The Next Great Bull Market: How To Pick Winning Stocks and Sectors in the New Global Economy

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Format: eBook
Pub. Date: 2009-10-01
Publisher(s): Wiley
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Summary

Active investing strategies to profit from world-changing trendsIn The Next Great Bull Market, Matthew McCall advocates an approach he calls, "Conversification," meaning concentrating your investments in specific areas that are poised to benefit from global change. The areas of change addressed throughout this book include the green movement, infrastructure expansion, commodities, peak oil, the next great commodity-water-aging baby boomers, a growing global middle class, geopolitical upheavals, and the explosion of exchange-traded funds. With today's world characterized by rapid change on many different levels, McCall's approach holds even greater promise in the years ahead. Page by page, he provides strategies for both conservative investors interested in long-term growth and aggressive investors interested in generating fast profits. Describes the dynamics driving each major change and provide specific strategies to take advantage of them Shows how to profit from short-term swings in fast-moving sectors of the world economy Highlights how to use various investment vehicles, including ETFs, stocks, and optionsInvestors who understand and anticipate the changes ahead stand to profit handsomely. With The Next Great Bull Market as your guide, you'll quickly discover how the trends that are changing the world can be used to enhance the performance of your portfolio.

Table of Contents

Foreword
Preface
Acknowledgments
Welcome to the New Global Economy
Recession = Opportunity
Trend Investing
Buy and Hold Versus Buy and Ignore
Recessions That Changed the World
Contributing Factors of the Recent Recession
A Timeline of the 2008-2009 Recession
Comparing Past Recessions
Looking Outside the U.S. Borders
Globalization of the Stock Market
The Next Global Powers
Not Just another BRIC in the Wall
Are Foreign Companies Invading the United States?
Time for You to Make Money
Water The Next Great Commodity Rally
Why Water?
Three Water Investment Sectors
Global Infrastructure Build-Out
The Bridge to Somewhere
Emerging Markets Becoming Infrastructure Giants
Potential Winning Infrastructure Candidates
The Green Movement: Alternative Energy
Going Nuclear
Solar Energy
Wind Power
The Long-Term Bull Market for Commodities
Precious Metals
Industrial Metals
Coal and Steel
Agricultural Commodities
Health Care and the Emergence of the Baby Boomers
Preparing for a Population Shift
Baby Boomer Investment Themes
Hyperinflation: The Result of the DC Printing Press
Rising or Falling Prices - Which Is It?
History Predicts Inflation
Preparing for Hyperinflation
Finding the Next Brazil: Investing in Frontier Markets
Risks Facing Frontier Markets
What are the Frontier Markets?
Frontier Market Investment Options
Peak Oil: Making Money with Oil at $100
Defining Peak Oil
Factors Driving Oil Back to Triple Digits
Profiting from Rising Oil Prices
Energy Commodity ETFs
The ETF Explosion
Why ETFs?
Building an ETF Hedge Fund
More Themes to Consider: Investing and the Obama Administration
The DC Printing Press
Higher Interest Rates
The Weak U.S. Dollar
U.S.-Based Multinationals
Profiting from Bailout Money with Financial Stocks
The Redistribution of Wealth
Time to Execute
Having a Plan
The Concentration Approach
And Then There's Diversification
Introducing Conversification
Knowing When to Sell
It's Time to Buy
It's Time to Buy: History Says So
Volatility is Baaacckkk
The Magic of Compound Interest
Reasons to be Believe in the Next Great Bull Market
Notes
Index
Table of Contents provided by Publisher. All Rights Reserved.

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