Archive | Diary RSS feed for this section

September 29, 2010 – The Leveraged Upside Play in Silver

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SILVER), (SLW), (SLV) iShares Silver Trust 2) The Leveraged Upside Play in Silver. Silver really seems to have the bit between its teeth, not pausing at all after blasting through $21/ounce to a new 30 year high. If you think the move will continue, you better take a look at […]

Read full story Comments are closed

September 29, 2010 – Are the Rumors About Harvest Natural Resources True?

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (OIL), (HNR) 3) Are the Rumors About Harvest Natural Resources True? I have staff around the world constantly monitoring Internet chat rooms in a search of early movers. If they find something interesting, I make a few calls to see how real it is. After all, the Internet is 99% […]

Read full story Comments are closed

September 29, 2010 – Wal-Mart Is on Safari for Customers in South Africa

(SPECIAL MONGOLIAN ISSUE) Featured Trades: (SOUTH AFRICA), (EZA), (WMT) South Africa iShares ETF 4) Wal-Mart Is on Safari for Customers in South Africa. It looks like the next ‘blue light special’ will be offered in South Africa (EWA). Apparently, the retail giant, Wal-Mart (WMT),  got the memo that the country is a great place to […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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.

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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, […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed