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December 30, 2010 – Apple's next stop: $1,000

Featured Trades: (AAPL), (STEVE JOBS) 2) Apple's next stop: $1,000. When I took a young, cocky, long haired, Levis wearing Steve Jobs around to meet Morgan Stanley's institutional investors to pitch an Apple share offering 28 years ago, I vowed never to buy anything from the man. He was such a great salesman, and possessed […]

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December 30, 2010 – The Big Hedge Fund Killing in For Profit Education

Featured Trades: (FOR PROFIT EDUCATION) 3) The Big Hedge Fund Killing in For Profit Education. Hedge funds have made huge profits this year by shorting the for-profit educational sector. The industry was ripe for the taking. For two decades, for-profit schools have lured gullible students with inflated promises of impressive sounding degrees which they pay […]

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December 29, 2010 – Quote of the Day

'At some point in 2011, knuckles are going to be turning white, and we'll see whatever rabbits Ben Bernanke is going to have to pull out of his hat', said David Rosenberg of Gluskin, Sheff in Associates

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December 28, 2010 – Take a Look at Occidental Petroleum (OXY)

SPECIAL ENERGY ISSUE Featured Trades: (OXY), (BP), (OIL)   1) Take a Look at Occidental Petroleum (OXY). As a follow up to my trade alert for Macro Millionaires to buy the double leveraged oil major ETF (DIG), I thought you’d like to know what my second choice was. There are a lot of belles at […]

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December 28, 2010 – Why Natural Gas is Setting Up for a Big Short

SPECIAL ENERGY ISSUE Featured Trades: (NATURAL GAS), (UNG) 2) Why Natural Gas is Setting Up for a Big Short. I always thought that a great strategy for a new hedge fund would be to only buy positions from existing hedge funds that were blowing up. That fund would buy securities subject to margin calls and […]

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Decemer 27, 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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December 23, 2010 – The Great Race for Battery Technology

Featured Trades: (SPECIAL BATTERY ISSUE), (XIDE), (BYDFF), (SQM), (SNE), (GM), (XOM) FOR PAID SUBSCRIBERS ONLY 1) The Great Race for Battery Technology. The End is Near for the US – Tesla – Nissan Leaf – Toyota Prius – Meet My New Laptop – I Don't Look 151 Years Old, Do I? – BYD F3 – […]

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December 23, 2010 – Quote of the Day

'Wow! So Goldman Sachs thinks this Tablet is going to sell. I have the perfect Tablet. It is made out of steel and is powered by coal,' said Zachary Karabell, President of River Twice Research

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December 22, 2010 – Notice to Military Subscribers

Featured Trades: (NOTICE TO MILITARY SUBSCRIBERS) 2) Notice to Military Subscribers. To the dozens of subscribers in Iraq, Afghanistan, and the surrounding ships at sea, thank you for your service! I think it is very wise to use your free time to read my letter and learn about financial markets in preparation for an entry […]

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December 22, 2010 – A Nice Update on Cisco Systems

Featured Trades: (CISCO SYSTEMS), (CSCO) 3) A Nice Update on Cisco Systems. For those of you who caught my trade alert to buy the Cisco Systems (CSCO) $20-$22 bull call spread last week and where hoping to get it at lower prices can forget about it. I spoke to an analyst today whose outlook for […]

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December 22, 2010 – Last Chance to Join the December 28 Chicago Strategy Luncheon!

Featured Trades: (CHICAGO STRATEGY LUNCHEON) 4) Last Chance to Join the December 28 Chicago Strategy Luncheon! Come join me for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting in Chicago on Tuesday, December 28, 2010. A three course lunch will be followed by a 45 minute PowerPoint presentation […]

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December 21, 2010 – Why We Need Six New Saudi Arabia's

Featured Trades: (THE ENERGY CRUNCH) 1) Why We Need Six New Saudi Arabia's. I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye opening things to say about the energy space. The IEA was first set up as a counterweight to […]

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December 21, 2010 – This is Not Your Father's Nuclear Power Plant

Featured Trades: (NEW NUCLEAR POWER) 2) This is Not Your Father's Nuclear Power Plant. On my recent trip to Oregon I met with venture capital investors in NuScale Power, which is trailblazing, the brave new world of 'new' nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School of Engineering at […]

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December 21, 2010 – Watch Out for the Chihuahua Glut

Featured Trades: (THE CHIHUAHUA GLUT) 3) Watch Out for the Chihuahua Glut. Yesterday, I wrote about the Nevadan wrinkle in the housing crisis where distressed homeowners are letting their horses go wild to make their mortgage payment. Now neighboring California is facing a Chihuahua glut, where evicted homeowners are handing over their pets to animal […]

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December 20, 2010 – Kiss That Union Job Goodbye

Featured Trades: (WHERE HAVE ALL THE JOBS GONE?) 1) Kiss That Union Job Goodbye. Those of you counting on getting your old union assembly line job back in Detroit can forget it. The recent eight year forecast published by the Bureau of Labor Statistics shows that 4.19 million jobs will be gained in the US […]

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