If you feel like this market has sucked you down a rabbit hole, you have plenty of company. I have never seen such a profusion of contrary cross market indicators. Traders are running up shares prices while companies are cutting earnings forecasts. Economists are raising GDP forecasts as rising energy prices are taking them the [...]
Archive | February, 2012
Taking a Bite Out of Stealth Inflation
When I visited the local Safeway over the weekend, I was snared by some uniformed pre-teens, backed by beaming mothers behind a card table selling Girl Scout cookies. I was a pushover. I walked away with a bag of Thin Mints, Lemon Chalet Creams, Do-Si-Dos, and Tagalongs. I have to confess a lifetime addiction to [...]
Read full story • Comments are closed
March 1, 2012 – Quote of the Day
When I left the Treasury Department, 92% of the American public were against the TARP, but only 60% were against torture. That gives you some idea how much Americans are against bailouts,” said for Treasury Secretary, Hank Paulson.
Read full story • Comments are closed
Trade Alert (VXX) February 29, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Read full story • Comments are closed
Trade Alert – (MSFT) Update February 29, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Read full story • Comments are closed
Trade Alert – (MSFT) February 29, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Read full story • Comments are closed
It’s All About the Euro
Wednesday will be all about the Euro. That is the day that the European Central Bank announces the result of the next tranche of its quantitative easing program, the LTRO, or Long Term Financial Reorganization policy. This is the program that allows European banks to borrow unlimited funds at 1% with no questions asked. This [...]
Read full story • Comments are closed
Check Out Obama’s Latest Stimulus Package
There is no limit to how far president Obama is willing to go to stimulate the economy and reassure his election. So I had to be amused when a friend sent me a link to his latest proposal. Warning: the source is a college humor website, so I would take it with so many grains [...]
Read full story • Comments are closed
February 29, 2012 – Quote of the Day
I don’t know that the retail investor matters anymore. They didn’t come back to the market after the 2000 crash. The idea that the individual investor believes in the stock market now is challenged. We have a market that is increasingly institutional investors trading back and forth with each other”, said Dan Greenhouse, chief global [...]
Read full story • Comments are closed
Trade Alert – (AAPL) February 28, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Read full story • Comments are closed
Tesla Leaps Into the Future With Its New Model X
Elon Musk certainly came up with a winner with his unveiling of Tesla’s Model X on February 9. When I first heard the specifications of Tesla’s new Model X, I was floored. The all- electric vehicle offers four wheel drive. It has spacious seating for seven. It accelerates from zero to 60 miles per hour [...]
Read full story • Comments are closed
Rampant Wage Inflation Strikes China
I rely on hundreds of ‘moles’ around the world whose job it is to watch a single, but important indicator for the world economy. One of them checks for me the want ads in the manufacturing mega city of Shensen, China, and what he told me last week was alarming. Wage demands by Chinese workers [...]
Read full story • Comments are closed
February 28, 2012 – Quote of the Day
“Above $100 a barrel we are starting to flirt with demand destruction, and at some point that will begin to kick in, probably later this year,” said Tom Petrie, co-founder of Petrie Parkman, a Houston energy based investment bank.
Read full story • Comments are closed
Coincident Economic Data Says Market is Topping
This is one of the most bizarre markets I have ever seen. The worse the economic outlook gets, the higher the market goes. But it doesn’t breathe like a normal market, with plenty of corrections along the way giving traders a chance to get in. It has been a straight line up with nary a [...]
Read full story • Comments are closed
The Mad Hedge Fund Trader’s Long Term Model Portfolio
I am frequently asked to propose a long term portfolio that investors can just buy and forget about. They have no interest in sitting on the edge of their seat waiting for my next trade alert, staying up all night to catch the European opening, or scanning every wire service headline to glean a momentary [...]
Read full story • Comments are closed
- May 23, 2013
-
July 8 London Strategy Luncheon
-
The American Onshoring Trend is Accelerating
-
Hedge Funds: The New Dumb Money
-
May 23, 2013 – Quote of the Day
- May 22, 2013
-
July 25 Portofino, Italy Strategy Luncheon
-
Five Stocks to Buy for the Second Half
-
Testimonial
-
May 22, 2013 – Quote of the Day
-
SOLD OUT! San Francisco November 4th Strategy Luncheon
-
My 2012-13 Stock Market Forecast.
-
Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
-
Will Gold Coins Suffer the Fate of the $10,000 Bill?
-
My Personal Leading Economic Indicator
-
SOLD OUT! December 27 Chicago Strategy Luncheon
-
An Evening With the Chinese Intelligence Service
-
Take a Look at Occidental Petroleum (OXY)
-
Another Nail in the Euro Coffin
-
Sold Out! Las Vegas January 27, 2012 Strategy Luncheon