Archive | December, 2012

December 4, 2012

Global Market Comments December 4, 2012 Fiat Lux Featured Trades: (JANUARY 4 CHICAGO STRATEGY LUNCHEON), (THE ULTRA BULL CASE FOR 2013), (SPX), (IWM), (FXE), (AAPL), (GOOG), (FXY), (TLT), (USO) (A CHRISTMAS DONATION FOR THE WORTHIEST OF CAUSES) S&P 500 Large Cap Index Russell 2000 iShares Currency Shares Euro Trust Apple, Inc. Google, Inc. Currency Shares […]

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The Ultra Bull Case for 2013.

I am sitting here in front of my screens in utter amusement, befuddled, and gob-smacked. The weekend produced the worst case scenario from the “Fiscal Cliff” front lines: an ultimatum from Treasury Secretary, Tim Geithner, followed by finger pointing from both parties blaming the other for the impending economic disaster. It was a news flash […]

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A Christmas Donation for the Worthiest of Causes.

I follow a broad range of unconventional, but highly-useful leading economic indicators that gives me a decisive edge when predicting the future direction of global financial markets. One of them has started flashing a warning sign. I fund an orphanage in remote Zhanjiang, in China’s southern Guangdong province near Hainan Island called The Zhanjiang Kids […]

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December 4, 2012 — Quote of the Day

“We are one budget deal away from being the hot spot of the world. Europe is in the toilet, China’s growth has fallen down, and the Middle East is going backwards. We have a lot of potential for fracking and innovation. If we can prove our nation is governable, we will be the golden spot […]

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December 3, 2012

Global Market Comments December 3, 2012 Fiat Lux Featured Trades: (PLAY TREASURIES FROM THE SHORT SIDE), (TLT) (IF DEMOGRAPHICS IS DESTINY, THEN AMERICA’S FUTURE SUCKS), (SPX), (EWJ), (VNM) iShares Barclays 20+ Year Treasury Bonnd Fund S&P 500 Large Cap Index Japan iShares Market Vectors Vietnam

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If Demographics is Destiny, Then America’s Future Sucks.

Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery for at least another 10 years. I have been using the US Census Bureau’s population pyramids as a long leading […]

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Play Treasuries From the Short Side.

I am convinced that the risk markets put in a six-month bottom on November 16. The only question from here is whether we chop sideways for the rest of the year, or keep drifting up. If I see a good entry point, I will shoot out an urgent trade alert on this as fast as […]

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I’m Avoiding Japan Like the Plague.

Now look at the world’s worst population pyramid, that for Japan (EWJ). These three graphs show that a nearly perfect pyramid drove a miracle stock market during the fifties and sixties, which I remember well, when Japan had your textbook high growth emerging market economy. That changed dramatically when the population started to age rapidly […]

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Brace yourself. The US is turning into Japan.

(SPX) As a silver tsunami of 80 million baby boomers retires, they will be followed by only 65 million from generation “X” who earn half as much. The intractable problems that unhappy Japan is facing will soon arrive at our shores. Boomers, therefore, better not count on the next generation to buy them out of […]

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Vietnam is a Paradise for Demographic Investors.

Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture invests in companies that get 50% or more of their earnings from that country, with an anticipated 37% exposure in finance, and 19% in energy. This will […]

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There is a Happy Ending for the US.

Unlike Japan, the US is not plunging into a multigenerational black hole. After the 80 million baby boomers are long gone, and 65 million Gen Xer’s have picked up homes at rock bottom prices, they will be followed by 85 millennials, those who are now in their early twenties. When this generation reaches its peak […]

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December 3, 2012 — Quote of the Day

“Not every conservative wants to neuter every gay, deport every immigrant, or make it difficult for every woman to have sex,” said Republican commentator, Anna Navarro.

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