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August 5, 2010 – Nuclear Energy Makes a Comeback

Featured Trades: (THE NUCLEAR COMEBACK), (CCJ), (NLR)   3) Nuclear Energy Makes a Comeback. Better drag your leisure suits, bell bottoms, and Bee Gee’s records out the attic. The seventies are about to enjoy a rebirth. The nuclear industry, which has been comatose since the accident at Three Mile Island in 1979, is gearing up […]

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August 5, 2010 – Quote of the Day

' The oil era will end in 30 years, as it is replaced by alternatives, offshore, and tar sands,' said Ahmed Zaki Yamani, the former Saudi oil minister, who invited me on his private jet for a trip to the kingdom so I could conduct an exclusive interview during the seventies.

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August 4, 2010 – The Mad Hedge Fund Trader Interviews Dr. George Friedman of STRATFOR on Hedge Fund Radio

Featured Trades: (DR. GEORGE FRIEDMAN OF STRATFOR), (HEDGE FUND RADIO), (RSX), (FXI), (EPOL), (TUR) Market Vectors Russia ETF Trust iShares MSCI Turkey Investable Market ETF iShares MSCI Poland Investable Market ETF iShares FTSE Xinhua China 25 ETF 1) Dr. George Friedman of STRATFOR on Hedge Fund Radio. China is in serious trouble. That is the […]

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August 4, 2010 – Grain Prices Are Spiking Everywhere

Featured Trades: (WHEAT), (CORN), (SOYBEANS) PowerShares DB Multi Sector Commodity Trust Teucrium Commodity Trust Corn 2) Grain Prices Are Spiking Everywhere. Now the grains are literally on fire. News reports over the weekend of wild fires triggered by historic draught conditions in Russia and the Ukraine, consuming vast swaths of wheat have sent prices flying. […]

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August 4, 2010 – Quote of the Day

'The whole US market is pretty much low quality these days,' said Richard Bernstein, of Bernstein Capital Management.

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August 3, 2010 – China’s PMI Sets Market a Flutter

Featured Trades: (CHINA), (FXI) 1) China's PMI Sets Market a Flutter. Several decades ago, a kid selling greeting cards door to door (yes, that's how old I am) stopped by my office. When I said no, he suddenly burst into tears and threw a handful of samples up in the air, which then wafted back […]

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August 3, 2010 – Don’t Hold Your Breath for Residential Real Estate

Featured Trades: (RESIDENTIAL REAL ESTATE) 2) Don’t Hold Your Breath for Residential Real Estate. Every few weeks I get a warm and fuzzy feeling when I see my old house for sale in the Wall Street Journal. I’m sure you’ve seen it. It’s the 8,500 square foot, four bedroom, seven bathroom white elephant perched on […]

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August 3, 2010 – An Evening with Jack Welch

Featured Trades: (JACK WELCH), (GE)   3) An Evening with Jack Welch.  I met Jack Welch last night, the legendary retired CEO of General Electric (GE). ‘Neutron’ Jack gets the credit for boosting the market cap of GE from $13 billion to $400 billion in 20 years, turning it into a Wall Street darling in […]

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August 3, 2010 – Quote of the Day

'Cleantech, greentech, and energy technology has to be the next great global industry. China gets it,' said Pulitzer Prize winner tom Freidman, author of Hot, Flat, and Crowded.

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August 2, 2010 – Chile is Looking Hot

Featured Trades: (CHILE), (ECH) iShares MSCI Chile Fund ETF 1) Chile is Looking Hot. Want to invest in an extremely well managed country with almost no debt, budget surpluses, an appreciating currency, and the price for its dominant export commodity going through the roof? Then, Chile is the place for you. It is an old […]

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August 2, 2010 – A Busy Signal at China Mobile

Featured Trades: (CHL) 2) A Busy Signal at China Mobile. People often ask why I bother to produce this newsletter. Sure, the private jets to the Kentucky Derby, the free tickets to heavyweight fights in Las Vegas, and the endless dinner invitations in every major city in the world are all nice. But for me […]

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August 2, 2010 – Pick Up Big Oil While it is Still Cheap

Featured Trades: (XOM), (USO) United States Oil Fund ETF 3) Pick Up Big Oil While it is Still Cheap. I have always been an unfashionable person. I was still wearing my bell bottoms and mutton chop sideburns well into the eighties, and even today people laugh at my yellow power ties which are 30 years […]

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August 2, 2010 – Quote of the Day

'If you don't believe in global warming, fine, that's between you and your beach house,' said Tom Friedman, a columnist for the New York Times.

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July 30, 2010 – Why Water Will Soon Become More Valuable Than Oil

Featured Trades: (WATER), (CGW), (FIW), (VE), (TTEK), (PNR) 1) Why Water Will Soon Become More Valuable Than Oil. If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis, so investment in fresh water infrastructure is going to be a recurring long term […]

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July 30, 2010 – The Future Looks Great for the Ethanol Boondoggle

Featured Trades: (ETHANOL), (CORN) Tecrium Commodity Trust Corn Fund ETF 2) The Future Looks Great for the Ethanol Boondoggle. One of my biggest disappointments with President Obama so far is his continued support of the ethanol boondoggle. The program was ramped up by the Bush administration to achieve energy independence by subsidizing the production of […]

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