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October 8, 2010 – Guess Who’s On Top of the ETF Rankings?

Featured Trades:  (ETF RANKINGS), (SPY), (GLD), (EEM) 3) Guess Who's On Top of the ETF Rankings? I saw the latest ranking of ETF's by asset size today, and I was stunned by the results. It was no surprise to see State Street Global Advisors' SPDR S&P 500 (SPY) on top, with $78 billion in assets, […]

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October 7, 2010 – The Heads I Win, Tails You Lose Market

Featured Trades: (MONETARY INFLATION)     1) The Heads I Win, Tails You Lose Market. Ben Bernanke has privatized the upside of the global stock, bond, currency, commodity, energy, and precious metals markets, and socialized the downside, with his much publicized move towards quantitative easing. While former Treasury Secretary Hank Paulsen spoke about a bazooka […]

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October 7, 2010 – Getting Something for Nothing

Featured Trades: (NISSAN LEAF), (NSANY) 2) Getting Something for Nothing. I just contracted to buy all the gasoline I want at 31 cents a gallon. No, I have not struck oil in my backyard, or come into an inheritance from a long lost Kuwaiti relative. That is the de facto price that PG&E is billing […]

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October 7, 2010 – The Double Play in First Solar

Featured Trades: (SOLAR ENERGY), (FSLR), (YGE), (STP) 3) The Double Play in First Solar. There is another angle to the solar play, which I bet you haven’t thought of. I have been arguing that companies like First Solar (FSLR) are great proxy for oil, as any price rise in crude raises the breakeven point that […]

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October 7, 2010 – Wow! Have You Seen Thailand?

Featured Trades: (THAILAND), (TF) 4) Wow! Have You Seen Thailand? You first heard about Thailand from me in my Hedge Fund Radio interview with Vivian Lewis of Global Investing, back when her pick, the Thai Capital Fund (TF) was trading at $10.75 (click here for the show). Last night it hit an all time high […]

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Oct. 6, 2010 The “Friday-Monday Effect” Exposed

The “Friday-Monday Effect” Exposed Dennis Gartman of the ever interesting The Gartman Letter published an interesting study of the well known “Monday-Friday” effect. The analysis was done by Andrew Greely of Acorn Derivatives in White Plains, NY. If you bought every Friday close this year and sold the Monday close, your return so far would […]

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October 6, 2010 – A Visit to the Insane Asylum

(SPECIAL FIXED INCOME ISSUE) Featured Trades: (TREASURY BONDS), (TBT), (TMV) 1) A Visit to the Insane Asylum. Watching the ten year Treasury bond tickle a 2.42% yield yesterday, I thought it would be propitious to revisit the insanity that is going on in THIS market. Historically, ten year bond yields matched the nominal GDP growth […]

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October 6, 2010 – The Seductive Allure of Brazilian Bonds

(SPECIAL FIXED INCOME ISSUE) Featured Trades: (BRAZILIAN BONDS), (EWZ) 2) The Seductive Allure of Brazilian Bonds. OK, let’s say that if you don’t own bonds, but someone is holding a gun to your head, dangling you by your ankles outside a window on a high floor, or threatening to cut you off their Christmas card […]

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October 6, 2010 – The Very Long View on China

(SPECIAL FIXED INCOME ISSUE) Featured Trades: (THE LONG VIEW ON CHINA), (FXI) 3) The Very Long View on China. I have long sat beside the table of Mckinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom. So, I jumped at the chance to have breakfast with Shanghai […]

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October 5, 2010 – Contemplations on Oil

Featured Trades: (OIL), (XOM), (CVX), (OXY), (COP), (RSX)   1) Contemplations on Oil.  After a tumultuous 2009, oil has been one of the least volatile assets of 2010, confined to a tortuous $68-$88 range, frustrating momentum players to no end. How many city morgues are packed with the bodies of those who sold every dip […]

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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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