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September 3, 2010 – China’s Long and Winding Road

Featured Trades: (CHINESE SOLAR INDUSTRY), (STP), (YGE), (FSLR) 2) China's Long and Winding Road. I spent the evening speaking to Gao Jie, a Beijing civil judge who left the bench to join China's growing environmental movement when her kids came home from school one day coughing and wheezing. You only have to inhale in the […]

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September 3, 2010 – Darwinian Downsizing in the Solar Industry

Featured Trades: (CHINESE SOLAR INDUSTRY), (STP), (YGE), (FSLR) 3) Darwinian Downsizing in the Solar Industry. The solar industry is suffering some 19th century Darwinian style competition, with Chinese manufacturers Suntech (STP) and Yingli Green Energy Holding (YGE) clearly dumping panels in the US and Europe below cost to gain market share. You may laugh, but […]

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September 2, 2010 – The Mad Hedge Fund Trader Interviews Lee O’Dwyer of 5T Wealth Management on Hedge Fund Radio

Featured Trades: (DBA), (CORN), (PHO), (GLD), (SLV), (FXC), (FXA), (IDX), (TUR), (ECH), (EPOL), (TBT), (YCS) 1) Lee O’Dwyer of 5T Wealth Management.  My guest on Hedge Fund Radio this week is Lee O’Dwyer, a portfolio manager at 5T Wealth Management in the sunny climes of Napa, California. Lee is at the vanguard of a new […]

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September 2, 2010 – Some Feedback on South Africa

Featured Trades: (AFRICA), (EZW), (AFK), (GAF) 2) Some Feedback on South Africa. The great thing about the Internet is that sometimes it gives you back more than you put into it. In response to my piece on South Africa (EZW) a few days ago and my other work on Africa generally (AFK), (GAF) (click here […]

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September 2, 2010 – Is Copper the New Red Gold?

Featured Trades: (COPPER), (ECH), (DBB), (FCX), (JJC) iPath Dow Jones-UBS Copper Sub Index Total Return ETN PowerShares DB Multi Sector Commodity Trust Metals iShares MSCI Chile Index ETF 3) Is Copper the New Red Gold? Federal detention centers in the San Francisco Bay area are slowly filling up with a new type of criminals. Illegal […]

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September 1, 2010 – China’s Central Bank Governor Defects to the US

Featured Trades: (ZHOU XIAOCHUAN), (FXI), ($SSEC), (TUR), (EPOL), (EWY) iShares FTSE/Xhinhua China 25 ETF iShares MSCI Turkey Investable Market Index ETF iShares MSCI Poland Investable Market Index ETF South Korea iShares ETF 1) China's Central Bank Governor Defects to the US. The fiber optic cable that makes up the Chinese Internet is absolutely burning up […]

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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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