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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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July 15, 2011 – Last Chance to Attend The Mad Hedge Fund Trader’s July 18 Chicago Strategy Luncheon

Last Chance to Attend The Mad Hedge Fund Trader’s July 18 Chicago Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Thursday, July 18, 2010. A three course lunch will be followed by a 30 minute PowerPoint presentation and a […]

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July 15, 2011 – There will be no QE3!

Featured Trades: (THERE WILL BE NO QE3!) 1) There will be no QE3! Twice in the last week, rumors surfaced that Ben Bernanke was considering a third round of quantitative easing, first in the Fed minutes, and then in Wednesday's congressional testimony. The risk markets rallied furiously, and then quickly gave it all back. If […]

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July 15, 2011 – Report From Europe Part III

If you ever need someone to owe you a big favor, make sure it is the world’s best hotel. That is what I discovered when I checked into the legendary Cipriani Hotel in Venice, Italy. I had booked their cheapest room at $1,500 a day. Due to a screw up on the reservations, I learned […]

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July 15, 2011 – China's Long and Winding Road

Featured Trades: (CHINA'S LONG AND WINDING ROAD), (STP), (YGE), (FSLR) 3) China's Long and Winding Road. I spent an evening speaking to Gao Jie, a Beijing civil judge who left the bench to join China's growing environmental movement when her kids came home from school one day coughing and wheezing. You only have to inhale […]

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July 15, 2011 – Quote of the Day

'The Fed can print money now, but they can't print jobs,' said Keith Wirtz, president of Fifth Third Asset Management.

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July 14, 2011 – The Gold Bulls Are Vindicated

(SPECIAL GOLD ISSUE) Featured Trades: (GLD), (RGLD), (AEM), (GBG) 1) The Gold Bulls Are Vindicated. For the faithful who have successfully crossed the desert and suffered the slings and arrows of critics and the ridicule of non-believers, gold’s move today to an all-time high of $1,586 delivers the greatest of all vindications. All it took […]

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July 14, 2011 – China’s Insatiable Appetite for Gold

(SPECIAL GOLD ISSUE) Featured Trades: (GLD) 2) China’s Insatiable Appetite for Gold. Gold bugs and naysayers alike take note. When the world’s second largest and fastest growing economy liberalizes gold ownership by individuals, who happened to be the planet’s most fastidious savers at a 17% rate, you better pay attention. Among other reforms, the Middle […]

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