Featured Trades: (SPECIAL DEMOGRAPHIC ISSUE), (VNM) 1) If Demographics is Destiny, Then America's Future Sucks. Desperate homeowners counting on a "V" shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have
Featured Trades:? (VNM) Market Vectors Vietnam ETF 4) Vietnam is a Paradise for Demographic Investors. Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest in companies that get 50% or more of their earnings
Featured Trades: (THE BEAR MARKET IN BONDS IS STILL SLEEPING), (TLT) 3) The Bear Market in Bonds is Still Sleeping. I just wanted to give you this updated technical chart of the long dated bond ETF (TLT), showing that the bear market in bonds is indeed on 'PAUSE'. This will be music to the
Featured Trades: (PALLADIUM), (PLATINUM), (PALL), (PPLT) 4) Check Out the Dip in Palladium. If you want to see the one precious metal that has been beaten senseless by the disaster in Japan, take a look at Palladium (PALL). Thanks to its close ties to the auto industry, the white metal has plummeted by 22%
Featured Trades: (NEW YORK STRATEGY LUNCHEON) Last Chance to Buy a Ticket for the Thursday, March 31 New York Strategy Luncheon. The Mad Hedge Fund Trader's Global Strategy Update will be held at 12:00 noon on Thursday, March 31, 2011. The event will be held at an exclusive private club on Central Park South.??
Featured Trades: (US HEDGE FUNDS ARE ABOUT TO UNDRESS) 2) Hedge Funds are About to Undress. The July 21 deadline for the hedge funds to register required by the one year anniversary of the Dodd-Frank bill is fast approaching, and the industry is roiling with turmoil. The net result for the rest of us
Featured Trades: (AIRLINE STOCKS COULD BE READY FOR A TAKEOFF) 3) Airline Stocks Could Be Ready for Take Off. When I was a young, clueless investment banker at Morgan Stanley 30 years ago, the head of equity sales took me aside to give me some fatherly advice. Never touch the airline industry. The profitability
Featured Trades: (GUESS WHO'S BUYING GOLD), (GLD), (SLV), (ABX) 2) Guess Who's Buying Gold. With gold threatening to break out to a new all-time high, and silver having already done so, some interesting facts are coming out about the precious metals market. It turns out that Iran has been a major buyer, with the
Featured Trades: (POST MORTEM ON THE YEN) 3) Yen Post Mortem. Since my bet that the Japanese yen would decline clearly didn't work, I thought I would sift through some alternative theories in an attempt to understand why this trade came undone so badly. After all, every loss is a lesson, best to be
'Fund consultants like to require style boxes such as 'long-short', 'macro', or 'international equities.' At Berkshire, our only style box is 'smart', said 'Oracle of Omaha', Warren Buffet, CEO and the largest shareholder in Berkshire Hathaway.
