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Japan
Asia Investments Canada
The following illustrates the enormous profits
and diminished risk enjoyed by investors.
Managers following Sid
Klein’s timely tactical shifts in global markets
successfully targeted several precise secular and cyclical
tops and bottoms in Eastern and Western equity indices, precious
metals, currencies, and sundry special situations.
See 2008’s
major forecasts (note “Shanghai” and “New York”
sections). Sid Klein’s 2008 performance in China was
a replay of his success in Japan in January 1990.
A year later, he identified the low
in China, and bottoms
in New York and Japan, for their respective 2009
countertrend rallies.
The links here and in
this site demonstrate a track record of timely capital shifts,
which created huge profit potential and reduced risk simultaneously,
in multiple asset classes and markets. Would 2010
be an exception?
Since the
Dow’s peak in January 2000, Sid
Klein has maintained that the key to success during this post-2000
period is the realization that dominance has been making a
massive historic shift from West to East,
along with the secular reemergence of the precious metals.
To these ends, apart from
gold and silver
stocks, SKGS had only advised
Japanese domestic value equities, which
qualified within a certain custom made “theme”,
since the first quarter of 2000.
Temporarily, SKGS finally
has a weighting in the USD,
established with ideal timing, though having been a little
early with the Yen
in 2005, when the now infamous mantra was --- "the
carry-trade."
Therefore,
both investment allocation (reviewed monthly), as well as
selection, had to represent true value, as
a central theme.
Money managers and investors
constrained within provincial limitations had returns suffer
badly on a risk adjusted basis throughout this decade, before
crumbling in 2008 altogether, as their true
risk was exposed.
As of January 2002, Sid Klein has maintained that
a massive secular bear market is ongoing in the US
Dollar.
He has shifted fiat and hard currency weightings within his
asset allocation model since then, with unparalleled success.
Simultaneously, he turned bullish on
gold, looking for a move from $285
to $500, as an initial major cycle
stop for the metal. No longer trading, he then remained long
through $1000, and begins 2010 with a forecast
of $3000 - $3500 for this next cycle.
This decade, Sid Klein has identified virtually
every intermediate term move in gold
and silver with unsurpassed precision.
Again, he proved to be a money manager's best asset.
Sid Klein’s Daily Fax, which receded 2001’s
online report, identified the
Nikkei’s peak in 1990 within
a day. Within two days of the bottom, Sid turned
bullish on
Japanese stocks in 1998, when he
further perfectly forecast a 50% 18-month rally
in the
Japan equity market.
Sid
Klein, turned bullish at the perfect low in the
Nikkei Index, in 2003. Then, he forecast
an explosive move in
Japan stocks and, specifically,
Japanese banks.
In the same year, Sid was again published in the Globe
and Mail’s Report on Business, as he made public
a sample
Japanese stock portfolio that ultimately
returned 79.7% for the year.
Barron’s
included coverage of those stocks.
Japan banks and tax reform was projected
to be the major underpinning for the
bull market.
After having identified the precise peak in the
Dow Jones almost 3 years earlier, Sid
Klein turned bullish within 2 days of
US stocks’ perfect October 2002
lows.
With
this investment vision, he has enjoyed unparalleled success
this decade in asset allocation (reviewed in the regular monthly
reports).
He has also been the defining voice for Japanese
investment since 1989. In Asia, he is now replicating that
success in China and Korea.
Unsurpassed forecasting in the precious metals,
coupled with critical timing of key fiat currency turning
points round out what SKGS offers to the investor.
Therefore, bringing a
quarter-century of experience to global investors' doors,
he remains a money manager’s dream…..and
a hedge fund manager’s best source!
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