Featured Trades: (VIVIAN LEWIS ON HEDGE FUND RADIO), (PT), (EWZ), (TF), (UUP), (EUO), (PLND), (ECH), (PIN), (FXI), (GIFD), (PCY), (CYB) 1) Vivian Lewis of Global-Investing on Hedge Fund Radio. I managed to catch up with Vivian Lewis, the globetrotting publisher of http://www.global-investing.com/ , one of the oldest international investment newsletters in the industry. She was [...]

Featured Trades: (THE 'TAX RATE' FALLACY) 2) The Tax Rate Fallacy. When anyone starts lecturing you that the US has the highest tax rate in the industrialized world, just turn around, walk away, and pretend you never heard of them. This person is either ignorant about this country's taxation system, or is deliberately trying to [...]

Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 3) Breaking Up With Rare Earths. I'm sorry to tell you this Rare Earths, but I have decided that it is time for me to move on. When I first met you at the Hard Assets Conference last May, you were the greatest cheap date around. You were [...]

Featured Trades: (GLD), (SLV), (CCJ) 4) Business is Booming at ‘Ruff Times’. Following Howard Ruff for the last 33 years has always been eye opening, if not entertaining. The irascible Mormon is the publisher of Ruff Times (http://www.rufftimes.com / ), one of the oldest investment letters in the business, and one of the original worshipers [...]

'Bond analysts tend to be smarter than equity analysts,' said Peter Andersen of Congress Asset management.

2) Note to Los Angeles Based Hedge Fund Managers and Traders. I will be available for a limited number of one-on-one meetings with individual hedge fund managers and traders at their offices during my upcoming visit to Los Angeles on December 3, 2010. This is an opportunity for me to privately consult on your strategy [...]

'The commodities are overdone here. But if we get a break next year, I would think that is a great buying opportunity,' said Jeremy Grantham, the legendary founder of money manager Grantham, Mayo, Von Otterloo.

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXY), (YCS) Currency Shares Japanese Yen Trust ETF ProShares Ultra Short Yen ETF 1) The Collapse of the Yen: The Party Has Started. ‘Oh, how I despise the yen, let me count the ways.’ I’m sure Shakespeare would have come up with this line of [...]

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXE), (EUO) Currency Shares Euro Trust ETF ProShares Ultra Short Euro ETF 2) Has The Euro Turned? The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day (click here for the call). [...]

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS Featured Trades: (FXA) Currency Shares Australian Dollar Trust ETF 3) Why I'm Singing 'Waltzing Mathilda' in the Shower. If you want to participate in the global carry trade in its purest form, take a look at the Australian dollar. The central bank has been the first and fastest [...]

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXC) Currency Shares Canadian Dollar Trust ETF 4) The Loonie Takes Flight. Many of the same arguments that make the Aussie so attractive on a long term basis also apply to the Canadian dollar, which forex traders affectionately call the ‘loonie’. The Bank of Canada [...]

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS Featured Trades: (CYB) Wisdom Tree Dreyfus Chinese Yuan Fund ETF 5) Play China's Yuan From the Long Side. Any doubts that China's Yuan is a huge screaming buy should have been dispelled when news came out that it had displaced Germany as the world's largest exporter. The Middle [...]

Featured Trades: (TREMORS IN THE MARKET)     1) Tremors in the Market. Yes! There is risk in the market! That was the hard lesson learned by latecomers to Ben Bernanke’s quantitative easing party who, having watched the prices of all assets climb relentlessly for the last 2½ months, jumped in at the end and [...]

Featured Trades: (TOYOTA), (TM) 2) Taking Toyota Out for a Spin. After silver’s meteoric rise last week to nearly $30, I decided to take some profits and launch my own personal stimulus program. So I cashed in a chunk of my position, shoveled $50,000 in cash into a backpack, and sent a friend off to [...]