Archive | December, 2012

My Favorite Secret Economic Indicator

It is the end of the school year at the University of California at Berkeley, and the unenviable task of moving my son, a senior, out of his hovel for the holidays fell to me. When I arrived, I was stunned to find nothing less than a war zone. Both sides of every street were […]

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December 25, 2012 — Quote of the Day

“This isn’t a choice between vanilla and chocolate folks, it’s all rocky road: a few marshmallows to get you excited before the elections, but with a lot of nuts to ruin the aftermath,” said the ever insightful, Bill Gross, at PIMCO.  

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Trade Alert – (AAPL) December 24, 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.

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December 24, 2012

Global Market Comments December 24, 2012 Featured Trades: (THE ENERGY CRUNCH), (NEW NUCLEAR POWER), (THE CHIHUAHUA GLUT)

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Why We Need Six New Saudi Arabia’s.

I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye-opening things to say about the energy space. The IEA was first set up as a counterweight to OPEC during the oil crisis in 1974, and has since evolved into a top […]

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This is Not Your Father’s Nuclear Power Plant

On my recent trip to Oregon I met with venture capital investors in NuScale Power, which is trailblazing, the brave new world of “new” nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School of Engineering at Oregon State University in Corvallis. This is definitely not your father’s nuclear power plant. […]

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Watch Out for the Chihuahua Glut

Yesterday, I wrote about the Nevadan wrinkle in the housing crisis where distressed homeowners are letting their horses go wild to make their mortgage payment. Now neighboring California is facing a Chihuahua glut, where evicted homeowners are handing over their pets to animal shelters. The diminutive Mexican canine enjoyed a boom in popularity in recent […]

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December 24, 2012 — Quote of the Day

“Those near 10% annualized yields in stocks and bonds are a thing of the past,” said Bill Gross, the managing direct and co-chief investment officer of the Newport Beach, CA based bond giant, PIMCO.

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A Thank You From The Mad Hedge Fund Trader.

In the event that the Mayans got it wrong, and the world does not end today, I am calling it quits for the year. And what a year it has been. Over 26 trips and 40 speaking engagements in 20 countries, I managed to log 75,000 flight miles, a distance of roughly three times around […]

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December 20, 2012

Global Market Comments December 20, 2012 Fiat Lux Featured Trades: (JANUARY 4 CHICAGO STRATEGY LUNCHEON), (WHO NEED GOLD?), (GLD), (SLV), (PPLT), (PALL) (FAREWELL TO SENATOR DANIEL INOUE) SPDR Gold Trust Shares iShares Silver Trust ETFS Physical Platinum Shares ETFS Physical Palladium Shares

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Who Needs Gold?

Who the hell needs an umbrella in the middle of a draught? Snow boots in a roasting desert? A National Rifle Association bumper sticker at a UC Berkeley sit-in? For traders, the bigger question is why they should be long gold during one of the most aggressive “RISK ON” rallies in recent years, when asset […]

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Farewell to Senator Daniel Inoue

I was greatly saddened to learn of the passing of Senator Daniel Inoue of Hawaii yesterday, the Senate’s longest serving member, and a close friend. After 50 years in this August legislative body has came to dominate the all powerful Ways and Means Committee, eventually becoming the President Pro Tem. He was 88. As a […]

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December 20, 2012 — Quote of the Day

“For over a thousand years Roman conquerors returning from the wars enjoyed the honor of triumph, a tumultuous parade. In the procession came trumpeters, musicians and strange animals from conquered territories, together with carts laden with treasure and captured armaments. The conquerors rode in a triumphal chariot, the dazed prisoners walking in chains before him. […]

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Trade Alert – (GLD) December 19, 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.

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December 19, 2012

Global Market Comments December 19, 2012 Fiat Lux Featured Trades: (WHY I BAILED ON MY EURO SHORT), (FXE), (EUO), (THE VERY LONG VIEW ON CHINA), (FXI), (CYB), (WHY IS GOOGLE SO HOT?), (GOOG) Currency Shares Euro Trust ProShares UltraShort Euro iShares FTSE China 25 Index Fund WisdomTree Dreyfus Chinese Yuan Fund Google, Inc.

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