A Great International Investment


Here is a great international investment for wherever you are.  The investment is in your self and your good health!

August summer sun shadows are cast deeper as the katydids suddenly go still. Sweet afternoon silence, rich in the day’s lingering warmth, falls like a warm blanket through the woods and the fullness of the day whispers with sweet promise at the coolness of dusk.

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Fresh (picked by us) blackberries in our kitchen.  See a special health benefit from them below.

Global economic temperatures may be heating up.  The great Congressional fuss over the US debt ceiling has helped undermine the world’s confidence in the global monetary system. The resolution has done little to solve the Western world’s economic plight.

Republican U.S. Congressman, Ron Paul, summed it up in a recent statement on the debt crisis. Here is an excerpt.

While it is good to see serious debate about our debt crisis, I cannot support the reported deal on raising the nation’s debt ceiling.  I have never voted to raise the debt ceiling, and I never will.

“This deal will reportedly cut spending by only slightly over $900 billion over 10 years.  But we will have a $1.6 trillion deficit after this year alone, meaning those meager cuts will do nothing to solve our unsustainable spending problem.

“In fact, this bill will never balance the budget.  Instead, it will add untold trillions of dollars to our deficit.  This also assumes the cuts are real cuts and not the same old Washington smoke and mirrors game of spending less than originally projected so you can claim the difference as a ‘cut.’

“The plan also calls for the formation of a deficit commission, which will accomplish nothing outside of providing Congress and the White House with another way to abdicate responsibility.

“In my many years of public service, there have been commissions on everything from Social Security to energy policy, yet not one solution has been produced out of these commissions.

This is a problem that has been building for over 60 years… not just in the USA but in the Western world. The US, Western Europe and Japan have been living beyond their means for decades and this excess has finally reached near limits.

There is little we can do to unravel global economic problems that have built for so long. The past is the platform upon which our present stands.  This immense Western debt and the demographic imbalances that created them are pretty solid foundations we have inherited and cannot ignore.

What we can change is ourselves… our thoughts… our patterns… our habits and our actions that deal with global social-economic events as they unfold.

One way to improve our ability to prosper in the new atmosphere is to upgrade our health. A good physical balance brings more energy, clearer thought and more positive emotions… all needed to cope and overcome the challenges of the day.

The first and fastest channel to better health is to improve nutrition.

This is one reason why we are here in these August days in the Blue Ridge. At our altitude (3800′), it is green and cool and sunny.  Days are perfect. Some days we might hit as high as 80 at high noon, then a quick evening cooling into the 60s and below, perfect for rocking on the front porch and watching the fireflies signal their light and glow show.  And then a deep sleep under a comforter for the cool nights.

Eating is wonderful too as we live almost entirely off the garden at this time of the year: tender lettuce, rich onions and corn so sweet it does not need to be cooked.  Squash of every type, beans, peas, bell peppers, Brussels sprouts and cauliflower…and of course luscious, most delicious tomatoes. This is a sweet feast enjoyed on our open-air deck with the creek rushing below. Throw in a little corn bread and we have a wonderful afternoon meal.

We also hike up the hill to one of our numerous wild blackberry patches… getting exercise and a batch of delicious berries to enjoy each day.

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Yesterday’s haul of fresh wild mountain blackberries.

In the evening we eat lightly. Ayurveda, the Indian science of health, shows us that we have three cycles twice a day (air 2-6, water 6-10 and fire 10-2. The best time to eat our biggest meal is at the highest point of fire (12 noon) when the digestive fires are the brightest (noon). Then in the evening we eat just a little and early so the body can use the second fire cycle to burn up accumulated toxins from the day.

Often our evening meal is fruit pie or just blackberries with a bit of yoghurt or fresh home made cheese. Merri whips up a wonderful blackberry cobbler on weekends. This is not an unhealthy food if you don’t overload it with sugar and white refined flower…some of the “pies” are nothing more than baked blackberries in a small crock.

