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September 28, 2010 – An Evening With the Chinese Intelligence Service

(SPECIAL CHINA ISSUE) Featured Trades: (FXI), (BIDU), (BYDDF), (CHA), (CHL) iShares FTSE Xinhua China 25 Index ETF Wisom Tree Dreyfus China Yuan Fund ETF   1) An Evening With the Chinese Intelligence Service. I normally avoid the diplomatic circuit, as the few non committal comments and soggy appetizers I get aren’t worth the investment of […]

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September 28, 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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September 27, 2010 – Bring on the Bernanke Put!

Featured Trades: (QUANTITATIVE EASING)   1) Bring on the Bernanke Put! It is now clear that the Fed’s unprecedented message last week implying that public enemy number was deflation, not inflation, has given a green light to global risk accumulation of every description. Any further slowdown in the economy will now be met with aggressive […]

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September 27, 2010 – What’s Next for Gold?

Featured Trades: (GOLD), (GG), (GLD) SPDR Gold Trust Shares 2) What's Next for Gold? Now that gold has hit my target for the year of $1,300, it is time to pause and reassess. A nice reversal may take place after the November election, especially if the Republicans take the house. While their promises to reduce […]

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September 27, 2010 – Why You Should Buy Brazil’s Petrobras

Featured Trades: (EWZ), (PBR), (OIL) Brazil iShares ETF 3) Why You Should Buy Brazil’s Petrobras. I often get asked why I haven’t been more positive about Brazil (EWZ). The answer is twofold; an upcoming election was about to bring a regime change in the high growth country, and there was a huge supply overhang from […]

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September 24, 2010 – Peak Gold Is Upon Us

Featured Trades: (GLD), (SLV), (PPLT), (CU) SPDR Gold Shares Trust ETF iShares Silver Trust ETF ETFS Physical Platinum Trust ETF First Trust Global ISE Copper Trust ETF 1) Peak Gold Is Upon Us. If you had any doubt about what the driver has been for gold's meteoric rise to $1,300, take a look at the […]

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September 24, 2010 – Palladium Explodes to the Upside

Featured Trades: (PALLADIUM), (PALL) ETFS Physical Palladium Trust ETF 2) Palladium Explodes to the Upside. If you are thrilled about the recent performance of gold, you have to be absolutely ecstatic about the ballistic rise of palladium, which has soared by 33% in the past two months. Double dippers beware! Moves like this by industrial […]

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September 24, 2010 – My Big Miss in Cotton

Featured Trades: (COTTON), (BAL) iPath Dow Jones-AIG Cotton Total Return Subindex ETN 3) My Big Miss in Cotton. Those lowriders you have been buying your girlfriend every Christmas are about to get a lot more expensive.  Since the Great Ag Boom of 2010 started in May, the white staple has rocketed 38% to over $1/pound, […]

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September 23, 2010 – Bring on the Conspiracy Theories!

Featured Trades: (QUANTITATIVE EASING II), (BEN BERNANKE), (TBT) SPDR Gold Trust Shares ETF iShares Silver Trust ETF Market Vectors Coal ETF   1) Bring on the Conspiracy Theories! There is a wonderful conspiracy theory propagated by Tea Partiers that has been making the rounds in the financial markets for the past several months. In a […]

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September 23, 2010 – The Markets Develop a Caffeine Habit

Featured Trades: (COFFEE), (JO), (COCOA), (SBUX) 2) The Markets Develop a Caffeine Habit. Since my last piece on coffee two months ago (click here), the ETF for aromatic commodity (JO) has tacked on 23%, and 42% since I put out my watershed call (click here for ‘Going Back Into the Ags’). But this may just […]

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September 23, 2010 – Upgrading Copper

Featured Trades: (COPPER), (FCX), (GLD), (KOL), (BHP), (ECH)   3) Upgrading Copper. They say that imitation is the sincerest form of flattery, so I felt like puffing out my chest yesterday when Goldman Sachs (GS) announced an upgrade of Freeport McMoran (FCX), posting a six month target of $96/share. (FCX) is one of the world’s […]

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September 23, 2010 – Emerging Market Currencies Are on Fire

Featured Trades: (EMERGING MARKET CURRECIES), (FXC), (FXA) Currency Shares Canadian Dollar Trust ETF Currency Shares Australian Dollar Trust ETF 4) Emerging Market Currencies Are on Fire. If you think that emerging stock markets have been hot this year, take a look at their currencies, which are all blasting through to new all time highs. The […]

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September 22, 2010 – My Q3 Performance

Featured Trades: (MY Q3 PERFORMANCE), (CORN), (DBB), (SSG), (GLD), (SLV), (PPLT), (PALL), (ECH), (TF), (IDX), (TUR), (EPOL), (EWY), (EWS), (FXJ), (TBT)   1) My Q3 Performance. Today is the autumnal equinox, the day when the sun crosses the equator and heads southward to the Tropic of Capricorn at the 20th parallel. The moon is full, […]

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September 22, 2010 – Industries You Will Never Hear From Me About

Featured Trades: (SECTORS TO AVOID) 2) Industries You Will Never Hear From Me About. The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long term macroeconomic winds at their backs. That means I ignore a large part of the US […]

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September 22, 2010 – Solar Energy is Poised to Achieve Cost Parity

Featured Trades: (SOLAR ENERGY), (FSLR), (STP), (YGE) 3) Solar Energy is Poised to Achieve Cost Parity. After two years of relentless cost cutting (click here for 'Darwinian Downsizing in the Solar Industry'), the solar industry is about to reach the Holy Grail of parity with the cost of conventional power sources at around 10 cents […]

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