Archive | July, 2010

July 21, 2010 – Singapore Sizzles

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 […]

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July 21, 2010 – The Hard Numbers About Obama’s Anti Business Campaign

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 […]

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July 21, 2010 – Quote of the Day

'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.

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July 20, 2010 – Ireland Points the Way for the Euro

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, […]

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July 20, 2010 – How we are Ten Years Into the Bear Market

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 […]

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July 20, 2010 – Way to Go, Goldman!

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. […]

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July 20, 2010 – China Can’t Boom Forever

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 […]

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July 20, 2010 – Quote of the Day

'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.

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July 19, 2010 – The Mad Hedge Fund Trader Interviews Jim Trippon of the China Stock Digest on Hedge Fund Radio

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 […]

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July 19, 2010 – The Grains Are On Fire

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 […]

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July 19, 2010 – Take the Money and Run from BP

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 […]

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July 19, 2010 – Quote of the Day

'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.

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July 16, 2010 – The Baltic Dry Index Versus Container Rates

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 […]

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July 16, 2010 – The “Frontier” Markets are Beckoning

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%). […]

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July 16, 2010 – Serve Yourself a Piece of Yellow Cake

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 […]

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