Merri and I often have a nice piece of this cobbler as dinner. This is a great summer food and fits the season.  We grind Quinoa into powder and use this as half the flour for the crust and filling and stevia (go to www.stevia.net) as a sweetener, you have a delicious, balanced, low calorie meal.

Keeping your caloric intake down is one of the most important things you can do for good health and longevity. This has been scientifically proven and an article by Dr. Mercola “Insulin and Its Metabolic Effects” explains why this might be fact.

This article suggests that insulin is one of nature’s great balancers. Insulin is created by high amounts of blood sugar levels in the body. Lots of insulin is a signal that there is plenty of food supply and hence there will be plenty of population growing. Consequently insulin becomes an agent to decrease longevity, nature’s way of keeping the population in check.

Less insulin in the body signals that there is not so much food so the body may be needed to stay around longer to contribute to the gene pool! Hence those who consume less, live more. Consequently the protein balanced, low carbohydrate, cooling blackberry cobbler recipe below is a perfect and tasty alternative to a heavy meal. Enjoy the treat and be healthier.

Take fresh cleaned blackberries (ours are all organic so all we need to do is lightly rinse them in the pure spring water) and add just a bit of stevia…it sweetens yet does not raise the blood sugar level. You can squeeze a bit of lime over them. Then add a crumble top…famous in England and Georgia…(but I suspect made a lot differently than ours!)

Blackberry Crumble Recipe

The crumble is made from equal parts of flour and quinoa powder with some organic milk to moisten. Cover the top of the blackberries with this mixture, then add just a smidgen of clarified butter.Bake at 350 degrees until hot and bubbly. We enjoy a cup of mint tea (from the mint that grows wild on the banks of Little Horse Creek) with this at day’s end.

Blackberry juice is a favorite drink in Ecuador.  A great puzzle is why blackberry juice is not served regularly in the US.

We have it all summer here at our farm.

blackberry-bush

This is the week we began our daily hikes for the wild mountain blackberries.  Forest mists shroud the cool mountain meadows and our streams sing sleepily. This is a good year. The berries are luscious and black.  We have acres of them.

This is the time of year that I remind readers of John Douillard’s book, “Three Season Diet” which shows how to lose weight, increase health and vitality by eating different foods at different times of the year.  The concept is based partly on Ayurved, the Indian science of life and well being, which views the body as having three essences; vata (essence of motion), pitta (essence of transformation-digestion) and kapha (essence of solidity). These essences are also described as vata-air, pitta, fire and kapha, earth/water.  A key in Ayurved is to keep the three in balance.

Ayurved also recognizes differences in seasons, spring, being a moist, fertile time of growth of course is a kapha period. Summer, naturally is a time of heat or pitta when the seeds transform into food. Finally, autumn and winter turn windy and cold. Things become brittle and dried, the time of vata. So the tendency in summer is for the fire in us (pitta) to grow excessively, spring brings kapha problems and winter hosts vata imbalances.

Berries are the classic summer food, sweet, sour and astringent. They help cool the body.  Blackberries are also very alkaline, high in iron and are excellent blood builders.

So you can see that blackberries are the perfect food for us in summer!

John’s book shows some other great summer foods that help weight control by helping balance blood sugar.

Blueberries are another good blood sugar regulating food according to John’s book which says:

“Blueberries, Native to North America, are harvested from May through August and are both sweet and astringent. Traditionally known to help strengthen the pancreas and stabilize blood sugar levels, blueberries serve to offset the high energy demands and sugar content of the summer fruit harvest. They are not cooling as blackberries or raspberries and are okay in the winter also. Recent studies have found blueberries to be a very powerful antioxidant.”

The global economy may turn and twist, rise and fall… get too fat and then starve.   We in our body and our mind do not have to follow suit. We can enjoy and prosper in all circumstances if we embrace change and are prepared. One way is to improve our nutrition is with simple things… like blackberries and blueberries…. a good investment for the rich or poor.

