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Hanging Out With the Woz

I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14-year-old president of the Homestead High School Radio Club in Cupertino, California. With seven children, my dad was pretty stingy with allowance money. But when it came to electronic parts, I had an unlimited budget, as that is […]

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December 6, 2013

Global Market Comments December 6, 2013 Fiat Lux Featured Trade: (THE BOND CRASH HAS ONLY JUST STARTED), ($TNX), (TLT), (TBT), (INDIA VS CHINA), (FXI), (PIN), (INP), (TTM) 10-Year Treasury Note ($TNX) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares China Large-Cap (FXI) PowerShares India (PIN) iPath MSCI India Index […]

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The Bond Crash Has Only Just Started

When I was a little kid in the early 1950’s, my grandfather used to endlessly rail against Franklin Delano Roosevelt. The WWI veteran, who was mustard gassed in the trenches of France and was a lifetime, died in the wool Republican, said the former president was a dictator and a traitor to his class, who […]

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India is Catching Up With China

When I first visited Calcutta in 1976, more than 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw driver, and drinking the water out of a tap was tantamount to committing suicide. Some 36 years later, and the subcontinent is poised to overtake China’s white hot growth […]

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December 5, 2013

Global Market Comments December 5, 2013 Fiat Lux Featured Trade: (THE POPULATION BOOM), (WHY WATER WILL SOON BE WORTH MORE THAN OIL), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (WHO EXPENSIVE OIL HURTS THE MOST), (USO), (TESTIMONIAL) Guggenheim S&P Global Water Index (CGW) PowerShares Water Resources (PHO) First Trust ISE Water Idx (FIW) Veolia Environnement S.A. […]

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The Population Boom

In their century long coverage of exotic places, cultures, and practices, National Geographic Magazine inadvertently sheds light on broad global trends that deeply affect the rest of us. Plus, the pictures are great. A recent issue celebrated the approach of the world’s population to 7 billion, and the implications therein. Long time readers of this […]

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Why Water Will Soon Become More Valuable Than Oil

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water […]

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Who Expensive Oil Hurts the Most

Every time the price of oil spikes, we learn vast amounts of information about the global reach of this indispensable commodity. It’s like taking a non-core elective in geology at college. So I was fascinated when I found the chart of relative sector winners and losers below. No surprise that energy does best from sky-high […]

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December 4, 2013

Global Market Comments December 4, 2013 Fiat Lux Featured Trade: (ARE YOU READY FOR PRESIDENT HILLARY?), (TESTIMONIAL)

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The Markets and President Hillary

Yes, I know that the presidential election of 2016 is three years off. But if you already know the outcome of that contest you can use it to your advantage trading the markets today. You don’t want to get caught out like many conservatives did in 2012, who were forced to dump stock in a […]

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December 3, 2013

Global Market Comments December 3, 2013 Fiat Lux Featured Trade: (THAT OTHER “GREAT REALLOCATION” OUT OF THE YEN), (FXY), (YCS), ($NIKK), (DXJ), (TLT), (BUY FLOOD INSRANCE WITH THE VIX), (VIX), (VXX), (TESTIMONIAL) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) Tokyo Nikkei Average Indx ($NIKK) WisdomTree Japan Hedged Equity (DXJ) iShares 20+ Year Treasury […]

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That Other “Great Reallocation” Out of the Yen

The big talk in the financial markets this year was of the “Great Reallocation” out of bonds and into stocks.” The problem is that it was just that: talk. While redemptions of retail bond mutual funds have topped $147 billion since June, the big money has yet to move in size. However, there is a […]

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Buy Flood Insurance With the VIX

I am one of those cheapskates who buys Christmas ornaments by the bucket load from Costco in January for ten cents on the dollar because my eleven month return on capital comes close to 1,000%. I also like buying flood insurance in the middle of the summer when the forecast here in California is for […]

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December 2, 2013

Global Market Comments December 2, 2013 Fiat Lux Featured Trade: (MAD DAY TRADER BRINGS IN 292% RETURN IN 2013), (GOOG), (IBM), (SOYB), (AAPL), (TLT),  (TBT), (FXY), (YCS), (FXE), (EUO), (BEWARE THE COMING EQUITY FAMINE), (TESTIMONIAL) Google Inc. (GOOG) International Business Machines Corporation (IBM) Teucrium Soybean (SOYB) Apple Inc. (AAPL) iShares 20+ Year Treasury Bond (TLT) […]

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Mad Day Trader Brings in 292% Return in 2013

When Mad Day Trader, Jim Parker, told me he was up 292% over the past seven months, I didn’t believe him. The value of a nominal $1,000 investment would have to have increased to $3,124. “It’s too good to be true,” I thought. Nobody will believe it. Even my own customer support people said it […]

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