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
'Inflation steals from savers, and inflation is the logical consequence of printing too much money,' said Oracle of Omaha, Warren Buffett.
Global Market Comments March 23, 2010 (SPECIAL TEXAS ISSUE) Featured Trades: (JOHN MAULDIN), (SPX), (XEU), (EEM), (GLD), (CMGTX), (TBT), (JAMES BAKER, III) 1) Son of Texas and financial seer, John Mauldin, believes the stock market could shed 40% in the near future (SPX). John is the president of Millennium Wave Advisors, LLC, a Dallas, Texas
Global Market Comments March 17, 2010 Featured Trades: (RESIDENTIAL REAL ESTATE), (TRES AMIGAS TRANSMISSION PLANT), (SPX), (DOLLAR BILL)1) It?s time for my annual review of the residential real estate market in the High Sierra mountain hamlet of Incline Village, Nevada, and I am sad to report that antidepressant addiction among realtors there is still at
Global Market Comments March 15, 2010 Featured Trades: (CHARLES NENNER), (SPX), (DOW), (YEN), (PALLADIUM), (PALL), (DEMOGRAPHICS)1) After much pleading and cajoling, I managed to get a no holds barred, no stone unturned 40 minute interview with technical analyst to the stars, Charles Nenner of Charles Nenner Research in Amsterdam, for Hedge Fund Radio. Bottom line:
Global Market Comments March 11, 2010 Featured Trades: (PCY), (TBF), (TM), (THE PACIFIC) NOTE TO SUBSCRIBERS: There will be no letter tomorrow, as I am taking a research day. 1) Get Ready for the April Surprise. I have a feeling that the markets are on a final countdown, but don?t know it yet. No, I
Global Market Comments March 10, 2010Featured Trades: (WARREN BUFFET?S ANNUAL LETTER), (BRK/A), (SPX), (GS), (GE), (BYDDF) 1)Sorry about the absent letter yesterday. A virus took out my computer, and it consumed eight hours to reformat the hard drive, find all of my user keys and passwords, and reload the software. Trolling the world wide web for
Global Market Comments March 8, 2010 Featured Trades: (FEBRUARY NON-FARM PAYROLL), (YEN), (EUROYEN CROSS), (SPX), (GOOG), (AAPL), (GS), (BARTON BIGGS), (OEF), (MSFT), (INTC), (CSCO), (ORCL), (FXI), (PIN), (EWY), (THD), (EWT), (EWH), (TUR), (PLND), (RSX), (EWZ), (USO).? 1) Something Amazing is Happening With the Payroll Figures. The February non-farm payroll showed a further loss of 36,000