LIBERTAD! LET FREEDOM RING!

Jun 27, 2014

Click here for this week's charts.

EMERGING MARKET ASCENDENCY AND IMPLICATIONS FOR INVESTORS

The complex future for all of Latin America is highlighted by the issues Cuba faces over the next decade:

• Ascension
• Socialism
• Free Enterprise
• Civil Rights
• Freedom
• Regulation
• Globalization
• Geographic Mobility
• Information Technology Advances
• Commodity Markets
• Global Financial Markets
• Currency Markets

Highly Recommended:

• Christopher Baker’s National Geographic Tour:
  VIVA CUBA!

   

  National Geographic Expeditions: 
  Cuba: Discovering Its People and Culture, June 2014

• Last Summer’s Tour of Santiago, Asuncion, and Itaupu:
  LATIN AMERICA!

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Q1 Really? GDP -2.9%?
This week’s major debate for the equity markets centered upon, reportedly, the largest downward revision of GDP in history.

Was it a cold winter? Obamacare? Tax Increases?

Yes! Yes! And Yes! We believe all were factors.

Q2 Maybe?

Durable Goods Orders provided intelligence for investors.

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GO PRO! $24 IPO trades over $28

• Surfer rubber bands a camera to himself, becomes a billionaire:

GoPro Jumps After IPO Values Camera Maker at $3 Billion

• GoPro Inc., whose cameras let surfers, skiers and sky divers record their exploits, rose in its trading debut after pricing its initial public offering at the top of the marketed range.

PROFIT REPORT

• Barclay’s Falls into a Dark Pool?

Barclays Dark Pool Shunned by Clients

• Money managers are shunning Barclays Plc’s dark pool after allegations the bank misled clients about whether they’d be dealing with high-frequency traders, according to people with knowledge of the matter.

• Barclays PLC (BCS)
  

   

Texas Energy Updates
Crude Oil: How Important is the Middle East?

• Crude Oil Prices (CL1)

 

• US approves limited EXPORTS :
  U.S. Crude Oil Ruling Seen Opening Niche Export Markets

 

“A U.S. ruling allowing limited exports of lightly processed oil may permit the equivalent of 3.6 percent of U.S. crude to be sold on international markets this year, according to Citigroup Inc. “

 

“About 300,000 barrels a day of an ultra-light oil known as condensate could be exported by the end of the year, Citigroup said. In total 750,000 barrels a day of condensate is pumped from U.S. shale plays, according to Wood Mackenzie Ltd. Exports would give U.S. producers access to niche markets in Asia and Latin America, while having only a small impact on the price domestic refiners pay for crude, according to Steve Sawyer, an analyst at FGE, an energy consultancy.“

– U.S. Crude Oil Ruling Seen Opening Niche Export Markets of Bloomberg L.P.

 

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MGAM Long Term Investment Themes

• Energy
• Infrastructure
• Water
• Healthcare and Wellness
• Emerging Market Ascendancy
• Real Estate

Planning Tip of the Week

Sometimes a radio commercial or cable TV ad will pitch a vaguely described investment that you “must know about” offering impressive returns with virtually no risk. These claims are red flags.

This Week’s NWR Package Includes:

Market Commentary

• MGAM Tactical Dynamic Allocation Strategy
• Guggenheim Partners Municipal Market Outlook – May 2014
• Guggenheim Partners Macro View

Investment Information

• Cash Flow Strategies
• Candidate List
• Dividend Report

To receive the entire package, please call our office at [phone] or click/touch here to Request a NetWorth Radio Package.

The Next Step

To schedule your 2014 planning session, call [phone] or Set an Appointment. Complete ourquestionnaire to start your plan with specific insights and recommendations and performance tracking. For more information on our performance tracking software, visit Advent.

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