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November 9, 2010 – Don’t Pop the Champagne on Those October Nonfarm Payroll Figures

Featured Trades: (OCTOBER NONFARM PAYROLL) 1) Don't Pop the Champagne on Those October Nonfarm Payroll Figures. Poor Obama. The guy just can't catch a break. A day after the midterm election delivered a 'shellacking' to the once, and possibly future, community organizer from South Chicago, Ben Bernanke announces one of the greatest economic stimulative efforts […]

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November 9, 2010 – Where to Play QEII in Europe

Featured Trades: (POLAND), (PLND), (EPOL) 2) Where to Play QEII in Europe. In one of the worst timed ETF launches of the year, Van Eck brought out the Market Vectors Poland ETF (PLND) in November, 2009, just on the eve of the Euro collapse. iShares followed with their MSCI Poland Investable Market ETF (EPOL) at […]

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November 9, 2010 – You No Longer Have to Be Crazy to Buy Gold

Featured Trades: (GOLD), (GLD), (ABX) 3) You No Longer Have to Be Crazy to Buy Gold. The good news is that you no longer have to be crazy to buy gold. Until recently, certifiable believers chasing the barbaric relic were driven by a host of urban legends and wild conspiracy theories which frequently appear on […]

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November 8, 2010 – It’s Off to the Races With Emerging Markets

Featured Trades: (EMERGING MARKETS), (EWZ), (RSX), (PIN), (FXI) Brazil iShares ETF Market Vectors Russia ETF PowerShares India ETF iShares FTSE/Xinhua China 25 ETF 1) It’s Off to the Races With Emerging Markets. Ben Bernanke’s unprecedented announcement that he is buying $600 billion in medium dated Treasury securities is tantamount to the government ordering you to […]

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November 8, 2010 – The Price of Oil is Going Up

Featured Trades: (OIL), (XOM), (OXY), (COP) 2) The Price of Oil is Going Up. The free Ben Bernanke put also applies to the commodities markets. I received another scratchy, crackling cell phone call from my drilling buddy in the Texas natural gas fields today. You could almost choke from the dust on the line. He […]

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November 8 2010 – Load the Boat With Technology Stocks

Featured Trades: (TECHNOLOGY STOCKS), (INTC), (CSCO) (IBM), (JNPR), (JDSU), (SNDK), (MU), (ASML), (XLK), (QQQQ), (ROM) Technology Select Sector SPDR 3) Load the Boat With Technology Stocks. There is one sector that hedge funds have an absolute laser focus on in this Goldilocks environment, and that is technology stocks. This is where have been pouncing at […]

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November 5, 2010 – Come to the December 3rd Los Angeles Strategy Luncheon

Featured Trades: (LOS ANGELES STRATEGY LUNCHEON)   1) Come to the December 3rd Los Angeles Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on Friday, December 3, 2010. A three course lunch will be followed by a 45 minute […]

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November 5, 2010 – The One Bright Spot in Real Estate

Featured Trades: (MULTIFAMILY DWELLINGS) 2) The One Bright Spot in Real Estate. After my weekly dump on residential real estate, I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US […]

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November 5, 2010 – I’m Singing “Waltzing Mathilda” Again

Featured Trades: (AUSTRALIA), (FXA), (FXE), (EWA) Currency Shares Australian Dollar Trust ETF PowerShares Indio Portfolio ETF Currency Shares Euro Dollar Trust ETF 3) I’m Singing ‘Waltzing Mathilda’ Again. Many readers made a killing last February when I recommended they buy Australian dollars and short the euro against it (click here for the call). A lot […]

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November 5, 2010 – Silver Blasts Through to a New 30-Year High

Featured Trades: (SILVER), (SLV), (CDE), (SLW), (HL) SPDR Gold Trust Shares iShares Silver Trust 4) Silver Blasts Through to a New 30-Year High.  Those transfixed by gold (GLD) topping the $1,368 level again have been missing the real action in silver (SLV). The white metal has soared 45% to $18.46 since the July low, compared […]

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November 4, 2010 – My Analysis of the Election

SPECIAL ELECTION ISSUE Featured Trades: (MY ANALYSIS OF THE ELECTION) 1) My Analysis of the Election. Won the World Series, but lost the Speaker of the House. I guess San Francisco can't have everything. My expectation that demographic trends would limit Democratic losses turned out to be wrong. The kids stayed home and texted each […]

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November 4, 2010 – What The Election Means for Economic Policy

SPECIAL ELECTION ISSUE Featured Trades: (WHAT THIS MEANS FOR ECONOMIC POLICY) 2) What The Election Means for Economic Policy. Let’s put the economic polices the voters chose under the microscope and see what we got. It is not a pretty picture. The bottom line is that my scenario of a lethargic 2-2.5% GDP growth rate […]

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November 4, 2010 – What the Election Means for the Markets

SPECIAL ELECTION ISSUE Featured Trades: (WHAT THE ELECTION MEANS FOR THE MARKETS), (SPY), (TBT), (YCS) S&P 500 SPDR ETF ProShares Ultra Short Lehman 20+ Year Treasury ETF ProShares Ultra Short Yen ETF 3) What the Election Means for the Markets. Who really won this election? I did! It is setting up trends in the global […]

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November 3, 2010 – How Big is QEII?

Featured Trades: (HOW BIG IS QEII?) 1) How Big is QEII? Speculation is rife in the Treasury markets on if quantitative easing has already started, and if it has, how big it is, or whether it will happen at all? Goldman Sachs has opened more than a few eyes when they put their $2 trillion […]

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November 3, 2010 – Palladium Hits a Seven Year High

Featured Trades: (PALLADIUM), (PALL) ETFS Physical Palladium Shares ETF 2) Palladium Hits a Seven Year High. Palladium has soared by 60% since my recommendation in January, hitting a seven year high yesterday, making it one of my better calls of the year (click here for the piece).  Double dippers beware! Moves like this by industrial […]

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