March 16, 2011 – What the Japanese Earthquake Means for the US Market

Featured Trades: (WHAT THE EARTHQUAKE MEANS FOR THE US MARKET)   2) What the Japanese Earthquake Means for the US Market. I went into the Japanese earthquake positioning for a big 'RISK OFF' trade, and it now looks like we are getting it in spades. The black swans are alighting. So how much damage is […]

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March 16, 2011 – Rampant Wage Inflation Strikes China

Featured Trades: (INFLATION IN CHINA)   3) Rampant Wage Inflation Strikes China. I rely on hundreds of ‘moles’ around the world whose job it is to watch a single, but important indicator for the world economy. One of them checks for me the want ads in the manufacturing mega city of Shensen, China, and what […]

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March 14, 2011 – Emergency Japanese Earthquake Update

EMERGENCY JAPAN EARTHQUAKE UPDATE Featured Trades: (EWJ), (FXY), (YCS), (TLT), (SPY), (VIX), (USO)   1) I just got off the phone with several frightened, somewhat dazed survivors of the Japanese earthquake who work in the financial markets, and I thought it important to immediately pass on what they said. Some were clearly terrified. Japan’s economic […]

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March 14, 2011 – Quote of the Day

'In order to make money in the market, you have to be an independent thinker,' said hedge fund titan Ray Dalio of Bridgewater Associates.

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March 11, 2011 – April 4 London, England Strategy Luncheon

Featured Trades: (LONDON STRATEGY LUNCHEON)   1) April 4 London, England Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London, England on Monday, April 4, 2011. A three course lunch will be followed by a 45 minute PowerPoint presentation and a […]

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March 11, 2011 – The Bear Market in Treasury Bonds Takes a Breather

Featured Trades: (THE BEAR MARKET IN BONDS TAKES A BREATHER), (TLT), (TBT)   2) The Bear Market in Treasury Bonds Takes a Breather. I have been a huge bear on the Treasury bond market, much to the delight of my readers for the past six months, who have made fortunes from this advice. I know […]

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March 11, 2011 – Roll Call of the Dead

Featured Trades: (ROLL CALL OF THE DEAD), (SPX), (QQQQ), (EEM), (EFA)   3) Roll Call of the Dead. I guess that market didn’t like my prediction yesterday that they were gearing up for a sell off (click here for ‘Are the Equity Markets Headed for a Fall’). What a difference a day makes! Today, the […]

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March 10, 2011 – Are the Equity Markets Headed For a Fall?

Featured Trades: (ARE THE EQUITY MARKETS HEADED FOR A FALL?) 1) Are the Equity Markets Headed For a Fall? On this two year anniversary of the great bull market, one has to ask if it is about to die of old age. Take a look at the chart below showing investor sentiment. The last time […]

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March 10, 2011 – A Different View of the US

Featured Trades: (A DIFFERENT VIEW OF THE US)   2) A Different View of the US. My mother lives in Pakistan, my daughter in Greece, and I have a ski chalet in in Peru. What's more, I have strategy luncheons planned for Australia, Thailand, and Turkey. At least these would be my conclusions after looking […]

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March 10, 2011 – A Touchdown for USC

Featured Trades: (A TOUCHDOWN FOR USC)   3) A Touchdown for USC. My alma mater, the University of Southern California (one of my several alma maters) announced in a full page ad in the New York Times today that they had received their largest private donation in their history. As a third generation alumni of […]

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March 10, 2011 – Quote of the Day

'I think you would see a 25% reduction in the standard of living in this country if the dollar were no longer the world's reserve currency,' said real estate mogul, Sam Zell.

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March 9, 2011 – Why Oil Will Peak on Friday

Featured Trades: (WHY OIL WILL PEAK ON FRIDAY)   1) Why Oil Will Peak on Friday.  Texas tea has undergone the perfect storm over the past month, with the Middle Eastern dominoes falling one by one. It was the worst case scenario times five, and all of a sudden my once outrageous claim that crude […]

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March 9, 2011 – Next Stop $50 for Silver

Featured Trades: (NEXT STOP $50 FOR SILVER), (CDE), (SLV), (AGQ), (SLW)   2) Next Stop $50 for Silver. Last week, I saw silver rise $1 in one day. I remember when the white metal's total cost was $1! When I urged readers three years ago to load up on silver at $10 because it was […]

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March 9, 2011 – The Bookie’s View on War in the Middle East

Featured Trades: (BETTING ON A MIDDLE EAST WAR) 3) The Bookie’s View on War in the Middle East. I have written in the past about the online betting site, Intrade (click here for their site), which will take wagers on anything under the sun, including a range of economic and political probabilities (click here for […]

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March 9, 2011 – Quote of the Day

'A girl in the convertible is worth five in the phone book,' said 'Oracle of Omaha', Warren Buffet, CEO and the largest shareholder in Berkshire Hathaway.

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