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The “Population Bomb” Echoes

Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse of the world’s food supply. You might even throw in long positions in wheat (WEAT), corn (CORN), soybeans (SOYB), and rice. The never dull, and often controversial Stanford biology […]

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February 22, 2013 – Quote of the Day

“Changes in consumption stemming from per capita income rises from $1,000 a year to $5,000, as you are seeing in India, or $5,000 to $10,000, as you are seeing in China, is a very different kind of consumption. It is much more commodities heavy, it is food heavy, it draws a lot more on water […]

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February 21, 2013

Global Market Comments February 21, 2013 Fiat Lux Featured Trade: (IS THE PARTY OVER?), (SPY), (INDU), (IWM), (FXY), (YCS), (TLT), (GLD), (SLV), (FXE), (RUMBLINGS IN TOKYO), (FXY), (YCS), (TESTIMONIAL) SPDR S&P 500 (SPY) Dow Jones Industrial Average (INDU) iShares Russell 2000 Index (IWM) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) iShares Barclays 20+ […]

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Is the Party Over?

The simple answer is no, not yet. But the neighbors have complained about the noise and called the cops. Today’s 108-point drop in the Dow, and 19-point decline in the S&P 500 does mean that the straight line, parabolic phase of the bull market is over. One of the most overbought markets in history is […]

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Rumblings in Tokyo

I spent ten years of my life tramping in and out of Japan’s Ministry of Finance headquarters in Tokyo’s Kasumigaseki district. It was a dreadful reinforced steel and concrete affair with a dull grey tile siding that was so solidly built that it was one of the few structures in the city to survive WWII. […]

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Testimonial

More than a few of your fellow hedge fund managers must have hooted and snorted when you began advising investors how to manage portfolios of as little as $100,000. “Don’t sweat the small stuff,” I can hear them saying. By now, no doubt, they are marveling as we Tiny Tim’s rack up fabulous percentage gains […]

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February 21, 2013 – Quote of the Day

“There is no such thing as a “Norm” anymore,” said Irwin Simon, CEO of Hain Celestial.

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February 20, 2013

Global Market Comments February 20, 2013 Fiat Lux Special Tesla Issue Featured Trade: (MY TAKE ON THE TESLA TIFF), (TSLA) Tesla Motors, Inc. (TSLA)

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My Take on the Tesla Tiff

By now, you are all probably well aware of the firestorm that has erupted between Tesla’s (TSLA) Elon Musk and the New York Times. It started when the groundbreaking California car maker loaned out a high performance Model S for testing of its East Coast supercharger network to the Times’ auto correspondent, John Broder, for […]

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February 20, 2013 – Quote of the Day

Favorite headline of the day: “Greece Offers to Pay Back Debt With Giant Horse.”

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February 19, 2013

Global Market Comments February 19, 2013 Fiat Lux Featured Trade: (WHAT’S A POOR BOND MANAGER TO DO?) (TLT), (TBT), (NLY), (CVRR), (CWB), (THE POPULATION BOOM) (WHO EXPENSIVE OIL HURTS THE MOST), (USO) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) Annaly Capital Management, Inc. (NLY) CVR Refining, LP (CVRR) SPDR […]

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What’s a Poor Bond Manager To Do?

With the consensus wisdom now pervasive that the 60 year bull market in bonds is over, what is a poor bond fund manager to do? Has he now become the defacto manager of the New York Mets, condemned to reliably losing every season? Pity the hapless financial advisor who has to drag clients, kicking and […]

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The Population Boom

In their century long coverage of exotic places, cultures, and practices, National Geographic Magazine inadvertently sheds light on broad global trends that deeply affect the rest of us. Plus, the pictures are great. A recent issue celebrated the approach of the world’s population to 7 billion, and the implications therein. Long time readers of this […]

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Who Expensive Oil Hurts the Most

Every time the price of oil spikes, we learn vast amounts of information about the global reach of this indispensable commodity. It’s like taking a non-core elective in geology at college. So I was fascinated when I found the chart of relative sector winners and losers below. No surprise that energy does best from sky […]

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February 19, 2013 – Quote of the Day

“The earth has been playing in heavy traffic for 4 billion years now, said Jeffrey Klugger, science editor of Time Magazine

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