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December 17, 2010 – Vietnam is a Paradise for Demographic Investors

Featured Trades:  (VNM) Market Vectors Vietnam ETF 4) Vietnam is a Paradise for Demographic Investors. 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 […]

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December 16, 2010 – The January 7, 2011 Las Vegas Global Strategy Luncheon

Featured Trades: (LAS VEGAS GLOBAL STRATEGY LUNCHEON)   1) The January 7, 2011 Las Vegas Global Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Sin City on Friday, January 7, 2011. A three course lunch will be followed by a 45 […]

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December 16, 2010 – Panic Buying Hits the (TBT)

Featured Trades: (PANIC BUYING OF THE TBT), (TBT) 2) Panic Buying Hits the (TBT). Buy the rumor, sell the news. That is one of the oldest adages one hears on trading desks, and it was never more true than today. Yesterday we learned that the ratings agency, Moody's, is considering a downgrade of US government […]

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December 16, 2010 – Be Careful.Your PC is Watching.

Featured Trades: (BEHAVIORAL TARGETING) 3) Be Careful .Your PC is Watching. 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 hurt! So you thought […]

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December 16, 2010 – Quote of the Day

'Don't believe the numbers that any government tells you. Lying is what they do,' said Jim Rodgers, the legendary co-founder with George Soros of the Quantum Fund.

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December 15, 2010 – Copper Turns Into Gold

SPECIAL COPPER ISSUE Featured Trades: (COPPER), (CU), (JJC), (ECH), (FCX) FOR PAID SUBSCRIBERS ONLY 1) Copper Turns Into Gold. – - Want to Race for Pink Slips? -

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December 14, 2010 – The Upgrade Fever Pandemic

Featured Trades: (ECONOMY UPGRADE FEVER), ($SSEC), (SSO), (X), (CU), (COPPER) 1) The Upgrade Fever Pandemic. I knew it, I knew it, I knew it. As soon as Bill Gross at bond giant, PIMCO, announced that it was off to the races with a 1% mark up in his GDP forecast for 2011, upgrade fever would […]

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December 14, 2010 – The Nissan Leaf Roll Out

Featured Trades: (NISSAN LEAF), (NSANY) 2) The Nissan Leaf Roll Out. With great fanfare and celebration, Nissan Motors (NSANY) at long last delivered its first all electric, 100 mile range Leaf to an ecstatic customer at San Francisco city hall today. Long time readers of this letter know that I have been banging the table […]

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December 14, 2010 – Quote of the Day

'This is the ultimate Keynesian stimulus. We debated all summer and Keynes won. This is $800-$900 billion of stimulus over the next two years. This guarantees that the economy will surprise to the upside,' said Greg Valliere, chief research strategist at the Potomac Group.

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December 13, 2010 – Soaring With the Eagles

Featured Trades: (SOARING WITH THE EAGLES), (SLV), (AGQ), (GLD), (TBF), (TBT), (XLF), (BAC), (YCS) 1) Soaring With the Eagles. I was sleeping like a rock last night, having one of those great flying dreams. I dove, rolled, and looped through the clouds, and soared with the eagles, my arms stretched out like wings. The phone […]

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December 13, 2010 – Get Ready to Load the Boat With Tech Stocks

Featured Trades: (TECHNOLOGY STOCKS), (INTC), (CSCO), (QQQQ), (JNPR), (JSDU), (JNPR), (ROM), (CSCO)   2) Get Ready to Load the Boat With Tech Stocks. There is one sector that hedge funds have an absolute laser focus on these days, and that is technology stocks. This is where they will be pouncing at the first sign of […]

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December 13, 2010 – And What a Year It's Been!

Featured Trades: (SLV), (BAL), (PALL), (JO), (JJG), (CORN), (UNG), (FXE) (WHAT A YEAR!) 3) And What a Year It's Been! Look at the year to date performance of  the asset classes below, and it almost looks like my buy and sell recommendations I put out at the beginning of 2010. I had strong buy recommendations […]

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December 13, 2010 – Quote of the Day

'When you fly from Shanghai airport to New York airport, you're flying from the Jetsons to the Flintstone's,' said Hot, Flat, and Crowded author Tom Friedman.

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December 10, 2010 – Only Two Weeks Until the December 28 Chicago Strategy Luncheon

Featured Trades: (CHICAGO STRATEGY LUNCHEON)   1) Only Two Weeks Until 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 […]

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December 10, 2010 – The Lost Decade For Bonds Has Begun!

Featured Trades: (A TECHNICAL UPDATE ON YOUR POSITIONS), (BAC) 2) The Lost Decade For Bonds Has Begun! In order to enjoy your coming weekend, I thought you'd like a technical update of your positions, so feast your eyes on the two charts below. They say that a picture is worth a thousand words, so here […]

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