Ned Schmidt's Blog

Publisher of The Value View Gold & The Agri-Food Value View Reports
nwschmidt [at] earthlink [dot] net ()

Mr. Schmidt is a financial engineer specializing in global capital flows. He has been an advocate and practitioner of value oriented investing for thirty years. Ned began his investment career as a security analyst following the oil industry in the early 1970s. In the 1980s he was manager of an investment management group with discretionary responsibility for about $3.5 billion. During the past decade he also taught institutional investment management as The Roland George Visiting Professor of Applied Investments at Stetson University.

He currently manages the Argyle Global Equity Appreciation Fund, an offshore mutual fund in the top quartile of global equity funds the past three years by Standard and Poors.

Ned currently publishes THE VALUE VIEW GOLD REPORT, and writes for THE GLOBAL ADVISOR published in Toronto.

Does Bernanke Hate Old People?

A question that follows from the above is also of interest. Why is Bernanke transferring so much income and wealth from savers and investors to mega-banks and other speculative funds? We are of the basic crowd that believes that actions are more important than words.

A Tale of Two Markets

With harvesters now beginning to move in parts of the U.S. the reality of the drought is now being recorded. Farmers face the loss of substantial income, and in many cases actual losses.

No Feed for the Golden Bull!

Animals, real or imaginary, must be fed on a regular basis. That feed, as we have also learned in recent years, can be either real feed or imaginary feed. Virtual animals that live on web-based children’s games can survive on virtual feed.

Was Your Portfolio Zynga’d?

We have always wondered if the Street had two businesses, trading securities and raising poultry. The Street has had a long successful history of serving up “turkeys” to investors. In the past year it has been very good at doing so. Last we visited Facebook was our topic.

How to Kill an Economy

Many lessons have been revealed by the experience of the EU nations this past year. In parts of the EU, those lessons are being given serious reflection. However, two nations, the U.S. and France, seem determined to ignore the adverse financial consequences of bad government policies.

Facebook Tanked & Soybeans Soared!

Facebook was to be the rebirth of the glorious technology stocks. Portfolio managers have been longing to return to the era when they did not think. They just owned massive positions in technology and internet stocks.

Play Fantasy Forecasts with the Pros

With the wonders of modern communications brought to us by the internet and all the marvelous electronic toys now available, you too can publish your fantasy forecasts for the economies and markets of the world.

World’s Second Largest IPO of 2012 Is...

So, you consider yourself an informed investor. You watch CNBC, a.k.a. the cartoon channel light, each day. You have more investment web sites book marked than anyone on your block.

Japan: Keynesian Template for Poverty

In the following week we got a glimpse of what Keynesians view as a “role model”, and one of their goals for the future. Below is a headline that appeared that next week.

Chopp’n Down the Appl Tree

A month ago we warned that AAPL($602) had broken down from a parabolic rise. Despite near universal love for this stock, the failure of that pattern was a warning that a much lower price was the destiny for this purveyor of electronic toys.

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