Gary

How We Can Serve You

How to Have Real Safety

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There are only three reasons why we should invest.  We invest for income.  We invest to resell our investments for more than we had invested.  We invest to make our world a better place.

We should not invest for fun, excitement or to get rich quick, or in a panic due to market corrections.

This is why the core Pi model portfolio (that forms the bulk of my own equity portfolio) consists of 19 shares and this position has not changed in over two years.  During these two years we have been steadily accumulating the same 19 shares and have not traded once.

The portfolio has done well in 2017, up 22.6%, better than the DJI Index.

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However one or even two year’s performance is not enough data to create a safe strategy.

The good value portfolio above is based entirely on good value financial information and mathematically based safety programs developed around models that date back 91 and 24 years.

The Pifolio is a theoretical portfolio of MSCI Country Benchmark Index ETFs that cover all the good value markets developed combining my 50 years of investing experience with study of the mathematical market value analysis of Keppler Asset Management and the mathematical trend analysis of Tradestops.com.

In my opinion, Keppler is one of the best market statisticians in the world.  Numerous very large fund managers, such as State Street Global Advisers, use his analysis to manage over $2.5 billion of funds.

The Pifolio analysis begins with Keppler who continually researches international major stock markets and compares their value based on current book to price, cash flow to price, earnings to price, average dividend yield, return on equity and cash flow return.  He compares each major stock market’s history.

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Michael Kepler CEO Keppler Asset Management.

Michael is a brilliant mathematician.  We have tracked his analysis for over 20 years.   He continually researches international major stock markets and compares their value based on current book to price, cash flow to price, earnings to price, average dividend yield, return on equity and cash flow return.  He compares each stock market’s history.  From this, he develops his Good Value Stock Market Strategy and rates each market as a Buy, Neutral or Sell market.  His analysis is rational, mathematical and does not cause worry about short term ups and downs.  Keppler’s strategy is to diversify into an equally weighted portfolio of the MSCI Indices of each BUY market.

This is an easy, simple and effective approach to zeroing in on value because little time, management and guesswork is required.  You are investing in a diversified portfolio of good value indices.

A BUY rating for an index does NOT imply that any stock in that country is an attractive investment, so you do not have to spend hours of research aimed at picking specific shares.  It is not appropriate or enough to instruct a stockbroker to simply select stocks in the BUY rated countries.  Investing in the index is like investing in all the shares in the index.  You save time because all you have to do is invest in the ETF to gain the profit potential of the entire market.

To achieve this goal of diversification the Pifolio consists of Country Index ETFs.

Country Index ETFs are similar to an index mutual fund but are shares normally traded on a major stock exchange that tracks an index of shares in a specific country.  ETFs do not try to beat the index they represent.  The management is passive and tries to emulate the performance of the index.

A country ETF provides diversification into a basket of equities in the country covered.  The expense ratios for most ETFs are lower than those of the average mutual fund as well so such ETFs provide diversification and cost efficiency.

Here is the Pifolio I personally use.

70% is diversified into Keppler’s good value (BUY rated) developed markets: Australia, Austria, France, Germany, Hong Kong, Italy, Japan, Norway, Singapore and the United Kingdom.

30% of the Pifolio is invested in Keppler’s good value (BUY rated) emerging markets: Brazil, Chile, China, Colombia, the Czech Republic, South Korea, Malaysia and Taiwan.

The Pifolio consists of iShares ETFs that invested in each of the MSCI indicies of the good value BUY markets.

For example, the iShares MSCI Australia (symbol EWA) is a Country Index ETF that tracks the investment results the Morgan Stanley Capital Index MSCI Australia Index which is composed mainly of large cap and small cap stocks traded primarily on the Australian Stock Exchange mainly of companies in consumer staples, financials and materials. This ETF is non-diversified outside of Australia.

iShares is owned by Black Rock, Inc. the world’s largest asset manager with over $4 trillion in assets under management.

Pi uses math to reveal the best value markets then protects its positions using more math created by Richard Smith founder and CEO of Tradestops.com to track each share’s trend.

