Applied Critical Thinking | Sheldon Thinks

Investment Blogs

The purpose of my investment blogs is to show investors how to think about investments. Poor investment decisions are a product of faulty thinking. Underlying these poor decisions are:

1. System: Poor organisation
2. Thinking: Poor thought process
3. Feedback: Poor accountability measures

This group of blogs will investigate ways in which investors can conduct their investment activities more effectively. One of the challenges of being an investor is that you are often on your own, struggling to comprehend a lot of market information. We will show you how you can trade and invest more effectively.

I am not interested in ‘safe’ investments. I am interested in investments which offer the greatest return. To that end, risk is managed, not avoided. The secret is to grow at your natural rate – which will be a trajectory that keeps you free from boredom and fear. In truth your path will weave its way somewhere between these points. You will be surprised just how invalid the financial theory that ‘risk is inversely related to returns’ actually is. Returns correlate with knowledge, which often means the more specialised the activity, the less people understand, the more money you can make. In truth there are a great many factors that can determine your profitability.

In 2000 no one understood platinum, which paved the way for investors to make 3200% return on Aquarius Platinum. In 2003, no one understood the uranium market, which paved the way for exceptional gains on Paladin Resources. In 2004-07, no one understood coal seam methane, which paved the way for huge gains on Qld Gas Co and Arrow Energy. Looking forward, no one understands the carbon credits mechanism. Expect huge gains on the carbon credits trading exchanges.

1. Investments: This page will need to link to my blogs on:
2. Investment Strategy – see http://investor-help.blogspot.com/. The purpose of this blog is to give people a better understanding of investment strategies.
3. Foreclosed Property – see http://foreclosured.blogspot.com/. This blog was developed to offer specific advice pertinent to foreclosed property in select markets.
4. Property Market Analysis – see http://propertypo.blogspot.com/. The purpose of this site is to discuss global property markets and opportunities.
5. Property Investment Strategies –http://propertystrategies.blogspot.com/. This site offers advice on property acquisition strategies and other useful tips.
6. Stocks – There are 2 different sections:
   1. Speculator Equities– see http://blue-sky-mining.blogspot.com/ – The purpose of this blog is to outline speculative equities that are
      likely to perform well in the future. Often I will provide technical
      guidance on when to buy them, but regardless they are stocks that I have a high regard for.
   2. Blue Chip Equities – see http://blue-chips.blogspot.com/. The purpose of this blog is to highlight opportunities in other sectors
      of the market, but I can’t claim any great expertise in these areas, so it’s worth getting a second opinion.
   3. ASX Stag Listing – see http://asx-ipo.blogspot.com/. This blog highlights the opportunities and hazards attached to buying IPOs (new floats) on the stock exchange.
7. Forex Trading – see http://forextraneous.blogspot.com/. The purpose of this website is to discuss opportunities in Forex markets for trading currencies.
8. Commodities trading – see http://hot-metals.blogspot.com/. The purpose of this site is to describe opportunities to invest in
   commodities, whether through equities, CFDs, options or futures.
9. Market commentary – see http://market-action.blogspot.com/. The purpose of this site is to identify opportunities in individual markets and well as examining the global economic outlook.
10. Portfolio Management – see http://myasxstocks.blogspot.com/. The purpose of this blog is to keep a running weekly record of my stocks and their value. Every quarter I will review the return on my
    portfolio. This blog should be read in conjunction with other blogs.
11. Traders Tutorial – see http://traderstutorial.blogspot.com/ This is a blog where offer some advice on how you can improve your trading.
12. ASX Mining & Energy News – http://sheldonmining.blogspot.com/ The purpose of this blog is to capture and display news items for stocks I like, and stocks you should like, anywhere you might fing yourself in the world.  Inclusion on this list suggest its a growth stock. That does not mean you should buy it before first assessing your timing for entry, or your target for selling.

| | | | | |