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Filed under: China, Russia, Newsletters, Japan, DJIA, Stocks to Buy

"While watching the Olympics, I couldn't thinking about the investment opportunities of the various countries participating in the games," says exchange-traded fund expert Carl Delfeld.

Recognizing that this is not a "scientific" approach nor a primary basis for seriously determining one's asset allocation the editor of Around the World with ETFs speculates, "While it is admittedly a stretch, let's consider what an ETF porfolio of the top ten countries in the Beijing Olympics medal count would look like."

"I hope that while wa

"While watching the Olympics, I couldn’t thinking about the investment opportunities of the various countries participating in the games," says exchange-traded fund expert Carl Delfeld.

The editor of Around the World with ETFs states, "While it is admittedly a stretch, let’s consider what an ETF porfolio of the top ten countries in the Beijing Olympics medal count would look like."

"I hope that while watching the Olympic games many investors were also reminded at how the world is changing and why they need a global portfolio to capture value and growth around the world.

"The U.S. did remarkab

The recent slump in the market occurred rapidly and indicates oversold conditions. My preferred method of monitoring — and acting on changes in — momentum in the market is the Stock Market Momentum Indicator [SMMI], as constructed and calculated by CRB.

The last time this indicator flashed a buy signal was on August 31 of last year. I wrote about the signal at the time and gave my reasons for taking action cautiously. In short, the market was still near peak levels, a credit crunch was starting and the economy seemed to be heading towards a recession. The caution was warranted, as the signal

A recent article in the Wall Street Journal serves as a great reminder to us long-term investors that when stocks are down, it is a good time to buy, hold, and diversify.

The Time Is Now

How do I know that now is a good time to buy stocks?  Well, I don’t know that the stock market will not go down further, but I do know that the DOW was about 600 points higher in early 2000 than it is today.  Therefore, historically speaking, stocks appear to be on sale.  Maybe a quote by the ever astute Warren Buffett will help to encourage us to put our cash to work in this market:

Before going any further, I want to make clear this article will be concerning the next 3-5 years; not 3-5 days, or 3-5 months.

I think the time may have come to over-weight U.S. equities.  I'm not trying to pick any bottom here, nor am I making this statement solely based upon a contrarian thought, though it obviously has a part.