July 11, 2011 – Murray Sayle: The Passing of a Giant in Journalism

Featured Trades: (MURRAY SAYLE, THE PASSING OF A GIANT IN JOURNALISM)   3) Murray Sayle: The Passing of a Giant in Journalism. I was saddened to hear of the death of my close friend, the Australian, Murray Sayle, after a long battle with Parkinson’s disease at the age of 84. Murray was one of the […]

Read full story Comments are closed

July 8, 2011 – Industries You Will Never Hear From Me About

Featured Trades: (INDUSTRIES YOU WILL NEVER HEAR FROM ME ABOUT) 2) Industries You Will Never Hear From Me About. The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long term macroeconomic winds at their backs. That means I ignore a […]

Read full story Comments are closed

July 8, 2011 – The Bull Market in Food Is Only Just Starting

Featured Trades: (THE BULL MARKET IN FOOD IS ONLY JUST STARTING), (AGU), (POT), (MON), (DBA)   3) The Bull Market in Food Is Only Just Starting. I believe that the surge in the price of food we have seen in the past two years is the beginning of a major, secular, long term trend. During […]

Read full story Comments are closed

July 8, 2011 – Quote of the Day

'Go where the growth is, and where the debt isn't, and that is emerging markets,' said David Donabedian, the chief investment officer of Atlantic Trust Co., the private wealth management arm of Invesco.

Read full story Comments are closed

July 7, 2011 – Bonds-Where Do We Go From Here?

Featured Trades: (BONDS-WHERE DO WE GO FROM HERE?), (TLT), (TBT) 1) Bonds-Where Do We Go From Here? There is nothing like coming back from vacation and seeing all your shorts go to zero. Well, they almost did. My bet that bond prices would fall going into the end of QE2 paid off big time, with […]

Read full story Comments are closed

July 7, 2011 – The Long View on Emerging Markets

Featured Trades: (THE LONG VIEW ON EMERGING MARKETS), (EWZ), (RSX), (PIN), (FXI)   2) The Long View on Emerging Markets. I managed to catch Jim O'Neil, the fabled analyst who invented the 'BRIC' term, and who has been kicked upstairs to the chairman's seat at Goldman Sachs International (GS) in London. Jim thinks that it […]

Read full story Comments are closed

July 7, 2011 – The 'Friday-Monday Effect' Exposed

Featured Trades: (THE FRIDAY-MONDAY EFFECT EXPOSED) 3) The 'Friday-Monday Effect' Exposed. If you bought every Friday close in 2010 and sold the Monday close, your return would have been 14.20%, versus a 7% return on the S&P 500. Virtually all the gains would accrue at the Monday morning gap opening. If you did the reverse, […]

Read full story Comments are closed

July 7, 2011 – This is Not Your Father's Nuclear Power Plant

Featured Trades: (NOT YOUR FATHER'S NUCLEAR POWER PLANT) 4) This is Not Your Father's Nuclear Power Plant. On my recent trip to Oregon, I met with venture capital investors in NuScale Power, which is trailblazing the brave new world of 'new' nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School […]

Read full story Comments are closed

July 7, 2011 – Wal-Mart Is on Safari for Customers in South Africa

Featured Trades: (WALMART IS ON SAFARI IN AFRICA), (WMT), (EWA)   5) Wal-Mart Is on Safari for Customers in South Africa. It looks like the next ‘blue light special’ will be offered in South Africa (EWA). Apparently, the retail giant, Wal-Mart (WMT), got the memo that the country is a great place to invest (click […]

Read full story Comments are closed

July 6, 2011 – Hedge Fund Annus Horriblus

Featured Trades: (HEDGE FUND ANNUS HORRIBLUS) 1) Hedge Fund Annus Horriblus. Making the rounds in Europe, I managed to hook up with hedge fund friends in London, Milan, and Geneva, and what I saw was not a pretty picture. Most hedge funds are having a terrible year. According to HSBC's private bank, of 300 hedge […]

Read full story Comments are closed

July 5, 2011 – The Stock Melt Up That Was

Featured Trades: (THE STOCK MELT UP THAT WAS), (SPX)   2) The Stock Melt Up That Was. The first half of 2011 went out with a bang last week. The S&P 500 delivered an awesome 72 point run, its best performance in two years. After threatening the 200 day moving average three times, the index […]

Read full story Comments are closed

July 5, 2011 – Time for Platinum to Play Catch Up

Featured Trades: (PLATINUM), (PPLT), (GOLD)   3) Time for Platinum to Play Catch Up. For those of you who have been romancing gold, you should check out platinum (PPLT), her younger, racier, and better looking sister who wears the low riders. The white metal usually outperforms gold in bull markets for precious metals, but this […]

Read full story Comments are closed

July 5, 2011 – Quote of the Day

'Money goes where money is treated best,' said hedge fund legend Leon Cooperman of Omega advisors.

Read full story Comments are closed

July 1, 2011 – Last Chance to Attend The July 7 Los Angeles Strategy Luncheon

Featured Trades: (LOS ANGELES STRATEGY LUNCHEON) 1) Last Chance to Attend The July 7 Los Angeles Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on Thursday, July 7, 2011 at 12:00 noon. A three course lunch will be followed […]

Read full story Comments are closed

July 1, 2011 – The Great Grain Market Massacre

Featured Trades: (THE GREAT GRAIN MASSACRE), (CORN), (WHEAT), (JJG), (DBA)   2) The Great Grain Market Massacre. Grain prices were slaughtered today in the wake of a bombshell of a report from the US Department of Agricultural showing that plantings were much larger than expected. Corn and wheat were limit down, and the associated fertilizer […]

Read full story Comments are closed