Featured Trades: (LUNCH WITH ROBERT REICH) 2) Lunch With Robert Reich. The other day had me sharing a cold, congealed chicken salad for lunch with Bill Clinton’s Secretary of  Labor, Robert Reich, at San Francisco’s posh Fairmont Hotel. We covered a wide range of market impacting topics, which I have summarized below. A Rhodes Scholar [...]

Featured Trades: (FRONTIER MARKETS), (EEM) 3) 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%). You have to get [...]

Featured Trades: (THE ULTRA BULL CASE FOR GOLD), (GLD) 4) The Ultra Bull Argument for Gold. I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true value, and that the barbaric relic is really worth $5,000, $10,000, or even $50,000 [...]

Featured Trades: (LUNCH WITH THE TREASURY SECRETARY)   1) Lunch With the Treasury Secretary. When I wake up at 4:30 am each morning to check the overnight markets and review the opening salvo of incoming emails, I often have trouble focusing in my groggy state. So I had to blink twice when the first message [...]

Featured Trades: (AAPL), (STEVE JOBS) 2) Apple's next stop: $1,000. When I took a young, cocky, long haired, Levis wearing Steve Jobs around to meet Morgan Stanley's institutional investors to pitch an Apple share offering 28 years ago, I vowed never to buy anything from the man. He was such a great salesman, and possessed [...]

Featured Trades: (FOR PROFIT EDUCATION) 3) The Big Hedge Fund Killing in For Profit Education. Hedge funds have made huge profits this year by shorting the for-profit educational sector. The industry was ripe for the taking. For two decades, for-profit schools have lured gullible students with inflated promises of impressive sounding degrees which they pay [...]

'At some point in 2011, knuckles are going to be turning white, and we'll see whatever rabbits Ben Bernanke is going to have to pull out of his hat', said David Rosenberg of Gluskin, Sheff in Associates

SPECIAL ENERGY ISSUE Featured Trades: (OXY), (BP), (OIL)   1) Take a Look at Occidental Petroleum (OXY). As a follow up to my trade alert for Macro Millionaires to buy the double leveraged oil major ETF (DIG), I thought you’d like to know what my second choice was. There are a lot of belles at [...]

SPECIAL ENERGY ISSUE Featured Trades: (NATURAL GAS), (UNG) 2) Why Natural Gas is Setting Up for a Big Short. I always thought that a great strategy for a new hedge fund would be to only buy positions from existing hedge funds that were blowing up. That fund would buy securities subject to margin calls and [...]

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

Featured Trades: (SPECIAL BATTERY ISSUE), (XIDE), (BYDFF), (SQM), (SNE), (GM), (XOM) FOR PAID SUBSCRIBERS ONLY 1) The Great Race for Battery Technology. The End is Near for the US – Tesla – Nissan Leaf – Toyota Prius – Meet My New Laptop – I Don't Look 151 Years Old, Do I? – BYD F3 – [...]

'Wow! So Goldman Sachs thinks this Tablet is going to sell. I have the perfect Tablet. It is made out of steel and is powered by coal,' said Zachary Karabell, President of River Twice Research

Featured Trades: (NOTICE TO MILITARY SUBSCRIBERS) 2) Notice to Military Subscribers. To the dozens of subscribers in Iraq, Afghanistan, and the surrounding ships at sea, thank you for your service! I think it is very wise to use your free time to read my letter and learn about financial markets in preparation for an entry [...]

Featured Trades: (CISCO SYSTEMS), (CSCO) 3) A Nice Update on Cisco Systems. For those of you who caught my trade alert to buy the Cisco Systems (CSCO) $20-$22 bull call spread last week and where hoping to get it at lower prices can forget about it. I spoke to an analyst today whose outlook for [...]