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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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September 15, 2010 – Reflections on Morgan Stanley’s 75th Anniversary

Featured Trades: (MORGAN STANLEY 75th ANNIVERSARY) 3) Reflections on Morgan Stanley's 75th Anniversary. The three elder statesmen I saw on TV ringing the opening bell at the NYSE yesterday couldn't have been more representative of the evolution of Morgan Stanley (MS) over the past three quarters of a century. When I joined just after the […]

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September 14, 2010 – The Big Win in Emerging Markets

Featured Trades: (EMERGING MARKETS), (ECH), (IDX), (TF), (EZW), (GXG), (EIRL) iShares MSCI Chile Index Fund ETF Market Vectors Indonesia Index ETF Thai Capital Fund Inc. Global X/Interbolsa FTSE Columbia 20 ETF iShares MSCI Ireland Capped Investable Market Index ETF PowerShares Water Resources Portfolio ETF 1) The Big Win in Emerging Markets. Take a look at […]

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September 14, 2010 – Years of Pain to Come in Residential Real Estate

Featured Trades: (RESIDENTIAL REAL ESTATE), (BRK/A) 2) Years of Pain to Come in Residential Real Estate. Regular readers of this letter are familiar with my antipathy towards real estate of every flavor, with the exceptions of multi unit dwellings (apartment buildings) and farmland (click here for ‘The Hard Truth About Residential Real Estate’  and click […]

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September 14, 2010 – My Sugar Buy Explodes to the Upside

Featured Trades: (SUGAR), (SGG), (PHO) iPath Dow Jones-UBS Sugar Subindex Total Return ETN 3) My Sugar Buy Explodes to the Upside. I just got a bill from my dentist, accrued since the sudden onset of my sweet tooth on August 2, and it was an absolute whopper! The good news is that the 31% move […]

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