We use Smith’s  algorithms that calculate momentum of the good value markets.

dr richard smith

The Stock State Indicators at Tradestops.com act as a full life-cycle measure that indicates the health of each stock. They are designed to tell you at a glance exactly where any stock stands relative to Dr. Smith’s proprietary algorithms.

Kepppler’s analysis shows the value of markets.  The SSI signal indicates the current trend of each stock (performing well, or in a period of correction, or stopped out).

The SSI tells you one of five things:

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Akey component of the Stock State Indicator (SSI) system is momentum based on the latest 521 days of trading.  A stock changes from red to green in the SSI system only after it has already gone up a healthy amount and has started a solid uptrend.

How SSI Alerts Are Triggered

If the position has already moved more than its Volatility Quotient below a recent high, the SSI Stop Loss will trigger.  This is an indicator that the position has corrected more than what is normal for this stock.  It means to take caution.

Below is an example of how SSIs work.  This example shows the Developed Market Pifolio that we track at Tradestops.com.

tradestops

Equal Weight Good Value Developed Market Pifolio.

At the time this example was copied, all the ETFs in the Developed Market Pifolio (above) currently had a green SSI.

We do not know when the US market will fall.  We only do know that it will.  We also do not know if, when the US market corrects, global markets will follow or rise instead.

The fact that the Pifilios are invested in good value markets reduces long term risk.

Additional protection is added by using trailing stops based on the 521 day momentum of each stock in the Pifolio.

Take for example the graph below from our Tradestops account that shows the iShares MSCI United Kingdom ETF.  This ETF had a green SSI and a Volatility Index (VQ) of 13.26%.  This means the share can move 13.26% before there is a trend shift.

tradestops

iShares MSCI United Kingdom ETF (Symbol EWU)

Pi purchased the share at$31.26 and in this example the share was $34.43 and rising.  Tradestop’s algorithms suggested that if the price drops to $31.69 its momentum would have stopped and it would have shifted into trading sideways.   The stop loss price is currently $29.86.  If EWU continues to rise, both the yellow warning and the stop loss price will rise as well.

When the US stock market bull ends, know one knows for sure how long or how severe the correction will be.

When the bear arrives, what will happen to global and especially good value markets?

No  one knows the answer to this question.

What we do know is that the equally weighted, good value market Pifolios have the greatest potential long term and that math based trailing stops can be used to protect against a secular global stock market correction when it comes.

My fifty years of global investing experience helps take advantage of numerous long term cycles that are part of the universal math that affects all investments.

What you get when you subscribe to Pi.

You immediately receive a 120 page basic training course that teaches the Pi Strategy.   You learn all the Pi strategies, what they are, how to use them and what each can do for you, your lifestyle and investing.

You also begin receiving regular emailed Pifiolio updates and online access to all the Pifolio updates of the last two years.  Each update examines the current activity in a Pifolio, how it is changing, why and how the changes might help your investing or not.

Included in the basic training is an additional 120 page PDF value analysis of 46 stock markets (23 developed markets and 23 emerging stock markets).  This analysis looks at the price to book, price to earnings, average yield and much more.

You also receive two special reports.

In the 1980s, a remarkable set of two economic circumstances helped anyone who spotted them become remarkably rich.  Some of my readers made enough to retire.  Others picked up 50% currency gains.  Then the cycle ended.  Warren Buffett explained the importance of this ending in a 1999 Fortune magazine interview.  He said:  Let me summarize what I’ve been saying about the stock market: I think it’s very hard to come up with a persuasive case that equities will over the next 17 years perform anything like—anything like—they’ve performed in the past 17!

I did well then, but always thought, “I should have invested more!”  Now those circumstances have come together and I am investing in them again.

The circumstances that created fortunes 30 years ago were an overvalued US market (compared to global markets) and an overvalued US dollar.  The two conditions are in place again!

