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April 19, 2010 – Technology Earnings Are Powering the Market

Featured Trades: (GOOG), (TM), (TECHNOLOGY STOCKS) 2) Technology Earnings Are Powering the Market. The relentless ascent of the stock market continues to send technical records dropping like flies. The S&P 500 has spent the longest period above the ten day moving average since 1950. The shorts have given up. Technology has been on an absolute […]

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April 19, 2010 – Check Out Chinese Internet Firm Baidu, If You Want to Play at the Deep End

Featured Trades: (BIDU), (GOOG) 3) Check Out Chinese Internet Firm Baidu, If You Want to Play at the Deep End. If you think our tech stocks are hot, take a look at those in China. Baidu (BIDU), one of my core longs, is now up 640% from the 2009 lows, no doubt cashing in on […]

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April 19, 2010 – My Calls Are in to Goldman

Featured Trades: (GS) 4) My Calls Are in to Goldman. The news of the SEC's fraud accusations against Goldman Sachs broke ten minutes ago. I have calls into the vampire squid and want to talk to a few people I know there before I write any more. This has clearly thrown the world financial markets […]

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April 19, 2010 – Quote of the Day

‘The art of taxation consists of so plucking the goose as to obtain the largest¬† amount of feathers with the smallest amount of hissing,’ said Jean-Baptist Colbert, a 17th century French minister of Finance.

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April 16, 2010 – Only One Week Left to Buy Tickets to the April 23 San Francisco Strategy Luncheon

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON) 1) Only One Week Left to Buy Tickets to the April 23 San Francisco Strategy Luncheon. A three course lunch will be followed by a 45 minute PowerPoint presentation and a 30 minute question and answer period. I’ll be giving you my up to date view on stocks, bonds, […]

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April 16, 2010 – Obama’s Secret Plan for Economic Revival

Featured Trades: (OBAMA’S BUDGET PLANS), (TBT) 2) Obama’s Secret Plan for Economic Revival. Obama’s strategy to extricate the US from its dire economic straights has been leaking out from Washington over the past few weeks. How does he wean the country off of massive stimulus programs, zero interest rates, and ballooning deficits?¬† The former community […]

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April 16, 2010 – Will Obama Pack the Federal Reserve Board with Doves?

Featured Trades: (OBAMA’S BUDGET PLANS), (TBT) 3) Will Obama Pack the Federal Reserve Board with Doves? There is one decision which Obama has to render soon which no one seems to be focusing on. The president has to appoint three Federal Reserve governors to fill empty seats, the most since President Franklin D. Roosevelt faced […]

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April 16, 2010 – Bubble Rages in the Junk Bond Market

Featured Trades: (JNK), (HYG), (PHB) 4) Bubble Rages in the Junk Bond Market. The junk bond market is entering positively bubblicious territory, tracking the upward ascent of stocks almost step for step. The high yield ETF’s (JNK), (HYG), (PHB) have now nearly doubled since I recommended them a year ago (click here for the call). […]

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August 16, 2010 – Quote of the Day

'I can calculate the motions of heavenly bodies, but never the madness of crowds,' said Sir Isaac Newton, the inventor of calculus and discoverer of Newton's Laws, who lost his entire fortune in a 17th century investment scam called 'the south Sea Bubble.'

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April 13, 2010 – Tim Iacono on Hedge Fund Radio

Featured Trades: (TIM IACONO), (GOLD) 1) Tim Iacono on Hedge Fund Radio. Tim Iacono, is a man who lives without stocks. He does this from a remote mountain top in rural Bend, Oregon, where he has the luxury of spending his days researching long term trends in the financial markets. Maybe it is the incessant […]

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April 13, 2010 – The Party Continues in Copper

Featured Trades: (COPPER) 2) The Party Continues in Copper. My expectation that copper prices would rocket in the wake of Chile’s massive 8.8 magnitude earthquake certainly came through in spades (click here for the call) No surprise that knocking out 27% of the world’s supply would take prices up 14% to $3.64/pound. While the mines […]

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April 13, 2010 – Recovering Car Market Delivers a Home Run for Palladium and Platinum

Featured Trades: (PALL), (PPLT) 3) Recovering Car Market Delivers a Home Run for Palladium and Platinum. My bet that recovering demand for autos would spill over into the catalytic converter metals certainly was a home run. It was clear to me last fall that with the average age of America’s 240 million car fleet at […]

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April 13, 2010 – Quote of the Day

'When the fools are dancing, the greater fools are watching,' according to an old Japanese proverb.

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April 12, 2010 – Demographics Point to No “V” Shaped Recovery in Real Estate

Featured Trades: (EEM), (VNM) 1) Demographics Point to No “V” Shaped Recovery in Real Estate. Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have been […]

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April 12, 2010 – Here is the World’s Worst Population Pyramid

Featured Trades: (EEM), (VNM) 2) Here is the World’s Worst Population Pyramid. Now look at the world’s worst population pyramid, that for Japan. These graphs show that a nearly perfect pyramid drove a miracle stock market during the fifties and sixties which I remember well, when Japan had your textbook high growth emerging market economy. […]

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