August 25, 2010 – So You Think They’re Not Watching You on Your PC?

Featured Trades: (BEHAVIORAL TARGETING) 1) So You Think They're Not Watching You on Your PC? Hey! You there, staring at this monitor. This is your PC talking to you. No, not you over there standing in the background. I'm talking to the guy sitting in front of me poking at my keys. Ouch! That one […]

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August 25, 2010 – It’s Off to the Races at Molycorp

Featured Trades: (RARE EARTHS), (MCB), (LYSCF) 2) It’s Off to the Races at Molycorp. I just wanted to follow up on the rare earths piece which I recently published (click here for “Rare Earths Are Becoming A Lot More Rare”). Despite lackluster market conditions at best, Molycorp (MCP) managed to raise $394 million through its […]

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August 25, 2010 – Thailand Punches Through to New Highs

Featured Trades: (THD), (TF), (F), (NSANY), (TM) iShares MSCI Thailand Investable Market Index ETF Thai Capital Fund 3) Thailand Punches Through to New Highs. With hotel occupancy in the dumps at 20%-30%, and parts of downtown Bangkok still in ruins from the May riots, you would think the call to buy Thailand (THD), (TF) two […]

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August 25, 2010 – Make Another Visit to the Trough for Baidu

Featured Trades: (BAIDU), (GOOG) 4) Make Another Visit to the Trough for Baidu. Just like buying a drink for an old flame when passing through town, there is no better feeling than revisiting winning trades. I first recommended Baidu (BIDU) at split adjusted $12.5 in December, 2008 (click here for the call). It hit $88 […]

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August 25, 2010 – Quote of the Day

'When I look at the Treasury market, I get a really 1998 sort of dotcom feeling. You knew they were going higher, you knew that it would end badly; you just didn't know the timing. At a certain point this becomes a disaster,' said Barry Ritholtz, CEO of hedge fund Fusion IQ.

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August 24, 2010 – Why We’re on the Slow Boat to Nowhere

Featured Trades: (THE RANGEBOUND MARKET), (SPX), (FCX), (VIX), (USO), (GLD) 1) Why We're on the Slow Boat to Nowhere. After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I've had one of those 'Eureka' moments, as the markets have shown their hands. Those that delivered the dramatic, heart stopping […]

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August 24, 2010 – Peabody Energy (BTU), Takes a Hatchet to the Natural Gas Industry

Featured Trades: (COAL VS. NATURAL GAS), (BTU), (RTP), (ACI), (CHK), (BNR) 2) Peabody Energy (BTU) Takes a Hatchet to the Natural Gas Industry. After my year in the White House Press Corps, I vowed never to return, and took a really long shower, hoping to scrub every last spec of prejudice, self interest, and institutionalized […]

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August 24, 2010 – Quote of the Day

'The good news is that the rash on my penis finally went away,' wrote a child to his parents, about to return from summer camp.

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August 23, 2010 – Why Your Next Car May be a Hyundai

Featured Trades: (SOUTH KOREA), (EWY) (FXI) South Korea iShares ETF iShares FTSE Xinhua China 25 1) Why Your Next Car May be a Hyundai. I have been banging on about South Korea (EWY) for some time now as the ‘K’ that should be in the acronym ‘BRICK’, the country that has successfully carved out a […]

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August 23, 2010 – Is Palladium the New Gold?

Featured Trades: (PALLADIUM), (PALL) ETFS Physical Palladium Shares ETF 2) Is Palladium the New Gold? When the current outbreak of angst biting at the heels of the markets runs its course, and traders morph back into risk accumulation mode, you can count on palladium outperforming the other precious metals. During 2009, gold rose 27%, silver […]

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August 23, 2010 – Lunch With Robert Reich

Featured Trades: (ROBERT REICH) 3) Lunch With Robert Reich. The other day had me sharing a cold, congealed chicken salad for lunch with Bill Clinton’s Secretary of  Labor, Robert Reich, at San Francisco’s posh Fairmont Hotel. We covered a wide range of market impacting topics, which I have summarized below. A Rhodes Scholar who dated […]

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August 23, 2010 – Quote of the Day

 ‘Patience is underrated,’ said Steve Wozniak, creator of the first PC and cofounder of Apple.

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August 20, 2010 – Don’t Buy Anything That Can Be Created With a Printing Press

Featured Trades: (COMMODITY OVERVIEW), (FCX), (VALE), (RIG), (JOY), (CCJ), (FSLR), (UNG), (USO), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (PHO), (FIW) 2) Don't Buy Anything That Can Be Created With a Printing Press. I just want to take a moment to provide the long term view of commodities. This is my favorite asset class for the […]

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August 20, 2010 – Quote of the Day

“To get rich is glorious!” said Deng Xiaoping, the Chinese general who launched the country’s modern economy in the seventies.

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August 19, 2010 – BHP Billiton Develops an Appetite for Potash

Featured Trades: (POT), (BHP), (VALE), (MOS), (AGU)   1) BHP Billiton Develops an Appetite for Potash. BHP Billiton’s (BHP) low key, South African CEO, Marius Kloppers, has announced that he is making a hostile takeover bid for Potash (POT) for $39 billion, or $130 a share, a multiple of a mere 13 times earnings. POT […]

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