30 years ago, the US dollar rose along with Wall Street.  Profits came quickly over three years.  Then the dollar dropped like a stone, by 51%  in just two years.  A repeat of this pattern is growing and could create up to 50% extra profit if we start using strong dollars to accumulate good value stock market ETFs in other currencies.

This is the most exciting opportunity I have seen since we started sending our reports on international investing ideas more than three decades ago.  The trends are so clear that I have created a short, but powerful report “Three Currency Patterns for 50% Profits or More.”   This report shows how to earn an extra 50% from currency shifts with even small investments.  I kept the report short and simple, but included links to 153 pages of  Good Value Stock Market research and Asset Allocation Analysis.

The report shows 20 good value investments and a really powerful tactic that shows the most effective and least expensive way to accumulate these bargains in large or even very small amounts (less than $5,000).  There is extra profit potential of at least 50% so the report is worth a lot.

This report sells for $29.95 but in this special offer, you receive the report, “Three Currency Patterns for 50% Profits or More” FREE when you subscribe to Pi.

Plus get the $39.95 report “The Platinum Dip 2018” free.

With investors watching global stock markets bounce up and down, many missed two really important profit generating events over the last two years.  The price of silver dipped below $14 an ounce as did shares of the iShares Silver ETF (SLV).   The second event is that the silver gold ratio hit 80, compared to a ratio of 230 only two years before.

In September 2015, I prepared a special report “Silver Dip 2015” about a silver speculation, leveraged with a British pound loan, that could increase the returns in a safe portfolio by as much as eight times.  The tactics described in that report generated 62.48% profit in just nine months.

I have updated this report and added how to use the Dip Strategy with platinum.   The “Platinum Dip 2018” report shares the latest in a series of long term lessons gained through 40 years of speculating and investing in precious metals.  I released the 2015 report, when the gold silver ratio slipped to 80.  The ratio has corrected and that profit has been taken and now a new precious metals dip has emerged.

I have prepared a new special report “Platinum Dip 2018” about a leveraged speculation that can increase the returns in a safe portfolio by as much as eight times.

You also learn from the Value Investing Seminar, our premier course, that we have been conducting for over 30 years.  Tens of thousands of delegates have paid up to $999 to attend.  Now you can join the seminar online FREE in this special offer.

This three day course is available in sessions that are 10 to 20 minutes long for easy, convenient learning.   You can listen to each session any time and as often as you desire.

The sooner you hear what I have to say about current markets, the better you’ll be able to cash in on perhaps the best investing opportunity since 1982.

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Tens of thousands have paid up to $999 to attend.

In 2018 I celebrate my 52nd anniversary in the investing business and 50th year of writing about global investing.  Our reports and seminars have helped readers have better lives, with less stress yet make fortunes during up and down markets for decades.  This information is invaluable to investors large and small because even small amounts can easily be invested in the good value shares we cover in our seminar.

Stock and currency markets are cyclical.  These cycles create extra profit for value investors who invest when everyone else has the markets wrong.  One special seminar session looks at how to spot value from cycles.  Stocks rise from the cycle of war, productivity and demographics.  Cycles create recurring profits.  Economies and stock markets cycle up and down around every 15 to 20 years as shown in this graph.

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The effect of war cycles on the US Stock Market since 1906.

Bull and bear cycles are based on cycles of human interaction, war, technology and productivity.  Economic downturns can create war.

The chart above shows the war – stock market cycle.  Military struggles (like the Civil War, WWI, WWII and the Cold War: WW III) super charge inventiveness that creates new forms of productivity…the steam engine, the internal combustion engine,  production line processes, jet engines, TV, farming techniques, plastics, telephone, computer and lastly during the Cold War, the internet.  The military technology shifts to domestic use.  A boom is created that leads to excess.  Excess leads to correction. Correction creates an economic downturn and again to war.

Details in the online seminar include:

* How to easily buy global currencies, shares and bonds.

* Trading down and the benefits of investing in real estate in Small Town USA.  We will share why this breakout value is special and why we have been recommending good value real estate in this area since 2009.

