Eric Fry says his investment strategy is based on a simple formula: “Sell the dollar, sell the dollar and sell the dollar.” And as the buck gets whacked, so will American stocks and bonds. On the other hand, foreign assets and commodities should soar…

Hank Paulson wants to spend $700 billion to buy up banks bad debt in the hope it can ‘fix’ the crisis on Wall Street. But there are ways to profit from the madness. Martin Hutchinson has picked three winners.

The New York Times has an interactive graphic that visually conveys the impact the current market crisis has had on the financial sector. It has market cap scaled regions for two time periods, September 12, 2008 and October 9, 2007. It would be interesting to have a similar chart by a value metric, such as book value.

Magic Formula investors have luckily been spared from the calamity in financial stocks over the past year. But even in the best of times, banking is a risky industry that is difficult to properly value, and should be avoided by most individual investors.

Todd Sullivan comments on Bank of America CEO Ken Lewis' decision to takeover Merrill Lynch.

Now that's a major market headline. Fear strikes Wall Street as several significant events hit the financial sector.

The SEC has it backwards

The SEC has it backwards

Brazil is no longer just a tourist hot spot, but a solid profit play for savvy investors, too. And one of the best ways to profit from Brazil’s expected 4.8% growth in gross domestic product this year is to invest in one of the Latin American nation’s infrastructure-focused firms.

Andrew Gordon in Investor’s Daily Edge is bearish on the outlook for the sector. He says banks are still running on empty. And with the rate of foreclosures rising in the US, this is no time to buy in. Steer well clear until the economy picks up……

this is fascinating

The U.S. economy is on the way out, says Dave Gonigam in The Daily Reckoning’s blog, Desidooru Saloon. Dave has picked up on a report from the Financial Times that says an anonymous Gulf sovereign wealth fund has slashed its dollar-based holdings. China’s biggest holder of dollar reserves, the State Administration of Foreign Exchange, is also reducing its dollar exposure…

The Securities and Exchange Commission (SEC) moved against short sellers this week. This is a gross double standard, says Dave Gonigam in Desidooru Saloon. Many of the companies the SEC is protecting from short sellers profit from shorting stocks…

China needs to diversify out the diving dollar and gain greater control of energy reserves - and Latin America serves both purposes best…

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