Jon Markman, investing, credit crisis, sub-prime crisis, portfolio

TD Fall Investing GuideTD Fall Investing Guide
Jon Markman archive
  • Europe's woes are WWII hangover

    The Continent's currency crisis is causing old rivalries to bubble up, pitting financially strong nations like Germany against some of the eurozone's less disciplined members.

  • Buttress your portfolio with steel

    A successful international investor says he tries to anticipate China's needs, and he's betting against that country's economic furnace cooling down very much.

  • Greek tragedy is just the first act

    After swallowing the bad private debts from a decade of binge borrowing, governments everywhere face impossible choices, an international-finance expert says.

  • Get ready for the go-nowhere market

    Data suggest that for the next year or so, the market may shuffle sideways or slowly down a few percentage points. Yet some sectors are likely to continue to prosper.

  • Get ready for the roaring '10s

    The past decade has taught some hard lessons, but there are reasons for optimism as economies -- especially abroad -- become energized on some surprising fronts.

  • Go east (and south), young man

    As the United States loses ground to the emerging markets of China, India and Brazil, the opportunities that beckon may spur more Americans to seek their fortunes there.

  • New crisis ahead? Five things to watch

    Thanks to confusion, short-sightedness and anger, global markets are on course to be wiped out by a third -- if we're lucky, renowned bear Bob Janjuah says. If not, expect markets to fall by half.

  • Why Big Oil is on its way back

    With prices starting to stabilize, household-name energy companies such as Exxon Mobil are returning to the head of the class. Why did investors forsake them in the first place?

  • 80 years later, this isn't '29 again

    The conditions that led to the October market crashes of 1929 and 1987 simply aren't there today. But that doesn't mean a wipeout couldn't happen again.

  • Why saving is for suckers

    Your bank is making obscene profits at your expense. Instead of funding the fat cats, here's how to join them in the economic recovery.

  • Global money thaw becomes a torrent

    The evidence is there, in big deals and IPOs, in debt sales and stimulus spending: Money has started flowing again. And that could drive a fourth-quarter stock surge.

  • Will Dow return to 14,000? Bet on it

    For all the talk of another big drop coming, the pieces are in place for three years of 15% annual increases for the giants of the blue-chip index.

  • The real lesson of Lehman's demise

    Expect to hear lots of anniversary analyses on what government should (or should not) have done last year. It's interesting, but it won't make you any money.

  • U-turn is path to recovery profits

    This may defy logic, but a gradual, U-shaped economic recovery would be better for investors over the long term than a rapid, V-shaped rebound. And the current conditions are right.

  • A bull with post-downturn trauma

    Investors are so scarred by last year's swift, surprising plunge that they may never look at securities the same way again. But hesitating now could lead to further pain.

  • Cheer up -- and start thinking 2010

    The next big winners are already looking ahead to better times. So here's an optimistic view of next year -- and some companies poised to make the most of it.

  • Fall of Chrysler, GM saved the day

    The outcome of the two automakers' bankruptcies has astonished investors, thawed corporate credit markets and sparked 'euphoric buying.'

  • It's safe to play IPOs again

    A new batch of initial public offerings is outpacing the S&P 500 Index this year, and, if the whispers are correct, several more promising IPOs are just around the corner.

  • Three ugly-duckling investments

    As in the fairy tale, these groups of beaten-down assets don't look all that great now but have the potential for transformation.

  • How you can profit from warming weather

    The volatility of natural gas may make your pulse race, but now's the time for investors to jump in, before demand heats up with the season. Be on the lookout, though, for a price drop, which could be chilling.

  • In an economic desert, signs of life

    The days of feeling wealthy and carefree are over for most of us, and yet many of us feel relieved that things are not even worse (because not long ago, they were).

  • Paper profits that are worth having

    Remember when manufacturing was old, stodgy and unexciting? Well, things change. Meet a sliced, diced, beaten and reconstituted company that seems to be on a rocket ride back.

  • Stocks rising on a raft of regrets?

    Folks who couldn't sleep nights because of market worries -- and finally pulled out -- no doubt wish they'd waited. Their next moves could help determine when the bull storms back.

  • Two tech stocks with epic potential

    A pair of once-mighty techs with prices now under a buck may be poised for a rare '10-bagger' comeback. Signals suggest the U.S. economy may also be on the cusp of recovery.

  • The U.S. recession gets personal

    You see it in the troubles of small businesses and the growing ranks of the jobless: Talk of economic stimuli and turnarounds is far removed from the everyday lives of most Americans.

  • Plot a path to post-crisis profits

    Governments are rushing to salvage the global economy with an amazing array of strategies. Through the debris and chaos, I spy the glint of opportunity.

  • Bank plan buys time, but that's all

    A nearly painless, win-win solution for Wall Street and U.S. taxpayers? Don't believe it for a minute. But the hoopla gives investors a chance to profit in the short term.

