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Monday, January 21, 2013

Happy New Year / Themes for 2013


Happy New Year - 2013

In my first post of the year, I want to say Happy New Years to everyone out there! I wanted to pass on these words while telling everyone to continue to achieve balance, stick to your resolutions, and live life!  My backdrop on this day is ironic as I am listening to the 44th President of the United States, Barack H. Obama, at his inauguration.  It comes on a very special day, the day that we celebrate the life and teachings of Dr. Martin Luther King Jr. 

Investment Themes to Consider for 2013

The following themes have been at the top of my mind lately and definitely impact my thoughts on the market.  For my more familiar readers, you’ll see that I will continue to highlight the articles, videos, clippings, and personal views that shape my thoughts.  For new readers, I hope you appreciate my quest in trying to simplify investments, the economy, and what’s going on with your money.  I’ve often found out that they are related and it’s usually for some very interesting reasons.  First, let’s start off with why I believe the economy is heading in the right direction.  But a word of caution, when things are doing well…don’t be greedy and bank some of those winning profits that got you there.  Here is why the markets are doing so well:

Why Stocks Are at Record Highs
Last Wednesday, the Federal Reserve communicated their outlook on the American economy through a book known as the Beige Book. Here was what Zacks.com had to say about that data: “Wednesday offered up a trio of positive economic reports. Industrial Production, Housing Market Index, and the Beige Book all painted a picture of a moderately expanding economy with no stumbling blocks in sight.”  Zacks.com

I chose this next article because it shows how things and investments are often linked.  As the housing markets improves think about the things that will benefit as this trend continues think about the simple things around you that are worth investing, hardwood and carpet sellers, home renovations stores, and even copper which is used throughout your home. See this next article on the improving housing market:

Housing
“Copper rose for a third day as improving U.S. economic data fueled expectations that demand from the second-largest user will improve this year. Metal for delivery in three months climbed as much as 0.3 percent to $8,085.25 a metric ton on the London Metal Exchange and traded at $8,067 at 11:02 a.m. in Shanghai. Copper advanced to a one-week high of $8,130 on Jan. 18.  Housing starts in the U.S. climbed 12.1 percent last month to a 954,000 annual rate, exceeding all forecasts in a Bloomberg survey of economists, according to Commerce Department data on Jan. 17. A Labor Department report showed fewer Americans applied for jobless benefits.”  This snippet was from Bloomberg.com    Housing Link

I will stop here for now but coming soon will be more articles on themes that shape my investments going forward.



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