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July 22, 2011 – Time to Flip to the Short Side in the Treasury Bond Market

Featured Trades: (TIME TO FLIP TO THE SHORT SIDE ON THE TREASURY BOND MARKET), (TBT) 2) Time to Flip to the Short Side in the Treasury Bond Market. The first thing that I noticed this morning is that the long end of the bond market was getting absolutely creamed. 'RISK ON' has returned with a […]

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July 22, 2011 – So What is Your ‘Influencer’ Score?

Featured Trades: (SO WHAT IS YOUR INFLUENCER SCORE?)   3) So What is Your ‘Influencer’ Score? First there was your grade point average, then your SAT score, followed by GMAT and LSAT scores, and finally your FICO. Now there is a new metric with which you will be judged, your ‘Influencer’ score. A new breed […]

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July 21, 2011 – Apple Surprises Again

Featured Trades: (APPLE SURPRISES AGAIN) 1) Apple Surprises Again. Wow, and double wow! That’s all I can say about Apple’s (AAPL) ballistic earnings. Talk about firing on all cylinders and the turbocharger and the supercharger at the same time! Apple is now the world’s second largest company and is boasting a positively mind boggling $76 […]

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July 21, 2011 – Apple's Next Stop: $1,000

Featured Trades: (NEXT STOP FOR APPLE: $1,000) 2) Apple's Next Stop: $1,000. When I took a young, cocky, long haired, Levis wearing Steve Jobs around to meet Morgan Stanley's institutional investors to pitch an Apple share offering 28 years ago, I vowed never to buy anything from the man. He was such a great salesman, […]

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July 21, 2011 – Time to Get on the (SPX) Roller Coaster

Featured Trades: (TIME TO GET ON THE (SPX) ROLLER COASTER), (SPY), (SPX) 3) Time to Get on the (SPX) Roller Coaster. I think yesterday's reaction to a rumored settlement on the debt ceiling was a great 'tell' on the short term direction of the financial markets. The S&P 500 popped 20 points, bonds roared by […]

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July 21, 2011 – Quote of the Day

 'I'm long tear gas after the Athens experience. They are going to need that tear gas in Rome and Madrid at some point,' said Steve Cortez at Veracruz Research.

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July 20, 2011 – The Real Estate Market in 2030

SPECIAL BABY BUST ISSUE Featured Trades: (THE REAL ESTATE MARKET IN 2030) 1) The Real Estate Market in 2030. A number of analysts, and even some of those in the real estate industry, are finally coming around to the depressing conclusion that there will never be a recovery in residential real estate. Long time readers […]

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July 20, 2011 – The Long View of the US Economy

SPECIAL BABY BUST ISSUE Featured Trades: (THE LONG VIEW OF THE US ECONOMY) 2) The Long View of the US Economy. The retirement of the baby boomers, and the reduced numbers and frugal spending patterns of Generation X, are not only bad news for the real estate market for the next 20 years, they are […]

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July 19, 2011 – India is Catching Up With China

Featured Trades: (INDIA VS CHINA), (FXI), (PIN), (INP), (TTM) iPath MSCI India ETN PowerShares India Portfolio ETF Wisdom Tree India Earnings Fund ETF   1) India is Catching Up With China. When I first visited Calcutta in 1976, 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw […]

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July 19, 2011 – Integrating America's Power Grid

Featured Trades: (INTEGRATING AMERICA'S POWER GRID)   2) Integrating America's Power Grid. Until now, America's power grid has been divided into three unconnected chunks, making transnational transmission impossible, leading to huge regional mispricing. While California and New York suffered from brown outs and sky high prices, electricity was given away virtually for free in Texas. […]

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July 19, 2011 – Think Again Before Buying That Vacation Home

Featured Trades: (THINK AGAIN BEFORE BUYING THAT VACATION HOME) 3) Think Again Before Buying That Vacation Home. If you're entertaining buying a vacation home any time soon, I'd think again. In my annual review of the residential real estate market in the High Sierra mountain hamlet of Incline Village, Nevada, and I am sad to […]

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July 19, 2011 – Quote of the Day

'The farther backward you can look, the farther forward you can see,' said Britain's combative WWII Prime Minister, Winston Churchill.

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July 18, 2011 – Is the Fat Lady About to Sing Again for the Treasury Bond Market?

Featured Trades: (IS THE FAT LADY SINGING AGAIN FOR THE TREASURY MARKET?)   1) Is the Fat Lady About to Sing Again for the Treasury Bond Market? One of my best calls of the year was to pick the bottom of the Treasury bond market in February and pile readers into synthetic long positions by […]

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July 18, 2011 – The World’s Largest Solar Plant

Featured Trades: (THE WORLD’S LARGEST SOLAR PLANT) 2) The World’s Largest Solar Plant. Unfortunately, I know Blythe, California too well. This natural blast furnace is in a God forsaken corner of the state where I hunted jack rabbits as a kid, the Indians survived on Gila monsters for protein, and it regularly reaches 130 degrees […]

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July 18, 2011 – Dinner With Joseph Stiglitz

Featured Trades: (AN EVENING WITH JOSEPH STIGLITZ) 3) Dinner With Joseph Stiglitz . The great thing about interviewing Joseph Stiglitz over dinner is that you don't have to ask any questions. You just turn him on and he spits out one zinger after another. And he does this in a kibitzing, wizened, grandfatherly manner like […]

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