Featured Trades: (VNM), (IDX), (JO) iPath Dow Jones-AJG Coffee Total Return Sub-Index ETN 4) Coffee Perks Up. Coffee prices rocketed to a seven month high last week after the International Coffee Organization published a report predicting a serious decline in global supplies this year. Exports from Vietnam (VNM), the world’s largest supplier of low grade [...]
June 16, 2010 – Quote of the Day
'A rolling loan gathers no loss,' said Steve Joyce, CEO of Choice Hotels.
June 15, 2010 – The Mad Hedge Fund Trader Interviews Vivian Lewis of Global Investing on Hedge Fund Radio
The Mad Hedge Fund Trader Interviews Vivian Lewis.
June 15, 2010 – Is This Currency Making a Top?
Featured Trades: (YCS) 2) Is This Currency Making a Top? As I am a fundamental guy, I don’t normally pay attention to technical analysis mumbo jumbo, except when the conclusions are screamingly obvious. I may be wrong, but isn’t there a head and shoulder’s top setting up of the yen chart below? If Charles Nenner [...]
June 15, 2010 – A Humorous and Worthwhile Read
Featured Trades: (TOM STANDAGE) 3) A Humorous and Worthwhile Read. I have just finished leisurely reading Tom Standage's book The Victorian Internet: The Remarkable Story of the Telegraph and the Nineteenth Century On-Line Pioneers. Standage discusses the creation and development of the telegraph system and how it revolutionized communication in the nineteenth century. The book [...]
June 11, 2010 – Don’t Get Sucked Into the Bond Bubble Either
Featured Trades: (SHY), (TUZ), (TBT) PIMCO 1-3 Year U.S. Treasury Index Fund ETF ProShares Ultra Short Lehman 20+ Year Treasury ETF 4) Don't Get Sucked Into the Bond Bubble Either. I hate to see retail investors buy bubble tops because they work so hard for their money, it's a pity to see it all disappear [...]
June 15, 2010 – Quote of the Day
'If you have a need for control, it's very tough to go into the market right now,' said Vivian Lewis, the publisher of Global Investing.
June 14, 2010 – 2010 Asset Allocation Review
I am feeling pretty good about my New Year call, which I sent to you on January 4, so I am sending them to you again. As long as you kept trailing stops on you longs, you did great. My controversial call on the economy is proving coming to fruition. The big miss was in [...]
June 11, 2010 – Hedge Funds Crash in May
Featured Trades: Technology Select Sector SPDR ETF PowerShares QQQ Trust ETF 1) Hedge Funds Crash in May. Hedge funds suffered a disastrous month in May, showing an average 3% decline in net asset values, and some funds like Eddie Lampert’s ESL Investments got clocked for a 15% loss. If you had to describe the [...]
June 11, 2010 – Look at Gold in Yen
Featured Trades: (GOLD IN EUROS), (GOLD IN YEN) 2) Look at Gold in Yen. This is one of those ‘I told you so’ pieces, so if that sort of thing turns you off, read no further. On May 26, I recommended that you buy gold against Euros at ¬970 (click here for the call ). [...]
June 11, 2010 – Don’t Get Sucked Into Natural Gas
Featured Trades: (UNG), (NATURAL GAS) 3) Don’t Get Sucked Into Natural Gas. When natural gas was trading at $6 at the beginning of the year, I warned readers to stay away because it would take years to discount the discovery of a new 100 year supply through the new ‘fracting’ technology (click here for the [...]
June 11, 2010 – Quote of the Day
'Caution is cool,' said Michael Farr, president of money manager Farr, Miller & Washington.
June 10, 2010 – Where to Play the Dead Cat Bounce in Europe
Featured Trades: (PLND), (EPOL) Market Vectors Poland ETF iShares MSCI Poland Investable Market ETF 2) Where to Play the Dead Cat Bounce in Europe. The currency is in free fall, and the continent is about to enter a new dark age, as enforced deleveraging brings economic collapse and widespread civil unrest. To me, this all [...]
June 10, 2010 – Gold Crucifies Doubters
Featured Trades: (GLD), (SLV), (PPLT), (PALL) SPDR Gold Trust Shares ETF iShares Silver Trust ETF ETFS Physical Platinum Shares ETF ETFS Physical Palladium Shares ETF 3) Gold Crucifies Doubters. Gold (GLD) blasted through to an all time high last night, doubters and naysayers carping all the way up that it was overpriced. The white metals [...]
June 10, 2010 – Fears of Rare Earth Shortages Rise
Featured Trades: (AVA.TO) 4) Fears of Rare Earth Shortages Rise. Fears that Chinese hoarding of rare earths would lead to global shortages hit the market this week. The government has stopped issuing licenses for new exploration until mid 2011. It has also capped production at 892,000 tonnes for this year. This comes in the wake [...]
- May 22, 2013 May 22, 2013
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July 25 Portofino, Italy Strategy Luncheon
May 22, 2013
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Five Stocks to Buy for the Second Half
May 22, 2013
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Testimonial
May 22, 2013
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May 22, 2013 – Quote of the Day
May 22, 2013
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July 25, 2013, Portofino Strategy Luncheon
May 21, 2013
- May 21, 2013 May 21, 2013
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July 2 New York Strategy Luncheon
May 21, 2013
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End of the Commodity Super Cycle
May 21, 2013
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May 21, 2013 – Quote of the Day
May 21, 2013
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SOLD OUT! San Francisco November 4th Strategy Luncheon
October 25, 2011
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My 2012-13 Stock Market Forecast.
October 31, 2012
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Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
July 15, 2012
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Will Gold Coins Suffer the Fate of the $10,000 Bill?
November 25, 2011
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My Personal Leading Economic Indicator
November 25, 2011
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SOLD OUT! December 27 Chicago Strategy Luncheon
December 22, 2011
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An Evening With the Chinese Intelligence Service
December 25, 2011
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Take a Look at Occidental Petroleum (OXY)
December 26, 2011
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Another Nail in the Euro Coffin
January 16, 2012
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Sold Out! Las Vegas January 27, 2012 Strategy Luncheon
January 23, 2012




