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
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
'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.
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
Featured Trades: (POT), (MON)2) Agricultural Commodities Are the Steal of the Century. I managed to catch an interview with Charlie Rentschler at New York boutique investment bank, Morgan Joseph, one of the top agricultural analysts in the industry, known as the ?Farmer from Harvard.? He says that investment in the sector is a frustrating and
Featured Trades: (PCY), (LQD)3) Sovereign Debt is a Great Place to Hide. I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in the summer of
'A CEO must not delegate risk control. It's simply too important,' said Warren Buffet, CEO of Berkshire Hathaway.
Featured Trades: (THE HEALTH CARE BILL) 1) Here Comes Health Care. Well, the sun rose this morning. After driving around Washington State listening to talk radio while the health care vote was counting down, I wasn't so sure I would see it again. With this single vote, Obama has torn up the constitution, deprived America
Featured Trades: (LUMBER), (SUGAR), (PALL), (PPLT)2) Lumber Futures Are On Fire. When I recommended that you take profits on lumber in my February 25 piece (click here ), after pleading with you to buy it for the past year, I hope you were all in a coma in intensive care, spending a weekend in Paris
Featured Trades: (THE US EDUCATION SURPLUS)3) The Huge US Balance of Payments Surplus in Education. I spent the weekend attending? a graduation in? Washington state, a stone?s throw from where the 2010 Winter Olympics were recently held. While sitting through the tedious reading of 550 names, and listening to the wailing bagpipes, I did several