March 30, 2010 ? Quote of the Day
I enjoy issuing Berkshire stock as much as I relish preparing for a colonoscopy,' said Oracle of Omaha Warren Buffet of Berkshire Hathaway (BRK/A).
Entries by DougD
March 29, 2010 ? The Mad Hedge Fund Trader?s Global Strategy Update
Featured Trades: (STRATEGY LUNCH) 1) Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in a number of venues around the country this year. The first two will be held in San Francisco on April 23, and in New York on May 7. A three
March 29, 2010 ? Enter the Golden Age for Hedge Funds
Featured Trades: (HEDGE FUNDS)2) Enter the Golden Age for Hedge Funds. I think we are entering a new golden age for hedge funds. I haven't seen as many visible, easy to understand growth differentials since the eighties since the last golden age, when we all made fortunes going long high growth markets and currencies, like
March 29, 2010 ? The Skinny on Batteries With John Petersen
Featured Trades: (JOHN PETERSEN), (JCI), (XIDE)3) The Skinny on Batteries With John Petersen. John Petersen is an attorney specializing in venture capital investments in the alternative energy space with Fefer, Petersen & Cie in Berne, Switzerland.? He argues that the entire electric car movement is a complete fraud orchestrated by a few big car companies
March 29, 2010 ? Quote of the Day
'Stocks have reached a permanently high plateau,' said Irving Fisher in 1929, one of the founders of the science of economometrics. Fisher lost a $10 million personal fortune in the 96% collapse in the market that ensued.
March 26, 2010 ? The Days Are Numbered for US Treasury Bonds
Featured Trades: (TBT), (TBF)1) The Days Are Numbered for US Treasury Bonds. I was so busy writing about the collapse of the yen yesterday that I didn?t have a chance to comment on the nearly failed Treasury auction. The government offered? $42 billion five year bonds for sale which came in at a surprisingly high
March 26, 2010 ? California Muni Bonds Are a Steal Here
Featured Trades: (CALIFORNIA), (VCV), (NCP), (NVX)2) California Muni Bonds Are a Steal Here. The California governor's election is heating up, and the muck slinging is getting hot and heavy. The downside is that front runner Meg Whitman, of EBay fame, has launched such an aggressive, saturating, and negative TV campaign against rival, Steve Poizner, that
March 26, 2010 ? Playing Catch Up With Titanium
Featured Trades: (TITANIUM), (TIE), (BA)3) Playing Catch Up With Titanium. One of the many sectors I knew would go up a lot, which I just plain didn't have time to write about, is titanium stocks. But the top titanium producer in the US, Titanium Metals Corporation (TIE), has popped 43% in the past month, giving
March 26, 2010 ? Quote of the Day
'The jobs that we gained over the last two decades were the jobs that led to over consumption, jobs like finance, insurance, real estate, and consumer cyclicals,' said my old buddy, David Gerstenhaber, President of Argonaut Capital Management.
March 25, 2010 ? Cash in Your Yen Shorts
Featured Trades: (YEN), (YCS), (TM), (NSANY), (SNE), (EUROYEN CROSS) 1) Cash in Your Yen Shorts. Paid subscribers who took my advice to clamber into short yen positions at ?88.5 on March 4 were richly rewarded with a major breakdown in the Japanese currency today to ?92.5 (click here for the call in my March 5