  • Who's to blame for the credit mess

    Oh, we all want a villain, and there are plenty of appealing targets out there. But the truth is that most of us share culpability for the credit mess.

  • Market rally just misguided optimism

    Don't get excited about the past week's rally. The bear market's keys -- tumbling demand and the death of credit securitization -- aren't likely to improve soon.

  • Coke? Oreos? That's so last year

    In this downturn economy, consumers are choosing cheap and generic over brand-name goods. That's bad news for stocks you may believe are solid and safe.

  • How savers could doom the economy

    The mainstream theories that are guiding efforts to fix the broken U.S. economy assume people will react rationally. Uh-oh.

  • Stuck in a Not-So-Great Depression?

    The bulls and bears have moved on from big battles to small skirmishes as the next phase of the U.S. economic struggle plays out, much of it in the muddier field of politics.

  • Too late for the U.S. to avoid a depression?

    Policymakers are quickly running out of time and room for error. And even a brilliant plan -- which hasn't been seen yet -- could fail without some good luck.

  • Why the bank bailouts are doomed

    It's tempting to believe that more money will fix the messes of American and other global financial institutions. But simple calculations tell us the system is insolvent, and the possible solutions are unpalatable.

  • Why we can't let sputtering GM die

    U.S. automakers have repeatedly failed to innovate, wasted time and money, and agreed to rich union contracts. And yet the case for rescuing this gasping industry is persuasive.

  • Twitter's new status: Investing tool

    This networking Web site can allow you to (politely!) eavesdrop on thousands of conversations -- and help you make money in a fidgety market.

  • What market's 'smart consensus' sees ahead

    To make a little money early this year, pay attention to this cadre of reluctant bulls. These folks think they know which market sectors are likely to recover first.

  • An ugly, unrecognizable U.S. recession

    Most Americans haven't seen an economic decline like this one before, and as the U.S. slowdown gets slower, few will be unaffected.

  • Financial forecast: 11 bets for '09

    After a rocky 2008, it's tempting to believe that better times are just ahead, especially with the U.S. president-elect focusing on the economy. So what's next? (Hint: Watch out.)

  • Who knew 2008 would get so ugly?

    So long to a year unlike any other and the worst for stocks since 1931. From my past year's columns, I size up the lessons we've learned over these traumatic 12 months.

  • The new war to save credit

    The Bush administration, in its waning days, is hauling out the heaviest possible ammunition to force recalcitrant U.S. banks to lend. But the generals have no idea whether their battle plans will work.

  • Have past crises taught us anything?

    A scholar who has studied the relationship between political and financial fortunes suggests that we take a good, hard look at the aftermath of the Great Depression -- and learn.

  • Welcome to the New U.S. Ickonomy

    Today's mutation of American economic malaise is so virulent that it deserves its own name. The damage has flooded through all industries, regions, and asset and economic classes.

  • Why Obama is the new Reagan

    The dawn of this new era feels a lot like the Gipper's 'Morning in America.' But the U.S. president-elect's oratorical and inspirational powers will be tested as he guides Americans through the economic crisis.

  • A credit crater too big to fill?

    As the movement of money across borders comes to a grinding halt, governments can only manage the decline. Don't be surprised to see markets roll back to 1995 levels -- or lower.

  • Bundle up for a deep credit freeze

    Think paralysis in the credit markets hurts only big investors? Wait 'til this deadlock costs even more jobs and keeps you from tapping your mutual funds.

  • Stocks are safe again -- for now

    Coordinated government action to restore faith in banks sparked a huge equity rally that should help undo the damage of the past few weeks. Stocks should see double-digit percentage gains in the short term. Longer term, the economic outlook remains bleak.

  • It's a great time to be afraid

    In some situations, fear is the appropriate response -- and this is one of them. Why? The U.S. bailout plan is riddled with loopholes, and new crises are brewing for American cities, states and oil refiners.

  • Can the U.S. bailout work? Fat chance

    At best, U.S. Congress will pass a quick fix that's bound to fail in the long run. Meanwhile, some experts offer solutions -- including $500 billion in tax rebates for Americans -- that could work.

  • It's solar power's time to shine

    Soaring oil and gas prices have finally persuaded industry and government to get serious about renewable energy -- and solar thermal energy looks particularly promising.

  • 'Axis of Anxiety' boosts fuel prices

    Fear and threats have energy traders nervous -- and paying for protection. Meet Iran's president, who's lining up with the bullying leaders of Venezuela and Russia.

  • Investors, have another bite of corn

    Even in a slowing economy, we'll keep eating, feeding livestock and driving. So corn growers (and the industries that support them) should continue to do well.

