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September 1, 2010 – Time to Add some Corn to Your Diet

Featured Trades: (CORN), (WHEAT), (SOYBEANS) Teucrium Commodity Trust Corn ETF   2) Time to Add some Corn to Your Diet.  I have been waiting for a substantial dip in the grains to add to a position in corn, and it is clear from the chart below that we are just not getting it. While the […]

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September 1, 2010 – My Equity Scenario for the Rest of 2010

Featured Trades: (SPX) S&P 500 Large Cap Index ETF 3) My Equity Scenario for the Rest of 2010. Not a day goes by when I don’t fall down on my knees and thank the heavens that I avoided equities for much of this year (click here for ‘I’d Rather Get a Poke in the Eye […]

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September 1, 2010 – Another Admiring E-Mail

  4) Another Admiring E-Mail. I get about 500 emails a day, but occasionally, I get one so choice that I have to pass it on to you. To the thousands of students, job seekers, and soon to be cashiered veterans who read this letter every day online, take heart! ‘Dear Mad Hedge Fund Trader,’ […]

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September 1, 2010 – Quote of the Day

'The farther backward you can look, the farther forward you can see,' said Britain's combative WWII prime minister, Winston Churchill.

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August 31, 2010 – The Coming Takeover Wars

Featured Trades: (TAKEOVER WARS), (BHP), (POT), (SNY), (GENZ), (IFX), (HPQ), (DELL), (BP), (INTC)   1) The Coming Takeover Wars. The spate of takeover bids we have witnessed in recent weeks, the BHP Billiton (BHP)-Potash (POT) deal, the Sanofi Aventis (SNY)-Genzyme (GENZ) deal, Intel’s (INTC) acquisition of Infineon Technologies (IFX), and the ongoing bidding war by […]

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August 31, 2010 – On Safari for Trades in South Africa

Featured Trades: (SOUTH AFRICA), (EZA) South Africa iShares ETF 2) On Safari in South Africa. When I first visited South Africa (EZA) as a journalist in 1979, I was stuffed into the trunk of a car and smuggled into Soweto, a fenced off  ‘township’ , so I could write about the appalling living conditions there. […]

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August 31, 2010 – Lunch With Bill Clinton

Featured Trades: (BILL CLINTON) 3) Lunch With Bill Clinton. I opened the e-mail at my usual wake up time of 4:00 am. President Bill Clinton was playing at the Presidents’ Cup PGA tournament at the Harding Park Golf Course in San Francisco today. Would I have time for a chat about US economic policy afterwards? […]

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August 30, 2010 – Silver is Hot, Hot, Hot

Featured Trades: (SILVER), (SLV) iShares Silver Trust ETF   2) Silver is Hot, Hot, Hot. Those who followed my advice to watch silver should by now have the precious coins raining down upon them (click here for ‘Why the Really Big Play is in Silver’ ). Since then, the precious white metal has jumped 8% […]

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August 30, 2010 – China’s Insatiable Appetite for Gold

Featured Trades: (GOLD), (GLD), (GDX) SPDR Gold Shares Trust ETF Market Vectors Gold Miners ETF 3) China’s Insatiable Appetite for Gold. Gold bugs and naysayers alike take note. When the world’s second largest and fastest growing economy liberalizes gold ownership by individuals, who happened to be the planet’s most fastidious savers at a 17% rate, […]

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August 27, 2010 – The San Francisco Money Show

Featured Trades: (GOLD), (GLD), (GDX) SPDR Gold Shares ETF Market Vectors Gold Miners ETF 1) The San Francisco Money Show. I attended the Woodstock of investment conferences last week, the San Francisco Money Show, which offered an entertaining three ring circus of traders, foreign exchange models, options platforms, newsletters, cruises, video broadcasts, and more. The […]

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August 27, 2010 – A Chat With Steve Forbes

Featured Trades: (STEVE FORBES) 2) A Chat With Steve Forbes. I sat down with Forbes magazine publisher and perennial Republican presidential candidate, Steve Forbes, whose father, Malcolm, I knew from my journalism days in the seventies. He was there formally to promote his new book, Power Ambition Glory, but I couldn't help but sense his […]

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August 27, 2010 – Be Careful Who You Snitch On

Featured Trades: (WHISTLEBLOWERS) 3) Be Careful Who You Snitch On. Buried in the recently passed Dodd-Frank financial reform bill are massive financial rewards for turning in your boss. The SEC is hoping that multimillion dollar rewards amounting to 10%-30% of sanction amounts will drive a stampede of whistleblowers to their doors with evidence of malfeasance […]

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August 27, 2010 – Peter F. Drucker on Management

Featured Trades: (PETER F. DRUCKER ON MANAGEMENT) 4) Peter F. Drucker on Management. If you have been living in a cave for the last 71 years and missed the work of management guru, Peter F. Drucker, here is your chance to catch up. I just finished reading The Essential Drucker, a weighty tome of 368 […]

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August 26, 2010 – Don’t Buy That Treasury Bond

SPECIAL BOND BUBBLE ISSUE   Featured Trades: (TREASURY BONDS), (TIPS), (TBT) ProShares Ultra Short 20 year +Treasury ETF 1) Don’t Buy That Treasury Bond. Another week later, and Treasury bond prices have raced up to even dizzier heights, breaking more records for over valuation. According to the Investment Company Institute, outflows from equity mutual funds […]

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August 26, 2010 – Another Nail in the Coffin for Residential Real Estate

SPECIAL BOND BUBBLE ISSUE Featured Trades: (RESIDENTIAL REAL ESTATE), (BAC) 2) Another Nail in the Coffin for Residential Real Estate. Those few, like myself, who believe that the residential real estate market has another down leg ahead of it, got their smoking gun yesterday. July existing home sales cratered 27.2% to a seasonally adjusted rate […]

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