August 16, 2010 – Quote of the Day

'I can calculate the motions of heavenly bodies, but never the madness of crowds,' said Sir Isaac Newton, the inventor of calculus and discoverer of Newton's Laws, who lost his entire fortune in a 17th century investment scam called 'the south Sea Bubble.'

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April 13, 2010 – Tim Iacono on Hedge Fund Radio

Featured Trades: (TIM IACONO), (GOLD) 1) Tim Iacono on Hedge Fund Radio. Tim Iacono, is a man who lives without stocks. He does this from a remote mountain top in rural Bend, Oregon, where he has the luxury of spending his days researching long term trends in the financial markets. Maybe it is the incessant […]

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April 13, 2010 – The Party Continues in Copper

Featured Trades: (COPPER) 2) The Party Continues in Copper. My expectation that copper prices would rocket in the wake of Chile’s massive 8.8 magnitude earthquake certainly came through in spades (click here for the call) No surprise that knocking out 27% of the world’s supply would take prices up 14% to $3.64/pound. While the mines […]

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April 13, 2010 – Recovering Car Market Delivers a Home Run for Palladium and Platinum

Featured Trades: (PALL), (PPLT) 3) Recovering Car Market Delivers a Home Run for Palladium and Platinum. My bet that recovering demand for autos would spill over into the catalytic converter metals certainly was a home run. It was clear to me last fall that with the average age of America’s 240 million car fleet at […]

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April 13, 2010 – Quote of the Day

'When the fools are dancing, the greater fools are watching,' according to an old Japanese proverb.

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April 12, 2010 – Demographics Point to No “V” Shaped Recovery in Real Estate

Featured Trades: (EEM), (VNM) 1) Demographics Point to No “V” Shaped Recovery in Real Estate. Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have been […]

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April 12, 2010 – Here is the World’s Worst Population Pyramid

Featured Trades: (EEM), (VNM) 2) Here is the World’s Worst Population Pyramid. Now look at the world’s worst population pyramid, that for Japan. These graphs show that a nearly perfect pyramid drove a miracle stock market during the fifties and sixties which I remember well, when Japan had your textbook high growth emerging market economy. […]

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April 12, 2010 – If Demographics is Destiny, Then America’s Outlook Sucks

Featured Trades: (EEM) 3) If Demographics is Destiny, Then America’s Outlook Sucks. Brace yourself. We are turning into Japan. As a silver tsunami of 80 million baby boomers retires, they will be followed by only 65 million from generation “X”. The intractable problems that unhappy Japan is facing will soon arrive at our shores. Boomers, […]

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April 12, 2010 – Vietnam Has the World’s Best Population Pyramid

Featured Trades: (VNM), (GE) 4) Vietnam Has the World’s Best Population Pyramid. Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest in companies that get 50% or more of their earnings from that country, […]

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April 12, 2010 – Quote of the Day

If the Dow Jones Industrial Average rises by 4.5% a year for the next 90 years, the index will reach 525,000 by 2100, a 53 fold return.

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April 5, 2010 – The Mad Hedge Fund Trader Interviews Tim Iocono of “The Mess Greenspan Made” on Hedge Fund Radio

The Mad Hedge Fund Trader Interviews Tim Iocono of “The Mess Greenspan Made”

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April 1, 2010 – The Yen is Setting Up for a Short, But Higher Up

Featured Trades: (YEN), (YCS), (EURO/YEN) 1) The Yen is Setting Up for a Short, But Higher Up. ‘Oh, how I despise the yen, let me count the ways.’ I’m sure Shakespeare would have come up with a line of iambic pentameter similar to this if he were a foreign exchange trader. Those who followed me […]

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April 1, 2010 – The Most Overcrowded Trades in the Market

Featured Trades: (GLD), (VIX), (TBT), (TBF), (DRR), (FXB) 2) The Most Overcrowded Trades in the Market. The boutique New York stock broker, ConvergEx, produced a list of the five most over crowded trades in the market today. Here they are with my comments: 1) Long gold (GLD): when half of the late night TV advertising […]

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April 1, 2010 – Quote of the Day

'Individuals should be buying a little bit of gold every month forever,' said Marc Faber, publisher of the Gloom, Boom, and Doom Report.

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March 30, 2010 – Treasury Bonds Are Not for Me

Featured Trades: (TBT), (TBF) 1) Treasury Bonds Are Not for Me. Last week's downward revision to Q4 GDP from 5.9% to 5.6% brings me to reiterate my advice to take profits in your long positions in the TBT, the leveraged short Treasury bond ETF. In the last year, the TBT has achieved seven 10% moves […]

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