  • Bad times for good companies

    Even household names such as Coca-Cola are getting drubbed in this ugly market. Many careful savers and investors are vulnerable, and the trouble isn't close to being over.

  • Why Wall Street fears Obama

    The U.S. Democrat's rhetoric on taxes and health care is frightening people in the investing classes over what critics call 'wealth redistribution.'

  • Market at bottom? Don't believe it

    The recent updraft is probably an illusion. There's no indication the bear market has ended and plenty of evidence it has a long way to fall yet.

  • Is market 'fix' tomorrow's crisis?

    A year into the debt debacle, radical change looms as the U.S. government ponders drastic measures to revive the American financial system. Will they work? Who knows?

  • $65 oil is coming (maybe)

    A top analyst expects crude prices to start plummeting. If you don't believe it, you're not the only one, and a few stocks look good if you're in the skeptics' camp.

  • Warning: Worldwide wipeout ahead

    Think U.S. stocks are on a life raft? Look around the globe, where seas are much rougher. This is serious, folks. Brace for a brutal riptide of more economic upheaval.

  • Gear up for the gas-free car

    Imagine driving a sleek and roomy plug-in electric hybrid sports car that might never need gas. It's coming soon, and even if you can't afford it, you can invest in the technology.

  • A desperate but necessary bailout

    The U.S. Treasury's intervention to shore up Fannie Mae and Freddie Mac allays the fears of foreign investors, but turning around the U.S. economy will take something close to a miracle.

  • U.S. Fed to Wall Street: Drop dead

  • Poof! There go Americans' dreams

    So much for the fairy tale about the little guy buying stocks for a sweet life and a safe retirement. Now that vision is crumbling along with some of Wall Street's giants.

  • Stock market 'winter' is moving in

    Where in the world can you safely put your money? Not in equities, two top investors warn. They're not perpetual bears -- just investment analysts with enviable records.

  • Market's rally is really a trap

    All that cheering on Wall Street is for a plan to use rubber cement and duct tape to patch some big holes in the U.S. financial system. Scepticism is in order.

  • A bad market? You ain't seen nothin'

    A worldwide decline may be harsher, longer and deeper than expected. Here's why financials may soon be in even more trouble.

  • Your 'safe' money isn't so safe

    Did you abandon the roiling stock market for the security of a money market fund? Gulp -- the U.S. mortgage mess has probably put your investments there at risk, too.

  • Ten market predictions for a glum '08

    It'll be a year of stock upheavals, especially in banking, but with great bargains along the way. And if I'm wrong about prognostication No. 10, I'll eat this column on a live webcast.

  • Buffett's an opportunist, not a hero

    The U.S. stock market seemed to hail the Oracle of Omaha as a saviour for his offer to reinsure bonds, but the billionaire's proposal wasn't based on altruism.

  • Has the Fed redeemed itself?

    The U.S. central bank's cunning after-hours plan to sell Bear Stearns to JPMorgan may have prevented the collapse of the financial system and total economic ruin.

  • Could we really run out of food?

    Biofuel production, poor harvests and emerging nations' growing appetites are emptying the world's pantry, sending prices soaring. It's a good time to invest in agricultural stocks.

  • Why Wall Street rescues are failing

    The U.S. financial system has become dependent on debt and the transfer of risk via convoluted debt instruments, creating a mess that will require hundreds of billions of dollars and global cooperation to fix.

  • Stocks' wild ride isn't over

    Even if the markets have touched bottom, there's still plenty that could go wrong. So don't unfasten your seat belt just yet.

  • Saskatchewan oil: Persia on the Prairies?

    Energy finds in Saskatchewan, New Brunswick, North Dakota and Pennsylvania could give investors cheap, low-risk -- albeit unconventional -- entries into oil and gas now, and handsome profits later.

  • Genomics: Our oil-crunch cure?

    Researchers are 'rewriting the software of life,' working to transform artificial DNA into synthetic fuel. This could revolutionize the production of energy.

  • As loans dry up, so will U.S. economy

    Those who say that the worst banking news is already out are more wishful than watchful. Take a look at what happens when businesses can't borrow what they need.

  • Credit crisis over? Not likely

    Short-term rallies and wishful thinking have buyers ready to pounce, but the end of the credit mess isn't yet here. In the meantime, here's some speculation on bank stocks.

  • An end to the U.S. economy's nose dive?

    The U.S. financial engine is sputtering, but all the recent tinkering just may keep it running. Maybe we can turn off the warning signals, at least for now.

  • Booming Brazil: The new China

    South America's largest country is rich in natural resources, low in corruption and, as oil prices soar, on its way to energy self-sufficiency. It's not too late for investors to jump in -- and here's how.

  • Energy stocks still a great buy

    A growing, fuel-hungry population makes these companies look like bargains, unless you think global demand for fuel is going to decline (ha!) in the next few years.

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