* What’s up with gold and silver?  One session looks at my current position on gold and silver and asset protection.  We review the state of the precious metal markets and potential problems ahead for US dollars.  Learn how low interest rates eliminate  opportunity costs of diversification in precious metals and foreign currencies.

* How to improve safety and increase profit with leverage and staying power.  The seminar reveals Warren Buffett’s value investing strategy from research published at Yale University’s website.  This research shows that the stocks Buffet chooses are safe (with low beta and low volatility), cheap (value stocks with low price-to-book ratios), and high quality (stocks of companies that are profitable, stable, growing, and with high payout ratios). His big, extra profits come from leverage and staying power.  At times Buffet’s portfolio, as all value portfolios, has fallen, but he has been willing and able to wait long periods for the value to reveal itself and prices to recover.

keppler asset management chart

This chart based on a 45 year portfolio study shows that holding a diversified good value portfolio (based on a  good value strategy) for 13 month’s time, increases the probability of out performance to 70%.  However those who can hold the portfolio for five years gain a 88% probability of beating the bellwether in the market and after ten years the probability increases to 97.5%.

Time is your friend when you use a good value strategy.  The longer you can hold onto a well balanced good value portfolio, the better the odds of outstanding success.

Learn how much leverage to use.  Leverage is like medicine, the key is dose.  The best ratio is normally 1.6 to 1.  We’ll sum up the strategy; how to leverage cheap, safe, quality stocks and for what period of time based on the times and each individual’s circumstances.

Learn to plan in a way so you never run out of money.  The seminar also has a session on the importance of having and sticking to a plan.  See how success is dependent on conviction, wherewithal, and skill to operate with leverage and significant risk.  Learn a three point strategy based on my 50 years of investing experience combined with wisdom gained from some of the world’s best investment managers and economic mathematical scientists.

The online seminar also reveals  the results of a $80,000 share purchase cost test that found the least expensive way to invest in good value.  The keys to this portfolio are good value, low cost, minimal fuss and bother.  Plus a great savings of time.  Trading is minimal, usually not more than one or two shares are bought or sold in a year.  I wanted to find the very least expensive way to create and hold this portfolio so I performed this test.

I have good news about the cost of the seminar as well.   For almost three decades the seminar fee has been $799 for one or $999 for a couple. Tens of thousands paid this price, but online the seminar is $297.

In this special offer, you can get this online seminar FREE when you subscribe to our Personal investing Course.

Save $468.90 If You Act Now

Subscribe to the first year of The Personal investing Course (Pi).  The annual fee is $299, but to introduce you to this online, course that is based on real time investing, I am knocking $102 off the subscription.  Plus you receive FREE the $29.95 report “Three Currency Patterns for 50% Profits or More”, the $39.95 report “Silver Dip 2017” and our latest $297 online seminar for a total savings of $468.90.

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Triple Guarantee

Enroll in Pi.  Get the basic training, the 46 market value report, access to all the updates of the past two years, the two reports and the Value Investing Seminar right away. 

#1:  I guarantee you’ll learn ideas about investing that are unique and can reduce stress as they help you enhance your profits through slow, worry free, easy diversified investing.

If you are not totally happy, simply let me know.

#2:  I guarantee you can cancel your subscription within 60 days and I’ll refund your subscription fee in full, no questions asked.

#3:  You can keep the two reports and Value Investing Seminar as my thanks for trying.

You have nothing to lose except the fear.   You gain the ultimate form of financial security as you reduce risk and increase profit potential.

Subscribe to Pi now, get the 130 page basic training, the 120 page 46 market value analysis, access to over 100 previous Pifolio updates, the “Platinum Dip 2018” and “Three Currency Patterns For 50% Profits or More” reports, and value investment seminar, plus begin receiving regular Pifolio updates throughout the year.

Subscribe to a Pi annual subscription for $197 and receive all the above.

Gary

See more on Concentrated Blueberries

Learn more about John Douillard’s book Three Season Diet here

Read Ron Paul message on debt ceiling


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