Featured Trades: (JGB), (YCS), (FXJ) Currency Shares Japanese Yen Trust ETF ProShares Ultra Short Yen ETF 3) Why the JGB Market May Be Ready to Collapse. When I first arrived in Japan in 1974, international investors widely expected the country to collapse, a casualty of the overnight quadrupling of oil prices to $12 and the [...]
August 19, 2010 – My Run in With the Law
Featured Trades: (THE LAW) 4) My Run in With the Law. I'm sorry I'm late getting my letter out today. I was racing home from San Francisco on Highway 24 when the California Highway Patrol pulled me over for doing 80 mph in a 65 mph zone. The officer asked me where the fire was, [...]
August 19, 2010 – Quote of the Day
'Bull markets are born on pessimism, grow on skepticism, mature on optimism, and they die on euphoria,' said my late friend, Sir John Templeton, over lunch at his home at Lyford Cay in the Bahamas.
August 18, 2010 – For Profit Education Jumps From the Frying Pan to the Fire
Featured Trades: (FOR PROFIT EDUCATION), (APOL), (DV), (CPLA), (COCO), (STRA), 1) For Profit Education Jumps From the Frying Pan to the Fire. On Friday, the Department of Education released data showing that the student loan repayment rate at some schools was as low as 25%, and that it would take action to disqualify these schools [...]
August 18, 2010 – Why Can’t We Be More Like Chile?
Featured Trades: (CHILE), (ECH), (CU) iShares MSCI Chile Index Fund ETF First Trust ISE Global Copper ETF 2) Why Can’t We Be More Like Chile? I just want to pass on some data forwarded to me from my extensive band of Chilean readers in response to my recent piece, ‘Chile is Looking Hot’ (click [...]
August 18, 2010 – It’s Official: China is Number Two
Featured Trades: (CHINA), (TAIWAN), (JAPAN), (FXI), (EWJ), (EWT) iShares FTSE/Xinhua China 25 Japan iShares ETF Taiwan iShares ETF 3) It's Official: China is Number Two. With China's (FXI) economy rocketing at 8%-13% quarterly growth rates, and Japan (EWJ) plodding away with meager 1%-2% rates, it was only a matter of time before the Middle Kingdom [...]
August 18, 2010 – Trashing CNBC on a Slow Day
Featured Trades: (CNBC SPOOF) 4) Trashing CNBC on a Slow Day. With trading volume dropping through the floor the market has gotten so boring that I have run out of things to write about. So I can either pump out a mediocre piece of crap that you will probably lose money on, like the other [...]
August 18, 2010 – Quote of the Day
'A slave with three masters is a free man,' said guru, Peter F. Drucker, in his classic tome on management, The Essential Drucker.
August 17, 2010 – The Fed Makes Its Move
Featured Trades: (QUANTITATIVE EASING) 1) The Fed Makes Its Move. Man, I go on vacation of a couple of days and the world turns upside down. I’m talking about the arrival of the QE II. No, I’m not talking about the docking of a new cruise ship, or even the ruling member of the House [...]
August 17, 2010 – ConocoPhillips Looks Like a Steal
Featured Trades: (COP), (BP), (OIL) 2) ConocoPhillips Looks Like a Steal. Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up on my radar. The large cap integrated oil major has announced a $20 billion restructuring that has whetted my [...]
August 17, 2010 – Pick Up Shipping Stocks for the Dividend
Featured Trades: (SHIPPING), (TK), (NAT), (OSG), (FRO) 3) Pick Up Shipping Stocks for the Dividend. The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some of the highest dividend yields on the board. Nordic American Tanker (NAT) has a bounteous [...]
August 17, 2010 – Quote of the Day
'We're all just one trade away from humility, Bud,' said a stockbroker in the classic film, Wall Street.
August 16, 2010 – Enjoy the Dollar Rally While it Lasts
Featured Trades: (US DOLLAR) 1) Enjoy the Dollar Rally While it Lasts. Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar [...]
August 16, 2010 – Keep Indonesia on your Radar
Featured Trades: (INDONESIA), (IDX) Market Vectors Indonesia Index ETF 3) Keep Indonesia on your Radar. If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim country offers a combination that I love, a population with [...]
August 13, 2010 – Rare Earths Are Becoming a Lot More Rare
Featured Trades: (RARE EARTHS), (AVL.TO), (GWMGF.PK), (RAREF.PK), (LYSCF) 1) Rare Earths Are Becoming a Lot More Rare. Interest in Rare Earths is starting to heat up in a dramatic fashion and it is something you should keep on your radar. So named because they were hard to get in the 18th and 19th century, these [...]
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Trade Alert – (AAPL) May 23, 2013
May 23, 2013
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July 8 London Strategy Luncheon
May 23, 2013
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The American Onshoring Trend is Accelerating
May 23, 2013
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Hedge Funds: The New Dumb Money
May 23, 2013
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May 23, 2013 – Quote of the Day
May 23, 2013
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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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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




