The week's best web reads: Iran's surging stock market

Share

Wall Street may have been shut for a couple of stormy days last week, but that didn't stop us from searching for some of the best investing reads on the web. Here are some of the highlights from the links we presented in our daily premarket blog post at Inside the Market.

One of the world's top performing stock markets? Iran. The Tehran Stock Exchange has gained almost 28 per cent in the past three months. A rare haven in the country, it gives investors an opportunity to buy into companies that have benefited from sanctions.

While investment strategists in the U.S. view a Republican victory as positive for the stock market given their presidential candidate Mitt Romney's pro-business policies, market players in Asia believe a win for the former Massachusetts Governor would in fact be negative for equities on their side of the world.

David Rosenberg says don't hold cash, focus on dividend yield and growth right now. And that includes buying Canadian banks and some pipeline exposure.

Asset allocation models based on an investor's age tend to be inherently flawed. Here's a better alternative, the "flight path" approach that takes into account an investors' growing experience level.

The debt crisis that began in 2007, the subsequent slide in equities and policy-fuelled attempts to resuscitate flatlining markets have prompted investors to add a new breed of sentiment indicators to the mass of data on which they base decisions.

There are two things that the mainstream financial media never discuss: time frames and position sizing.

The bull market in energy remains intact.

There are very few hedge fund managers making a killing this year.

The price-to-earnings level for the S&P 500 is at a level not seen since the 1990s.

The market for asset backed commercial paper has nearly vanished.

Prepare for a brutal bond investor slaughter at some point over the next decade.

How illiquidity in one asset can spread quickly to others.