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The Rising Drumbeat for Alibaba

Rumors hit the market Friday that Sprint (S) will mount a $20 billion takeover bid for T-Mobile (TMUS) in early January. The news caused a late day kerfluffle on what would otherwise have been a slow December pre holiday Friday. The Shares of both companies immediately jumped 10%, which left many analysts scratching their heads. […]

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Rampant Wage Inflation Strikes China

I rely on hundreds of ‘moles’ around the world whose job it is to watch a single, but important indicator for the world economy. One of them checks for me the want ads in the manufacturing mega city of Shenzhen, China, and what he told me last week was alarming. Wage demands by Chinese workers […]

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Check Out Obama’s Latest Stimulus Package

Was there is no limit to how far President Obama was willing to go to stimulate the economy and reassure his election? So I had to be amused when a friend sent me a link to his proposal. Warning: the source is a college humor website, so I would take it with so many grains […]

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December 16, 2013

Global Market Comments December 16, 2013 Fiat Lux Featured Trade: (REPORT FROM THE FROZEN WASTELANDS OF THE WEST)

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Report from the Frozen Wastelands of the West

I am writing this from a High Sierra peak at 12,000 feet in the dead of winter. It is 15 degrees and the wind is gusting at 70 miles an hour, turning by backpack into a sail and practically blowing me off the mountain. Over the side, the next stop is 1,000 feet below. I […]

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December 13, 2013

Global Market Comments December 13, 2013 Fiat Lux Featured Trade: (DECEMBER 18 GLOBAL STRATEGY WEBINAR), (MY MARKET TAKE FOR THE REST OF 2013), (DOUBLING UP ON SOFTBANK), (SFTBY) (SPY), (XLF), (TLT), (FXY), (SFTBY), (AAPL), (TESTIMONIAL) SoftBank Corp. (SFTBY) SPDR S&P 500 (SPY) Financial Select Sector SPDR (XLF) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Japanese […]

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Don’t Miss the December 18 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, December 18 at 12:00 PM EST. This is the last webinar of 2013! I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most […]

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My Market Take for the Rest of 2014

I can’t believe how fast the year has gone by. It seems like only yesterday that I was riding the transcontinental railroad from Chicago to San Francisco, writing my 2013 All Asset Class Review. Now 2014 is at our doorstep. As usual, the market has got it all wrong. There is not going to be […]

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Doubling Up on Softbank

I have always been a big fan of buying a dollar for 30 cents. That appears to be the opportunity now presented by the Japanese software giant, Softbank (SFTBY). This gorilla of the Internet space was founded and run by my old friend, Masayoshi Son, who many refer to as a combination of the Jeff […]

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December 12, 2013

Global Market Comments December 12, 2013 Fiat Lux Featured Trade: (IS THIS THE BIG TRADE OF 2014?), (GLD), (SLV), ($SSEC), (EEM), (FXI), (JJC), (DBA), (CORN), (CU), (USO), (KOL), (A CHRISTMAS DONATION FOR THE WORTHIEST OF CAUSES) SPDR Gold Shares (GLD) iShares Silver Trust (SLV) Shanghai Stock Exchange Composite Index ($SSEC) iShares MSCI Emerging Markets (EEM) […]

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Is This the Big Trade of 2014?

Watching the entire commodity complex collapse in unison this year was nothing less than amazing, with many ending the year down 30% or more. And I mean the broader definition of commodity. It includes the base metals like copper (JJC), (CU), agricultural products (CORN), (SOYB), (DBA), precious metals (GLD), (SLV), emerging markets (EEM), (FXI), ($SSEC), […]

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A Christmas Donation for the Worthiest of Causes

I follow a broad range of unconventional, but highly useful leading economic indicators that gives me a decisive edge when predicting the future direction of global financial markets. One of them has started flashing a warning sign. I fund an orphanage in remote Zhanjiang, in China’s southern Guangdong province, near Hainan Island called The Zhanjiang […]

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December 11, 2013

Global Market Comments December 11, 2013 Fiat Lux Featured Trade: (THE BIPOLAR ECONOMY), (SAY GOODBYE TO YOUR FAVORITE TEACHER), (RAILROADS ARE BREAKING OUT ALL OVER), (UNP), (CSX), (NSC), (CP), (ACI) Union Pacific Corporation (UNP) CSX Corp. (CSX) Norfolk Southern Corp. (NSC) Canadian Pacific Railway Limited (CP) Arch Coal Inc. (ACI)

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The Bipolar Economy

Corporate earnings are up big! Great! Buy! No wait! The economy is going down the toilet! Sell! Buy! Sell! Buy! Sell! Help! Anyone would be forgiven for thinking that the stock market has become bipolar. There is, in fact, an explanation for this madness. According to the Commerce Department’s Bureau of Economic Analysis, the answer […]

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Say Goodbye to Your Favorite Teacher

Don’t bother taking an apple to school to give your favorite teacher, unless you want to leave it in front of a machine. The schoolteacher is about to join the sorry ranks of the service station attendant, the elevator operator, and the telephone operators whose professions have been rendered useless by technology. The next big […]

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