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November 24, 2010 – Taking a Nissan Leaf Out for a Spin

Featured Trades: (NISSAN LEAF), (NSANY), (F) 2) Taking a Nissan Leaf Out for a Spin. After five years of waiting, I finally got to drive the dream car of the future, the 2011 all-electric Nissan Leaf at the San Francisco auto show. Pulling a few strings with CEO Carlos Ghosn landed me a VIP test […]

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November 24, 2010 – What About Asset Allocation?

Featured Trades: (ASSET ALLOCATION) 3) What About Asset Allocation? Asset allocation is the one question that I get every day which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $10 million, are a sophisticated investor […]

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November 24, 2010 – There Are No Gurus

Featured Trades: (GURUS) 4) There Are No Gurus. If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JP Morgan. It shows that despite […]

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November 24, 2010 – Quote of the Day

'The banks are effectively zombie banks, because their consumer and commercial assets are not growing and their fee businesses are getting crushed. You're looking at very low return vehicles,' said Meredith Whitney, CEO of the Meredith Whitney Advisory Group.

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November 22, 2010 – The Mad Hedge Fund Trader Interviews Vivian Lewis of Global-Investing on Hedge Fund Radio

Featured Trades: (VIVIAN LEWIS ON HEDGE FUND RADIO), (PT), (EWZ), (TF), (UUP), (EUO), (PLND), (ECH), (PIN), (FXI), (GIFD), (PCY), (CYB) 1) Vivian Lewis of Global-Investing on Hedge Fund Radio. I managed to catch up with Vivian Lewis, the globetrotting publisher of http://www.global-investing.com/ , one of the oldest international investment newsletters in the industry. She was […]

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November 22, 2010 – The Tax Rate Fallacy

Featured Trades: (THE 'TAX RATE' FALLACY) 2) The Tax Rate Fallacy. When anyone starts lecturing you that the US has the highest tax rate in the industrialized world, just turn around, walk away, and pretend you never heard of them. This person is either ignorant about this country's taxation system, or is deliberately trying to […]

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November 22, 2010 – Breaking Up With Rare Earths

Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 3) Breaking Up With Rare Earths. I'm sorry to tell you this Rare Earths, but I have decided that it is time for me to move on. When I first met you at the Hard Assets Conference last May, you were the greatest cheap date around. You were […]

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November 22, 2010 – Business is Booming at ‘Ruff Times’

Featured Trades: (GLD), (SLV), (CCJ) 4) Business is Booming at ‘Ruff Times’. Following Howard Ruff for the last 33 years has always been eye opening, if not entertaining. The irascible Mormon is the publisher of Ruff Times (http://www.rufftimes.com / ), one of the oldest investment letters in the business, and one of the original worshipers […]

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November 22, 2010 – Quote of the Day

'Bond analysts tend to be smarter than equity analysts,' said Peter Andersen of Congress Asset management.

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November 18, 2010 – The Mad Hedge Fund Trader Interviews Chuck Hughes of Legacy Publishing LLC on Hedge Fund Radio

Featured Trades: (SPX) 1) Charles Hughes on Hedge Fund Radio. My guest on Hedge Fund Radio this week is star options trader, Charles Hughes, of Legacy Publishing LLC. Charles has developed his own highly profitable and disciplined trading strategy which he markets under the names of the Market Volatility Profits Secrets, The Global PowerTrend System, […]

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November 18, 2010 – Note to Los Angeles Based Hedge Fund Managers

2) Note to Los Angeles Based Hedge Fund Managers and Traders. I will be available for a limited number of one-on-one meetings with individual hedge fund managers and traders at their offices during my upcoming visit to Los Angeles on December 3, 2010. This is an opportunity for me to privately consult on your strategy […]

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November 18, 2010 – Quote of the Day

'The commodities are overdone here. But if we get a break next year, I would think that is a great buying opportunity,' said Jeremy Grantham, the legendary founder of money manager Grantham, Mayo, Von Otterloo.

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November 17, 2010 – The Collapse of the Yen: The Party Has Started

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXY), (YCS) Currency Shares Japanese Yen Trust ETF ProShares Ultra Short Yen ETF 1) The Collapse of the Yen: The Party Has Started. ‘Oh, how I despise the yen, let me count the ways.’ I’m sure Shakespeare would have come up with this line of […]

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November 17, 2010 – Has The Euro Turned?

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXE), (EUO) Currency Shares Euro Trust ETF ProShares Ultra Short Euro ETF 2) Has The Euro Turned? The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day (click here for the call). […]

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November 17, 2010 – Why I'm Singing 'Waltzing Mathilda' in the Shower

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS Featured Trades: (FXA) Currency Shares Australian Dollar Trust ETF 3) Why I'm Singing 'Waltzing Mathilda' in the Shower. If you want to participate in the global carry trade in its purest form, take a look at the Australian dollar. The central bank has been the first and fastest […]

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