Gabriel Wisdom

Fallen Angels Report: The Three Forces That Create Fallen Angels

by Gabriel Wisdom August 15, 2011

Some of the factors that create Fallen Angels come under the control of the companies themselves, and others don’t. But all three forces have one thing in common – they can cause a temporary, reversible drop in the share price of an otherwise excellent company.

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Fallen Angels Report: How Much is a Trillion Dollars Really?

by Gabriel Wisdom August 10, 2011

Putting it in context, if you were given $1 trillion dollars when Jesus was born over 2000 years ago, and you managed to spend a million dollars every day, for two thousand and eleven years, you’d still have $250 billion left. These numbers assume you received no interest on the capital.

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Fallen Angels Report: Cycles and Wall Street’s Wheel of Fortune

by Gabriel Wisdom July 11, 2011

A major problem presents itself however, when considering the very short nature of the average person’s investing lifetime, which, if you’re lucky, is rarely longer than 30 years. Before the age of 40, very few individuals can accumulate enough savings to become serious investors. Here’s where “the long run” presents challenges.

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Fallen Angels Report: Eight Hundred Pound Gorillas, in the Mist

by Gabriel Wisdom June 6, 2011

Like buying an apartment building before rents rise and the purchase price goes up, opportunity exists for income oriented investors who need current yield and appreciation potential. Over the next few years, I suspect a large number of cash rich gorillas will be emerging from the mist, becoming pivotal long term holdings for blue chip investors.

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Fallen Angels Report: What if Warren Buffett is Right About Gold?

by Gabriel Wisdom May 17, 2011

“For all the gold that’s ever been mined, you could buy every acre of farmland in the United States and 10 companies the size of ExxonMobil, and you’d still have $1 trillion left over. Would you rather have a shiny cube of metal, 67 feet on a side…or trillions of dollars of assets that actually produce wealth?” What if everything you think you know is wrong and Warren Buffett is right…about gold?

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Fallen Angels Report: Fallen Angels Flashback

by Gabriel Wisdom December 6, 2010

In June 2008, Barron’s Magazine writer Jonathan Laing profiled 67 year old analyst James Finucane, who, for many years had been great at calling stock market lows, including the low reached after the October 1987 crash. He observed that every major financial crises created spectacular buying opportunities, especially when they had reached “crescendos.” To him, the government sponsored bailout of Bear Sterns in 2008 was a crescendo event.

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Fallen Angel Report: Roll With The Cycles, Grab Some Cisco While It’s Cheap Again

by Gabriel Wisdom November 15, 2010

Time frames may be different based on secular trends, weather phenomenon, innovations in health care, and government intervention, but generally, what goes around, comes around. For example, economic booms and busts occurred, on average, every 14 years for 2,000 years. Beginning in the late 20th century, they began cycling every seven years as a direct result of government efforts to stimulate economic activity during recessionary downturns. While they occur more frequently, they’re cycles nonetheless.

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Fallen Angels Report: Wall Street & Pennsylvania Avenue, Partners in Time

by Gabriel Wisdom November 1, 2010

You may have read that markets thrive during gridlock. Over the last 50 years, they have soared under a Democrat President and a Republican-led Congress. From 1960 to 2009, the S&P 500 has been up over +21% per year under a Democrat President and a Republican-led Congress, triple the +7.1% annual return achieved under a Republican President and a Congress controlled by Democrats. Based on research culled from various sources including UBS veteran floor trader Art Cashin, the stock index gained +10.7% per year when the White House and Congress was run by the same political party!

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Fallen Angels Report: Buying High, Selling Low Still Popular After All These Years

by Gabriel Wisdom October 13, 2010

By stampeding with the herd, investors suffered cumulative losses over the last ten years of approximately $39 billion. As reported by Brett Arends in The Wall Street Journal, this all too familiar habit of buying high and selling low has its origins in human evolution. “Human beings are hard-wired to run with the herd,” writers Arends. “For millions of years, when the herd stampeded, the smartest move wasn’t to hang around and see why. It was to run.”

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History Says Silver Is Cheap

by Gabriel Wisdom September 14, 2010

Is the historical price relationship between silver and gold valuing silver too cheaply? Will Silver outperfom Gold in a commodity bull market? Gabriel Wisdom discusses his latest Fallen Angel.

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