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China’s Long and Winding Road

I spent the evening speaking to Gao Jie, a Beijing civil judge who left the bench to join China’s growing environmental movement when her kids came home from school one day coughing and wheezing. You only have to inhale in the capitol city these days to understand that they have a huge problem there. One […]

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The Great Ethanol Boondoggle

One of my biggest disappointments with the Obama administration so far is his continued support of the ethanol boondoggle. The program was ramped up by the Bush administration to achieve energy independence by subsidizing the production of alcohol from domestically grown corn. Add clean burning moonshine (yes, it’s the same alcohol – C2H5OH), whose combustion […]

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March 7, 2013

Global Market Comments March 7, 2013 Fiat Lux Featured Trade: (APRIL 19 CHICAGO STRATEGY LUNCHEON), (HERE COMES THE NEXT PEACE DIVIDEND), (AAPL), (USO), (SPX), (UUP), (TLT), (GLD), (SLV), (CU), (CORN), (SOYB) Apple Inc. (AAPL) United States Oil (USO) S&P 500 Index (SPX) PowerShares DB US Dollar Index Bullish (UUP) iShares Barclays 20+ Year Treas Bond […]

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April 19 Chicago Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Friday, April 19. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, foreign […]

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Here Comes the Next Peace Dividend

When communications between intelligence agencies suddenly spike, as has recently been the case, I sit up and take note. Hey, you don’t think I talk to all of those generals because I like their snappy uniforms, do you? The word is that the despotic, authoritarian regime in Syria is on the verge of collapse, and […]

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March 6, 2013

Global Market Comments March 6, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (INVESTING IN A STATE SPONSOR OF TERRORISM), (AFK), (GAF), (EZA), (THE LONG VIEW ON EMERGING MARKETS), (EWZ), (RSX), (PIN), (FXI) Market Vectors Africa Index ETF (AFK) SPDR S&P Emerging Middle East & Africa (GAF) iShares MSCI South Africa Index […]

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April 12 San Francisco Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, […]

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Investing in a State Sponsor of Terrorism

How about a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers one of the world’s highest AIDs rates, endures regular insurrections where all of the Westerners get […]

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The Long View on Emerging Markets

I managed to catch a few comments in the distinct northern accent of Jim O’Neil, the fabled analyst who invented the ‘BRIC’ term, and who has been kicked upstairs to the chairman’s seat at Goldman Sachs International (GS) in London. Jim thinks that it is still the early days for the space, and that these […]

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March 5, 2013

Global Market Comments March 5, 2013 Fiat Lux Featured Trade: (THE GREAT YAWN OF 2013), (INDUSTRIES THAT YOU WILL NEVER HEAR FROM ME ABOUT)

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The Great Yawn of 2013

Contrary to widespread predications, the sun rose this morning and the world did not end. The overnight reduction in our defense spending did not prompt expansionist, vengeful Mexicans to try to retake California and Texas, kicking soccer balls all the way. Cigar chomping Cuban communists did not capture Florida. Hockey stick brandishing Canadians failed to […]

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Industries You Will Never Hear From Me About

The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long-term macroeconomic winds at their backs. That means I ignore a large part of the US economy whose time has passed and are headed for the dustbin of history. According to […]

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March 4, 2013

Global Market Comments March 4, 2013 Fiat Lux Featured Trade: (MARCH 6 GLOBAL STRATEGY WEBINAR), (THE DEATH OF GOLD, PART II), (GLD), (GDX), (GDM), (FXE), (UUP), (FXB), (GBB), (USO), (CU), (THE REAL ESTATE MARKET IN 2030), (TESTIMONIAL) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) GOLD MINERS INDEX (GDM) CurrencyShares Euro Trust (FXE) […]

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Don’t Miss the March 6 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, March 6 at 12:00 noon EST. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

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The Death of Gold, Part II

I have been pounding the table trying to get readers out of gold since early December. Now, my friend at stockcharts.com, Mike Murphy, has produced a stunning series of charts showing that this may be more than just a short-term dip and another buying opportunity. Mike explains that a number of traditional chart, technical, and […]

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