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August 18, 2010 – It’s Official: China is Number Two

Featured Trades: (CHINA), (TAIWAN), (JAPAN), (FXI), (EWJ), (EWT) iShares FTSE/Xinhua China 25 Japan iShares ETF Taiwan iShares ETF 3) It's Official: China is Number Two. With China's (FXI) economy rocketing at 8%-13% quarterly growth rates, and Japan (EWJ) plodding away with meager 1%-2% rates, it was only a matter of time before the Middle Kingdom […]

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August 18, 2010 – Trashing CNBC on a Slow Day

Featured Trades: (CNBC SPOOF) 4) Trashing CNBC on a Slow Day. With trading volume dropping through the floor the market has gotten so boring that I have run out of things to write about. So I can either pump out a mediocre piece of crap that you will probably lose money on, like the other […]

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August 18, 2010 – Quote of the Day

'A slave with three masters is a free man,' said guru, Peter F. Drucker, in his classic tome on management, The Essential Drucker.

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August 17, 2010 – The Fed Makes Its Move

Featured Trades: (QUANTITATIVE EASING) 1) The Fed Makes Its Move. Man, I go on vacation of a couple of days and the world turns upside down. I’m talking about the arrival of the QE II. No, I’m not talking about the docking of a new cruise ship, or even the ruling member of the House […]

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August 17, 2010 – ConocoPhillips Looks Like a Steal

Featured Trades: (COP), (BP), (OIL) 2) ConocoPhillips Looks Like a Steal. Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up on my radar. The large cap integrated oil major has announced a $20 billion restructuring that has whetted my […]

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August 17, 2010 – Pick Up Shipping Stocks for the Dividend

Featured Trades: (SHIPPING), (TK), (NAT), (OSG), (FRO) 3) Pick Up Shipping Stocks for the Dividend. The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some of the highest dividend yields on the board. Nordic American Tanker (NAT) has a bounteous […]

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August 17, 2010 – Quote of the Day

'We're all just one trade away from humility, Bud,' said a stockbroker in the classic film, Wall Street.

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August 16, 2010 – Enjoy the Dollar Rally While it Lasts

Featured Trades: (US DOLLAR) 1) Enjoy the Dollar Rally While it Lasts. Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar […]

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August 16, 2010 – Keep Indonesia on your Radar

Featured Trades: (INDONESIA), (IDX) Market Vectors Indonesia Index ETF 3) Keep Indonesia on your Radar. If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim country offers a combination that I love, a population with […]

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August 13, 2010 – Rare Earths Are Becoming a Lot More Rare

Featured Trades: (RARE EARTHS), (AVL.TO), (GWMGF.PK), (RAREF.PK), (LYSCF) 1) Rare Earths Are Becoming a Lot More Rare. Interest in Rare Earths is starting to heat up in a dramatic fashion and it is something you should keep on your radar. So named because they were hard to get in the 18th and 19th century, these […]

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August 13, 2010 – Why the Really Big Play is in Silver

Featured Trades: (SILVER), (SLV) 2) Why the Really Big Play is in Silver. Those transfixed by gold topping the $1,200 level again have been missing the real action in silver. The white metal has soared 24% to $18.46 since the February low, compared to a more modest 15% move for the barbaric relic, an outperformance […]

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August 13, 2010 – Why We Need Six New Saudi Arabias

Featured Trades: (OIL), (USO), (XOM), (OXY), (NATURAL GAS), (UNG) United States Oil Fund ETF United States Natural Gas Fund ETF 3) Why We Need Six New Saudi Arabias. I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye opening things to […]

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August 13, 2010 – Scam of the Week

Featured Trades: (SCAM OF THE WEEK) 4) Scam of the Week. Having trouble raising capital for your new hedge fund? Just list Warren Buffet as your 'Honorary Chairman.' That's what California prison guard Ottoniel Medrano did. To help his marketing efforts, he also claimed that he had $4.8 billion in assets under management as well […]

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August 13, 2010 – Quote of the Day

'The biggest trend of 2010 is to see who gets kicked out of the banking system,' said Meredith Whitney, who runs a boutique financial research firm

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August 12, 2010 – Lunch With the CIA

Featured Trades: (LUNCH WITH THE CIA) 1) Lunch With the CIA. Lunch with the Central Intelligence Agency is always interesting, although five gorillas built like brick shithouses with wires sprouting out of their ears, staring at me intently, didn't help my digestion. Obama's pick of Leon Panetta as the agency's new director was controversial because […]

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