as part of our
It's Friday in the
Wall Street Daily Nation
That means I'm ditching our regular routine of commentary-based
articles and, instead, using charts to present some important
investment and economic insights.
This week, I'm sharing the most important Fiscal Cliff-related
graphic I've seen in weeks.
I'm not going to spend too much time on it, though, unlike other
media outlets. After all, once a compromise is ultimately reached,
we'll need to get back to investing, right?
The problem is, if we wait until
a deal, we'll have already missed some profit opportunities. So
that's why I'm going to share two overlooked opportunities brewing
right under our noses…
Cash Call, Anyone?
Yesterday, I told you that the Fiscal Cliff is having a lopsided
impact on investor behavior. And today, I have even more definitive
proof that it's scaring investors stockless.
Last week, investors plowed $131.9 billion into savings deposits
at commercial banks.
That's the largest weekly inflow ever, topping the cash hoarding
craze that hit before Lehman Brothers collapsed, the first Greek
debt failure and the first debt ceiling crisis.
However, notice how each record inflow is followed very shortly
by a massive outflow? That money is going right back into
The trick is to invest before that tidal wave of capital hits
the market. With that in mind, here are two opportunities to
Real Estate (Really!)
Longtime readers know that I called
a bottom in the residential real estate market
believed in it.
Fast-forward to today and now everyone agrees that a rebound is,
indeed, underway. They're just not sure how long it will last.
Sorry, I don't have an exact timeframe either. But I can tell
you this: I'm more convinced than ever about my July prediction
that real estate is going to propel the economy in 2013.
I have a stack of research on my desk - going back nine months -
to prove it, too. Here's the most telling bit of data. Home price
increases are gaining momentum.
You can doubt me again if you want. But that's not going to stop
me from uncovering additional investments that will capitalize on
the real estate rebound.
In fact, I'm getting set to reveal my latest under-the-radar
real estate pick to
in a matter of days. If you want to be one of the first to find out
what it is, all you have to do is sign up here.
Not long ago, I wrote: "Japanese stocks are some of the cheapest
stocks on the planet and, therefore, a compelling 'Buy.'"
Readers scoffed at the notion. However, it appears that more and
more investors are warming up to the idea.
Over the last six months, the Nikkei 225 Index has set a series
of higher lows, before going parabolic over the last two weeks. All
told, Japanese stocks are up a solid 10.3% since June 1, matching
the performance of the S&P 500 over the same period.
Meanwhile, China - the other cheap Asian market that many
investors keep swearing is overdue for a rebound - continues to
plummet. Since June 1, the Shanghai Composite Index is off another
If you're looking for a super cheap momentum trade, believe it
not, you should go with Japan, not China.
That's it for today. Before you sign off, do us a favor. Let us
know what you think about this weekly column - or any of our recent
Wall Street Daily
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