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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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July 13, 2010 – Hollywood Cashes in on WallStreet’s Troubles

Featured Trades: (MARGIN CALL) 1) Hollywood Cashes in on Wall Street's Troubles. I have done many things in my life: hedge fund manager, pilot, cowboy, journalist, stock broker, mountain climber, translator, guide, etc, etc. etc. Now add technical consultant to Hollywood to the list. According to the New York Times, Simon Baker, star of the […]

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July 13, 2010 – Why I’m Not Buying the US Stock Rally

Featured Trades: (SPX) S&P 500 SPDR’s ETF 2) Why I’m Not Buying the US Stock Rally. Tempt me all you want, you seductive vixen, but I’m not buying into last week’s 6% rally in the US stock market. You can whisper sweet nothings into my ear all you want about the trillions of dollars sitting […]

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July 13, 2010 – The Ultra Bull Argument for Gold

Featured Trades: (GOLD), (GLD) SPDR Gold Trust Shares ETF 3) The Ultra Bull Argument for Gold. I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true value, and that the barbaric relic is really worth $5,000, $10,000, or even $50,000 […]

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July 13, 2010 – How to Become One of the Rich Who Are Getting Richer

Featured Trades: (ROB) Claymore/Robb Report Global Luxury Index ETF 4) How to Become One of the Rich Who Are Getting Richer. One of the great certainties in our economy is that the rich are getting richer, no matter who is running the country. Despite the worst business conditions in 80 years, there was a 17% […]

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July 13, 2010 – Quote of the Day

‘I don’t think the solution for Europe is going to end up being determined in the board rooms or the finance ministries of the EMU. I think it’s going to be on the streets of Athens, Lisbon, Madrid, and elsewhere,’ said former Federal Reserve Chairman Alan Greenspan.

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July 12, 2010 – How China’s Economy is Already Bigger Than the US

ANOTHER SPECIAL CHINA ISSUE Featured Trades: (USO), (VALE), (BTU), (FCX), (CAT), (FXI), (EWA), (EWC), (FXA), (FXC), (CORN), (SOYB), (WEAT) Currency Shares Canadian Dollar Trust ETF Currency Shares Australia Dollar Trust ETF Australia iShares ETF Canada iShares ETF iShares FTSE/Xinhua China 25 ETF   1) How China’s Economy is Already Bigger Than the US. China has […]

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July 12, 2010 – Who’s Been Buying All Those Japanese Bonds?

ANOTHER SPECIAL CHINA ISSUE 2) Who’s Been Buying All Those Japanese Bonds? International bond and foreign currency markets were stunned last week when figures were released showing that the Chinese had bought record amounts of Japanese government bonds in May. The move was no doubt the impetus behind the big rally that took Japanese ten […]

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July 12, 2010 – The Grains Take Off

ANOTHER SPECIAL CHINA ISSUE Featured Trades: (SOYBEANS), (SOYBEAN MEAL), (CORN), (WEAT), (SOYB) Teucrium Agricultural Trust Corn Fund Teucrium Agricultural Trust Soybean Fund Teucrium Agricultural Trust Wheat Fund 3) The Grains Take Off. It turns out that perfection doesn’t continue forever, after all. That was the bet I was more than happy to make three weeks […]

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July 12, 2010 – Quote of the Day

'We in the business of trying to judge risk significantly underestimated the extreme tail risk, the so called risk involved in very low probability events and what the consequences would be should they happen,' said former Federal Reserve Chairman Alan Greenspan.

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July 9, 2010 – Why I Still Hate Japan

Featured Trades: (JAPAN), (EWJ), (NIKKEI) Japan iShares ETF 1) Why I Still Hate Japan. Like watching an old friend who fell from the high life as a special bracket investment banker to a stumbling drunk, I can’t help but pity Japan’s beleaguered stock investors. Since peaking in 1989 at 39,800, they have been mired in […]

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