Featured Trades: (WATER), (CGW), (FIW), (VE), (TTEK), (PNR) 1) Why Water Will Soon Become More Valuable Than Oil. If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis, so investment in fresh water infrastructure is going to be a recurring long term [...]
July 30, 2010 – Why Water Will Soon Become More Valuable Than Oil
July 30, 2010 – The Future Looks Great for the Ethanol Boondoggle
Featured Trades: (ETHANOL), (CORN) Tecrium Commodity Trust Corn Fund ETF 2) The Future Looks Great for the Ethanol Boondoggle. One of my biggest disappointments with President Obama so far is his continued support of the ethanol boondoggle. The program was ramped up by the Bush administration to achieve energy independence by subsidizing the production of [...]
July 30, 2010 – Feel Like Investing in a State Sponsor of Terrorism?
Featured Trades: (AFRICA), (AFK), (GAF), (EZA) MSCI South Africa Index Fund SPDR S&P Emerging Middle East & Africa ETF Market Vectors Africa Index ETF 3) Feel Like Investing in a State Sponsor of Terrorism? How about a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? [...]
July 30, 2010 – Quote of the Day
'We cannot continue to run trillion dollar deficits and remain a powerful nation,' said Leon Panetta, Director of the CIA
July 29, 2010 – It’s Time to Revisit the TBT
Featured Trades: (TBT), (TMV) ProShares Ultra Short Lehman 20+ Year Treasury ETF Direxion Daily 30 Year Treasury Bear 3X Shares ETF 1) It’s Time to Revisit the TBT. Shorting the world’s most overvalued asset, the 30 year US Treasury bond, has got to be the big trade from here. The relentless whirring of the [...]
July 29, 2010 – The Technicla Case for the TBT
Featured Trades: (30 YEAR TREASURY BOND), (TBT) 2) The Technical Case for the TBT. Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the 200 year history of interest rates in the US, such bull [...]
July 29, 2010 – Making a New Home for My Nissan Leaf
Featured Trades: (NISSAN LEAF), (NSANY), (PGE) 3) Making a New Home for My Nissan Leaf. The electrician from Nissan Motors (NSANY) showed up at my home today to ascertain if it can generate sufficient juice to recharge my new all electric Leaf, which will be delivered in December. The good news is that it does, [...]
July 29, 2010 – Quote of the Day
In 1933, a supporter told Franklin Delano Roosevelt that if the New Deal succeeded, he would be remembered as the greatest president in history. He replied, 'If I fail, I will be remembered as the last US president.'
July 28, 2010 – Is “Snookie” our New Investment Guru?
Featured Trades: (RAIL TRAFFIC) 1) Is ‘Snookie’ our New Investment Guru? The ultra bears were sent packing in recent days, thanks to a spate of economic indicators showing some unexpected strength. Take a look at the chart below for rail car loadings showing an unequivocal spike upward. I warned last week that there was [...]
July 28, 2010 – Raising the Red Flags on Commodity ETF’s
Featured Trades: (UNG), (USO), (CORN), (WEAT), (SOYB) United States Natural Gas Fund ETF United States Oil Fund ETF 2) Raising the Red Flags on Commodity ETF’s. The July 26-August 1, 2010 print edition of Business Week magazine put out a brilliant piece entitled ‘Amber Waves of Pain’ detailing how retail investors are getting fleeced when [...]
July 28, 2010 – Is it Time to Buy Google on the Cheap?
Featured Trades: (GOOGLE), (IBM), (MSFT), (YHOO), (BIDU) 3) Is it Time to Buy Google on the Cheap? As much as I adore Google products and use their search engine all day long, the stock definitely left something to be desired when it was trading in the $600′S. That’s why I steered readers away with my [...]
July 28, 2010 – Watch International Savings Rates for Market Cues
Featured Trades: (INTERNATIONAL SAVINGS RATES) 4) Watch International Savings Rates for Market Cues. Often while searching for a piece of data through Google (see above), I stumble across something else, which is far more interesting. That is how I found the table below of international savings rates. Why should you care? Because countries with high [...]
July 28, 2010 – Quote of the Day
'You've lived long enough on Wall Street to know that we shoot out wounded and eat our young,' said Brad Hintz, an analyst with Sandford Bernstein.
July 27, 2010 – The Residential Housing Market is Still Burning Down
Featured Trades: (RESIDENTIAL REAL ESTATE) 1) The Residential Housing Market is Still Burning Down. Today, the Commerce Department reported that June new home sales, at 330,000, were up a blistering 24%. So is the crash in residential real estate over? It's off to the races, right? Wrong! Much of the gains were cancelled out by [...]
July 27, 2010 – Will Gold Coins Suffer the Fate of the $10,000 Bill?
Featured Trades: (NEW GOLD REPORTING), (GLD) SPDR Gold Shares Trust ETF 2) Will Gold Coins Suffer the Fate of the $10,000 Bill? The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill is a new requirement for gold dealers to file Form 1099's for all retail [...]
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July 25 Portofino, Italy Strategy Luncheon
May 22, 2013
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Five Stocks to Buy for the Second Half
May 22, 2013
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Testimonial
May 22, 2013
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May 22, 2013 – Quote of the Day
May 22, 2013
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July 25, 2013, Portofino Strategy Luncheon
May 21, 2013
- May 21, 2013 May 21, 2013
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July 2 New York Strategy Luncheon
May 21, 2013
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End of the Commodity Super Cycle
May 21, 2013
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May 21, 2013 – Quote of the Day
May 21, 2013
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SOLD OUT! San Francisco November 4th Strategy Luncheon
October 25, 2011
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My 2012-13 Stock Market Forecast.
October 31, 2012
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Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
July 15, 2012
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Will Gold Coins Suffer the Fate of the $10,000 Bill?
November 25, 2011
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My Personal Leading Economic Indicator
November 25, 2011
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SOLD OUT! December 27 Chicago Strategy Luncheon
December 22, 2011
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An Evening With the Chinese Intelligence Service
December 25, 2011
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Take a Look at Occidental Petroleum (OXY)
December 26, 2011
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Another Nail in the Euro Coffin
January 16, 2012
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Sold Out! Las Vegas January 27, 2012 Strategy Luncheon
January 23, 2012




