Featured Trades: (SINGAPORE), (EWS) Singapore iShares ETF 2) Singapore Sizzles. I have always had a love/hate relationship with Singapore. During the seventies, the autocratic Prime Minister, Lee Kuan Yew, regularly locked up journalist friends of mine and banned magazines like The Economist that published my stories. The country is also notorious for public canings of [...]

Featured Trades:  (US ECONOMY), (BAC), (C), (MS), (ANTI BUSINESS OBAMA) 3) The Hard Numbers About Obama’s Anti Business Campaign. I’m a numbers guy, OK? Give me a set of hard data, and I’m happy to draw my own conclusion. Save the argument, the persuasion, and the spin for someone else. You may have heard from [...]

'Hedge funds started out delivering equity type returns with bond type volatility. They now generate bond type returns with equity like volatility,' said my former Morgan Stanley colleague, Byron Wein, now co-chairman at Blackstone Advisory Services.

Featured Trades: (FXE), (IRELAND) Currency Shares Euro Trust   1) Ireland Points the Way for the Euro. When you bend over backwards to kiss the magical stone at Ireland’s Blarney castle, you can’t help but notice a sign assuring you that your won’t catch AIDS in your effort to obtain the gift of persuasion. However, [...]

Featured Trades: S&P Composite Real (Inflation-Adjusted) Total Returns 2) How we are Ten Years Into the Bear Market. As part of my never ending quest for truth, accuracy, and insight into the future direction of stock prices, I thought I'd pass on this chart from my friends at Business Insider showing that things are much [...]

Featured Trades: (GS)   3) Way to Go, Goldman! I am somewhat annoyed with the SEC’s settlement with Goldman Sachs (GS) last week, as I was within a hair’s breadth of putting out a buy recommendation. The stock hit a low of $130, but being the tightwad that I am, was holding out for $125. [...]

Featured Trades: (FXI) iShares FTSE China 25 Index ETF 4) China Can't Boom Forever. Last week, China (FXI) announced that its first half GDP grew at a blistering 11.9% annualized rate, more than triple the growth seen here in the US. And this is how they're doing with central bank tightening in place! How long [...]

'The length and duration of every bear market is in direct proportion to the bull market that preceded it,' said Damon Vickers of hedge fund Nine Points Capital Management.

Featured Trades: (FXI), (WMT), (CMED), (MR), (PTR), (CHL), (CYB) iShares FTSE/Xinhua China 25 Index ETF Wisdom Tree Dreyfus Chinese Yuan ETF 1) Exclusive Interview With Jim Trippon of the China Stock Digest on Hedge Fund Radio. Jim Trippon, of the China Stock Digest, says that investors better start scaling into China now, or risk missing [...]

Featured Trades: (SOYB), (CORN), (WEAT) Teucrium Agricultural Trust Corn Fund Teucrium Agricultural Trust Soybean Fund Teucrium Agricultural Trust Wheat Fund 2) The Grains Are On Fire. I bet I’m the only guy you know whose wedding was filmed by the KGB. My friend, the TASS correspondent, Yuri, shot the entire assembled foreign press at the [...]

Featured Trades: (BP) 3) Take the Money and Run from BP. If you followed my advice to buy BP at $29 on June 17 (click here for my piece), please sell it. It peaked at $40 yesterday. Take the easy money and run. I’ve never seen a better opportunity to buy the rumor and sell [...]

'Many times when you listen to sell side analysts, it's garbage in, garbage out on a lot of the opinions that they have,' said stock commentator Gary Kaminsky.

Featured Trades: (BALTIC DRY INDEX), ($BDI), (CONTAINER RATES), (US RAIL TRAFFIC) 1) The Baltic Dry Index Versus Container Rates: Who to Believe? There is a ferocious debate underway among economists over which leading indicator to believe, the Baltic Dry Index, or international container shipping rates. The BDI, a measure of the cost of chartering bulk [...]

Featured Trades: (FRONTIER MARKETS), (ECH), (TF), (EWJ), (EWS), (FXI) 2) The ‘Frontier’ Markets are Beckoning. A quick look at the world’s top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a 40.7% gain, followed by Sri Lanka (34.6%), and Venezuela (18%). [...]

Featured Trades: (URANIUM), (CEI:FP), (PDN:AU), (CCJ) 3) Serve Yourself a Piece of Yellow Cake. Uranium traders have been stunned by a sudden Chinese effort to corner the supplies in an effort to fuel the world’s most ambitious nuclear program. The once moribund market now suddenly sees buyers everywhere as the Chinese ramp up their purchases [...]