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The Solar Road Revisited

“The Solar Road Revisited”. Somehow this modernized version of Bob Dylan’s epic folk album doesn’t quite ring true when couched in terms of our hyper accelerating 21st century technology. Perhaps a Millennial bard will improve on this in the future on iTunes, Pandora, and Beats, of course? Yet, such a futuristic invention has already been […]

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The Price Tag for Clean Coal

I wanted to get the low down on clean coal (KOL) to see how clean it really is, so I visited some friends at Lawrence Livermore National Laboratory in California. The modern day descendent of the Atomic Energy Commission, where I had a student job in the early seventies, the leading researcher on laser induced […]

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Mad Hedge Fund Trader Punches Through to New All Time High

The industry beating performance of the Mad Hedge Fund Trader’s Trade Alert Service has finally punched through to a new all time high for the first time in seven weeks. The total return for my followers so far in 2014 has reached 15.50%, compared to a feeble 1.3% for the Dow Average during the same […]

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The 60-40 Correction

Traders have been tearing their hair out this year, if they have any left. The indecisive, flip flopping, “RISK ON”/”RISK OFF” state of play has been devoid of any direction clues for the past three months. Gold (GLD), the yen (FXY), and bonds (TLT) have been even worse, flat lining inside of narrow ranges. Hedge […]

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The Game Changer in India

“The India election result is the biggest development to affect emerging markets over the last 30 years.” That is what retired chairman of Goldman Sachs Asset Management and originator of the “BRIC” term, Jim O’Neal, told me last week. Indeed, the stunning news has sent long term country specialists scampering. In my long term strategy […]

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An Evening with David Tepper

“There is a time to make money, and a time to not lose money. This is one of those times.” That was the insightful gem I came away with after listening to David Tepper speak at the 7th annual SALT Alternative Investment Conference in Las Vegas Nevada. Tepper continued, opining that the markets are “dangerous” […]

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An Afternoon with General Colin Powell

I have long had enormous respect for General Colin Powell. My commanding four star general when I was flying errands for the Marine Corps. during Desert Storm, he fights my kind of war; they’re very short, three days in the case of desert storm, and we won. And topping everything else, the Kuwaitis paid for […]

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The Technical/Fundamental Tug of War: Who Will Win?

For the last few weeks, I have had two groups of analysts screaming in my ears. Fundamental researchers are asserting that at $120 per share in earnings, generating price earnings multiple of 18, stocks are at the historic middle of a 10-22 range. Q1 earnings are almost over and modestly outperformed on the upside, although […]

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The Endless Summer of 2014

We have just endured three weary months of tedious range trading, typical of a normal summer’s action. The problem is that the actual summer is about to begin. Are we going to suffer another three months of tedious range trading? Is summer trading this year going to last a full six months? Is this the […]

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How Long Will the Run in Master Limited Partnerships Continue?

Boy, that was one hell of a recommendation I made back in 2012, getting readers to buy Master Limited Partnerships (MLP’s). The share price for my favorite, Linn Energy (LINN), is unchanged from when I urged readers to pick it up. However, they have taken home nearly 25% in dividend payoffs during the same period. […]

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Mad Hedge Fund Trader Blasts to New All Time High

The industry beating performance of the Mad Hedge Fund Trader’s Trade Alert Service has maintained its gobsmacking pace from last year, picking up another 14.5% profit so far in 2014. The Dow Average was down a pitiful 1% during the same period, pegging my outperformance of the index at a stunning 15.50%. April alone is […]

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The Return of Peter the Great

Peter the Great is back! That is what the latest rumblings out of Russia confirm, with President Vladimir Putin demanding no less than $18 billion in payments from the Ukraine for its natural gas purchases. Never mind that this is more than the beleaguered country could possibly ever use. “Pay up, or we invade” seems […]

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Read Oil & Energy Insider for Trading Clues

I am often asked to divulge my research sources that give me my unfair advantage in trading. I usually decline such requests, unwilling to part with the “secret sauce” that enables me to beat the market, as well as most other hedge fund managers year after year. Why level the playing field for my competitors, […]

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It’s Time for a Strategy Change

There is absolutely no doubt that both risk and volatility are rising in the financial markets. The higher the indexes rise, the sharper the intraday breaks. That is never a healthy sign for a bull market that has thrived for more than two years without a 10% correction. The Crimean referendum should have been a […]

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Why Copper is Crashing

When Dr. Copper (CU), the only commodity with a PhD in economics, suddenly collapses from a heart attack, risk takers everywhere have to sit up and take notice. Since the 2011 top, the red metal has collapsed a shocking 38%. It has given back 10% just in the last two weeks. Will copper take down […]

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