Don’t Miss the August 29 Global Strategy Webinar.

My next global strategy webinar will be held on Wednesday, August 29 at 12:00 noon EST. This webinar will be broadcast from back home in San Francisco, so everything should work. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metals, and real estate. The goal is to find the cheapest […]

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Closing Trade Alert on the (TLT)

Buy to Cover the Short position in the (TLT) September $116-$111 put spread at $0.07 or best Closing Trade 8-28-2012 – 11:30 AM EST expiration date: 9-21-2012 Portfolio weighting: 5%on a delta basis ($5,000/100/$0.07) = 25 Contracts Eight days ago, I was dead-on correct in predicting that a risk reversal in the markets was imminent, […]

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Case Shiller Data Points to Real Estate Bottom.

Cheers went up from the real estate industry this morning when the Standard & Poor’s/Case Shiller data was released. It showed the first year-on-year increases in prices since 2006. Calls went out from real estate agents around the country announcing that the bottom was in and that you better buy now before prices shoot up. […]

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August 29, 2012 – Quote of the Day

“Central banks can do whatever they want. But there is no monetary policy powerful enough to prevent the U.S. from going into recession in the first six months of next year if the fiscal cliff happens,” said strategist, Dan Greenhaus.

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Trade Alert – (TLT) August 28, 2012

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

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Lunch With the Army Chief of Staff

I can’t tell you how many times I have received a call from the Joint Chiefs of Staff asking “if country “A” attacks country “B” what is the effect on country “Q” and “Z”? After all, there is a pretty short list of those monitoring the global macro economy for 40 years with direct experience […]

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August 28, 2012 – Quote of the Day

“The strength of the Army must be credible enough to keep the knuckleheads abroad from miscalculating and instigating conflicts which they can’t win,” said Army Chief of Staff, General Ray Odierno.

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Trade Alert – (YCS) August 27, 2012

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

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Trade Alert – (AAPL) August 27, 2012

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

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Trade Alert – (GLD) August 27, 2012

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

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Gold is Just Getting Started

One of my best calls of the year was to plead with readers to avoid gold like the plague, periodically dipping in on the short side only. The barbarous relic has been in a bear market since it peaked at $1,922 an ounce at the end of August last year. Gold shares have fared much […]

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How U.S. Job Losses Will End

I was researching comparative Asian wage data the other day and was astounded with what I found. Textile workers earn $2.99 an hour in India (PIN), $1.84 in China (FXI), and $0.49 in Vietnam (VNM). This is an 18-fold increase in labor costs from $0.10 an-hour since Chinese industrialization launched in 1978. This compares to […]

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Options for the Beginner

I strongly urge readers of this letter to log on to Amazon and buy a copy of Options for the Beginner and Beyond by W. Edward Olmstead. Options contracts offer investors a wonderful instrument for minimizing risk, while maximizing the upside, and I am going to recommend many more such strategies in the future. So, […]

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August 27, 2012 — Quote of the Day

“There’s been a lot of lost face in asset allocation over the past five years. Who would have thought that government bond yields could have gone so low?” said Michael Turner, a strategist at Aberdeen Asset Management.      

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Trade Alert – (GLD) August 24, 2012

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

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