Global Market Comments September 8, 2009Featured Trades: (NATURAL GAS), (UNG), (EL NINO), (AGU), (MON), (MOO), (WHEAT), (WZ09) 1)Everyday, I make an effort to speak to a maker, miner, driller, or provider of a service in the real economy. If you keep your head in the financial markets too long, it is easy to lose touch [...]

Global Market Comments September 4, 2009 SPECIAL NON-FARM PAYROLL ISSUE Featured Trades: (CRUDE), ($WTIC),(DXO) (GOLD), (GLD), (KGC), (JAG), (RGLD) 1) So who was the dummy that waited until August to lay off their workers? Fire the bastard! Apparently, there are a large number of managers out there who don't read newspapers, watch TV, or talk [...]

Global Market Comments September 3, 2009 Featured Trades: (FNM), (FRE), (UNP) 1) The hedge fund industry is emerging from the ashes of 2008, and will inevitably grab a larger share of the investing public’s assets. Low interest rates and hero status made it way too easy for inexperienced, untested, and sometimes unscrupulous managers to raise [...]

Global Market Comments September 2, 2009 Featured Trades: (MONGOLIA), (SPX), (IVN), (RTP), (FSLR),(STP) (YGE), (LEN), (DHI), (TOL) 1) US stocks are now the most expensive they have been in seven years, and never really got cheap during the March low, just fairly valued. At least I have some good company in my views, which are [...]

Global Market Comments September 1, 2009 SPECIAL SAN FRANCISCO MONEY SHOW ISSUE 1) I attended the Woodstock of investment conferences last week, the San Francisco Money Show, as a correspondent for financial blog aggregator and research provider www.seekingalpha.com. The cavernous Marriot convention center was absolutely bubbling with new ideas, where you couldn't walk five feet [...]