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March 26, 2010 – California Muni Bonds Are a Steal Here

Featured Trades: (CALIFORNIA), (VCV), (NCP), (NVX) 2) California Muni Bonds Are a Steal Here. The California governor's election is heating up, and the muck slinging is getting hot and heavy. The downside is that front runner Meg Whitman, of EBay fame, has launched such an aggressive, saturating, and negative TV campaign against rival, Steve Poizner, […]

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March 26, 2010 – Playing Catch Up With Titanium

Featured Trades: (TITANIUM), (TIE), (BA) 3) Playing Catch Up With Titanium. One of the many sectors I knew would go up a lot, which I just plain didn't have time to write about, is titanium stocks. But the top titanium producer in the US, Titanium Metals Corporation (TIE), has popped 43% in the past month, […]

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March 26, 2010 – Quote of the Day

'The jobs that we gained over the last two decades were the jobs that led to over consumption, jobs like finance, insurance, real estate, and consumer cyclicals,' said my old buddy, David Gerstenhaber, President of Argonaut Capital Management.

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March 25, 2010 – Cash in Your Yen Shorts

Featured Trades: (YEN), (YCS), (TM), (NSANY), (SNE), (EUROYEN CROSS) 1) Cash in Your Yen Shorts. Paid subscribers who took my advice to clamber into short yen positions at ¥88.5 on March 4 were richly rewarded with a major breakdown in the Japanese currency today to ¥92.5 (click here for the call in my March 5 […]

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March 25, 2010 – Agricultural Commodities Are the Steal of the Century

Featured Trades: (POT), (MON) 2) Agricultural Commodities Are the Steal of the Century. I managed to catch an interview with Charlie Rentschler at New York boutique investment bank, Morgan Joseph, one of the top agricultural analysts in the industry, known as the ‘Farmer from Harvard.’ He says that investment in the sector is a frustrating […]

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March 25, 2010 – Sovereign Debt is a Great Place to Hide

Featured Trades: (PCY), (LQD) 3) Sovereign Debt is a Great Place to Hide. I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in the summer […]

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March 25, 2010 – Quote of the Day

'A CEO must not delegate risk control. It's simply too important,' said Warren Buffet, CEO of Berkshire Hathaway.

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March 24, 2010 – Here Comes Health Care

Featured Trades: (THE HEALTH CARE BILL) 1) Here Comes Health Care. Well, the sun rose this morning. After driving around Washington State listening to talk radio while the health care vote was counting down, I wasn't so sure I would see it again. With this single vote, Obama has torn up the constitution, deprived America […]

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March 24, 2010 – Lumber Futures Are On Fire

Featured Trades: (LUMBER), (SUGAR), (PALL), (PPLT) 2) Lumber Futures Are On Fire. When I recommended that you take profits on lumber in my February 25 piece (click here ), after pleading with you to buy it for the past year, I hope you were all in a coma in intensive care, spending a weekend in […]

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March 24, 2010 – The Huge US Balance of Payments Surplus in Education

Featured Trades: (THE US EDUCATION SURPLUS) 3) The Huge US Balance of Payments Surplus in Education. I spent the weekend attending  a graduation in  Washington state, a stone’s throw from where the 2010 Winter Olympics were recently held. While sitting through the tedious reading of 550 names, and listening to the wailing bagpipes, I did […]

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March 24, 2010 – Quote of the Day

'Inflation steals from savers, and inflation is the logical consequence of printing too much money,' said Oracle of Omaha, Warren Buffett.

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March 23, 2010

Global Market Comments March 23, 2010 (SPECIAL TEXAS ISSUE) Featured Trades: (JOHN MAULDIN), (SPX), (XEU), (EEM), (GLD), (CMGTX), (TBT), (JAMES BAKER, III) 1) Son of Texas and financial seer, John Mauldin, believes the stock market could shed 40% in the near future (SPX). John is the president of Millennium Wave Advisors, LLC, a Dallas, Texas […]

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March 18, 2010

Global Market Comments March 18, 2010 Note to Subscribers: there will be no letter tomorrow as I am taking a research day. Featured Trades: (SPX), (VIX), (MSFT), (INTC), (ORCL), (CSCO), (IDX), (NATIONAL IGNITION FACILITY) 1) OK, so the stock market is up seven days in a row now. But if I’ve told you once, I’ve […]

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March 17, 2010

Global Market Comments March 17, 2010 Featured Trades: (RESIDENTIAL REAL ESTATE), (TRES AMIGAS TRANSMISSION PLANT), (SPX), (DOLLAR BILL) 1) It’s time for my annual review of the residential real estate market in the High Sierra mountain hamlet of Incline Village, Nevada, and I am sad to report that antidepressant addiction among realtors there is still […]

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March 17, 2010 – The Mad Hedge Fund Trader Interviews John Mauldin on Hedge Fund Radio

The Mad Hedge Fund Trader Interviews Market Seer John Mauldin on Why the Stock Market Could Lose 40% From Here

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