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October 5, 2010 – Say Goodbye to Your Favorite Teacher

Featured Trades: (ONLINE EDUCATION), (BBBB) 2) Say Goodbye to Your Favorite Teacher. Don’t bother taking an apple to school to give your favorite teacher, unless you want to leave it in front of a machine. The school teacher is about to join the sorry ranks of the service station attendant, the elevator operator, and the […]

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October 5, 2010 – Welcome to the Limit Down Move

Featured Trades: (CORN), (WHEAT) 3) Welcome to the Limit Down Move. Those who are new to trading the agricultural commodity area, the dilettantes, the neophytes, and the wanabees, who have watched in awe as prices trended skyward for the past four months, may not be familiar with how they behave on the downside. They got […]

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October 1, 2010 – Only Three Weeks to Go Until the Mad Hedge Fund Trader’s San Francisco Strategy Luncheon!

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON) 1) Only Three Weeks to Go Until the Mad Hedge Fund Trader’s San Francisco Strategy Luncheon! Come join me for lunch at The Mad Hedge Fund Trader’s semiannual Global Strategy Update, which I will be conducting in San Francisco at 12:00 noon on October 22, 2010. A three course […]

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October 1, 2010 – Double Click on Alibaba

Featured Trades: (ALIBABA) 2) Double Click on Alibaba. Given my bullish take on China in my September 28th letter, I’m going to be putting a few more single names out there. Jim Trippon’s China Stock Market Digest published a recommendation that caught my eye (click here for my Hedge Fund Radio interview with Jim). Alibaba […]

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October 1, 2010 – Gold is Now At the Deep End of the Pool

Featured Trades: (GOLD), (GLD) SPDR Gold Shares Trust 3) Gold is Now At the Deep End of the Pool. For me, the best case scenario which I have been predicting for nearly two years has arrived. But as much as I love gold for the long term, I have to take note when a number […]

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September 30, 2010 – The Long View on Emerging Markets

Featured Trades: (EMERGING MARKETS), (EEM), (EWZ), (RSX), (PIN), (FXI) Brazil iShares ETF Market Vectors Russia ETF PowerShares India Portfolio ETF iShares FTSE/Xinhua China 25 Index ETF 1) The Long View on Emerging Markets. I managed to catch a few comments on TV yesterday in the distinct northern accent of Jim O'Neil, the fabled analyst who […]

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September 30, 2010 – Pushing on a String Up Close and Ugly

Featured Trades: (RESIDENTIAL REAL ESTATE) 2) Pushing on a String Up Close and Ugly. With many economists arguing that Quantitative Easing II amounts to nothing more than pushing on a string, I'll show you what it looks like up close and ugly. The online real estate firm, Zillow.com, has analyzed the results of tens of […]

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September 30, 2010 – Have You Seen Molycorp Lately?

Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 3) Have You Seen Molycorp Lately? I have only recommended one stock IPO this year, and that is for the resurrecting rare earths producer, Molycorp (MCP).  Since the July launch, it has rocketed 114% from $14 to $30, and then pulled back 15% today (click here for ‘It’s […]

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September 30, 2010 – The “Friday-Monday Effect” Exposed

Featured Trades: (THE FRIDAY-MONDAY EFFECT) 4) The 'Friday-Monday Effect' Exposed. Dennis Gartman of the ever interesting The Gartman Letter published an interesting analysis on the 'Monday-Friday' effect. If you bought every Friday close this year and sold the Monday close, your return so far would be 14.20%, versus a 0.42% return on the S&P 500. […]

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September 29, 2010 – I Told You to Buy Mongolia!

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (MONGOLIA), (IVN), (RTP)   1) I Told You to Buy Mongolia! The global resource frenzy has grown so heated that money has begun pouring into the marginal fringes of the universe. The Mongolian stock market has been one of the world’s best performers this year, spiking some 100%. I have […]

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September 29, 2010 – The Leveraged Upside Play in Silver

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SILVER), (SLW), (SLV) iShares Silver Trust 2) The Leveraged Upside Play in Silver. Silver really seems to have the bit between its teeth, not pausing at all after blasting through $21/ounce to a new 30 year high. If you think the move will continue, you better take a look at […]

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September 29, 2010 – Are the Rumors About Harvest Natural Resources True?

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (OIL), (HNR) 3) Are the Rumors About Harvest Natural Resources True? I have staff around the world constantly monitoring Internet chat rooms in a search of early movers. If they find something interesting, I make a few calls to see how real it is. After all, the Internet is 99% […]

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September 29, 2010 – Wal-Mart Is on Safari for Customers in South Africa

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SOUTH AFRICA), (EZA), (WMT) South Africa iShares ETF 4) Wal-Mart Is on Safari for Customers in South Africa. It looks like the next ‘blue light special’ will be offered in South Africa (EWA). Apparently, the retail giant, Wal-Mart (WMT),  got the memo that the country is a great place to […]

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September 28, 2010 – An Evening With the Chinese Intelligence Service

(SPECIAL CHINA ISSUE) Featured Trades: (FXI), (BIDU), (BYDDF), (CHA), (CHL) iShares FTSE Xinhua China 25 Index ETF Wisom Tree Dreyfus China Yuan Fund ETF   1) 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 […]

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September 28, 2010 – Quote of the Day

'To get rich is glorious!' said Deng Xiaoping, the Chinese general who launched the country's modern economy in the seventies.

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