Global Market Comments October 6, 2009 Featured Trades: (OBAMA), (FSLR), (SOLAR) 1) If you wonder where I am on the evening of Thursday, October 15, I will be having dinner with Barrack Obama, President of the United States. I received the invitation to San Francisco?s exclusive Saint Francis Hotel to meet the Commander-in-Chief with 250 of
Global Market Comments October 5, 2009 SPECIAL ?I TOLD YOU SO? ISSUE Featured Trades: (TBT), (BRAZIL), (EWZ) 1) For the last six months there has been a great big whopping contradiction in the markets. The stock market has been discounting a return to the ?Roaring Twenties,? while the bond market has been anticipating another ?Great Depression.?
Global Market Comments October 2, 2009 Featured Trades: (MSFT), (BRK/A), (ORCL), (WMT), (CVX), (MEXICO) 1) We are now six months and 22 days into the global stock market rally, and what a rally its been! The move off the bottom has been the largest in history, and Q3 was the best in 11 years. The crash
Global Market Comments October 1, 2009Featured Trades: (IDX), (INDONESIA), (FSLR), (STP), (YGE)1) Was that nice for you, dear? Now that cash for clunkers has expired, new car sales have cratered. September is coming in at a 7 million unit run rate, lower than before the program started, and down 24% from already depressed YOY levels.
Global Market Comments September 30, 2009 Featured Trades: (MSFT), (GS), (AIG), (MUSTANGS)1) You may not be aware of this, but Microsoft (MSFT) is about to hit you with a massive marketing effort to buy its new Windows 7 operating system, which will be officially released on October 22. I have been an early adopter of
Global Market Comments September 29, 2009 Featured Trades: (RADA), (BAC), (SCHW), (V), (CVX) 1) When a retired Israeli Air Force general calls me up in the middle of the night and tells me there?s a company I should look into, I sit up and take notice. Privately owned Spider Technologies Security Ltd (click here for
Global Market Comments September 25, 2009 Featured Trades: (SPX), (FCX), (FXI), (BYDFF), (BIDU), (X), (JNK), (HYG), (EEM), (EWY), (TBT), (UDN), (ULE), (VIX) 1) The one absolute, take it to the bank, bet the ranch fact you can count on right now is that there is no value in the stock market. We are at a lofty
Global Market Comments September 24, 2009 SPECIAL END OF CIVILAZATION ISSUE Featured Trades: (OBAMA), (BERNANKE), (TBT), (PCY)1) Boy, are the Republicans really screwed. I was awed with Obama's performance on the David Letterman show last night. This guy is relaxed, polished, cool, and a fabulous advocate and salesman of his policies. When asked a question,
Global Market Comments September 23, 2009 Featured Trades: (COAL), (CCS), (BTU), (SINA), (BIDU), (SOHU, (NTES)1) Peabody Energy?s (BTU) CEO, Gregory Boyce, says that the Chinese buying of coal is real, not stockpiling, and expects to see a 7.5% annual growth in sales for the next five years (click here for their website ).?? The big
Global Market Comments September 22, 2009Featured Trades: (PCY), (LQD), (ARI), (FSQU), (CLNY)1) A number of readers have asked me to come up with a safe, high yielding investment in which to hide out in case the equity markets swoon again. That means they are looking for a security that offers a high fixed return, denominated