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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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September 21, 2010 – Is Coal the New Black Gold?

Featured Trades: (COAL), (BTU), (MEE), (JOYG), (BNR) 1) Is Coal the New Black Gold? After the halting and starting three week rally we have seen in stocks, I would be negligent to recommend equity plays here. But there is one sector you should add to your 'buy on meltdowns' list and that is King Coal. […]

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September 21, 2010 – Are Junk Bond Investors Paying Rolls Royce Prices for Jalopy Securities?

Featured Trades: (JUNK BONDS), (JNK), (HYG), (PHB) SPDR Lehman High Yield Bond Fund ETF iShares iBoxx High Yield Corporate Bond Fund ETF PowerShares High Yield Bond Fund Portfolio ETF 2) Are Junk Bond Investors Paying Rolls Royce Prices for Jalopy Securities? One of my more prescient calls of the past two years has been to […]

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September 21, 2010 – Murray Sayle: The Passing of a Giant in Journalism

Featured Trades: (MURRAY SAYLE OBITUARY)   4) Murray Sayle: The Passing of a Giant in Journalism. I was saddened to hear of the death of my close friend, the Australian, Murray Sayle, after a long battle with Parkinson’s disease at the age of 84. Murray was one of the giants of journalism in the second […]

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September 20, 2010 – Wheat Melt Up Warning!

SPECIAL $5/BUSHEL CORN ISSUE Featured Trades: (WHEAT), (CORN), (GOLD), (SILVER) Teucrium Commodity Trust Corn Fund ETF SPDR Gold Trust ETF iShares Silver Trust ETF ETFS Physical Platinum Trust ETF ETFS Physical Palladium Trust ETF 1) Wheat Melt Up Warning! Last week, I warned of a short squeeze in corn due to worsening conditions across the […]

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September 20, 2010 – Silver Blasts Through $21

SPECIAL $5/BUSHEL CORN ISSUE Featured Trades: (GOLD), (SILVER) 2) Silver Blasts Through $21! Gold hit a new high too at $1,284, and the yellow metal seems hell bent on taking out $1,300 before it takes a rest. The street was bubbling today with rumors of some leveraged gold traders getting margin calls on their shorts. […]

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September 17, 2010 – Another Sign of a Bond Market Top

Featured Trades: (MSFT) 1) Another Sign of a Bond Market Top. As much as I like it, I am not accustomed to getting such instant gratification when I pick up a stock tip. But that is precisely what happened when Bill Fleckenstein told me he liked Microsoft (MSFT) at $23 last week (click here for […]

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September 17, 2010 – More Reasons to Buy Gold

Featured Trades: (GOLD), (ABX), (AU), (GLD) SPDR Gold Trust Shares ETF 2) More Reasons to Buy Gold. As a four decade observer of the global financial markets, I often see a situation where the higher a price goes, the more reasons for it to rise come out of the woodwork. That is happening with gold […]

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September 17, 2010 – The Inside Story on Apple’s Steve Wozniak

Featured Trades: (STEVE WOZNIAK), (AAPL) 3) The Inside Story on Apple’s Steve Wozniak. I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14 year old president of the Homestead High School radio club in Cupertino, California. With seven children, my dad was pretty stingy with allowance money. […]

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September 16, 2010 – The Gold Bulls Are Vindicated

SPECIAL GOLD ALL TIME HIGH ISSUE Featured Trades: (GOLD), (UGL), (RGLD), (AEM), (GBG) SPDR Gold Shares Trust ETF ProShares Ultra Gold ETF 1) The Gold Bulls Are Vindicated. For the faithful who have crossed the desert and suffered the slings and arrows of critics and the ridicule of non believers, gold’s move today to an […]

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September 16, 2010 – Make or Break Time for Silver

SPECIAL GOLD ALL TIME HIGH ISSUE Featured Trades:  (SILVER), (SLV), (GLD) iShares Silver Trust ETF SPDR Gold Shares Trust ETF 2) Make or Break Time for Silver.  Those who took my advice to load up on silver a month ago (click here for ‘Why the Really Big Play is in Silver’), are laughing all the […]

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September 16, 2010 – Japan Draws its Line in the Sand for the Yen

SPECIAL GOLD ALL TIME HIGH ISSUE Featured Trades: (YEN), (FXY), (YCS) ProShares Ultra Short Yen ETF 3) Japan Draws its Line in the Sand for the Yen. The Bank of Japan ambushed the foreign exchange market, gaping the yen three hands from the high ¥82′s to the ¥85′s by dumping hundreds of millions of dollar […]

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September 15, 2010 – Come to the San Francisco Strategy Luncheon!

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON)   1) Come to the San Francisco Strategy Luncheon! Come join me for lunch at the Mad Hedge Fund Trader’s semiannual Global Strategy Update, which I will be conducting in San Francisco at 12:00 noon on October 22, 2010. A three-course lunch will be followed by a 30-minute PowerPoint […]

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September 15, 2010 – Visit the Kitco Metals eConference

Featured Trades: (KITCO METALS ECONFERENCE)   2) Visit the Kitco Metals eConference.  If you have a spare hour someday soon, and possess an insatiable interest in precious metals of every description, as you should, then you must visit Kitco Metals eConference conference at http://econf.kitco.com/ . Kitco is an online trading and investment site specializing in […]

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