Archive | December, 2012

Why I Bailed on My Euro Short.

With a resolution of the fiscal cliff imminent, I am going to take off my last “RISK OFF” position that I used to hedge all of my other remaining “RISK ON” positions in Apple, Google, the S&P 500, and the Russell 2000. The Currency Shares Euro Trust (FXE) January, 2013 $126-$131 in-the-money bear put spread […]

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The Very Long View on China.

I have long sat beside the table of McKinsey & Co., the best management consulting company in Asia, hoping to catch some falling crumbs of wisdom. So, I jumped at the chance to have breakfast with Shanghai based Worldwide Managing Director, Dominic Barton, when he passed through San Francisco visiting clients. These are usually sedentary […]

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Why is Google So Hot?

If you followed my long position with Google (GOOG), I’m sure you have seen the stock rise significantly since my recommendation. Readers who have yet to touch the stock should use the next dip to get into a long-term investment. I just wanted to update you on the latest goings on at this Internet pioneer. […]

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December 19, 2012 — Quote of the Day

“The inherent vice of capitalism is the unequal sharing of blessings; the inherent virtue of socialism is the equal sharing of miseries,” said the late British prime minister, Winston Churchill.  

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Trade Alert – (GOOG) December 18,2012

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. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen.

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Trade Alert – (IWM) December 18, 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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Trade Alert – (SPY) December 18, 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. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen.

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Trade Alert – (FXE) December 18, 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 18, 2012

Global Market Comments December 18, 2012 Fiat Lux Featured Trades: (WHEN DAVID TEPPER TALKS, PEOPLE LISTEN), (SPX), (THE SEDUCTIVE ALLURE OF BRAZILIAN BONDS), (EWZ), (BZF) S&P 500 Large Cap Index Brazil iShares Wisdom Tree Dreyfus Brazilian Real Fund

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When David Tepper Talks, People Listen.

I always pay attention when mega hedge fund manger, David Tepper, speaks. The trading legend is able to use his gritty, Pittsburgh roots to distill down massively complicated global macro trends into a few simple truths, and make a fortune trading off them. In 2010, his comments triggered the “Tepper Rally”, which my readers and […]

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The Seductive Allure of Brazilian Bonds.

OK, let’s say that you don’t own bonds, but someone is holding a gun to your head, dangling you by your ankles outside a window on a high floor, or threatening to cut you off their Christmas card list, if you don’t buy some. Maybe you are sick to death, bashing your head against the […]

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December 18, 2012 — Quote of the Day

“Sell a vision that’s positive for America, not a negative vision about what’s wrong with America. I think you have to have both, but we didn’t sell a positive vision,” said Oklahoma senator, Paul Coburn.

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December 17, 2012

Global Market Comments December 17, 2012 Fiat Lux Featured Trades: (WHY MY SHORTS ARE MISSING), (IS COPPER THE NEW RED GOLD?), (JJC), (DBB), (ECH), (JCX) (SAY GOODBYE TO YOUR FAVORITE TEACHER) iPath Dow Jones-UBS Copper Subindex Total Return ETN PowerShares DB Multi-Sector Commodity Trust Metals Fund iShares MSCI Chile Index Fund

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Why My Shorts Are Missing.

I have always been an aviation enthusiast, flying every rare, antique plane I could get my hands on over the last 40 years. My adventures have taken me from flying a 1929 Norwegian spruce and Irish linen constructed Belgian Stampe to a MIG-25 Soviet fighter to the edge of space at 90,000 feet (check out […]

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Is Copper the New Red Gold?

Federal detention centers in the San Francisco Bay area are slowly filling up with a new type of criminal. Thousands of illegal immigrants and petty drug dealers are being joined by a rising tide of copper thieves raiding abandoned government facilities for their heavy gauge copper electrical wire. At current prices a decent night’s haul […]

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