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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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 metal, and real estate. The goal is to find the cheapest […]

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The “Safe” Trade Beats All

I certainly hope you took my advice to load your portfolio with corn and gold and to dump your equities five years ago. What? You didn’t? Then you have almost certainly suffered on the performance front. According to data compiled by my former employer, the Financial Times, corn was the top performing asset class since […]

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BHP Cut Bodes Ill for the Global Economy

The decision by BHP Billiton, one of the world’s largest producers of copper, to postpone its planned $20 billion expansion of its Olympic Dam mine is sounding alarms about the near term state of the global economy. It is telling us that China is slowing faster than we thought, that demand for base metals is […]

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August 24, 2012 – Quote of the Day

“Right now, our politics are holding us back. It’s like being the children of permanently divorcing parents. The political environment is a real downer for a lot of people, and their holding back,” said New York Times columnist, Tom Friedman, author of the book, That Used To Be US.

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