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January 7, 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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January 6, 2011 – 2011 Global Forecast

2011 GLOBAL FORECAST Featured Trades: (SPX), (QQQQ),(CSCO), (XLF), (BAC), (EEM),(EWZ), (RSX), (PIN), (FXI), (TUR), (EWY), (EWT), (IDX), (GS), (MS), (TBT), (JNK), (PHB), (HYG), (PCY), (FXC), (FXA), (YCS), (FXY), (CYB), (FCX), (VALE), (DIG), (RIG), (JOY), (KOL), (CCJ), (FSLR), (UNG), (JJG), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (CCJ), (NLR), (PHO), (FIW), (CORN), (GLD), (DGP), (SLV), (PTM), (PALL), […]

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January 5, 2011 – The Mad Hedge Fund Trader’s February 11 Global Strategy Luncheon

Featured Trades: (ORLANDO STRATEGY LUNCHEON)   1) The Mad Hedge Fund Trader’s February 11 Orlando Global Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Orlando, Florida on Friday, February 11, 2011. A three course lunch will be followed by a 45 […]

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January 5, 2011 – A Perfect Storm is Settling Up for the Grains

Featured Trades: (A PERFECT STORM FOR THE GRAINS) 2) A Perfect Storm is Settling Up for the Grains. I bet I'm the only guy you know whose wedding was filmed by the KGB. In the seventies, my friend, the TASS correspondent, Yuri, shot the entire assembled foreign press at the event at The Foreign Correspondents […]

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January 5, 2011 – The Bank of America Settlement is Huge

Featured Trades: (THE BANK OF AMERICA MELT UP), (BAC) 3) The Bank of America Settlement is Huge. For those Macro Millionaires who bought the (BAC) March, 2011 $12-$14 call spread that I recommended on December 7, this is your big payday. The North Carolina based 'too big to fail' bank announced a settlement with government […]

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January 3, 2011 – My Run in With the Law

Featured Trades: (MY RUN IN WITH THE LAW) 3) My Run in With the Law. I'm sorry I'm late getting my letter out today. I was racing home from San Francisco on Highway 24 when the California Highway Patrol pulled me over for doing 80 mph in a 65 mph zone. The officer asked me […]

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January 3, 2011 – The Problem With GM

Featured Trades: (THE PROBLEM WITH GM), (GM) 4) The Problem With GM. Like a heroin addict who just can’t wean himself off of the good stuff, General Motors (GM) is going back into subprime lending to finance new auto sales. Although the much diminished company is still has a large government ownership,  and has made […]

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January 3, 2011 – The New Deflation

Featured Trades: (THE NEW DEFLATION) 5) The New Deflation. It seems that all you hear about these days is deflation. That is certainly what the bond market is telling us, with my screen blaring at me a miserable 2.93% yield for the ten year Treasury bond. But there is a new definition for this economic […]

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December 31, 2010 – Lunch With Robert Reich

Featured Trades: (LUNCH WITH ROBERT REICH) 2) Lunch With Robert Reich. The other day had me sharing a cold, congealed chicken salad for lunch with Bill Clinton’s Secretary of  Labor, Robert Reich, at San Francisco’s posh Fairmont Hotel. We covered a wide range of market impacting topics, which I have summarized below. A Rhodes Scholar […]

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December 31, 2010 – The ‘Frontier’ Markets are Beckoning

Featured Trades: (FRONTIER MARKETS), (EEM) 3) The ‘Frontier’ Markets are Beckoning. A quick look at the world’s top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a 40.7% gain, followed by Sri Lanka (34.6%), and Venezuela (18%). You have to get […]

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December 31, 2010 – The Ultra Bull Argument for Gold

Featured Trades: (THE ULTRA BULL CASE FOR GOLD), (GLD) 4) The Ultra Bull Argument for Gold. I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true value, and that the barbaric relic is really worth $5,000, $10,000, or even $50,000 […]

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December 30, 2010 – Lunch With the Treasury Secretary

Featured Trades: (LUNCH WITH THE TREASURY SECRETARY)   1) Lunch With the Treasury Secretary. When I wake up at 4:30 am each morning to check the overnight markets and review the opening salvo of incoming emails, I often have trouble focusing in my groggy state. So I had to blink twice when the first message […]

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December 30, 2010 – Apple's next stop: $1,000

Featured Trades: (AAPL), (STEVE JOBS) 2) Apple's next stop: $1,000. When I took a young, cocky, long haired, Levis wearing Steve Jobs around to meet Morgan Stanley's institutional investors to pitch an Apple share offering 28 years ago, I vowed never to buy anything from the man. He was such a great salesman, and possessed […]

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December 30, 2010 – The Big Hedge Fund Killing in For Profit Education

Featured Trades: (FOR PROFIT EDUCATION) 3) The Big Hedge Fund Killing in For Profit Education. Hedge funds have made huge profits this year by shorting the for-profit educational sector. The industry was ripe for the taking. For two decades, for-profit schools have lured gullible students with inflated promises of impressive sounding degrees which they pay […]

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December 29, 2010 – Quote of the Day

'At some point in 2011, knuckles are going to be turning white, and we'll see whatever rabbits Ben Bernanke is going to have to pull out of his hat', said David Rosenberg of Gluskin, Sheff in Associates

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