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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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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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