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October 20, 2009

Global Market Comments October 20, 2009 Featured Trades: (DINNER WITH OBAMA), (MS), (BYRON WIEN), (JULIUS CAESAR),   1) The black GM Suburban barreled into the parking structure at San Francisco’s posh St. Francis Hotel, its emergency lights flashing, and quickly disgorged a team of secret service agents. Behind them the armored Cadillac limo screeched to […]

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October 19, 2009

Global Market Comments October 19, 2009 Featured Trades: (BILL FLECKENSTEIN), (DIN), (RIMM), (JWN), (DOW 10,000), (FSLR) (TRES AMIGAS TRANSMISSION FACILITY) 1) I have worshipped legendary hedge fund manager, Bill Fleckenstein, as the God that he is for decades. So I thought it was time to catch up with the noted bear on the day the […]

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October 16, 2009

Global Market Comments October 16, 2009 Featured Trades: (RESIDENTIAL REAL ESTATE), (ETF’s), (CALIFORNIA WINE MARKET) 1) I can honestly say that I have worked for the worst boss on the planet, Rupert Murdoch, when I free lanced for his flagship newspaper, The Australian. No matter what I wrote about Japan’s trade down under in sugar, […]

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October 15, 2009

Global Market Comments October 15, 2009Featured Trades: (WHEAT), (WZ09), (HELEN THOMAS), (TROLL DOLLS)   1) I bet I’m the only guy you know whose wedding was filmed by the KGB. My friend, the TASS correspondent,  shot 8mm film of the entire assembled foreign press at the event at The Foreign Correspondents Club of Japan in […]

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October 14, 2009

Global Market Comments October 14, 2009Featured Trades: (NATURAL GAS), (CHK), (DATA BASE SEARCH), (REGIONAL BANKS), (DOLLAR BILLS)   1) I received another scratchy, crackling cell phone call from my drilling buddy in the Texas natural gas fields today. You could almost hear the dust on the line. The doubling of prices in the last month […]

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October 13, 2009

Global Market Comments October 13, 2009GLOBAL RISK ALERT! Featured Trades: (GOLD), (SILVER), (CANADIAN DOLLARS), (AUSTRALIAN DOLLARS), (NEW ZEALAND DOLLARS), (BRAZIL), (RUSSIA), (INDIA), (CHINA), (TAIWAN), (SOUTH KOREA), (VIETNAM), (JNK), (TBT) 1) When everything is working, and my portfolio is firing on all 12 cylinders, I pinch myself and ask ‘Is this real? What can go wrong?’ […]

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October 12, 2009

Global Market Comments October 12, 2009 Featured Trades: (FBI), (YELLOW CAKE), (CVX), (CRUDE)   1) I immediately recognized Robert Mueller as the kind of no nonsense, ex-Marine, Vietnam Vet that he was, the kind of officer who used to rip your  guts out for disobeying a direct order, which in my case was frequently. President […]

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October 9, 2009

Global Market Comments October 9, 2009 Featured Trades: (BILL CLINTON), (WHEAT), (CANADIAN DOLLAR), (ALTERNATIVE ENERGY), (ORCL), (TM)   1) I opened the e-mail at my usual wake up time of 4:00 am. President Bill Clinton was playing with Tiger Woods at the Presidents’ Cup PGA tournament at the Harding Park Golf Course in San Francisco […]

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October 8, 2009

Global Market Comments October 8, 2009 SPECIAL NATURAL GAS ISSUE Featured Trades: (UNG), ($NATGAS), (CHK), (DVN), (USO), CRUDE), (COP), (PBR) 1)  Happy as I am to open beer bottles with my teeth and do my own tattoos, I have recently become a wimp when it comes to trading natural gas futures. I managed to warn […]

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October 7, 2009

Global Market Comments October 7, 2009SPECIAL GOLD AND SILVER ISSUE Featured Trades: (GOLD), (ABX), (GLD) (KGC), (JAG), (RGLD), (SLV) 1) Of course you knew it was going to happen like this. After churning around just below the old high, and sucking in as many profit takers and short sellers as possible, gold blasted through to […]

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October 6, 2009

Global Market Comments October 6, 2009 Featured Trades: (OBAMA), (FSLR), (SOLAR)   1) If you wonder where I am on the evening of Thursday, October 15, I will be having dinner with Barrack Obama, President of the United States. I received the invitation to San Francisco’s exclusive Saint Francis Hotel to meet the Commander-in-Chief with […]

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October 5, 2009

Global Market Comments October 5, 2009 SPECIAL ‘I TOLD YOU SO’ ISSUE Featured Trades: (TBT), (BRAZIL), (EWZ)   1) For the last six months there has been a great big whopping contradiction in the markets. The stock market has been discounting a return to the ‘Roaring Twenties,’ while the bond market has been anticipating another […]

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October 2, 2009

Global Market Comments October 2, 2009 Featured Trades: (MSFT), (BRK/A), (ORCL), (WMT), (CVX), (MEXICO)   1) We are now six months and 22 days into the global stock market rally, and what a rally its been! The move off the bottom has been the largest in history, and Q3 was the best in 11 years. […]

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October 1, 2009

Global Market Comments October 1, 2009 Featured Trades: (IDX), (INDONESIA), (FSLR), (STP), (YGE) 1) Was that nice for you, dear? Now that cash for clunkers has expired, new car sales have cratered. September is coming in at a 7 million unit run rate, lower than before the program started, and down 24% from already depressed […]

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September 30, 2009

Global Market Comments September 30, 2009 Featured Trades: (MSFT), (GS), (AIG), (MUSTANGS) 1) You may not be aware of this, but Microsoft (MSFT) is about to hit you with a massive marketing effort to buy its new Windows 7 operating system, which will be officially released on October 22. I have been an early adopter […]

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