Archive | July, 2010

July 9, 2010 – My Personal Leading Economic Indicator

Featured Trades: (AUTO SALES), (NISSAN), (NSANY), (HONDA), (HMC)   2) My Personal Leading Economic Indicator.  I just flew over one of my favorite leading economic indicators. Honda (HMC) and Nissan (NSANY) import millions of cars each year through their Benicia, California facilities, where they are loaded on to hundreds of rail cars for shipment to […]

Read full story Comments are closed

July 9, 2010 – Kids Aren’t Worth What They Used to Be

Featured Trades: (DEMOGRAPHICS) 3) Kids Aren't Worth What They Used to Be. Until the 19th century, children used to provide income and security for their parents as they worked on the family farm. That dynamic continued when industrialization brought families into the cities and kids into the factories. Since then, children have been a great […]

Read full story Comments are closed

July 9, 2010 – Quote of the Day

'Capital investment is to a surprisingly large extend driven by stock prices,' said former Federal Reserve Chairman Alan Greenspan.

Read full story Comments are closed

July 8, 2010 – What to do About Gold

(SPECIAL GOLD ISSUE) Featured Trades: (GOLD), (GLD), (UGL), (ABX), (RGLD), (AEM-TSX), (GBG), SPDR Gold Trust Shares ProShares Ultra Gold 2X ETF 1) What to do About Gold. Gold, gold, gold. What to do about gold? I get asked this question a dozen times a day, by some who have been long since the current move […]

Read full story Comments are closed

July 8, 2010 – There is Only Bitter Medicine for the States

(SPECIAL GOLD ISSUE) Featured Trades: (STATE DEFICITS) 2) There is Only Bitter Medicine for the States. On a map, it appears that the United States is made up of 50 states. The fiscal reality is that we have 20. Portugal's, 15 Italy's, 10 Irelands, 3 Greece's, and 2 Spain's. In Q1, state and local GDP […]

Read full story Comments are closed

July 8, 2010 – Apollo Investments (AINV) Offers Some Pizzazz

(SPECIAL GOLD ISSUE) Featured Trades: (BUSINESS DEVELOPMENT COMPANIES), (ARCC), (AINV), (GLAD)   3) Apollo Investments (AINV) Offers Some Pizzazz. I turned up an interesting sector during my interview with Adrian Day of Adrian Day Asset Management the other day (click here for the show) which you might want to add to your ‘buy on melt […]

Read full story Comments are closed

July 8, 2010 – The Buyers Pour Into BP

(SPECIAL GOLD ISSUE) Featured Trades: (BP), (SPX) S&P 500 SPDR’s ETF 4) The Buyers Pour Into BP. What has been one of the best performing stocks for the past week? Good old BP (BP), which clawed back an 18% pop off the bottom, a 13% gain from my ‘buy’ call at $29, against an 8% […]

Read full story Comments are closed

July 8, 2010 – Quote of the Day

'The stock market is not merely an indicator; it's a cause of economic activity. It's not paper profits, but the capital gains themselves that have a very significant economic consequence,' said former Federal Reserve chairman Alan Greenspan.

Read full story Comments are closed

July 7, 2010 – No Ride on the Gravy Train Without an Engine

Featured Trades: (THE ENGINELESS ECONOMY) 1) No Ride on the Gravy Train Without An Engine. It is becoming increasingly clear that the US economy once again fell off a cliff in May. Commodity prices have dropped like a stone, the Baltic Dry Shipping Index has shriveled by 40%, and new home sales have fallen to […]

Read full story Comments are closed

July 7, 2010 – Looking for Value at Occidental Petroleum (OXY)

Featured Trades: (OXY) 2)  Looking for Value at Occidental Petroleum (OXY). While a student at UCLA in the early seventies, I took a World Politics course which required me to pick a country, analyze its economy, and make recommendations for its development. I chose Algeria, a country where I had spent a summer hitchhiking among […]

Read full story Comments are closed

July 7, 2010 – The Top First Half ETF Performers

Featured Trades: (TOP COUNTRY ETF’s), (GXG), (TF), (THD) Global X/InterBolsa FTSE Columbia 20 ETF Thai Capital Fund, Inc. iShares MSCI Thailand Investable Market Index ETF Market Vectors Indonesia Index ETF 3) The Top First Half ETF Performers. A ranking of the top performing ETF’s so far in this dreadful 2010 produces some strikingly familiar names […]

Read full story Comments are closed

July 7, 2010 – Quote of the Day

'The time to buy is when there is blood in the streets,' said Baron Rothschild, and 18th century British banker.

Read full story Comments are closed

July 6, 2010 – The Mad Hedge Fund Trader Interviews Adrian Day of Adrian Day Asset Management on Hedge Fund Radio

Featured Trades: (ADRIAN DAY ON HEDGE FUND RADIO), (UDN), (CYB), (EWZ), (GFE), (EWS), (FCX), (CORN), (POT), (PHO), (AINV), (ARCC), PowerShares DB US Dollar Index Bearish ETF Wisdom Tree Dreyfus Chinese Yuan ETF Brazil iShares ETF Singapore iShares ETF SPDR Gold Trust Shares Tecrium Commodity Trust Corn ETF PowerShares Water Resources Portfolio ETF   1) Investing […]

Read full story Comments are closed

July 6, 2010 – Proof the Economy is Stalling

Featured Trades: (JUNE NONFARM PAYROLL) 2) Proof the Economy is Stalling. As a commercial pilot with 30 year's experience, I can tell you that there is no more sickening feeling than hearing your stall warning alarm during a takeoff. That is exactly what I was hearing Friday morning when the Department of Labor announced that […]

Read full story Comments are closed

July 6, 2010 – Quote of the Day

'If you survive 100% inflation, you are probably a good manager,' said Adrian Day of Adrian Day Asset Management, about the long term attractiveness of Brazilian companies.

Read full story Comments are closed