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August 6, 2010 – Emerging Markets Are on a Tear

Featured Trades: (EMERGING MARKETS ARE HOT), (EPOL), (IDX), (ECH), (EWS) iShares MSCI Poland Investable Market ETF Market Vectors Indonesia ETF Singapore iShares ETF iShares MSCI Chile Fund Index ETF 2) Emerging Markets Are on a Tear. Regular readers of this letter know that I have been going on about emerging markets like a broken record […]

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August 6, 2010 – What’s Behind the Yen Strength

Featured Trades: (YEN), (FXY), (YCS) Currency Shares Japanese Yen Trust ProShares UltraShort Yen ETF 3) What’s Behind the Yen Strength. My old friend Peter Tasker (we both wrote for the late Far Eastern Economic Review in the seventies), ran an interesting editorial in the Financial Times today (click here for the piece). He examines the […]

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August 6, 2010 – The Skinny on Lithium

Featured Trades: (SQM), (HEV), (ENS), (XIDE), (CHP), (ZBB), (EV) 4) The Skinny on Lithium. Long time readers of this letter know that I have been a huge bull on lithium plays, my pick in the sector, Chile's Sociedad Quimica Y Minera (SQM), bringing in a handy 250% pop off the lows in 2009. You couldn't […]

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August 6, 2010 – Quote of the Day

'People are finally starting to realize that 'extended period' means 'extended period,' said former University of Chicago professor and former Fed governor Randall Kroszner, about future interest rate expectations.

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August 5, 2010 – The Price of Oil is Going Up

Featured Trades: (OIL), (NATURAL GAS), (BP), (XOM), (OXY),   1) The Price of Oil is Going Up. I received another scratchy, crackling cell phone call from my drilling buddy in the Texas natural gas fields today. You could almost choke from the dust on the line. He told me that the BP Gulf disaster was […]

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August 5, 2010 – The Smoking Gun on For-Profit Education

Featured Trades: (FOR PROFIT EDUCATION), (APOL), (COCO), (ESI) 2) The Smoking Gun on For-Profit Education. When I recommended the for-profit education sector as a potential short (click here for ‘Hedge Funds Are Targeting for Profit Education’), I didn’t know that the General Accounting Office was conducting an undercover investigation of several schools. Since then share […]

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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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