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September 9, 2009

Global Market Comments September 9, 2009 Featured Trades: (COPPER), (TBT), (FCX), (EUROPE), (DOLLAR)   1) Well, you certainly don’t need my help anymore. With everything in the world going up but the greenback, you certainly don’t need the advice of financial advisors, brokers, pundits, or sadly, even this humble online columnist. I never thought I’d […]

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September 8, 2009

Global Market Comments September 8, 2009Featured Trades: (NATURAL GAS), (UNG), (EL NINO), (AGU), (MON), (MOO), (WHEAT), (WZ09) 1)Everyday, I make an effort to speak to a maker, miner, driller, or provider of a service in the real economy. If you keep your head in the financial markets too long, it is easy to lose touch […]

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September 4, 2009

Global Market Comments September 4, 2009 SPECIAL NON-FARM PAYROLL ISSUE Featured Trades: (CRUDE), ($WTIC),(DXO) (GOLD), (GLD), (KGC), (JAG), (RGLD) 1) So who was the dummy that waited until August to lay off their workers? Fire the bastard! Apparently, there are a large number of managers out there who don't read newspapers, watch TV, or talk […]

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September 3, 2009

Global Market Comments September 3, 2009 Featured Trades: (FNM), (FRE), (UNP) 1) The hedge fund industry is emerging from the ashes of 2008, and will inevitably grab a larger share of the investing public’s assets. Low interest rates and hero status made it way too easy for inexperienced, untested, and sometimes unscrupulous managers to raise […]

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September 2, 2009

Global Market Comments September 2, 2009 Featured Trades: (MONGOLIA), (SPX), (IVN), (RTP), (FSLR),(STP) (YGE), (LEN), (DHI), (TOL) 1) US stocks are now the most expensive they have been in seven years, and never really got cheap during the March low, just fairly valued. At least I have some good company in my views, which are […]

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September 1, 2009

Global Market Comments September 1, 2009 SPECIAL SAN FRANCISCO MONEY SHOW ISSUE 1) I attended the Woodstock of investment conferences last week, the San Francisco Money Show, as a correspondent for financial blog aggregator and research provider www.seekingalpha.com. The cavernous Marriot convention center was absolutely bubbling with new ideas, where you couldn't walk five feet […]

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August 31, 2009

Global Market Comments August 31, 2009 SPECIAL ‘˜CHEAP THINGS TO BUY’ ISSUE Featured Trades: (CHK), (XTO), (SWN), (HK), (WHEAT), (WZ09)   1) Note to self. Don’t do your midnight pee next to the bear box. They’re called that for a reason. And I’m sorry that my shouting at the hungry, six foot tall black bear […]

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August 21, 2009

Global Market Comments August 21, 2009 Featured Trades: (NATURAL GAS), (UNG), (LITHIUM), (OPTT), (HANG SENG), ($HSI) 1) Many traders are staring at their screens with rapt attention to see if natural gas can hold the new seven year low of $3. If it does, you can expect an explosive rally back to $3.50. If it […]

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August 19, 2009

Global Market Comments August 19, 2009 SPECIAL DEMOGRAPHIC ISSUE Featured Trades: (VIETNAM), (VNM), (POPULATION PYRAMIDS) 1)Desperate homeowners counting on a 'V' shaped recovery in residential real estate prices better first take a close look at global demographic data, which tells us there will be no recovery at all. I have been using the US Census […]

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August 18, 2009

Global Market Comments August 18, 2009 Featured Trades: (SPX), (T), (SILVER) 1) Wow! One triple digit move down in the Dow, and all of a sudden, everyone is bearish.  Once invisible falling home prices, soaring deficits, bogus corporate earnings, catatonic consumers, a crashing Shanghai market, and a suicidal Baltic Dry Shipping Index  are now staring […]

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August 17, 2009

Global Market Comments August 17, 2009 Featured Trades: (SUGAR), (CRUDE), (NATURAL GAS), (CHK) 1) I’m sorry I’m late with my letter today, but the lady in front of me in line at MacDonald’s (MCD) with the four screaming kids maxed out all four of her credit cards buying some hamburgers and happy toys. Her new […]

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August 14, 2009

Global Market Comments August 14, 2009 Featured Trades: (GG), (GOLD), (BRAZIL), ($BVSP), (EWZ) 1) Charles Jeannes, CEO of Goldcorp (GG) (visit their website ) sees an all time high for the yellow metal of $1,050 by the end of the year. His Canadian company is the world's leading low cost, unhedged producer of the barbaric […]

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August 13, 2009

Global Market Comments August 13, 2009 Featured Trades: (SHANGHAI), ($SSEC), (BALTIC DRY INDEX), ($BDI), (XTO), (NATURAL GAS), ($NATGAS), (UNG), (SPX)   1) Traders are keeping a laser eye focus on two bellwether markets, which are starting to roll over like a cheap date.  The red hot Shanghai stock market has dropped 10% in the past […]

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August 12, 2009

Global Market Comments August 12, 2009 Featured Trades: (GMGMQ), (TM) 1) GM says that its new Volt hybrid will get an unbelievable 230 miles per gallon for a 300 mile range when it is introduced at the end of 2010. Does this mean it only has a two gallon gas tank? The $40,000 car will […]

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August 11, 2009

Global Market Comments August 11, 2009 Featured Trades: (NATURAL GAS), (UNG), (BYD) 1) Welcome to the ‘square root’ shaped recovery. That is the likely shape of the recovery curve we can expect over the coming years. If you back out what I call the ’2000′s fluff’ of excess car production, liar loans, using the home […]

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