The Only Emerging Market That Looks Attractive Right Now Is Vietnam.

Dr. Farber`s emerging markets outlook (from Commodity Online):

"While he is very bullish long-term on emerging markets, investors should avoid (or at least lighten up on) emerging market stocks right now. They should only be bought on corrections which would represent favorable entry levels. Overall, Faber thinks the SP 500 will outperform emerging markets in 2011. The only emerging market that looks attractive right now is Vietnam (VNM)."

Related ETFs: iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM), SPDR S&P 500 ETF (NYSE:SPY), iShares MSCI Brazil Index (ETF) (NYSE:EWZ), Market Vectors Vietnam ETF. (NYSE:VNM)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

US Treasuries Are A Suicidal Investment

“This is a suicidal investment. Over time, interest rates on U.S. Treasuries will go up. Investors will gradually understand that the Federal Reserve wants to have negative real interest rates. The worst investment is in U.S. long-term bonds.” - in Bloomberg

Related: ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT) , iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The Next Correction In Stocks Is A Buying Opportunity.

"Faber believes a correction is imminent for the stock market as bullish sentiment (AAII sentiment) nears record levels and mutual fund cash positions remain very low. Furthermore, the latest upward move in stocks has occurred on declining volume, which is usually bearish from a technical point of view. The correction should occur in January. That being said, you should be buying into the correction as it represents a good buying opportunity. Faber prefers energy companies and speculative stocks such as home builders and even AIG. He goes on to say that the third year of a Presidential cycle is very good for speculative stocks versus traditional blue chip value plays." - in Commodity Online

Related stocks & ETFs: SPDR S&P 500 ETF (NYSE:SPY) , ProShares UltraShort S&P500 (ETF) (NYSE:SDS) , iShares Russell 2000 Index (ETF) (NYSE:IWM) , iShares Dow Jones US Home Const. (ETF) (NYSE:ITB), Lennar Corporation (NYSE:LEN) , American International Group, Inc. (NYSE:AIG)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Bullish On Energy Companies

"Faber likes energy companies since the long-term trend in oil is up, as supply fails to keep up with surging demand from emerging markets. Notes that emerging markets have surpassed the developed world in oil consumption and that this trend should keep demand strong for the foreseeable future. Faber likes the majors like Exxon Mobil (XOM), Hess (HES), and even Chesapeake Energy (CHK) as natural gas is too cheap on an inflation adjusted basis. Continuing the energy theme, coal and uranium stocks should be gradually accumulated on weakness as the world looks for alternative sources of reliable energy. Peabody Energy Corporation (BTU) on the coal side and Cameco Corporation (CCO) for uranium should outperform over the next few years." - in Commodity Online

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The US Economy Will Not Double Dip For Now.

"I don`t think it will double dip for now, we are living in a global economy today and you have parts of the world that are relatively weak, like the US and Europe, although from the lows they have recovered somewhat. Than you have other parts of the world that are very strong, emerging economies, especially China and India. The big question is what will happen to that part of the world."

in Bloomberg

Related: iShares MSCI Emerging Markets Indx (ETF) (EEM), iShares MSCI Brazil Index (ETF) (EWZ), Market Vector Russia ETF Trust (Public, NYSE:RSX) , iShares FTSE/Xinhua China 25 Index (ETF) (FXI), iShares MSCI Japan Index (ETF) (NYSE:EWJ), SPDR S&P 500 ETF (NYSE:SPY) , ProShares UltraShort S&P500 (ETF) (NYSE:SDS), iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM), SPDR S&P 500 ETF (NYSE:SPY)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Emerging Markets: Turkey

“If I was an investor with a huge sum of money with me, I would definitely invest half of my money in one of the emerging economies. For example, investing in a farm in Turkey, I would personally not even think for a minute.”

in equitymaster.com

Related: iShares MSCI Turkey Index Fund (NYSE:TUR)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

I Have Been Lightning Up Positions.

"I have been lightning up. I still have positions, because I don`t see a lot of alternatives. I own gold, silver, real estate and I own equities. " - in Bloomberg

Related: SPDR Gold Trust (ETF) (NYSE:GLD) , iShares Silver Trust (ETF) (NYSE:SLV)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Energy And Natural Gas Outlook

"Investing in the energy sector including natural gas is the best choice these days".

in Commodity Online

Related: United States Natural Gas Fund, LP (NYSE:UNG) , United States Oil Fund LP (ETF) (NYSE:USO)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

We Can Have Somewhat Of A Recovery In The US Dollar

“If I look around markets, we had a very negative sentiment about the euro six months ago. Recently, we had a very negative sentiment about the US dollar. From this very low sentiment level for the US dollar where everybody hated the US dollar, in other words we can have somewhat of a recovery.”

in www.commodityonline.com

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Bloomberg Video: Deficit To Remain High As Far As the Eye Can See!

