in mind, please note that the Vicker's report reveals that at the recent stock market levels, insiders are se...

Published: Feb 9th, 2013 - Popularity: 83 views
Latest Investment Recommendation Closing Soon
Blog / Investment Notifications

For those of you who are not already aware, one of the strongest investment recommendations that we have had available for some time is about to close in the next week or so. If you have interest in learning more, please feel free to contact us or you can read more about this particular investment recommendation  here . It is the first investment listed in our wealth management recommendations section . ...

Published: Mar 31st, 2013 - Popularity: 237 views
Nifty Population Growth Mapping Tool
Blog / Macroeconomics

I have recently discovered a very useful population/demographic mapping tool that visually displays the areas of population growth and decline all the way down to the census tract level. The information tracks the net changes over a 10 year period, from 2000-2010, and will be very helpful for us as we review demographic trends that affect the investments we track and analyze. The data will also be of assistance to the latest company we have launched, ExchangeRight Real Estate. ExchangeRight act...

...e launched, ExchangeRight Real Estate. ExchangeRight actively acquires net-leased real estate all over the country for 1031 investors and is targeting stable or growing infill...

Published: Sep 5th, 2012 - Popularity: 60 views
Potential Downside For the Euro?
Blog / Currencies

On March 28th , I took profits on a large portion of my Euro short position. My goal at the time was to await a potential bounce in the Euro that would provide a higher entry point from which I could add an additional short position. As the chart below illustrates, that plan has worked out well thus far (you can click the chart to make it bigger). Now that we have seen a decent bounce, I have begun to add to my short position again in expectation of another leg lower in the Euro. I am expe...

...isclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: May 14th, 2013 - Popularity: 111 views
Potential Stock Market Roadmap?
Blog / Equities (Stocks)

Hat tip to Doug Kass and ultimately George Lindsay (creator of the chart) for posting what has been a relatively accurate road map for the markets thus far. If the road map remains accurate going forward, we have a pretty steep drop ahead of us after a small climb back up to S & P 1400. Please note the road map (red line) was put forth over a year ago. The green line is the S & P's path to date. Uncanny. While this does not mean the market HAS to go this route, there is a historical ...

Published: Nov 20th, 2012 - Popularity: 54 views
Q&A: Australia & China to Stop Using the US Dollar in Trade? How Will Business be Affected?
Q & A / Currencies

Question Australia & China to Stop Using the US Dollar in Trade? How Will Business be Affected? I recently read that China & Australia are going to be using the Yuan as their trade currency instead of the US Dollar. Migration away from the US dollar as a global currency seems to be trending right now. As a small business owner with clients who transact commerce both domestically and internationally, should I be concerned? What can I do to shore up against a weakening US dollar? A...

... and strategies that may be suitable for your particular needs and goals, please call (877) 579-1031 or email clientservices@jrwinvestments.com . ...

Published: May 5th, 2013 - Popularity: 3849 views
Strategic Investment Conference 2013
Blog / Miscellaneous

I have been incredibly blessed to be attending the 2013 Strategic Investment Conference down in San Diego, CA over th e last couple of days. For those of you who may be unfamiliar, this conference is like Woodstock for economic gurus and the financial greats of our time. As we have repeatedly pointed out in the past, understanding the macroeconomic picture is extremely important to successful investing in today's environment. I carve out approximately 2-4 hours each day to study the la...

... approximately 2-4 hours each day to study the latest macroeconomic data releases, news, analyses, and various investment letters. Just about every major economist and investm...

Published: May 3rd, 2013 - Popularity: 88 views
Taking Profits on My Short Position in the AUD/USD
Blog / Currencies

I have taken profits on my short position in the AUD/USD pair--a nice 320% profit in approximately 24 days. While I expect there could be some more downside in the future, I expect there to be a bounce when there has been this big of a move in such a short period of time. Moreover, unlike the Euro short (see posts I , II , III , &   IV ), the AUD short costs money on the carry (meaning that due to the interest rate differential, there are actually carrying costs for holding a long ...

...r risk!   (Click to open full-size in a new window.)   Please note that currency trading can involve a high degree of leverage and risk. You could lose all ...

Published: Oct 9th, 2012 - Popularity: 71 views
Taking Profits on My Short Position in the Euro.
Blog / Currencies

I am beginning to take profits on my short position in the Euro now that it has dropped below 1.22 against the US Dollar. While I always leave a core position short (awaiting eventual parity with the US Dollar), I like to take profits whenever a particular investment has moved this quickly and this substantially in my favor. Since I took advantage of this move in the Euro directly through currency trading (which employs a great deal of leverage), my profits on the move from approximately 1.265 d...

... the Euro/US Dollar pair was approximately 450% in approximately 30 days. Please note that there are tremendous risks with that much leverage and the trade theoretically could...

Published: Jul 23rd, 2012 - Popularity: 57 views
The Bounce in the AUD/USD
Blog / Currencies

The Australian Dollar has indeed experienced the bounce that I mentioned in my October 9th post when I had exited my profitable short position against the AUD . As you can see from the chart below, it did not take long at all for the currency to move nearly 1.7 cents against the US Dollar, which in currency terms is a very decent move in a short period of time. If I had remained short in this position, approximately half of my profits would have been eaten up in both the direction against me a...

...rive the AUD much lower. (Click to open full-size in a new window.) Please note that currency trading can involve a high degree of leverage and risk. You could lose all ...

Published: Oct 17th, 2012 - Popularity: 52 views
The Decline of Social Mood (Spain)
Articles / Unemployment

Ambrose Evans-Pritchard highlights the very scary slippery slope that Spain is headed down with the latest threats by certain military leadership to resist any attempt to pursue a potential breakup of the Spanish sovereignty with military tribunals and charges of treason. Scary times indeed. This is just another pressure point among the many brought on by Spain's 25%+ unemployment, and deflation/austerity death spiral under the weight of debt that is too burdensome to repay. What has the Europe...

... been thus far? More debt and more austerity. This will end in tears. [Please access the full article here: 
The Euro's Broad Trend Line Has Been Broken
Blog / Currencies

The Euro's broad channel trend line that has been intact since November was just broken yesterday. This continues to be good news for me as I was very short the Euro and expect that this development will lead to lower prices still.  As discussed previously , I strapped on additional short exposure in the $1.336, range, below the main trend line, to attempt to take advantage of the potentially larger move down.  As mentioned in the post referenced above, I had also been prepared t...

...Disclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: Feb 15th, 2013 - Popularity: 124 views
Update on the Euro Trade
Blog / Currencies

As I discussed on May 14th , I thought the Euro might perfect a Head and Shoulders pattern, projecting further downside for prices in the near term. May 14th My initial target (#4 on the chart above) was reached in short order (see chart below). My hope was that the next move would be sharply lower, perfecting a break of the head and shoulders formation, and projecting much lower levels in the days or weeks to come. The alternative that I suggested was that the Euro might treat the "nec...

...isclosure: Currency trading involves a high degree of leverage and risk. Please do not participate in currency trades unless you employ strict control of risk and can afford ...

Published: May 31st, 2013 - Popularity: 132 views
We Are Back!
Blog / Miscellaneous

Some of you may have noticed that you could not access the website from Thursday through Friday of this past week. We were changing over a couple of core-level features of the website and are now back up and fully functioning! Please let us know if you have any issues whatsoever with access and we will be happy to help your resolve as soon as possible. Kind Regards, Joshua Ungerecht ...

Published: Jul 14th, 2013 - Popularity: 302 views