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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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February 15, 2013

Global Market Comments February 15, 2013 Fiat Lux Featured Trade: (FEBRUARY 20 GLOBAL STRATEGY WEBINAR), (THE BOND CRASH HAS ONLY JUST STARTED), (TLT), (TBT), (WATCH SAVINGS RATES FOR INTERNATIONAL MARKET CUES) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT)

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Don’t Miss the February 20 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, February 20 at 12:00 noon EST. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

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The Bond Crash Has Only Just Started

When I was a little kid in the early 1950’s, my grandfather used to endlessly rail against Franklin Delano Roosevelt. The WWI veteran, who was mustard gassed in the trenches of France and was a lifetime, died in the wool Republican, said the former president was a dictator and a traitor to his class, who […]

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Watch International Savings Rates for Market Cues

Often while searching for a piece of data through Google, I stumble across something else, which is far more interesting. That is how I found the table below of international savings rates. Why should you care? Because countries with high savings rates tend to have strong economies and great stock markets, since there is plenty […]

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February 15, 2013 – Quote of the Day

“You can’t keep on firing people. We’ve gotten so mean and so lean that you naturally get to the point where there are fewer people to let go,” said Steve Ricchiuto, chief economist at Mizuho Securities.

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February 14, 2013

Global Market Comments February 14, 2013 Fiat Lux SPECIAL ASIAN HIGH YIELD STOCK ISSUE Featured Trade: (REACHING FOR DIVIDENDS IN ASIA), (SSW), (CHT), (MLYBY), (EWSS) (AN EVENING WITH GENERAL DOUGLAS FRASER) (EWZ), (ECH), (GXG), (CU), (CORN), (SOYB), (WEAT) Seaspan Corporation (SSW) Chunghwa Telecom Co., Ltd. (CHT) Malayan Banking Bhd (MLYBY) iShares MSCI Singapore Small Cap […]

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Reaching for Dividends in Asia

You would think buying the highest yielding stocks in the world’s fastest growing countries would be a no brainer. Yet, you hardly ever find decent recommendations in this area. So after spending a few dozen hours scouring the investment universe, I came up with the short list below. Some of these have already had good […]

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An Evening With General Douglas Fraser

I never cease to be amazed by the intelligence provided me by the US Defense Department, which after the CIA, has the world’s most impressive and insightful economic research team. There are few places a global strategist like me can go to get intelligent, thoughtful forty-year views, and this is one. Wall Street, eat your […]

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February 14, 2013 – Quote of the Day

“I looked all over the basement when I was at the White House, and there is no big lever you can throw to make things good again,” said Austin Goolsby, former chairman of the Council of Economic Advisors.

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February 13, 2013

Global Market Comments February 13, 2013 Fiat Lux Featured Trade: (THE MUNI BOND MYTH), (MUB), (TLT), (JNK), (ACTHX), (BEWARE THE COMING EQUITY CAPITAL FAMINE) iShares S&P National AMT-Free Muni Bd (MUB) iShares Barclays 20+ Year Treas Bond (TLT) SPDR Barclays High Yield Bond (JNK) Invesco High Yield Muni A (ACTHX)

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The Muni Bond Myth

Have I seen this movie before? Four years ago, analysts were predicting default rates as high as 17% for Junk bonds in the wake of the financial meltdown, taking yields on individual issues up to 25%. Liquidity in the market vaporized, and huge volumes of unsold paper overhung the market. To me, this was an […]

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Beware the Coming Equity Capital Famine

The world is about to suffer an acute shortage of equity capital over the next eight years, which could total $12.3 trillion. That is the conclusion of the McKinsey Global Institute, an affiliate of McKinsey &Co., a great well of long-term economic thinking which I have been drawing from for the last 40 years. The […]

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February 13, 2013 – Quote of the Day

“The journey is the reward,” said the late Apple founder, Steve Jobs.

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February 12, 2013

Global Market Comments February 12, 2013 Fiat Lux Featured Trade: (TRADE ALERT SERVICE POSTS NEW ALL TIME HIGH), (SPY), (IWM), (FCX), (AIG), (FXY), (YCS), (DON’T GET CAUGHT IN THE NEXT REAL ESTATE BUBBLE), (PHM), (LEN), (KBH) (WHY WATER WILL SOON BECOME MORE VALUABLE THAN OIL), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (TESTIMONIAL) SPDR S&P 500 […]

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