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February 26, 2014 – Quote of the Day

“Bull markets go everywhere from 1-2 years to five years after the Fed begins tightening. We’ve got a long way to go before we have to worry about bonds competing against stocks,” said Professor Jeremy Siegel of the Wharton School of Business

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An Evening With the Chinese Intelligence Service

I normally avoid the diplomatic circuit, as the few non committal comments and soggy appetizers I get aren’t worth the investment of time. But I jumped at the chance to celebrate the 62nd anniversary of the founding of the People’s Republic of China with San Francisco consul general Gao Zhansheng.   Happy Birthday China!   […]

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The Great Race for Battery Technology

One hundred years from now, historians will probably date the beginning of the fall of the American Empire to 1986. That is the year President Ronald Reagan ordered Jimmy Carter’s solar panels torn down from the White House roof, and when Chinese Premier Deng Xiaoping launched his secret “863” program to make his country a […]

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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 into the financial services when you muster out. Nobody is going […]

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China Steps Up Its Nuclear Program

The Middle Kingdom currently has 12 operational plants generating 12 gigawatts accounting for 2.3% of the country’s power. Another 23 are currently under construction. It plans to add ten a year for the next decade, taking them up to 70 Gigawatts by 2020, and a staggering 400 gigawatts by 2050. That’s nearly the total power […]

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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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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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SOLD OUT – October 26, 2012 San Francisco Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, October 26, 2012. An excellent meal will be followed by a wide ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on […]

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Win a Free Renewal to Global Trading Dispatch.

I am looking to hear from the readers who have enjoyed the most profitable trading experience following my Trade Alerts in 2012. I am interested in learning about the specific trades you placed, the amount of money you made, and how the service has enhanced your trading experience. The winner will receive a free one […]

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SOLD OUT — October 19, 2012 Washington DC Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Washington DC at noon on Friday, October 19, 2012. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up-to-date view on […]

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Order Execution 101

Given the sudden uptick in trade alerts I have been sending out to my Global Trading Dispatch subscribers, some 60 since August 10, I have been inundated with requests for how to execute these. So I thought I’d take some time today to expound on the basics of order execution 101. There are three basic […]

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September 27, 2012 — Quote of the Day.

“It’s an ugly contest; do you want the dollar, the euro, or the yen,” said hedge fund legend, Ray Dalio of Bridgewater Associates.

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Bernanke’s Stake Through Romney’s Heart.

I can just imagine how Ben Bernanke’s announcement of QE3 went down at Mitt Romney’s campaign headquarters in Massachusetts last week. Doors slammed, heads pounded against walls, and hair was torn out. You can almost hear the whoosh of resume’s flying down to conservative think tanks on Washington DC’s “K” street as campaign workers scramble […]

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September 26, 2012 — Quote of the Day.

“The nice thing about gold is that it has no PE multiple. Because it earns and yields nothing, gold is a speculation on the systematic debasement of currencies by central banks,” said Jim Grant of Grant’s Interest Rate Observer.

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