Archive | September, 2010

September 30, 2010 – The Long View on Emerging Markets

Featured Trades: (EMERGING MARKETS), (EEM), (EWZ), (RSX), (PIN), (FXI) Brazil iShares ETF Market Vectors Russia ETF PowerShares India Portfolio ETF iShares FTSE/Xinhua China 25 Index ETF 1) The Long View on Emerging Markets. I managed to catch a few comments on TV yesterday in the distinct northern accent of Jim O'Neil, the fabled analyst who […]

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September 30, 2010 – Pushing on a String Up Close and Ugly

Featured Trades: (RESIDENTIAL REAL ESTATE) 2) Pushing on a String Up Close and Ugly. With many economists arguing that Quantitative Easing II amounts to nothing more than pushing on a string, I'll show you what it looks like up close and ugly. The online real estate firm, Zillow.com, has analyzed the results of tens of […]

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September 30, 2010 – Have You Seen Molycorp Lately?

Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 3) Have You Seen Molycorp Lately? I have only recommended one stock IPO this year, and that is for the resurrecting rare earths producer, Molycorp (MCP).  Since the July launch, it has rocketed 114% from $14 to $30, and then pulled back 15% today (click here for ‘It’s […]

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September 30, 2010 – The “Friday-Monday Effect” Exposed

Featured Trades: (THE FRIDAY-MONDAY EFFECT) 4) The 'Friday-Monday Effect' Exposed. Dennis Gartman of the ever interesting The Gartman Letter published an interesting analysis on the 'Monday-Friday' effect. If you bought every Friday close this year and sold the Monday close, your return so far would be 14.20%, versus a 0.42% return on the S&P 500. […]

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September 29, 2010 – I Told You to Buy Mongolia!

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (MONGOLIA), (IVN), (RTP)   1) I Told You to Buy Mongolia! The global resource frenzy has grown so heated that money has begun pouring into the marginal fringes of the universe. The Mongolian stock market has been one of the world’s best performers this year, spiking some 100%. I have […]

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September 29, 2010 – The Leveraged Upside Play in Silver

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SILVER), (SLW), (SLV) iShares Silver Trust 2) The Leveraged Upside Play in Silver. Silver really seems to have the bit between its teeth, not pausing at all after blasting through $21/ounce to a new 30 year high. If you think the move will continue, you better take a look at […]

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September 29, 2010 – Are the Rumors About Harvest Natural Resources True?

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (OIL), (HNR) 3) Are the Rumors About Harvest Natural Resources True? I have staff around the world constantly monitoring Internet chat rooms in a search of early movers. If they find something interesting, I make a few calls to see how real it is. After all, the Internet is 99% […]

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September 29, 2010 – Wal-Mart Is on Safari for Customers in South Africa

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SOUTH AFRICA), (EZA), (WMT) South Africa iShares ETF 4) Wal-Mart Is on Safari for Customers in South Africa. It looks like the next ‘blue light special’ will be offered in South Africa (EWA). Apparently, the retail giant, Wal-Mart (WMT),  got the memo that the country is a great place to […]

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September 28, 2010 – An Evening With the Chinese Intelligence Service

(SPECIAL CHINA ISSUE) Featured Trades: (FXI), (BIDU), (BYDDF), (CHA), (CHL) iShares FTSE Xinhua China 25 Index ETF Wisom Tree Dreyfus China Yuan Fund ETF   1) An Evening With the Chinese Intelligence Service. I normally avoid the diplomatic circuit, as the few non committal comments and soggy appetizers I get aren’t worth the investment of […]

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September 28, 2010 – Quote of the Day

'To get rich is glorious!' said Deng Xiaoping, the Chinese general who launched the country's modern economy in the seventies.

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September 27, 2010 – Bring on the Bernanke Put!

Featured Trades: (QUANTITATIVE EASING)   1) Bring on the Bernanke Put! It is now clear that the Fed’s unprecedented message last week implying that public enemy number was deflation, not inflation, has given a green light to global risk accumulation of every description. Any further slowdown in the economy will now be met with aggressive […]

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September 27, 2010 – What’s Next for Gold?

Featured Trades: (GOLD), (GG), (GLD) SPDR Gold Trust Shares 2) What's Next for Gold? Now that gold has hit my target for the year of $1,300, it is time to pause and reassess. A nice reversal may take place after the November election, especially if the Republicans take the house. While their promises to reduce […]

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September 27, 2010 – Why You Should Buy Brazil’s Petrobras

Featured Trades: (EWZ), (PBR), (OIL) Brazil iShares ETF 3) Why You Should Buy Brazil’s Petrobras. I often get asked why I haven’t been more positive about Brazil (EWZ). The answer is twofold; an upcoming election was about to bring a regime change in the high growth country, and there was a huge supply overhang from […]

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September 24, 2010 – Peak Gold Is Upon Us

Featured Trades: (GLD), (SLV), (PPLT), (CU) SPDR Gold Shares Trust ETF iShares Silver Trust ETF ETFS Physical Platinum Trust ETF First Trust Global ISE Copper Trust ETF 1) Peak Gold Is Upon Us. If you had any doubt about what the driver has been for gold's meteoric rise to $1,300, take a look at the […]

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September 24, 2010 – Palladium Explodes to the Upside

Featured Trades: (PALLADIUM), (PALL) ETFS Physical Palladium Trust ETF 2) Palladium Explodes to the Upside. If you are thrilled about the recent performance of gold, you have to be absolutely ecstatic about the ballistic rise of palladium, which has soared by 33% in the past two months. Double dippers beware! Moves like this by industrial […]

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