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June 7, 2011 – My Take on the 2012 Election

Featured Trades: (MY TAKE ON THE 2012 ELECTION)   3) My Take on the 2012 Election. This is going to be an interesting election. A Pew Research/Washington Post poll asked Republican voters to choose a word that best described their party's current field of presidential candidates. Here is a ranking of the words they chose: […]

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June 6, 2011 – The Nonfarm Payroll Bombshell

Featured Trades: (THE NONFARM PAYROLL BOMBSHELL) 1) The Nonfarm Payroll Bombshell. Any doubts about what the '˜new normal' is all about were dispelled yesterday with the bombshell March Nonfarm Payroll Report showing a gain of only 54,000, the smallest in seven months, and a huge shortfall from the 190,000 consensus. The headline unemployment rate bumped […]

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June 6, 2011 – Charts Are Breaking Down All Over

Featured Trades: (CHARTS ARE BREAKING DOWN ALL OVER)   2) Charts Are Breaking Down All Over. My friends at StockCharts.com produced a wonderful series of charts today showing how destructive was the damage in risk assets, in general, and equities, in particular. The chip shot on the downside for the S&P 500 is now 1,260. […]

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June 6, 2011 – The Economic Headwinds Are Coming

Featured Trades: (THE ECONOMIC HEADWINDS ARE COMING) 3) The Economic Headwinds Are Coming. Whenever someone is dead right about the long term outlook for the economy, I like to revisit their comments. So am once again running a conversation I had with my friend, David Hale, a month ago, back when investors were stumbling over […]

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June 6, 2011 – Here Comes the Rhodium ETF

Featured Trades: (HERE COMES THE RHODIUM ETF)   4) Here Comes the Rhodium ETF. Deutsche Bank has launched the first ever ETF for the precious metal Rhodium, to be listed on the London stock exchange. Expecting a massive inflow of capital into this obscure corner of the hard asset world, traders ran prices up 20% […]

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June 3, 2011 – Here Comes the Double Dip

Featured Trades: (HERE COMES THE DOUBLE DIP), (TLT), (TBT), (JNK), (SJB) 1) Here Comes the Double Dip. With yields on ten year Treasury bonds piercing below the 3.00% level through to 2.95%, you now have to take seriously the possibility of a double dip recession. This is particularly concerning given that bond markets are usually […]

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June 3, 2011 – My Big Miss of the Year

Featured Trades: (MY BIG MISS OF THE YEAR), (FXF)   2) My Big Miss of the Year. If you had to name one asset that has benefited from every macro trend under the sun this year, it has to be the Swiss franc. No matter what happened, be it the coming Greek default, the European […]

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June 2, 2011 – The Mad Hedge Fund Trader’s June 22 Geneva, Switzerland Strategy Luncheon

Featured Trades: (GENEVA STRATEGY LUNCHEON)   1) The Mad Hedge Fund Trader’s June 22 Geneva, Switzerland Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Geneva, Switzerland on Wednesday, June 22, 2011. A three course lunch will be followed by a 30 […]

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June 2, 2011 – 'RISK OFF' Returns With a Vengeance

Featured Trades: (RISK OFF RETURNS WITH A VENGEANCE)   2) 'RISK OFF' Returns With a Vengeance. I have not seen a day this ugly in quite a long time. From the second that a dismal ADP report came out in the pre-market, it was a steady slide, right up until the close. The S&P 500 […]

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June 1, 2011 – The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon

Featured Trades: (MILAN STRATEGY LUNCHEON) 1) The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Milan, Italy on June 20, 2011. A three course lunch will be followed by a 30 minute PowerPoint […]

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June 1, 2011 – Rare Earths Are About to Become a Lot More Rare

Featured Trades: (RARE EARTHS ARE ABOUT TO BECOME A LOT MORE RARE), (REMX), (MCP), (AVL), (REE), (LYSCF)   2) Rare Earths Are About to Become a Lot More Rare. Interest in Rare Earths is starting to heat up once again, and it something you should keep on your radar. China’s Baotou Steel has announced its […]

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June 1, 2011 – The One Economic Indicator You Can Rely On

Featured Trades: (THE BIKINI WAX INDICATOR)   3) The One Economic Indicator You Can Rely On. There is no end to which I am willing to go to understand the future direction of the world economy. So when I learned that the price of Brazilian bikini waxes was going through the roof, I had to […]

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June 1, 2011 – Quote of the Day

'I think the price of oil is high here. There is still some panic because of Libya. We prefer to have it around $70-$80 a barrel. Our goal is the find an equilibrium between our needs and your needs' said Prince Al-Waleed bin Talal of Saudi Arabia, the largest foreign investor in the US.

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May 31, 2011 – When to Buy Japan?

Featured Trades: (IS JAPAN GETTING READY TO BLOOM?), (TM), (NSANY), (FANUY), (CAJ), (KMTUY), (FXJ),(YCS)   1) When to Buy Japan? It has been three months since the horrific Japanese tsunami, the economy is in free fall, and radiation is still lingering in the air and water. It now appears that the beleaguered nation's GDP shrank […]

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May 31, 2011 – 'RISK OFF' Takes a Break

Featured Trades: ('RISK OFF' TAKES A BREAK)   2) 'RISK OFF' Takes a Break. If you had to pick a point where the 'RISK OFF' trade takes a short break, it would be right here. One month into the strategy, and virtually all asset classes have hit key points where you would naturally expect some […]

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