Global Market Comments December 22, 2009 Featured Trades: (JOHN BRADY’S 2010 STRATEGY), (SPX), (TBT), (GOLD, (EWZ), (EZA), (XOM), (XTO), (CAP & TRADE), (A CHRISTMAS STORY)   1) MF Global’s strategist for interest rate products, John Brady, sees the S&P 500 rocketing 18% to 1,300 during the first half of 2010, driven by enormous productivity gains [...]

Global Market Comments December 21, 2009 Featured Trades: (BUREAU OF LABOR STATISTICS), (CHINESE NUCLEAR PROGRAM), (CHINESE SECURITIES REGULATION) 1) Those of you counting on getting your old job back on the assembly line in Detroit better look at the eight year jobs forecast published today by the Bureau of Labor Statistics. The table shows that [...]

Global Market Comments December 18, 2009 Featured Trades: (DBA), (MOO), (PHO), (FIW), (INTERNET BANKS), (BUREAU OF LABOR STATISTICS) 1) I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long term thinking about the environment and its investment implications.  Global warming is [...]

Global Market Comments December 17, 2009 Featured Trades: (FXI), (EWH), (COPPER), (GOLD), (F), (BA), (GE)   1) I confess that I am a total agnostic when it comes to specific investment philosophies, and a complete whore when it comes to trying out any new analysis that walks by. Maybe it’s because of my science and [...]

Global Market Comments December 16, 2009 Featured Trades: (SPX), (TBT), (GLD), (FXA), (UNG), (INDONESIA)   1) The S&P 500 (SPX) is going to plunge 10-20% from early January, Treasury bond interest rates are going to soar (TBT), and gold (GLD) will peak out, all starting in January. There are tradable shorts setting up in all [...]

Global Market Comments  December 15, 2009 Featured Trades: (XTO), (XOM), (BIDU), (BYDDF), (NTES), (CQQQ), (TAO), (HAO), (YAO), (CHIHUAHUAS) 1) Wow! Talk about instant results! It was only last Thursday that I recommended to readers a buy in XTO Energy at $40.50 (click here for the call). A 2:00 am call rousted me out of my [...]

Global Market Comments December 14, 2009 Featured Trades: (BAC), (C), (SKF), (HCBK), (WABC), (BOH), (TBT), (PST), (BERNIE MADHOFF) 1) Feed the ducks when they're quacking. That's the refrain I heard endlessly on the trading floor at my alma mater, Morgan Stanley. If the clients want something, give it to them in spades, whether it makes [...]

Global Market Comments December 11, 2009 SPECIAL NUCLEAR POWER ISSUE Featured Trades: (NUCLEAR ENERGY), (CCJ), (NLR), (WIND TURBINES), (GE), (HEDGE FUND RADIO)   1) The seventies are about to make a comeback. No, don’t drag your leisure suits, bell bottoms, and Bee Gee’s records out of your storage facility. I mean the nuclear industry, which [...]

Global Market Comments December 10, 2009 Featured Trades: (COPPER), (FCX), (CRUDE), (XTO), (RIG), (USO), (MUSTANGS)   1) I have to tell you that my old friend, Dr. Copper, the only commodity that has a PhD in economics, looks like he may be giving the market an ‘F’ on its latest exam. If you recall, I [...]

Global Market Comments December 9, 2009 Featured Trades: (MERRIDETH WHITNEY), (SPX), (SEF), (SKF), (SDS), (COFFEE), (KTH10.NYM), (CARBON CAPTURE & STORAGE), (CER's) 1) Meredith Whitney is about to have a second wind. The brassy, former Fox News reporter parlayed a gutsy, ultra bearish call on financials in 2007 into a multimillion dollar advisory business that catapulted [...]

Global Market Comments December 8, 2009 Featured Trades: (RISK), (GOLD), (GLD), (DGP), (HBD.TO), (MEXICAN GOLD PESO), (DOLLAR) 1) Reflections on Risk — The behavior of the global markets on Friday was a great ‘tell’ on the current state of risk taking.  We finally got the one data point that we have been hoping for, even [...]

Global Market Comments December 4, 2009 Featured Trades: (SILVER), (GOLD), (ABX), (CDE), (SLW), (HL), (HEDGE FUND RADIO), (JAPAN) NOTE TO SUBSCRIBERS: I’m taking a research day on Monday, December 7, so the next letter will be published on Tuesday, December 8. 1) Those transfixed by gold blasting through the $1,200 level have been missing the [...]

Global Market Comments December 3, 2009 Featured Trades: (DUBAI), (EEM), (EDZ), (JOB OFFER), (HEDGE FUND RADIO) 1) Who did Dubai's emir, Mohammed bin Rashid Al Maktoum, think he was kidding? He launched one of the biggest construction booms in history, erecting the Burj Dubai, which at 161 stories is the world's tallest building. He built [...]

Global Market Comments December 2, 2009 ANOTHER SPECIAL GOLD ISSUE Featured Trades: (GOLD), (GLD) (HARD ASSETS INVESTMENT CONFERENCE) 1) Welcome to the new gold standard! There was a time that to own gold you had to be a 'gold bug' and believe in the myriad urban legends that percolated in the underground. Fort Knox is [...]