Eagle Eye Opener: Great Rotation is a Myth; Primary Metals Sag; Office Retail Rivals Merge to Take on Staples

Eagle Eye Opener

Like Big Foot — Great Rotation a Myth (CBNC)

Advertisement.

So far, so good this year for equity investors — with more than $43.8 billion piling into stock-based mutual funds — a post-financial collapse high, according to CNBC. But don’t read too much into the still-blurry picture of the year to come, and make the mistake of dumping your bonds to join the rush into equities. The Great Rotation? It’s an urban legend — like sightings of Big Foot. And anyone who thinks that the bond market will tank this year will be short-changing their portfolio’s potential by rolling completely into equities. So sure, redistribute some wealth if you’d like to take on more risk… but don’t give into the myth of the Great Rotation yet.

Heavy Metal Indeed: Copper, Nickel & Zinc Sink (YahooFinance)

Investors in primary metals awoke to a sinking feeling this morning — and it can be directly attributed to the volatility of investments falling to the lowest levels since October 2003. The nosedive can be attributed to supply pricing and China’s slowdown last year, but the fact is, the party is over. And what a party it was! From 2003 to 2012, the LME index of primary metal prices more than tripled, creating a super-cycle for investors. According to Bonnie Liu, analyst with the Macquarie Group Ltd., this downturn was to be expected, especially “… when the global macroeconomic picture is less clear.” We’ll just have to wait to see if this downtrend continues throughout 2013.

Advertisement.

Taking on the Office Bully (AP)

Exclusive  Gold’s Break Out to a New All-Time High Is Legit

Office Depot and OfficeMax have announced a merger designed to take on the sector’s big bully: Staples. The proposed deal is valued at approximately $1.2 billion — just about 5 percent of the $21 billion office supply sector. It would give every OfficeMax shareholder 2.69 shares of Office Depot for every share of OfficeMax held. Ultimately, the bully may get the last laugh, however, as the merger will most likely result in shuttering some stores, handing that market share over to the office supply leader, Staples. It’ll be interesting to see how the competition heats up this year.

share on:

Like This Article?
Now Get Mark's FREE Special Report:
3 Dividend Plays with Sky-High Returns

This newly-released report by a top-20 living economist details three investments that are your best bets for income and appreciation for the rest of the year and beyond.

Get Access to the Report, 100% FREE


img
share on:

PREMIUM SERVICES FOR INVESTORS

Dr. Mark Skousen

Named one of the "Top 20 Living Economists," Dr. Skousen is a professional economist, investment expert, university professor, and author of more than 25 books.

Product Details

  • Forecasts & Strategies
  • Home Run Trader
  • Fast Money Alert
  • Five Star Trader
  • TNT Trader
LEARN MORE HERE

Bryan Perry

A former Wall Street financial advisor with three decades' experience, Bryan Perry focuses his efforts on high-yield income investing and quick-hitting options plays.

Product Details

  • Cash Machine
  • Premium Income PRO (exclusively for subscribers of Cash Machine)
  • Quick Income Trader
  • Breakout Options Alert
  • Hi-Tech Trader
LEARN MORE HERE

Jim Woods

Jim Woods has over 20 years of experience in the markets from working as a stockbroker,
financial journalist, and money manager. As well as a book author and regular contributor to
numerous investment websites, Jim is the editor of:

Product Details

  • Successful Investing
  • High Velocity Options
  • Intelligence Report
  • Bullseye Stock Trader
  • Eagle Eye Opener
LEARN MORE HERE

Bob Carlson

Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees’ Retirement System, which has over $2.8 billion in assets.

Product Details

  • Retirement Watch
  • Retirement Watch Spotlight Series
  • Lifetime Retirement Protection Program
LEARN MORE HERE

Jon Johnson

Jon Johnson's philosophy in investing and trading is to take what the market gives you regardless if that is to the upside or downside. For the past 21 years, Jon has helped thousands of clients gain success in the financial markets through his newsletters and education services:

Product Details

  • Investment House Daily
  • Stock of the Week
  • Technical Traders Alert
  • Rapid Profits Stock Trader
LEARN MORE HERE

DividendInvestor.com

Used by financial advisors and individual investors all over the world, DividendInvestor.com is the premier provider and one-stop shop for dividend information and research.

Product Details

Popular tools include our proprietary Dividend Calendar, Dividend Calculator, Dividend Score Card, and many more.

  • Dividend Investor
LEARN MORE HERE

George Gilder

George Gilder is the most knowledgeable man in America when it comes to the future of technology and its impact on our lives.  He’s an established investor, bestselling author, and economist with an uncanny ability to foresee how new breakthroughs will play out, years in advance.

Product Details

  • Technology Report
  • Technology Report PRO
  • Moonshots
  • Private Reserve
  • Millionaire Circle
LEARN MORE HERE

DayTradeSPY

DayTradeSPY was founded by head trader Hugh Grossman, a retired internal auditor for a Fortune 500 company. After years of first-hand experience trying out one trading strategy after another, Hugh instead developed his own trading system centered around day trading SPY options. That’s it... Nothing else.

Product Details

  • Trading Room
  • Pick of the Day
  • Inner Circle
  • Online Workshops
LEARN MORE HERE