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July 20, 2010 – Way to Go, Goldman!

Featured Trades: (GS)   3) Way to Go, Goldman! I am somewhat annoyed with the SEC’s settlement with Goldman Sachs (GS) last week, as I was within a hair’s breadth of putting out a buy recommendation. The stock hit a low of $130, but being the tightwad that I am, was holding out for $125. […]

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July 20, 2010 – China Can’t Boom Forever

Featured Trades: (FXI) iShares FTSE China 25 Index ETF 4) China Can't Boom Forever. Last week, China (FXI) announced that its first half GDP grew at a blistering 11.9% annualized rate, more than triple the growth seen here in the US. And this is how they're doing with central bank tightening in place! How long […]

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July 20, 2010 – Quote of the Day

'The length and duration of every bear market is in direct proportion to the bull market that preceded it,' said Damon Vickers of hedge fund Nine Points Capital Management.

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July 19, 2010 – The Mad Hedge Fund Trader Interviews Jim Trippon of the China Stock Digest on Hedge Fund Radio

Featured Trades: (FXI), (WMT), (CMED), (MR), (PTR), (CHL), (CYB) iShares FTSE/Xinhua China 25 Index ETF Wisdom Tree Dreyfus Chinese Yuan ETF 1) Exclusive Interview With Jim Trippon of the China Stock Digest on Hedge Fund Radio. Jim Trippon, of the China Stock Digest, says that investors better start scaling into China now, or risk missing […]

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July 19, 2010 – The Grains Are On Fire

Featured Trades: (SOYB), (CORN), (WEAT) Teucrium Agricultural Trust Corn Fund Teucrium Agricultural Trust Soybean Fund Teucrium Agricultural Trust Wheat Fund 2) The Grains Are On Fire. I bet I’m the only guy you know whose wedding was filmed by the KGB. My friend, the TASS correspondent, Yuri, shot the entire assembled foreign press at the […]

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July 19, 2010 – Take the Money and Run from BP

Featured Trades: (BP) 3) Take the Money and Run from BP. If you followed my advice to buy BP at $29 on June 17 (click here for my piece), please sell it. It peaked at $40 yesterday. Take the easy money and run. I’ve never seen a better opportunity to buy the rumor and sell […]

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July 19, 2010 – Quote of the Day

'Many times when you listen to sell side analysts, it's garbage in, garbage out on a lot of the opinions that they have,' said stock commentator Gary Kaminsky.

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July 16, 2010 – The Baltic Dry Index Versus Container Rates

Featured Trades: (BALTIC DRY INDEX), ($BDI), (CONTAINER RATES), (US RAIL TRAFFIC) 1) The Baltic Dry Index Versus Container Rates: Who to Believe? There is a ferocious debate underway among economists over which leading indicator to believe, the Baltic Dry Index, or international container shipping rates. The BDI, a measure of the cost of chartering bulk […]

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July 16, 2010 – The “Frontier” Markets are Beckoning

Featured Trades: (FRONTIER MARKETS), (ECH), (TF), (EWJ), (EWS), (FXI) 2) The ‘Frontier’ Markets are Beckoning. A quick look at the world’s top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a 40.7% gain, followed by Sri Lanka (34.6%), and Venezuela (18%). […]

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July 16, 2010 – Serve Yourself a Piece of Yellow Cake

Featured Trades: (URANIUM), (CEI:FP), (PDN:AU), (CCJ) 3) Serve Yourself a Piece of Yellow Cake. Uranium traders have been stunned by a sudden Chinese effort to corner the supplies in an effort to fuel the world’s most ambitious nuclear program. The once moribund market now suddenly sees buyers everywhere as the Chinese ramp up their purchases […]

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July 16, 2010 – China Puts the Squeeze on Rare Earths

Featured Trades: (RARE EARTHS), (AVARF.PK), (GWMGF.PK), (RAREF.PK), (LYSCF) 4) China Puts the Squeeze on Rare Earths. China has further tightened the screws on the world’s rare earths market by announcing new export quotas that are only half of those seen last year. China’s Ministry of Commerce has limited 2010 second half shipments by its 32 […]

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July 16, 2010 – Quote of the Day

'You have the watches, and we have the time,' said a Taliban prisoner to US forces.

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July 15, 2010 – Technical Analyst Charles Nenner Shows Where to Play in a Bear Market

Featured Trades: (ING), (TM), (LEN), (CRB), (AA), (AGU), (IBM), (XOM), (COP), (BBY) 1) Technical Analyst Charles Nenner Shows Where to Play in a Bear Market. Yesterday, I was commiserating with my buddy, Charles Nenner, of the Charles Nenner Research Center in Amsterdam, about his team's miserable performance in the World Cup, which lost 0-1 in […]

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July 15, 2010 – Why the World’s Worst Economy Has the Strongest Currency

Featured Trades: (FXJ), (YCS) Currency Shares Japanese Yen Trust ETF ProSharesUltraShort Yen ETF 2) Why the World’s Worst Economy Has the Strongest Currency. Global currency traders remain puzzled by the continuing strength of the yen (FXY), (YCS), which broke out of a ¥90- ¥95 range a few weeks ago and insists on levitating around the […]

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July 15, 2010 – Quote of the Day

'America has become a second rate power. It's fiscal and trade deficits are at nightmare proportions. In the days of the free market when our country was a top industrial power, there was accountability to the stockholder. The Carnegies, the Mellons, and the men who built this great empire made sure of it because it […]

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