Topics: Us Government Bonds, US deficit, 10 Year Yields

Related: iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT) , ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT), iShares Lehman 7-10 Yr Treas. Bond (ETF) (NYSE:IEF)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Emerging Markets Outlook

"In general, emerging markets have been weak relative to the US and relative to Japan and for the next six months emerging markets (EMs) will not perform all that well."

Related: iShares MSCI Emerging Markets Indx (ETF) (EEM), iShares MSCI Brazil Index (ETF) (EWZ), Market Vector Russia ETF Trust (Public, NYSE:RSX) , iShares FTSE/Xinhua China 25 Index (ETF) (FXI)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The Biggest Threat To The Global Economy.

Bank lending in China today is higher then in the United States and its a smaller economy. We also have a credit bubble in China and their dilemma is if they would do the right thing, the economy would go into recession. So, they will postpone it like every other government will do and eventually you have a bursting of the bubble.

Now, will it happen in 3 months, 6 months, 9 months, 3 years? But that is the biggest threat to the global economy.

in Bloomberg Radio

Related: iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI) , PowerShares Gld Drg Haltr USX China(ETF) (NYSE:PGJ), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Holding Cash And Government Bonds Is A Disaster In The Long Run.

"In this situation, as we have it today, I think that holding cash and government bonds is a disaster in the long run."

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

European Bailouts, A Bigger Problem In The Long Run.

"In my view, right from the start it would have been better to let some financial institutions go bankrupt and for the governments to guarantee the deposits, so the shareholders would have lost everything and the bondholders would have taken a haircut. 


But I think these continuous bailouts,  call for more and more problems in the long run."


in Bloomberg


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

"The ECB, like the Fed are masters at money printing."


Bloomberg,  December 2nd


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The Whole System Depends On A Massive Ponzi Scheme.

"The whole system depends on a massive Ponzi Scheme. And its going to go on, until like ocasionally your computer will break down, and you have to reboot it... and the rebooting of the global finacial system will have to happen one day."


in Bloomberg


Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Bullish On Japan.

"Of all the developed markets, Faber likes Japan the most. He thinks a declining yen will help Japanese equities. Furthermore, Japan is under owned by institutions."

Related: iShares MSCI Japan Index (ETF) (NYSE:EWJ)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

December Outlook: Currencies, EU Debt Crisis

"Euro is going down against the dollar and will likely fall further because of the EU debt crisis. Generally, a higher dollar leads to lower stock prices. Long-term the dollar will weaken but for now it continues to benefit as the world reserve currency.

Overall, Faber expects world equity markets to remain well supported in the medium-longer term because people have nowhere else to put their money. Once bond yields start to rise, all of those people who piled into bonds will redeploy funds into equities. Also, all of those people sitting in cash are getting tired of zero percent returns and equities make the most sense."

in IStockAnalyst.com

Related: ProShares UltraShort 20+ Year Trea (ETF) (NYSE:TBT) , iShares Barclays 20+ Yr Treas.Bond (ETF) (NYSE:TLT)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

Stock Market Correction Can Continue As Things In Europe Worsen.

Marc Faber is out with his latest report which discusses his outlook for stocks, bonds, commodities, gold, and the dollar. Here are a few highlights:

Equity Markets--Last month, Faber was somewhat cautious on US stocks, saying that sentiment was overly bullish and vulnerable to a correction. So far, we have seen a slight decline in stocks as the QE euphoria fades and worries mount in the PIIGS. Faber thinks the correction could continue as things in Europe worsen. However, he does not expect the market to fall below the 1010-1050 range on the S&P 500 because of the Bernanke. Of all the developed markets, Faber likes Japan the most. He thinks a declining yen will help Japanese equities. Furthermore, Japan is under owned by institutions.

in IStockAnalyst

Related: iShares MSCI Japan Index (ETF) (NYSE:EWJ), SPDR S&P 500 ETF (NYSE:SPY) , ProShares UltraShort S&P500 (ETF) (NYSE:SDS), iShares MSCI Emerging Markets Indx (ETF) (NYSE:EEM)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.

The Impact Of The Property Bubble In China.

"We already have a property bubble in China, but that does not mean that the whole economy will go into recession. And I would add to it, that even if there is a slowdown in China, its an huge country, like the US was in the 19th century and still is, so you can have a some sectors of the economy going into recession and other sectors still expanding."

in Bloomberg

Related: iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI) , Morgan Stanley China A Share Fund, Inc. (NYSE:CAF) , PowerShares Gld Drg Haltr USX China(ETF) (NYSE:PGJ)

Marc Faber is an international investor known for his uncanny predictions of the stock market and futures markets around the world.