Archive | Diary RSS feed for this section

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

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, […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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. […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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. […]

Read full story Comments are closed