Global Market Comments December 8, 2009 Featured Trades: (RISK), (GOLD), (GLD), (DGP), (HBD.TO), (MEXICAN GOLD PESO), (DOLLAR) 1) Reflections on Risk — The behavior of the global markets on Friday was a great ‘tell’ on the current state of risk taking.  We finally got the one data point that we have been hoping for, even [...]

Global Market Comments December 4, 2009 Featured Trades: (SILVER), (GOLD), (ABX), (CDE), (SLW), (HL), (HEDGE FUND RADIO), (JAPAN) NOTE TO SUBSCRIBERS: I’m taking a research day on Monday, December 7, so the next letter will be published on Tuesday, December 8. 1) Those transfixed by gold blasting through the $1,200 level have been missing the [...]

Global Market Comments December 3, 2009 Featured Trades: (DUBAI), (EEM), (EDZ), (JOB OFFER), (HEDGE FUND RADIO) 1) Who did Dubai's emir, Mohammed bin Rashid Al Maktoum, think he was kidding? He launched one of the biggest construction booms in history, erecting the Burj Dubai, which at 161 stories is the world's tallest building. He built [...]

Global Market Comments December 2, 2009 ANOTHER SPECIAL GOLD ISSUE Featured Trades: (GOLD), (GLD) (HARD ASSETS INVESTMENT CONFERENCE) 1) Welcome to the new gold standard! There was a time that to own gold you had to be a 'gold bug' and believe in the myriad urban legends that percolated in the underground. Fort Knox is [...]